American Express Ownership | Who Owns American Express?
American Express Ownership Summary
American Express is owned by 84.02% institutional investors, 21.77% insiders. Berkshire hathaway is the largest institutional shareholder, holding 21.41% of AXP shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.25% of its assets in American Express shares.
AXP Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | American Express | 84.02% | 21.77% | -5.79% |
| Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
| Industry | Credit Services Stocks | 35.35% | 9.08% | 55.57% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Berkshire hathaway | 151.61M | 21.41% | $45.00B |
| Vanguard group | 45.24M | 6.39% | $13.43B |
| Blackrock funding, inc. /de | 43.94M | 6.21% | $13.04B |
| Blackrock | 41.90M | 5.81% | $9.70B |
| State street | 29.78M | 4.21% | $8.84B |
| Jpmorgan chase | 16.75M | 2.37% | $4.97B |
| Wellington management group llp | 15.86M | 2.24% | $4.71B |
| Morgan stanley | 13.63M | 1.89% | $3.16B |
| Geode capital management | 11.75M | 1.66% | $3.48B |
| Fmr | 10.91M | 1.54% | $3.24B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Aquamarine zurich | 210.00K | 21.67% | $62.33M |
| Berkshire hathaway | 151.61M | 16.84% | $45.00B |
| Global frontier investments | 197.22K | 15.06% | $58.53M |
| Rothschild & co wealth management uk | 2.76M | 14.41% | $820.53M |
| Cacti asset management | 413.45K | 9.23% | $122.93M |
| Timucuan asset management inc/fl | 975.50K | 8.86% | $289.52M |
| Bradley & co. private wealth management | 40.43K | 7.49% | $12.00M |
| Lb partners | 32.00K | 7.12% | $9.50M |
| Amussen hunsaker associates | 165.17K | 6.92% | $49.04M |
| Heard capital | 381.13K | 6.73% | $113.12M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 6.02M | 0.23% | 6.02M |
| Dz bank ag deutsche zentral genossenschafts bank, frankfurt am main | 4.36M | 1.31% | 3.58M |
| Capital research global investors | 2.99M | 0.18% | 1.94M |
| Kovitz investment group partners | 2.02M | 1.99% | 1.57M |
| Blackrock funding, inc. /de | 43.94M | 0.26% | 1.41M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Legal & general group | 3.73M | 0.29% | -1.24M |
| Blackrock | 41.90M | 0.22% | -1.17M |
| Price t rowe associates inc /md/ | 8.43M | 0.29% | -966.61K |
| International assets investment management | 3.21K | 0.08% | -906.52K |
| Massachusetts financial services co /ma/ | 8.55M | 0.80% | -647.32K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 6.02M | 0.23% | 6.02M | $1.79B |
| Raymond james financial | 984.13K | 0.11% | 984.13K | $292.08M |
| Peak6 | 277.64K | 0.17% | 277.64K | $82.40M |
| Allianz se | 198.85K | 1.54% | 198.85K | $59.04M |
| Global frontier investments | 197.22K | 15.06% | 197.22K | $58.53M |
Sold Out
| Holder | Change |
|---|---|
| Frg family wealth advisors | -1.00 |
| Mendota financial group | -1.00 |
| Lmr partners llp | -3.00 |
| Vista private wealth partners. | -3.00 |
| Sugar maple asset management | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 2,631 | -2.19% | 588,986,796 | -1.51% | 84 | 1.18% | 1,106 | -4.98% | 1,035 | 0.68% |
| Dec 31, 2024 | 2,570 | 2.59% | 595,808,084 | 2.66% | 84 | 1.25% | 1,096 | -0.18% | 995 | 11.55% |
| Sep 30, 2024 | 2,469 | 3.22% | 579,699,107 | -3.87% | 81 | 1.15% | 1,086 | 9.70% | 877 | -4.05% |
| Jun 30, 2024 | 2,344 | -0.76% | 601,312,166 | 0.39% | 83 | 1.21% | 971 | -1.92% | 895 | 0.34% |
| Mar 31, 2024 | 2,362 | 5.64% | 598,988,951 | -2.00% | 83 | 1.17% | 990 | -5.62% | 892 | 13.20% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 15.78M | 2.25% | 239.98K |
| Vanguard US Total Market Shares ETF | 15.76M | 2.25% | -189.57K |
| Vanguard Institutional 500 Index Trust | 15.68M | 2.24% | 250.42K |
| Fidelity 500 Index | 6.96M | 0.99% | -6.91K |
| SPDR® S&P 500 ETF | 6.90M | 0.98% | -118.93K |
| SPDR® S&P 500® ETF Trust | 6.72M | 0.96% | -35.21K |
| SPDR® S&P 500® ETF | 6.66M | 0.95% | 25.10K |
| iShares Core S&P 500 ETF | 6.43M | 0.92% | -2.94K |
| SPDR® Dow Jones Industrial Avrg ETF Tr | 5.51M | 0.79% | -79.87K |
| Vanguard Dividend Growth Inv | 5.40M | 0.77% | 2.24M |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 20, 2025 | Marquez Rafael | President, International Card | Sell | $3.56M |
| May 13, 2025 | Joabar Raymond | Grp. Pres., Global Comm. Serv. | Sell | $120.98K |
| May 06, 2025 | Grosfield Howard | Group Pres., U.S. Cons. Serv. | Sell | $2.60M |
| Apr 29, 2025 | McNeal Glenda G | Chief Partner Officer | Sell | $799.01K |
| Mar 07, 2025 | Angelakis Michael J | - | Buy | $998.59K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | 4 |
| 2025 Q1 | 1 | 19 |
| 2024 Q4 | - | 9 |
| 2024 Q3 | - | - |
| 2024 Q2 | - | 10 |
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