American Express Company Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC | 05/15/2025 | 151.61 M | $40.79 B | 0.00% | 21.63% |
VANGUARD GROUP INC | 05/09/2025 | 45.84 M | $12.33 B | 1.34% | 6.54% |
BLACKROCK, INC. | 05/02/2025 | 45.03 M | $12.11 B | 2.47% | 6.42% |
STATE STREET CORP | 05/15/2025 | 29.77 M | $8.01 B | -0.04% | 4.25% |
JPMORGAN CHASE & CO | 05/12/2025 | 18.36 M | $4.94 B | 9.58% | 2.62% |
WELLINGTON MANAGEMENT GROUP LLP | 05/13/2025 | 18.03 M | $4.85 B | 13.67% | 2.57% |
MORGAN STANLEY | 05/15/2025 | 13.28 M | $3.57 B | -4.06% | 1.90% |
GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 12.14 M | $3.25 B | 3.28% | 1.73% |
FMR LLC | 05/12/2025 | 10.47 M | $2.82 B | -4.05% | 1.49% |
FISHER ASSET MANAGEMENT, LLC | 05/14/2025 | 8.97 M | $2.41 B | 2.41% | 1.28% |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 05/02/2025 | 7.87 M | $2.12 B | -7.92% | 1.12% |
PRICE T ROWE ASSOCIATES INC /MD/ | 05/14/2025 | 7.27 M | $1.95 B | -13.80% | 1.04% |
BANK OF AMERICA CORP /DE/ | 05/15/2025 | 6.85 M | $1.84 B | -8.28% | 0.98% |
NORTHERN TRUST CORP | 05/13/2025 | 6.67 M | $1.80 B | -2.21% | 0.95% |
05/12/2025 | 5.41 M | $1.45 B | 100.00% | 0.77% | |
UBS ASSET MANAGEMENT AMERICAS INC | 05/19/2025 | 5.09 M | $1.37 B | 1.57% | 0.73% |
GOLDMAN SACHS GROUP INC | 05/16/2025 | 4.55 M | $1.22 B | 19.53% | 0.65% |
ARTISAN PARTNERS LIMITED PARTNERSHIP | 05/14/2025 | 4.49 M | $1.21 B | 1.13% | 0.64% |
UBS GROUP AG | 05/13/2025 | 4.46 M | $1.20 B | 24.53% | 0.64% |
INVESCO LTD. | 05/12/2025 | 4.32 M | $1.16 B | -6.51% | 0.62% |
BANK OF NEW YORK MELLON CORP | 04/29/2025 | 4.30 M | $1.16 B | -1.77% | 0.61% |
CAPITAL WORLD INVESTORS | 05/12/2025 | 3.91 M | $1.05 B | 5.64% | 0.56% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/09/2025 | 3.85 M | $1.04 B | -0.62% | 0.55% |
DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 05/15/2025 | 3.81 M | $1.03 B | -12.53% | 0.54% |
LEGAL & GENERAL GROUP PLC | 05/15/2025 | 3.77 M | $1.01 B | 1.17% | 0.54% |
CAPITAL RESEARCH GLOBAL INVESTORS | 05/12/2025 | 3.60 M | $967.28 M | 20.37% | 0.51% |
JANUS HENDERSON GROUP PLC | 05/15/2025 | 3.46 M | $918.71 M | -0.67% | 0.49% |
DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 3.12 M | $839.63 M | 2.26% | 0.45% |
BARCLAYS PLC | 05/15/2025 | 3.02 M | $812.71 M | 35.04% | 0.43% |
DEUTSCHE BANK AG\ | 05/09/2025 | 2.90 M | $779.44 M | 7.35% | 0.41% |
ROTHSCHILD & CO WEALTH MANAGEMENT UK LTD | 05/06/2025 | 2.78 M | $746.80 M | 0.40% | 0.40% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/14/2025 | 2.62 M | $705.50 M | 33.87% | 0.37% |
AMERIPRISE FINANCIAL INC | 05/14/2025 | 2.48 M | $659.83 M | -3.54% | 0.35% |
ALPHINITY INVESTMENT MANAGEMENT PTY LTD | 05/12/2025 | 2.32 M | $624.40 M | -15.24% | 0.33% |
NORDEA INVESTMENT MANAGEMENT AB | 05/14/2025 | 2.22 M | $584.56 M | 0.64% | 0.32% |
AMUNDI | 05/15/2025 | 2.15 M | $532.11 M | -1.47% | 0.31% |
TD ASSET MANAGEMENT INC | 05/07/2025 | 2.11 M | $568.60 M | -8.11% | 0.30% |
FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 05/12/2025 | 2.11 M | $566.42 M | -10.49% | 0.30% |
ROYAL BANK OF CANADA | 05/15/2025 | 1.97 M | $530.03 M | 26.22% | 0.28% |
BOSTON PARTNERS | 05/13/2025 | 1.96 M | $525.08 M | 1.76% | 0.28% |
CAPITAL WEALTH PLANNING, LLC | 05/12/2025 | 1.95 M | $524.37 M | 28.42% | 0.28% |
HSBC HOLDINGS PLC | 05/14/2025 | 1.88 M | $503.31 M | -0.41% | 0.27% |
LONGVIEW PARTNERS (GUERNSEY) LTD | 05/14/2025 | 1.80 M | $484.31 M | -27.82% | 0.26% |
COLUMBIA ASSET MANAGEMENT | 04/10/2025 | 1.80 M | $1.79 M | 205.08% | 0.26% |
WELLS FARGO & COMPANY/MN | 05/13/2025 | 1.69 M | $455.49 M | -1.15% | 0.24% |
BNP PARIBAS ARBITRAGE, SNC | 05/14/2025 | 1.63 M | $439.40 M | -10.21% | 0.23% |
SWISS NATIONAL BANK | 05/12/2025 | 1.59 M | $427.62 M | -1.07% | 0.23% |
SUMITOMO MITSUI TRUST HOLDINGS, INC. | 04/25/2025 | 1.58 M | $425.49 M | -5.17% | 0.23% |
BEUTEL, GOODMAN & CO LTD. | 05/14/2025 | 1.46 M | $391.83 M | 0.47% | 0.21% |
CITADEL ADVISORS LLC | 05/15/2025 | 1.39 M | $374.89 M | -16.71% | 0.20% |
American Express Company institutional Ownership - FAQ's
During the previous two years, 3362 institutional investors and hedge funds held shares of American Express Company. The most heavily invested institutionals were:
BERKSHIRE HATHAWAY INC: 151.61 M
VANGUARD GROUP INC: 45.84 M
BlackRock, Inc.: 45.03 M
STATE STREET CORP: 29.77 M
JPMORGAN CHASE & CO: 18.36 M
WELLINGTON MANAGEMENT GROUP LLP: 18.03 M
84.13% of American Express Company stock is owned by institutional investors.
Institutional investors have bought a total of 758.41 M shares in the last 24 months. This purchase volume represents approximately $236.25 B in transactions.