American Express Company (AXP) Ownership

298.65 ↑5.57 (1.90%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Berkshire Hathaway Inc is the biggest individual institutional holder of American Express Company (AXP), owning a total of 151.6 million shares. Combined, the top 28 institutional holders of AXP own 67.06% of the company with a total of 473.6 million shares.

In the latest ownership report on September 30th 2024, the top 28 institutional holders decreased their combined ownership of AXP by 18.5 million shares. 5 institutions bought 1,476,366 total additional shares and increased their ownership by an average of 3.63%. However 12 institutions sold 19,932,358 total shares and decreased their ownership by an average of 8.85%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of American Express Company decreased by a net total of -18,455,992 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Berkshire Hathaway Inc	21.522%	0.000%	151,610,700	0	2024-09-30
Vanguard Group Inc	6.409%	-0.115%	45,145,384	-52,175	2024-09-30
State Street Corp	4.156%	-0.017%	29,279,243	-5,062	2024-09-30
Wellington Management Company LLP	2.282%	-15.875%	16,073,972	-3,033,341	2024-09-30
JPMorgan Chase & Co	2.220%	-4.273%	15,641,718	-698,227	2024-09-30
Morgan Stanley - Brokerage Accounts	1.916%	-50.490%	13,500,208	-13,767,242	2024-09-30
Geode Capital Management, LLC	1.630%	0.755%	11,483,512	86,100	2024-09-30
FMR Inc	1.562%	8.544%	11,003,715	866,110	2024-09-30
T. Rowe Price Associates, Inc.	1.334%	2.847%	9,396,518	260,115	2024-09-30
Massachusetts Financial Services Company	1.305%	-3.821%	9,193,401	-365,250	2024-09-30
Fisher Asset Management, LLC	1.230%	-2.591%	8,665,409	-230,505	2024-09-30
Northern Trust Corp	0.833%	-4.793%	5,869,324	-295,503	2024-09-30
Nuveen Asset Management, LLC	0.810%	-15.737%	5,703,311	-1,065,138	2024-09-30
Amvescap Plc.	0.708%	-2.197%	4,986,241	-111,985	2024-09-30
Legal & General Group PLC	0.705%	-3.341%	4,965,535	-171,604	2024-09-30
Artisan Partners Limited Partnership	0.690%	0.514%	4,863,701	24,868	2024-09-30
UBS Asset Mgmt Americas Inc	0.654%	5.476%	4,606,986	239,173	2024-09-30
Bank of New York Mellon Corp	0.648%	-2.902%	4,561,984	-136,326	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Berkshire Hathaway Inc	21.522%	0.000%	151,610,700	0	2024-09-30
Vanguard Group Inc	6.409%	-0.115%	45,145,384	-52,175	2024-09-30
BlackRock Inc	5.948%	-2.721%	41,897,299	-1,171,676	2024-06-30
State Street Corporation	4.160%	-0.403%	29,575,170	-119,583	2024-03-31
State Street Corp	4.156%	-0.017%	29,279,243	-5,062	2024-09-30
Wellington Management Company LLP	2.282%	-15.875%	16,073,972	-3,033,341	2024-09-30
JPMorgan Chase & Co	2.220%	-4.273%	15,641,718	-698,227	2024-09-30
Morgan Stanley - Brokerage Accounts	1.916%	-50.490%	13,500,208	-13,767,242	2024-09-30
Geode Capital Management, LLC	1.630%	0.755%	11,483,512	86,100	2024-09-30
FMR Inc	1.562%	8.544%	11,003,715	866,110	2024-09-30
Bank of America Corp	1.352%	140.266%	9,522,893	5,559,414	2024-06-30
T. Rowe Price Associates, Inc.	1.334%	2.847%	9,396,518	260,115	2024-09-30
Massachusetts Financial Services Company	1.305%	-3.821%	9,193,401	-365,250	2024-09-30
Fisher Asset Management, LLC	1.230%	-2.591%	8,665,409	-230,505	2024-09-30
NORGES BANK	0.904%	7.191%	6,366,820	427,102	2024-06-30
Dodge & Cox	0.799%	-8.944%	5,939,589	-583,395	2022-09-30
Northern Trust Corp	0.833%	-4.793%	5,869,324	-295,503	2024-09-30
Nuveen Asset Management, LLC	0.810%	-15.737%	5,703,311	-1,065,138	2024-09-30
Harris Associates L.P.	0.692%	71.295%	5,008,226	2,084,484	2023-12-31
Amvescap Plc.	0.708%	-2.197%	4,986,241	-111,985	2024-09-30
Legal & General Group PLC	0.705%	-3.341%	4,965,535	-171,604	2024-09-30
Lazard Asset Management LLC	0.681%	-3.323%	4,928,644	-169,410	2023-09-30
Artisan Partners Limited Partnership	0.690%	0.514%	4,863,701	24,868	2024-09-30
DZ BANK AG Deutsche Zentral-Genossenschaftsbank Fr	0.643%	16.363%	4,807,168	675,971	2022-06-30
Goldman Sachs Group Inc	0.680%	16.660%	4,790,625	684,145	2024-06-30
UBS Asset Mgmt Americas Inc	0.654%	5.476%	4,606,986	239,173	2024-09-30
Bank of New York Mellon Corp	0.648%	-2.902%	4,561,984	-136,326	2024-09-30
HHG PLC	0.586%	-1.619%	4,163,073	-68,526	2024-03-31

Mutual Fund Ownership

Vanguard Instl Ttl Stck Mkt Idx Tr is the biggest individual fund holder of American Express Company (AXP), owning a total of 17.3 million shares. Combined, the top 37 mutual fund holders of AXP own 28.57% of the company with a total of 204.1 million shares.

In the latest ownership report on November 30th 2024, the top 37 fund holders increased their combined ownership of AXP by 107 thousand shares. 3 funds bought 108,669 total additional shares and increased their ownership by an average of 0.65%. However 1 funds sold 1,400 total shares and decreased their ownership by an average of 0.05%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding American Express Company increased by a net total of 107,269 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SPDR® S&P 500® ETF Trust	0.985%	0.595%	6,935,662	41,044	2024-11-30
iShares Core S&P 500 ETF	0.901%	0.000%	6,347,339	0	2024-11-30
SPDR® Dow Jones Industrial Avrg ETF Tr	0.771%	0.913%	5,434,408	49,152	2024-11-30
The Financial Select Sector SPDR® ETF	0.595%	0.443%	4,188,421	18,473	2024-11-30
State St S&P 500® Indx SL Cl III	0.386%	-0.051%	2,721,260	-1,400	2024-11-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Instl Ttl Stck Mkt Idx Tr	2.372%	1.411%	17,283,159	240,404	2023-03-31
Vanguard Total Stock Mkt Idx Inv	2.229%	-0.348%	15,700,721	-54,865	2024-10-31
AF High Growth (AFRIS)	2.096%	0.000%	14,900,421	14,900,421	2024-02-29
Vanguard Institutional 500 Index Trust	2.113%	1.179%	14,884,796	173,390	2024-10-31
Vanguard 500 Index Investor	1.944%	0.553%	14,318,999	78,733	2023-08-31
SPDR® S&P 500® ETF Trust	0.985%	0.595%	6,935,662	41,044	2024-11-30
Fidelity 500 Index	0.979%	-0.164%	6,892,712	-11,324	2024-10-31
Global Balanced (AFRIS)	0.962%	0.000%	6,835,502	6,835,502	2024-02-29
SPDR® S&P 500 ETF Trust	0.950%	0.699%	6,835,327	47,460	2024-05-30
Fidelity® 500 Index	0.930%	0.640%	6,779,634	43,143	2023-11-30
iShares Core S&P 500 ETF	0.901%	0.000%	6,347,339	0	2024-11-30
MFS Large Cap Value (SMA)	0.828%	30,469,600.000%	6,093,941	6,093,921	2023-06-30
SPDR® Dow Jones Industrial Avrg ETF Tr	0.771%	0.913%	5,434,408	49,152	2024-11-30
MFS Large Cap Value Equity	0.712%	-2.163%	5,012,074	-110,825	2024-09-30
MFS Value A	0.707%	-0.664%	4,978,788	-33,286	2024-10-31
Vanguard Value Index Inv	0.599%	0.309%	4,221,896	12,992	2024-10-31
The Financial Select Sector SPDR® ETF	0.595%	0.443%	4,188,421	18,473	2024-11-30
JPM US Equity Income-MA	0.550%	98,910.900%	4,009,940	4,005,890	2023-09-30
Financial Select Sector SPDR® ETF	0.537%	0.032%	3,861,064	1,248	2024-05-30
Vanguard Institutional Index I	0.507%	-0.032%	3,569,357	-1,146	2024-10-31
Lazard U.S. Equity Select	0.461%	10,566.200%	3,432,583	3,400,401	2022-12-31
Vanguard Dividend Growth Inv	0.467%	-25.755%	3,285,969	-1,139,877	2024-09-30
JPM US Equity Income-Composite	0.458%	-10.232%	3,228,573	-367,983	2024-09-30
JPMorgan Equity Income I	0.445%	-2.815%	3,137,699	-90,874	2024-10-31
Vanguard Wellington™ Inv	0.432%	0.987%	3,040,989	29,722	2024-09-30
Vanguard Windsor™ II Inv	0.404%	0.000%	2,901,047	0	2023-12-31
Dodge & Cox Stock I	0.380%	-30.622%	2,826,014	-1,247,340	2022-12-31
Fidelity Contrafund	0.392%	0.194%	2,760,674	5,343	2024-10-31
State St S&P 500® Indx SL Cl III	0.386%	-0.051%	2,721,260	-1,400	2024-11-30
JPMorgan US Equity L	0.352%	1.042%	2,481,063	25,584	2024-10-31
JPM US Equity-MA	0.345%	-6.467%	2,455,479	-169,778	2024-09-30
Oakmark Investor	0.333%	11.586%	2,407,800	250,000	2023-12-31
First Eagle Global A	0.304%	0.000%	2,268,791	0	2022-10-31
Blackrock Eq Idx Fund CF	0.301%	5.563%	2,122,541	111,862	2024-09-30
Bridge Builder Large Cap Growth	0.290%	-8.095%	2,097,964	-184,788	2024-02-29
AF Global Equity (AFRIS)	0.277%	0.000%	1,954,160	1,954,160	2024-02-29
CREF Stock R1	0.274%	-2.579%	1,927,319	-51,027	2024-08-31