Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
05/14/2024 | BEUTEL, GOODMAN & CO LTD. | 1.40 M | $318.62 M | -32.33% | 0.19% |
05/07/2024 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.58 M | $360.59 M | 7.40% | 0.22% |
05/10/2024 | WELLS FARGO & COMPANY/MN | 1.66 M | $378.29 M | 7.66% | 0.23% |
04/19/2024 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 1.69 M | $384.92 M | -5.54% | 0.23% |
05/07/2024 | SUSTAINABLE GROWTH ADVISERS, LP | 1.71 M | $389.18 M | -3.39% | 0.24% |
05/15/2024 | D. E. SHAW & CO., INC. | 1.74 M | $395.30 M | 44.67% | 0.24% |
05/07/2024 | SWISS NATIONAL BANK | 1.75 M | $397.54 M | -10.80% | 0.24% |
05/10/2024 | SMEAD CAPITAL MANAGEMENT, INC. | 1.76 M | $400.93 M | 4.67% | 0.24% |
05/15/2024 | ROYAL BANK OF CANADA | 1.79 M | $406.60 M | -6.83% | 0.25% |
05/02/2024 | NORDEA INVESTMENT MANAGEMENT AB | 1.80 M | $408.49 M | 14.23% | 0.25% |
05/14/2024 | ALLIANCEBERNSTEIN L.P. | 1.87 M | $425.15 M | -46.27% | 0.26% |
05/07/2024 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.90 M | $431.59 M | 16.67% | 0.26% |
05/06/2024 | ALPHINITY INVESTMENT MANAGEMENT PTY LTD | 1.90 M | $433.71 M | 100.00% | 0.26% |
05/15/2024 | DEUTSCHE BANK AG\ | 1.99 M | $453.92 M | -1.17% | 0.28% |
05/28/2024 | BOSTON PARTNERS | 2.13 M | $485.52 M | 22.23% | 0.29% |
05/15/2024 | AMUNDI | 2.12 M | $461.13 M | 6.67% | 0.29% |
05/15/2024 | AMERIPRISE FINANCIAL INC | 2.28 M | $508.74 M | -5.20% | 0.31% |
05/15/2024 | HSBC HOLDINGS PLC | 2.37 M | $538.54 M | 19.34% | 0.33% |
05/08/2024 | TD ASSET MANAGEMENT INC | 2.60 M | $590.94 M | 8.16% | 0.36% |
05/09/2024 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 2.60 M | $593.12 M | 0.14% | 0.36% |
05/13/2024 | UBS GROUP AG | 2.78 M | $633.55 M | 21.86% | 0.38% |
05/10/2024 | DIMENSIONAL FUND ADVISORS LP | 2.94 M | $670.24 M | -0.80% | 0.41% |
05/14/2024 | LONGVIEW PARTNERS (GUERNSEY) LTD | 3.16 M | $719.44 M | -2.76% | 0.44% |
05/15/2024 | UBS ASSET MANAGEMENT AMERICAS INC | 3.44 M | $783.22 M | -6.89% | 0.47% |
05/02/2024 | ROTHSCHILD & CO WEALTH MANAGEMENT UK LTD | 3.58 M | $814.28 M | 0.34% | 0.50% |
05/15/2024 | BARCLAYS PLC | 3.68 M | $837.96 M | 36.98% | 0.51% |
05/09/2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.89 M | $878.95 M | 1.38% | 0.54% |
05/15/2024 | BANK OF AMERICA CORP /DE/ | 3.96 M | $902.44 M | -67.84% | 0.55% |
05/15/2024 | HARRIS ASSOCIATES L P | 3.98 M | $907.15 M | -20.45% | 0.55% |
05/14/2024 | LAZARD ASSET MANAGEMENT LLC | 4.08 M | $927.92 M | -17.16% | 0.57% |
05/15/2024 | GOLDMAN SACHS GROUP INC | 4.11 M | $935.00 M | 7.57% | 0.57% |
05/15/2024 | JANUS HENDERSON GROUP PLC | 4.16 M | $947.89 M | -1.62% | 0.58% |
04/25/2024 | BANK OF NEW YORK MELLON CORP | 4.81 M | $1.10 B | -4.90% | 0.66% |
05/13/2024 | ARTISAN PARTNERS LIMITED PARTNERSHIP | 4.85 M | $1.10 B | -0.18% | 0.67% |
07/01/2024 | LEGAL & GENERAL GROUP PLC | 5.12 M | $1.17 B | -2.81% | 0.71% |
05/14/2024 | INVESCO LTD. | 5.56 M | $1.26 B | -6.48% | 0.77% |
05/14/2024 | NORTHERN TRUST CORP | 6.23 M | $1.42 B | -5.47% | 0.86% |
05/13/2024 | NUVEEN ASSET MANAGEMENT, LLC | 6.89 M | $1.57 B | -1.37% | 0.95% |
05/13/2024 | FMR LLC | 8.11 M | $1.85 B | 26.99% | 1.12% |
05/15/2024 | PRICE T ROWE ASSOCIATES INC /MD/ | 8.45 M | $1.92 B | 8.51% | 1.17% |
05/09/2024 | FISHER ASSET MANAGEMENT, LLC | 9.21 M | $2.10 B | -5.79% | 1.28% |
05/14/2024 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 9.76 M | $2.22 B | -7.11% | 1.35% |
05/13/2024 | GEODE CAPITAL MANAGEMENT, LLC | 11.23 M | $2.55 B | 2.81% | 1.55% |
05/15/2024 | MORGAN STANLEY | 13.29 M | $3.03 B | -2.18% | 1.83% |
05/10/2024 | JPMORGAN CHASE & CO | 16.11 M | $3.67 B | -1.48% | 2.22% |
05/15/2024 | WELLINGTON MANAGEMENT GROUP LLP | 22.02 M | $5.01 B | 23.32% | 3.04% |
05/15/2024 | STATE STREET CORP | 29.58 M | $6.73 B | -0.40% | 4.08% |
05/10/2024 | BLACKROCK INC. | 43.07 M | $9.81 B | -2.37% | 5.94% |
05/10/2024 | VANGUARD GROUP INC | 45.15 M | $10.28 B | -3.20% | 6.23% |
05/15/2024 | BERKSHIRE HATHAWAY INC | 151.61 M | $34.52 B | 0.00% | 21.03% |
A. During the previous two years, 3070 institutional investors and hedge funds held shares of American Express Company. The most heavily invested institutionals were:
Kathmere Capital Management, LLC: 0
BERKSHIRE HATHAWAY INC: 151.61 M
VANGUARD GROUP INC: 45.15 M
BlackRock Inc.: 43.07 M
STATE STREET CORP: 29.58 M
WELLINGTON MANAGEMENT GROUP LLP: 22.02 M
A. 83.03% of American Express Company stock is owned by institutional investors.
A. Institutional investors have bought a total of 858.84 M shares in the last 24 months. This purchase volume represents approximately $202.21 B in transactions.