Also trades as: 0R3C.IL (IOB) · $vol 1M · 0R3C.L (LSE) · $vol 0M · AXP.BA (BUE) · $vol 0M · AXP.TO (TSX) · $vol 0M · AEC1.DE (XETRA) · $vol 0M
AXP Institutional Ownership
American Express Company
1W: -2.0%
1M: -8.2%
3M: -15.0%
YTD: -18.8%
1Y: -7.6%
3Y: +107.5%
5Y: +81.6%
$302.78
+0.69 (+0.23%)
Weekly Expected Move ±2.8%
$286
$294
$303
$311
$320
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ETF Exposure
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Supply Chain
Institutional Ownership — AXP
3,145
Institutional Holders
-66 vs prior quarter
0.0%
Ownership
+0.00pp
$193B
Total Invested
262
New Positions
1215
Increased
1183
Reduced
115
Closed
1.30
Put/Call Ratio
Ownership Trends
Top Institutional Holders (3348 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc | 151,610,700 | $45.9B | — | +0.0% | 105Q | SEC ↗ |
| 2 | BlackRock, Inc. | 42,006,392 | $12.7B | +96,083 | +0.2% | 8Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 35,215,521 | $10.7B | +2,205,306 | +6.7% | 2Q | SEC ↗ |
| 4 | STATE STREET CORP | 29,095,803 | $8.8B | -131,918 | -0.5% | 43Q | SEC ↗ |
| 5 | JPMORGAN CHASE & CO | 20,459,941 | $6.2B | +51,618 | +0.3% | 103Q | SEC ↗ |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 14,019,549 | $4.2B | -146,925 | -1.0% | 92Q | SEC ↗ |
| 7 | MORGAN STANLEY | 13,121,109 | $4.0B | +312,357 | +2.4% | 60Q | SEC ↗ |
| 8 | Fisher Asset Management, LLC | 9,426,671 | $2.9B | +176,298 | +1.9% | 57Q | SEC ↗ |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | 8,739,519 | $2.6B | +786,964 | +9.9% | 2Q | SEC ↗ |
| 10 | NORGES BANK NEW | 7,985,867 | $2.4B | — | +0.0% | 1Q | SEC ↗ |
| 11 | BANK OF AMERICA CORP /DE | 7,969,555 | $2.4B | +614,981 | +8.4% | 15Q | SEC ↗ |
| 12 | PRICE T ROWE ASSOCIATES INC /MD | 7,005,840 | $2.1B | +13,100 | +0.2% | 16Q | SEC ↗ |
| 13 | NORTHERN TRUST CORP | 6,198,664 | $1.9B | -94,004 | -1.5% | 110Q | SEC ↗ |
| 14 | FMR LLC | 6,007,554 | $1.8B | -3,257,444 | -35.2% | 110Q | SEC ↗ |
| 15 | WELLS FARGO & COMPANY/MN | 5,963,599 | $1.8B | +272,927 | +4.8% | 110Q | SEC ↗ |
| 16 | Nuveen, LLC | 5,189,802 | $1.6B | -400,979 | -7.2% | 6Q | SEC ↗ |
| 17 | GOLDMAN SACHS GROUP INC | 5,120,864 | $1.6B | +150,276 | +3.0% | 15Q | SEC ↗ |
| 18 | UBS AM, a distinct business unit of UB | 5,053,409 | $1.5B | -193,996 | -3.7% | 63Q | SEC ↗ |
| 19 | Artisan Partners Limited Partnership | 4,521,044 | $1.4B | -72,839 | -1.6% | 60Q | SEC ↗ |
| 20 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 4,467,904 | $1.4B | -599,751 | -11.8% | 73Q | SEC ↗ |
| 21 | DZ BANK AG Deutsche Zentral Genossensc | 4,373,205 | $1.3B | -29,634 | -0.7% | 39Q | SEC ↗ |
| 22 | UBS Group AG | 4,082,851 | $1.2B | -483,398 | -10.6% | 47Q | SEC ↗ |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 3,888,106 | $1.2B | +16,958 | +0.4% | 15Q | SEC ↗ |
| 24 | Sixth Street Partners Management Compa NEW | 3,888,106 | $1.2B | — | +0.0% | 1Q | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 3,736,251 | $1.1B | -116,966 | -3.0% | 76Q | SEC ↗ |
| 26 | Legal & General Group Plc | 3,364,536 | $1.0B | -311,628 | -8.5% | 27Q | SEC ↗ |
| 27 | WELLINGTON MANAGEMENT GROUP LLP | 3,219,942 | $975M | -965,037 | -23.1% | 74Q | SEC ↗ |
| 28 | VANGUARD FIDUCIARY TRUST CO | 3,019,440 | $914M | +22,689 | +0.8% | 2Q | SEC ↗ |
| 29 | DIMENSIONAL FUND ADVISORS LP | 2,853,697 | $864M | +142,095 | +5.2% | 102Q | SEC ↗ |
| 30 | Invesco Ltd. | 2,847,449 | $862M | -473,036 | -14.2% | 77Q | SEC ↗ |
| 31 | Rothschild & Co Wealth Management UK L | 2,838,220 | $859M | -5,938 | -0.2% | 50Q | SEC ↗ |
| 32 | DEUTSCHE BANK AG | 2,743,385 | $831M | +40,056 | +1.5% | 52Q | SEC ↗ |
| 33 | NORDEA INVESTMENT MANAGEMENT AB | 2,610,019 | $790M | +66,057 | +2.6% | 94Q | SEC ↗ |
| 34 | BARCLAYS PLC | 2,539,954 | $769M | +218,256 | +9.4% | 67Q | SEC ↗ |
| 35 | Capital Wealth Planning, LLC | 2,407,310 | $729M | -222,538 | -8.5% | 10Q | SEC ↗ |
| 36 | AMERIPRISE FINANCIAL INC | 2,394,292 | $725M | -819,663 | -25.5% | 16Q | SEC ↗ |
| 37 | Jupiter Topco LLC NEW | 2,382,750 | $721M | — | +0.0% | 1Q | SEC ↗ |
| 38 | Amundi | 2,355,244 | $713M | -136,512 | -5.5% | 21Q | SEC ↗ |
| 39 | JANUS HENDERSON GROUP PLC | 2,314,909 | $701M | -175,582 | -7.1% | 53Q | SEC ↗ |
| 40 | Boston Partners | 2,312,355 | $700M | +256,194 | +12.5% | 12Q | SEC ↗ |
| 41 | Capital World Investors | 2,094,222 | $634M | -745,035 | -26.2% | 9Q | SEC ↗ |
| 42 | ROYAL BANK OF CANADA | 1,850,570 | $560M | +109,914 | +6.3% | 87Q | SEC ↗ |
| 43 | SCHRODER INVESTMENT MANAGEMENT GROUP | 1,778,857 | $539M | +213,292 | +13.6% | 52Q | SEC ↗ |
| 44 | Mitsubishi UFJ Asset Management Co., L | 1,712,074 | $518M | +49,763 | +3.0% | 54Q | SEC ↗ |
| 45 | First Eagle Investment Management, LLC | 1,680,147 | $509M | +17,519 | +1.1% | 81Q | SEC ↗ |
| 46 | D. E. Shaw & Co., Inc. | 1,580,103 | $478M | -402,235 | -20.3% | 87Q | SEC ↗ |
| 47 | HSBC HOLDINGS PLC | 1,568,240 | $475M | -99,835 | -6.0% | 110Q | SEC ↗ |
| 48 | Swiss National Bank | 1,499,019 | $454M | -118,280 | -7.3% | 13Q | SEC ↗ |
| 49 | FIRST TRUST ADVISORS LP | 1,438,146 | $435M | +16,925 | +1.2% | 44Q | SEC ↗ |
| 50 | MARSHALL WACE, LLP | 1,429,163 | $433M | +1,303,120 | +1033.9% | 4Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 7,985,867 | $2.4B |
| Sixth Street Partners Management Co | 3,888,106 | $1.2B |
| Jupiter Topco LLC | 2,382,750 | $721M |
| Junto Capital Management LP | 307,858 | $93M |
| Curated Wealth Partners LLC | 275,494 | $83M |
| Nykredit A/S | 174,573 | $53M |
| ThornTree Capital Partners LP | 166,784 | $50M |
| Freestone Grove Partners LP | 93,391 | $28M |
| Thomasville National Bank | 49,015 | $15M |
| Longbow Finance SA | 47,463 | $14M |
| Giverny Capital Inc. | 46,702 | $14M |
| Loews Corp | 45,000 | $14M |
| Genoa Capital Gestora de Recursos L | 39,358 | $12M |
| CONNORS INVESTOR SERVICES INC | 37,104 | $11M |
| LOGAN CAPITAL MANAGEMENT INC | 32,772 | $10M |
| VectorGlobal IAG, Inc. | 28,372 | $9M |
| Caprock Group, LLC | 26,807 | $8M |
| TRUST CO OF VERMONT | 24,582 | $7M |
| Diversify Advisory Services, LLC | 22,596 | $7M |
| DARK FOREST CAPITAL MANAGEMENT LP | 20,928 | $6M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Susquehanna Portfolio Strategies, L | 152,949 | $46M |
| Quadrature Capital Ltd | 114,040 | $35M |
| LORD, ABBETT & CO. LLC | 112,448 | $34M |
| Skandinaviska Enskilda Banken AB (p | 111,043 | $34M |
| Paralel Advisors LLC | 105,000 | $32M |
| HRT FINANCIAL LP | 97,162 | $29M |
| THAMES CAPITAL MANAGEMENT LLC | 80,463 | $24M |
| Rakuten Investment Management, Inc. | 71,504 | $22M |
| Skye Global Management LP | 65,500 | $20M |
| DJE Kapital AG | 58,977 | $18M |
| North Reef Capital Management LP | 50,000 | $15M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 48,700 | $15M |
| Polar Capital Holdings Plc | 45,415 | $14M |
| Ninety One UK Ltd | 44,559 | $13M |
| Jain Global LLC | 36,732 | $11M |
| Gillson Capital LP | 36,480 | $11M |
| iA Global Asset Management Inc. | 33,330 | $10M |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS | 33,317 | $10M |
| Vise Technologies, Inc. | 32,951 | $10M |
| ING GROEP NV | 32,836 | $10M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | +2,205,306 | +6.7% | 35,215,521 |
| MARSHALL WACE, LLP | +1,303,120 | +1033.9% | 1,429,163 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +786,964 | +9.9% | 8,739,519 |
| BANK OF AMERICA CORP /DE | +614,981 | +8.4% | 7,969,555 |
| MORGAN STANLEY | +312,357 | +2.4% | 13,121,109 |
| WELLS FARGO & COMPANY/MN | +272,927 | +4.8% | 5,963,599 |
| Boston Partners | +256,194 | +12.5% | 2,312,355 |
| JANE STREET GROUP, LLC | +241,646 | +152.0% | 400,609 |
| BARCLAYS PLC | +218,256 | +9.4% | 2,539,954 |
| SCHRODER INVESTMENT MANAGEMENT GROU | +213,292 | +13.6% | 1,778,857 |
| VESTOR CAPITAL, LLC | +180,686 | +22334.5% | 181,495 |
| Fisher Asset Management, LLC | +176,298 | +1.9% | 9,426,671 |
| CIBC Bancorp USA Inc. | +168,158 | +41.0% | 577,898 |
| NATIONAL BANK OF CANADA /FI | +162,441 | +81.3% | 362,160 |
| GOLDMAN SACHS GROUP INC | +150,276 | +3.0% | 5,120,864 |
| DIMENSIONAL FUND ADVISORS LP | +142,095 | +5.2% | 2,853,697 |
| JONES FINANCIAL COMPANIES LLLP | +139,449 | +40.5% | 484,003 |
| CANADA PENSION PLAN INVESTMENT BOAR | +139,225 | +15.9% | 1,015,427 |
| NATIXIS ADVISORS, LLC | +127,869 | +27.1% | 599,813 |
| APG Asset Management N.V. | +111,025 | +34.1% | 436,219 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| FMR LLC | -3,257,444 | -35.2% | 6,007,554 |
| Capital Research Global Investors | -2,428,907 | -76.6% | 741,644 |
| SG Americas Securities, LLC | -1,002,749 | -51.0% | 962,989 |
| WELLINGTON MANAGEMENT GROUP LLP | -965,037 | -23.1% | 3,219,942 |
| AMERIPRISE FINANCIAL INC | -819,663 | -25.5% | 2,394,292 |
| Qube Research & Technologies Ltd | -798,689 | -97.5% | 20,453 |
| Capital World Investors | -745,035 | -26.2% | 2,094,222 |
| MASSACHUSETTS FINANCIAL SERVICES CO | -599,751 | -11.8% | 4,467,904 |
| RENAISSANCE TECHNOLOGIES LLC | -516,300 | -93.7% | 34,580 |
| TD Asset Management Inc | -483,800 | -28.5% | 1,214,293 |
| UBS Group AG | -483,398 | -10.6% | 4,082,851 |
| Invesco Ltd. | -473,036 | -14.2% | 2,847,449 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | -430,234 | -81.8% | 95,727 |
| D. E. Shaw & Co., Inc. | -402,235 | -20.3% | 1,580,103 |
| Nuveen, LLC | -400,979 | -7.2% | 5,189,802 |
| Legal & General Group Plc | -311,628 | -8.5% | 3,364,536 |
| California Public Employees Retirem | -292,934 | -23.0% | 980,462 |
| Pictet Asset Management Holding SA | -283,998 | -19.6% | 1,167,608 |
| TORONTO DOMINION BANK | -276,232 | -49.2% | 285,091 |
| CITIGROUP INC | -275,145 | -25.2% | 816,334 |