Who Owns American Express Stock?
NYSE: AXPFinanceFinance: Consumer ServicesUSD
At close: Oct 8, 4:01 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 64.62%
- Held by insiders
- 22.56%
- Institutional holders
- 3,756
- Institutions 64.6%
- Insiders 22.6%
- Public and other 12.8%
Who owns American Express stock?
Institutional investors own about 64.6% of American Express's shares, spread across 3,756 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 22.56% of AXP.
The largest institutional holders are Berkshire Hathaway, Inc (22.45%), Blackrock Inc. (6.22%) and Vanguard Capital Management LLC (5.21%). Together, the top 10 institutions control 49.1% of shares outstanding. In their latest filings, 7 of the top 10 institutions increased their AXP positions and 2 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of AXP
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Berkshire Hathaway, Inc | 151.61M | 22.45% | 0.0% |
| Blackrock Inc. | 42.01M | 6.22% | +0.2% |
| Vanguard Capital Management LLC | 35.22M | 5.21% | +6.7% |
| State Street Corporation | 29.10M | 4.31% | -0.5% |
| JPMORGAN CHASE & CO | 20.46M | 3.03% | +0.3% |
| Geode Capital Management, LLC | 14.02M | 2.08% | -1.0% |
| Morgan Stanley | 13.12M | 1.94% | +2.4% |
| Fisher Asset Management, LLC | 9.43M | 1.40% | +1.9% |
| Vanguard Portfolio Management LLC | 8.74M | 1.29% | +9.9% |
| NORGES BANK | 7.99M | 1.18% | +19.9% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of AXP
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 17.33M | 2.57% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | 13.79M | 2.04% |
| iShares Trust-iShares Core S&P 500 ETF | 7.09M | 1.05% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | 6.91M | 1.02% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | 6.51M | 0.96% |
| VANGUARD INDEX FUNDS-Vanguard Value Index Fund | 5.20M | 0.77% |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRT-State Street SPDR Dow Jones | 5.08M | 0.75% |
| SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF | 3.57M | 0.53% |
| VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund | 2.89M | 0.43% |
| MFS SERIES TRUST I-MFS Value Fund | 2.84M | 0.42% |
Frequently asked questions
Who is the largest shareholder of American Express?
Berkshire Hathaway, Inc is the largest institutional shareholder of AXP, owning 22.45% of shares outstanding (151.61M shares) as of its latest 13F filing.
What percentage of American Express is owned by institutions?
Institutions own about 64.6% of AXP shares and 83.4% of the public float.
How much of American Express do insiders own?
Insiders, such as officers and directors, own about 22.56% of AXP shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.