American Express Company (AXP) Ownership

287.71 ↑2.16 (0.76%)

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 27 institutional holders of AXP own 69.05% of the company with a total of 487.6 million shares.

In the latest ownership report on June 30th 2024, the top 27 institutional holders increased their combined ownership of AXP by 4.9 million shares. 10 institutions bought 10,539,316 total additional shares and increased their ownership by an average of 20.32%. However 10 institutions sold 5,646,477 total shares and decreased their ownership by an average of 3.58%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of American Express Company increased by a net total of 4,892,839 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	2024-06-30
Vanguard Group Inc	6.416%	0.097%	45,197,559	43,841	2024-06-30
BlackRock Inc	5.948%	-2.721%	41,897,299	-1,171,676	2024-06-30
State Street Corp	4.157%	-0.984%	29,284,305	-290,865	2024-06-30
Morgan Stanley - Brokerage Accounts	3.871%	2.610%	27,267,450	693,652	2024-06-30
Wellington Management Company LLP	2.712%	-13.231%	19,107,313	-2,913,549	2024-06-30
JPMorgan Chase & Co	2.320%	1.426%	16,339,945	229,722	2024-06-30
Geode Capital Management, LLC	1.618%	1.495%	11,397,412	167,919	2024-06-30
FMR Inc	1.439%	25.073%	10,137,605	2,032,238	2024-06-30
Massachusetts Financial Services Company	1.357%	-2.018%	9,558,651	-196,904	2024-06-30
Bank of America Corp	1.352%	140.266%	9,522,893	5,559,414	2024-06-30
T. Rowe Price Associates, Inc.	1.297%	8.156%	9,136,403	688,962	2024-06-30
Fisher Asset Management, LLC	1.263%	-3.435%	8,895,914	-316,442	2024-06-30
Nuveen Asset Management, LLC	0.961%	-1.739%	6,768,449	-119,749	2024-06-30
NORGES BANK	0.904%	7.191%	6,366,820	427,102	2024-06-30
Northern Trust Corp	0.875%	-0.977%	6,164,827	-60,840	2024-06-30
Legal & General Group PLC	0.729%	0.240%	5,137,139	12,321	2024-06-30
Amvescap Plc.	0.724%	-8.234%	5,098,226	-457,461	2024-06-30
Artisan Partners Limited Partnership	0.687%	-0.156%	4,838,833	-7,576	2024-06-30
Goldman Sachs Group Inc	0.680%	16.660%	4,790,625	684,145	2024-06-30
Bank of New York Mellon Corp	0.661%	-2.317%	4,698,310	-111,415	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Berkshire Hathaway Inc	21.522%	0.000%	151,610,700	0	2024-06-30
Vanguard Group Inc	6.416%	0.097%	45,197,559	43,841	2024-06-30
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	4.157%	-0.984%	29,284,305	-290,865	2024-06-30
Morgan Stanley - Brokerage Accounts	3.871%	2.610%	27,267,450	693,652	2024-06-30
Wellington Management Company LLP	2.712%	-13.231%	19,107,313	-2,913,549	2024-06-30
JPMorgan Chase & Co	2.320%	1.426%	16,339,945	229,722	2024-06-30
Geode Capital Management, LLC	1.618%	1.495%	11,397,412	167,919	2024-06-30
FMR Inc	1.439%	25.073%	10,137,605	2,032,238	2024-06-30
Massachusetts Financial Services Company	1.357%	-2.018%	9,558,651	-196,904	2024-06-30
Bank of America Corp	1.352%	140.266%	9,522,893	5,559,414	2024-06-30
T. Rowe Price Associates, Inc.	1.297%	8.156%	9,136,403	688,962	2024-06-30
Fisher Asset Management, LLC	1.263%	-3.435%	8,895,914	-316,442	2024-06-30
Nuveen Asset Management, LLC	0.961%	-1.739%	6,768,449	-119,749	2024-06-30
NORGES BANK	0.904%	7.191%	6,366,820	427,102	2024-06-30
Northern Trust Corp	0.875%	-0.977%	6,164,827	-60,840	2024-06-30
Dodge & Cox	0.799%	-8.944%	5,939,589	-583,395	2022-09-30
Legal & General Group PLC	0.729%	0.240%	5,137,139	12,321	2024-06-30
Amvescap Plc.	0.724%	-8.234%	5,098,226	-457,461	2024-06-30
Harris Associates L.P.	0.692%	71.295%	5,008,226	2,084,484	2023-12-31
Lazard Asset Management LLC	0.681%	-3.323%	4,928,644	-169,410	2023-09-30
Artisan Partners Limited Partnership	0.687%	-0.156%	4,838,833	-7,576	2024-06-30
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
Bank of New York Mellon Corp	0.661%	-2.317%	4,698,310	-111,415	2024-06-30
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 28.52% of the company with a total of 203.8 million shares.

In the latest ownership report on October 31st 2024, the top 37 fund holders increased their combined ownership of AXP by 50 thousand shares. 4 funds bought 78,616 total additional shares and increased their ownership by an average of 0.36%. However 1 funds sold 28,280 total shares and decreased their ownership by an average of 0.73%.

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 50,336 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	0.971%	0.415%	6,839,341	28,248	2024-10-31
iShares Core S&P 500 ETF	0.888%	0.154%	6,252,726	9,628	2024-10-31
SPDR® Dow Jones Industrial Avrg ETF Tr	0.791%	0.593%	5,571,670	32,840	2024-10-31
The Financial Select Sector SPDR® ETF	0.547%	-0.729%	3,852,456	-28,280	2024-10-31
State St S&P 500® Indx SL Cl III	0.387%	0.291%	2,722,660	7,900	2024-10-31

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	2.237%	-1.189%	15,755,586	-189,573	2024-09-30
AF High Growth (AFRIS)	2.096%	0.000%	14,900,421	14,900,421	2024-02-29
Vanguard Institutional 500 Index Trust	2.088%	-1.030%	14,711,406	-153,096	2024-09-30
Vanguard 500 Index Investor	1.944%	0.553%	14,318,999	78,733	2023-08-31
Fidelity 500 Index	0.980%	-1.381%	6,904,036	-96,704	2024-09-30
SPDR® S&P 500® ETF Trust	0.971%	0.415%	6,839,341	28,248	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	0.888%	0.154%	6,252,726	9,628	2024-10-31
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	0.791%	0.593%	5,571,670	32,840	2024-10-31
MFS Large Cap Value Equity	0.712%	-2.163%	5,012,074	-110,825	2024-09-30
MFS Value A	0.712%	-0.711%	5,012,074	-35,886	2024-09-30
Vanguard Value Index Inv	0.598%	0.817%	4,208,904	34,120	2024-09-30
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
The Financial Select Sector SPDR® ETF	0.547%	-0.729%	3,852,456	-28,280	2024-10-31
Vanguard Institutional Index I	0.507%	-2.124%	3,570,503	-77,467	2024-09-30
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
JPMorgan Equity Income I	0.458%	-0.564%	3,228,573	-18,325	2024-09-30
JPM US Equity Income-Composite	0.458%	-10.232%	3,228,573	-367,983	2024-09-30
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	0.391%	4.713%	2,755,331	124,016	2024-09-30
State St S&P 500® Indx SL Cl III	0.387%	0.291%	2,722,660	7,900	2024-10-31
JPMorgan US Equity L	0.349%	8.402%	2,455,479	190,308	2024-09-30
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
CREF Stock R1	0.285%	-0.582%	2,024,913	-11,852	2024-06-30
AF Global Equity (AFRIS)	0.277%	0.000%	1,954,160	1,954,160	2024-02-29