American Express Company Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC | 11/14/2024 | 151.61 M | $41.12 B | 0.00% | 21.41% |
| VANGUARD GROUP INC | 11/13/2024 | 45.15 M | $12.24 B | -0.12% | 6.38% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 42.53 M | $11.53 B | 100.00% | 6.01% |
| STATE STREET CORP | 11/14/2024 | 29.28 M | $7.94 B | -0.02% | 4.14% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2024 | 16.07 M | $4.36 B | -15.88% | 2.27% |
| JPMORGAN CHASE & CO | 12/26/2024 | 15.64 M | $4.24 B | -4.27% | 2.21% |
| MORGAN STANLEY | 11/14/2024 | 13.50 M | $3.66 B | -0.98% | 1.91% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 11.48 M | $3.10 B | 0.76% | 1.62% |
| FMR LLC | 11/13/2024 | 11.00 M | $2.98 B | 8.54% | 1.55% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 9.40 M | $2.55 B | 2.85% | 1.33% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 11/12/2024 | 9.19 M | $2.49 B | -3.82% | 1.30% |
| FISHER ASSET MANAGEMENT, LLC | 11/12/2024 | 8.67 M | $2.35 B | -2.59% | 1.22% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 5.70 M | $1.55 B | -15.74% | 0.81% |
| INVESCO LTD. | 11/12/2024 | 4.99 M | $1.35 B | -2.20% | 0.70% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 4.97 M | $1.35 B | -3.34% | 0.70% |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 11/12/2024 | 4.86 M | $1.32 B | 0.51% | 0.69% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 4.56 M | $1.24 B | -2.90% | 0.64% |
| JANUS HENDERSON GROUP PLC | 11/14/2024 | 3.96 M | $1.07 B | 0.85% | 0.56% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 3.86 M | $1.05 B | -1.14% | 0.55% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 3.81 M | $1.03 B | -20.38% | 0.54% |
| CAPITAL WORLD INVESTORS | 11/13/2024 | 3.63 M | $984.26 M | 0.08% | 0.51% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 3.62 M | $981.41 M | -62.00% | 0.51% |
| ROTHSCHILD & CO WEALTH MANAGEMENT UK LTD | 10/18/2024 | 3.26 M | $884.44 M | -8.91% | 0.46% |
| UBS GROUP AG | 11/14/2024 | 3.16 M | $858.28 M | 11.92% | 0.45% |
| ALPHINITY INVESTMENT MANAGEMENT PTY LTD | 11/08/2024 | 3.08 M | $835.27 M | 14.52% | 0.44% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 2.93 M | $793.55 M | 3.86% | 0.41% |
| LONGVIEW PARTNERS (GUERNSEY) LTD | 11/13/2024 | 2.60 M | $706.39 M | 0.00% | 0.37% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 11/12/2024 | 2.60 M | $704.55 M | 0.03% | 0.37% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 2.50 M | $670.24 M | 9.71% | 0.35% |
| TD ASSET MANAGEMENT INC | 11/01/2024 | 2.34 M | $634.94 M | -3.41% | 0.33% |
| BARCLAYS PLC | 11/19/2024 | 2.16 M | $585.90 M | -2.36% | 0.31% |
| BOSTON PARTNERS | 11/12/2024 | 2.11 M | $572.12 M | -0.73% | 0.30% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 2.02 M | $548.07 M | 11.61% | 0.29% |
| NORDEA INVESTMENT MANAGEMENT AB | 11/05/2024 | 1.96 M | $526.78 M | 2.95% | 0.28% |
| AMUNDI | 11/13/2024 | 1.93 M | $519.56 M | -5.43% | 0.27% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 1.71 M | $464.92 M | 3.12% | 0.24% |
| SWISS NATIONAL BANK | 11/07/2024 | 1.71 M | $463.37 M | 0.18% | 0.24% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 11/05/2024 | 1.68 M | $456.42 M | 0.46% | 0.24% |
| LAZARD ASSET MANAGEMENT LLC | 11/14/2024 | 1.68 M | $455.74 M | -41.96% | 0.24% |
| SMEAD CAPITAL MANAGEMENT, INC. | 11/07/2024 | 1.63 M | $441.91 M | 3.49% | 0.23% |
| ROYAL BANK OF CANADA | 11/14/2024 | 1.52 M | $412.82 M | -9.21% | 0.22% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 1.52 M | $412.47 M | 18.98% | 0.21% |
| BEUTEL, GOODMAN & CO LTD. | 11/13/2024 | 1.45 M | $393.67 M | -0.81% | 0.21% |
| SUSTAINABLE GROWTH ADVISERS, LP | 11/05/2024 | 1.37 M | $372.14 M | -4.37% | 0.19% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 11/13/2024 | 1.34 M | $362.15 M | -9.12% | 0.19% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 11/13/2024 | 1.31 M | $355.23 M | -2.18% | 0.19% |
| ABRDN PLC | 10/25/2024 | 1.27 M | $343.44 M | 2.24% | 0.18% |
| CAPITAL WEALTH PLANNING, LLC | 11/12/2024 | 1.24 M | $337.33 M | 111,757.46% | 0.18% |
| CITADEL ADVISORS LLC | 11/14/2024 | 1.22 M | $332.11 M | -15.39% | 0.17% |
| NOMURA HOLDINGS INC | 01/13/2025 | 1.21 M | $327.96 M | -13.98% | 0.17% |
American Express Companyinstitutional Ownership - FAQ's
During the previous two years, 2661 institutional investors and hedge funds held shares of American Express Company. The most heavily invested institutionals were:
Turtle Creek Wealth Advisors, LLC: 0
Parkside Investments, LLC: 0
Redhawk Wealth Advisors, Inc.: 0
Olstein Capital Management, L.P.: 0
Center For Asset Management LLC: 0
Foster Victor Wealth Advisors, LLC: 0
81.94% of American Express Company stock is owned by institutional investors.
Institutional investors have bought a total of 713.20 M shares in the last 24 months. This purchase volume represents approximately $232.15 B in transactions.