How many institutions own AXP stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own AXP shares is 3419, representing 65.33% of the company's common stock.

Who are the major shareholders selling American Express Company stock?

ALPHINITY INVESTMENT MANAGEMENT PTY LTD, in the last quarter, reduced its stake in AXP by -57.6% restricting it's holding to 787.51 thousand shares of worth nearly $261.58M. SMEAD CAPITAL MANAGEMENT, INC. also lessened -7.11% of the AXP shares from its portfolio, reducing its holding to 821.85 thousand shares of worth $272.99M. PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO also shunned AXP shares holding by -0.98% last quarter which brought its holding to 1.02 million shares worth $338.63M.

Investors who are buying AXP stock?

As per its latest 13F filing, LPL FINANCIAL LLC increased its stake in AXP by 8.59% in the last quarter. The institutional holder raised its holding to 836.58 thousand shares having worth more than $277.88M. BANK OF MONTREAL /CAN/ also added 4.8% more shares of AXP to its portfolio, raising its holding to 993.83 thousand shares of worth $330.11M. BNP PARIBAS ARBITRAGE, SNC also increased its AXP shares holding by 19.12% which brought its holding to 1.31 million shares worth $435.80M.

AXP's major insiders: who are they?

The insider with the most stakes in AXP is CAMPBELL JEFFREY C , Vice Chairman at the company. Additionally, AXP stock is highly held by Vice Chairman Buckminster Douglas E. and Group Pres., Enterprise Serv. Williams Anre D among others.

Did an insider recently sell AXP stock?

Company executives, directors, and other insiders own 21.91% percent of American Express Company's stock. Within the last six months, there have been 11 transaction(s) in which AXP insiders have sold stock, totaling 166.6K shares. Insiders that have sold shares include JOABAR RAYMOND, RUTLEDGE ELIZABETH, and TABISH DOUGLAS.

Which insider recently purchased AXP stock?

There have been 0 transaction(s) during the past 6-months in which American Express Company insiders have bought stock, totalling 0 shares

How much of AXP does insiders own?

Around 385.19K American Express Company shares are held by insiders, which represents about 21.91% of AXP stock.

Who is the insider with the largest stake?

AXP Vice Chairman, CAMPBELL JEFFREY C holds the largest portfolio of the company's shares. AXP shares owned by CAMPBELL total nearly 125.65 thousand.

Which institution holds the most shares in AXP?

ALPHINITY INVESTMENT MANAGEMENT PTY LTD is the largest institutional owner in AXP which holds 787.51 thousand shares worth $261.58M or 0.11% of the total AXP shares outstanding followed by SMEAD CAPITAL MANAGEMENT, INC. with ownership of 821.85 thousand shares representing 0.12% of the AXP ownership. LPL FINANCIAL LLC is the third largest stakeholder with 836.58 thousand shares or 0.12% of the ownership worth more than $277.88M.

Is American Express Company stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the AXP is concerned, it is a stock which is optionable.

Is there a short position on AXP's shares?

Number of AXP shares short is 10.29M. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding AXP shares are there?

As of today, 688.85M shares of AXP are outstanding.

Is there many float in AXP stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, AXP has 535.91M shares in float.

AXP short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for AXP is 4.26.

American Express (AXP) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares1.49

Short Percent Of Float1.92

Shares Outstanding688.85M

Shares Float535.91M

Shares Short10.29M

Short Ratio4.26

1.92%

Short % of Float

1.49%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

21.91% Percentage of Shares held by All Insiders

65.33% Percentage of Shares held by All Institutions

83.65% Percentage of Float held by Institutions

3419

Number of Institutions Holding Shares

Institutional Ownership

About 65.33% of AXP shares are held by financial institutions. ALPHINITY INVESTMENT MANAGEMENT PTY LTD is the top corporate investor, holding 787.51K shares valued at $261.58M. A 0.11% stake in American Express Company is owned by the company. SMEAD CAPITAL MANAGEMENT, INC. owns 821.85K shares valued at $272.99M, which translates its holding of 0.12% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	ALPHINITY INVESTMENT MANAGEMENT PTY LTD	0.11%	787.51K	261.58M	-1.07M	-57.60%
Sep 30, 2025	SMEAD CAPITAL MANAGEMENT, INC.	0.12%	821.85K	272.99M	-62.88K	-7.11%
Sep 30, 2025	LPL FINANCIAL LLC	0.12%	836.58K	277.88M	66.15K	+8.59%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.14%	993.83K	330.11M	45.52K	+4.80%
Sep 30, 2025	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	0.15%	1.02M	338.63M	-10.09K	-0.98%
Sep 30, 2025	CITIGROUP INC	0.15%	1.04M	344.74M	-127.43K	-10.94%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.15%	1.04M	344.98M	-23.24K	-2.19%
Sep 30, 2025	BEUTEL, GOODMAN & CO LTD.	0.18%	1.23M	407.61M	-200.57K	-14.05%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.19%	1.31M	435.8M	210.55K	+19.12%
Sep 30, 2025	RHUMBLINE ADVISERS	0.15%	1.04M	346.25M	-11.3K	-1.07%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.16%	1.11M	368.52M	93.51K	+9.20%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.57%	3.97M	1.31B	845.28K	+27.05%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.57%	3.94M	1.31B	-103.4K	-2.55%
Sep 30, 2025	UBS GROUP AG	0.55%	3.86M	1.28B	118.01K	+3.15%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.55%	3.83M	1.27B	-54.74K	-1.41%
Sep 30, 2025	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.1%	719.01K	238.83M	5.45K	+0.76%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.1%	709.39K	235.66M	15.42K	+2.22%
Sep 30, 2025	ABRDN PLC	0.1%	707.38K	235.56M	-40.56K	-5.42%
Sep 30, 2025	INVESCO LTD.	0.44%	3.09M	1.02B	-931.39K	-23.19%
Sep 30, 2025	BLAIR WILLIAM & CO/IL	0.1%	703.49K	233.67M	24.92K	+3.67%
Sep 30, 2025	ROTHSCHILD & CO WEALTH MANAGEMENT UK LTD	0.41%	2.89M	960.52M	76.64K	+2.72%
Sep 30, 2025	BARCLAYS PLC	0.4%	2.81M	934.56M	-165.77K	-5.56%
Sep 30, 2025	BARROW HANLEY MEWHINNEY & STRAUSS LLC	0.17%	1.21M	400.41M	-9.91K	-0.82%
Sep 30, 2025	NATIONAL PENSION SERVICE	0.17%	1.16M	384.35M	35.02K	+3.12%
Sep 30, 2025	AMUNDI	0.4%	2.79M	925.45M	537.21K	+23.87%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.39%	2.74M	909.17M	-292.25K	-9.65%
Sep 30, 2025	PROVIDENT TRUST CO	0.16%	1.13M	374.11M	17.34K	+1.56%
Sep 30, 2025	BERKSHIRE HATHAWAY INC	21.72%	151.61M	50.36B	0	0
Sep 30, 2025	VANGUARD GROUP INC	6.59%	46.02M	15.28B	-409K	-0.88%
Sep 30, 2025	NORDEA INVESTMENT MANAGEMENT AB	0.33%	2.33M	778.38M	62.47K	+2.76%
Sep 30, 2025	BOSTON PARTNERS	0.31%	2.18M	723.15M	91.25K	+4.37%
Sep 30, 2025	BLACKROCK, INC.	6.17%	43.06M	14.3B	-580.9K	-1.33%
Sep 30, 2025	CAPITAL WEALTH PLANNING, LLC	0.31%	2.17M	720.54M	337.99K	+18.46%
Sep 30, 2025	TD ASSET MANAGEMENT INC	0.29%	2.04M	677.4M	-51.74K	-2.47%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.28%	1.99M	660.63M	365.6K	+22.52%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.19%	1.32M	439.29M	66.94K	+5.33%
Sep 30, 2025	LONGVIEW PARTNERS (GUERNSEY) LTD	0.2%	1.38M	458.11M	-314.77K	-18.58%
Sep 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.22%	1.5M	498.96M	24.83K	+1.68%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.23%	1.6M	531.04M	4.08K	+0.26%
Sep 30, 2025	SWISS NATIONAL BANK	0.23%	1.62M	536.63M	-82.3K	-4.85%
Sep 30, 2025	ROYAL BANK OF CANADA	0.23%	1.62M	538.09M	-218.28K	-11.87%
Sep 30, 2025	HSBC HOLDINGS PLC	0.23%	1.64M	543.94M	-85.88K	-4.98%
Sep 30, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.24%	1.67M	553.72M	-20.24K	-1.20%
Sep 30, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0.25%	1.72M	572.29M	-209.01K	-10.82%
Sep 30, 2025	STATE STREET CORP	4.17%	29.09M	9.66B	-347.81K	-1.18%
Sep 30, 2025	JPMORGAN CHASE & CO	3.18%	22.19M	7.37B	3.14M	+16.51%
Sep 30, 2025	MORGAN STANLEY	1.9%	13.23M	4.4B	-289.63K	-2.14%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	1.86%	12.97M	4.31B	-1.92M	-12.89%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.82%	12.69M	4.2B	-793.95K	-5.89%
Sep 30, 2025	FISHER ASSET MANAGEMENT, LLC	1.27%	8.88M	2.95B	146.59K	+1.68%
Sep 30, 2025	FMR LLC	1.17%	8.16M	2.71B	-123.52K	-1.49%
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	1.05%	7.34M	2.44B	23.48K	+0.32%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.05%	7.32M	2.43B	-96.63K	-1.30%
Sep 30, 2025	NORTHERN TRUST CORP	0.93%	6.52M	2.17B	-82.46K	-1.25%
Sep 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.93%	6.49M	2.16B	-866.18K	-11.77%
Sep 30, 2025	CAPITAL WORLD INVESTORS	0.73%	5.12M	1.7B	24.3K	+0.48%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.72%	5.01M	1.66B	1.2M	+31.44%
Sep 30, 2025	NUVEEN, LLC	0.7%	4.88M	1.62B	-245.45K	-4.79%
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.68%	4.72M	1.57B	-1.16M	-19.77%
Sep 30, 2025	ARTISAN PARTNERS LIMITED PARTNERSHIP	0.66%	4.59M	1.52B	-31.97K	-0.69%
Sep 30, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	0.64%	4.45M	1.48B	29.33K	+0.66%
Sep 30, 2025	DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN	0.63%	4.39M	1.46B	50.14K	+1.15%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.62%	4.32M	1.44B	-95.33K	-2.16%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.5%	3.48M	1.16B	83.19K	+2.45%
Sep 30, 2025	JANUS HENDERSON GROUP PLC	0.46%	3.22M	1.07B	-190.61K	-5.59%
Sep 30, 2025	DEUTSCHE BANK AG\	0.44%	3.1M	1.03B	113.25K	+3.80%
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	2.13%	14.89M	4.75B	-3.13M	-17.38%
Jun 30, 2025	BERKSHIRE HATHAWAY INC	21.72%	151.61M	48.36B	0	0
Jun 30, 2025	BLACKROCK, INC.	6.25%	43.64M	13.92B	-1.39M	-3.09%
Jun 30, 2025	STATE STREET CORP	4.22%	29.44M	9.39B	-328.27K	-1.10%
Jun 30, 2025	MORGAN STANLEY	1.94%	13.52M	4.31B	237.36K	+1.79%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.93%	13.49M	4.28B	1.35M	+11.12%
Jun 30, 2025	FMR LLC	1.19%	8.29M	2.64B	-2.19M	-20.88%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.84%	5.89M	1.88B	793.76K	+15.58%
Jun 30, 2025		0.73%	5.12M	1.63B	-281.86K	-5.21%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.58%	4.05M	1.29B	-249.49K	-5.81%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.49%	3.4M	1.08B	-367.87K	-9.76%
Jun 30, 2025	NORDEA INVESTMENT MANAGEMENT AB	0.32%	2.27M	721.52M	49.59K	+2.24%
Jun 30, 2025	AMUNDI	0.32%	2.25M	732.74M	103.21K	+4.81%
Jun 30, 2025	TD ASSET MANAGEMENT INC	0.3%	2.09M	667.03M	-22.24K	-1.05%
Jun 30, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0.28%	1.93M	616.25M	-173.33K	-8.23%
Jun 30, 2025	ALPHINITY INVESTMENT MANAGEMENT PTY LTD	0.27%	1.86M	592.41M	-463.56K	-19.97%
Jun 30, 2025	CAPITAL WEALTH PLANNING, LLC	0.26%	1.83M	584.13M	-117.71K	-6.04%
Jun 30, 2025	LAUREL WEALTH ADVISORS LLC	0.25%	1.74M	5.46M	1.74M	+31,595.94%
Jun 30, 2025	HSBC HOLDINGS PLC	0.25%	1.72M	550.16M	-151.59K	-8.08%
Jun 30, 2025	SWISS NATIONAL BANK	0.24%	1.7M	541.59M	108.5K	+6.83%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.23%	1.62M	517.8M	-998.9K	-38.09%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.23%	1.59M	508.67M	13.2K	+0.83%
Jun 30, 2025	BEUTEL, GOODMAN & CO LTD.	0.2%	1.43M	455.41M	-28.63K	-1.97%
Jun 30, 2025	VANGUARD GROUP INC	6.65%	46.43M	14.81B	581.37K	+1.27%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.06%	7.42M	2.37B	572.56K	+8.36%
Jun 30, 2025	CAPITAL WORLD INVESTORS	0.73%	5.1M	1.63B	1.18M	+30.28%
Jun 30, 2025	ARTISAN PARTNERS LIMITED PARTNERSHIP	0.66%	4.62M	1.47B	133.44K	+2.97%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.45%	3.13M	988.68M	646.04K	+26.06%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.43%	3.03M	966.08M	-92.41K	-2.96%
Jun 30, 2025	BOSTON PARTNERS	0.3%	2.09M	663.81M	130.86K	+6.68%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.55%	3.81M	1.21B	2.12M	+124.95%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.56%	3.89M	1.24B	31K	+0.80%
Jun 30, 2025	INVESCO LTD.	0.58%	4.02M	1.28B	-307.86K	-7.12%
Jun 30, 2025	DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN	0.62%	4.34M	1.39B	530.97K	+13.93%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.63%	4.42M	1.41B	-135.06K	-2.97%
Jun 30, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	0.63%	4.42M	1.41B	828.15K	+23.03%
Jun 30, 2025	FISHER ASSET MANAGEMENT, LLC	1.25%	8.73M	2.79B	-237.55K	-2.65%
Jun 30, 2025	JPMORGAN CHASE & CO	2.73%	19.04M	6.07B	686.38K	+3.74%
Jun 30, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.24%	1.69M	538.2M	304.54K	+22.02%
Jun 30, 2025	ROTHSCHILD & CO WEALTH MANAGEMENT UK LTD	0.4%	2.82M	897.97M	39.43K	+1.42%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	1.05%	7.32M	2.33B	53.26K	+0.73%
Jun 30, 2025	NORTHERN TRUST CORP	0.95%	6.61M	2.11B	-67.12K	-1.01%
Jun 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.05%	7.36M	2.35B	-508.79K	-6.47%
Jun 30, 2025	LONGVIEW PARTNERS (GUERNSEY) LTD	0.24%	1.69M	540.34M	-106.1K	-5.89%
Jun 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.21%	1.48M	471.24M	86.71K	+6.24%
Jun 30, 2025	ROYAL BANK OF CANADA	0.26%	1.84M	586.37M	-131.76K	-6.69%
Jun 30, 2025	BARCLAYS PLC	0.43%	2.98M	950.36M	-41.3K	-1.37%
Jun 30, 2025	DEUTSCHE BANK AG\	0.43%	2.98M	951.54M	86.04K	+2.97%
Jun 30, 2025	JANUS HENDERSON GROUP PLC	0.49%	3.41M	1.09B	-51.28K	-1.48%
Jun 30, 2025	UBS GROUP AG	0.54%	3.74M	1.19B	-721.08K	-16.15%
Jun 30, 2025	NUVEEN, LLC	0.73%	5.12M	1.63B	-281.86K	-5.21%
Jun 30, 2025	NORGES BANK	0.85%	5.95M	1.9B	5.95M	+100.00%
Mar 31, 2025	SWISS NATIONAL BANK	0.23%	1.59M	427.62M	-17.2K	-1.07%
Mar 31, 2025	LONGVIEW PARTNERS (GUERNSEY) LTD	0.26%	1.8M	484.31M	-693.83K	-27.82%
Mar 31, 2025	COLUMBIA ASSET MANAGEMENT	0.26%	1.8M	1.79M	1.21M	+205.08%
Mar 31, 2025	JPMORGAN CHASE & CO	2.62%	18.36M	4.94B	1.6M	+9.58%
Mar 31, 2025	FMR LLC	1.49%	10.47M	2.82B	-442.27K	-4.05%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.73%	5.09M	1.37B	78.54K	+1.57%
Mar 31, 2025		0.77%	5.41M	1.45B	5.41M	+100.00%
Mar 31, 2025	BERKSHIRE HATHAWAY INC	21.63%	151.61M	40.79B	0	0
Mar 31, 2025	CITADEL ADVISORS LLC	0.2%	1.39M	374.89M	-279.6K	-16.71%
Mar 31, 2025	BEUTEL, GOODMAN & CO LTD.	0.21%	1.46M	391.83M	6.86K	+0.47%
Mar 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.23%	1.58M	425.49M	-86.28K	-5.17%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.55%	3.85M	1.04B	-24.21K	-0.62%
Mar 31, 2025	CAPITAL WORLD INVESTORS	0.56%	3.91M	1.05B	208.85K	+5.64%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.61%	4.3M	1.16B	-77.47K	-1.77%
Mar 31, 2025	INVESCO LTD.	0.62%	4.32M	1.16B	-300.95K	-6.51%
Mar 31, 2025	UBS GROUP AG	0.64%	4.46M	1.2B	879.09K	+24.53%
Mar 31, 2025	NORTHERN TRUST CORP	0.95%	6.67M	1.8B	-151.1K	-2.21%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.98%	6.85M	1.84B	-618.16K	-8.28%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	1.04%	7.27M	1.95B	-1.16M	-13.80%
Mar 31, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.12%	7.87M	2.12B	-676.81K	-7.92%
Mar 31, 2025	FISHER ASSET MANAGEMENT, LLC	1.28%	8.97M	2.41B	211.18K	+2.41%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.73%	12.14M	3.25B	385.49K	+3.28%
Mar 31, 2025	MORGAN STANLEY	1.9%	13.28M	3.57B	-561.87K	-4.06%
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	2.57%	18.03M	4.85B	2.17M	+13.67%
Mar 31, 2025	CAPITAL WEALTH PLANNING, LLC	0.28%	1.95M	524.37M	431.3K	+28.42%
Mar 31, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0.3%	2.11M	566.42M	-246.78K	-10.49%
Mar 31, 2025	TD ASSET MANAGEMENT INC	0.3%	2.11M	568.6M	-186.45K	-8.11%
Mar 31, 2025	AMUNDI	0.31%	2.15M	532.11M	-32.01K	-1.47%
Mar 31, 2025	NORDEA INVESTMENT MANAGEMENT AB	0.32%	2.22M	584.56M	14.01K	+0.64%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.35%	2.48M	659.83M	-91.07K	-3.54%
Mar 31, 2025	ARTISAN PARTNERS LIMITED PARTNERSHIP	0.64%	4.49M	1.21B	50.27K	+1.13%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.37%	2.62M	705.5M	663.5K	+33.87%
Mar 31, 2025	ROTHSCHILD & CO WEALTH MANAGEMENT UK LTD	0.4%	2.78M	746.8M	11.01K	+0.40%
Mar 31, 2025	BARCLAYS PLC	0.43%	3.02M	812.71M	783.85K	+35.04%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.45%	3.12M	839.63M	69.06K	+2.26%
Mar 31, 2025	JANUS HENDERSON GROUP PLC	0.49%	3.46M	918.71M	-23.34K	-0.67%
Mar 31, 2025	STATE STREET CORP	4.25%	29.77M	8.01B	-11.18K	-0.04%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.24%	1.69M	455.49M	-19.76K	-1.15%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.65%	4.55M	1.22B	744.02K	+19.53%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.54%	3.77M	1.01B	43.41K	+1.17%
Mar 31, 2025	BLACKROCK, INC.	6.42%	45.03M	12.11B	1.08M	+2.47%
Mar 31, 2025	VANGUARD GROUP INC	6.54%	45.84M	12.33B	605.9K	+1.34%
Mar 31, 2025	BOSTON PARTNERS	0.28%	1.96M	525.08M	33.89K	+1.76%
Mar 31, 2025	DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN	0.54%	3.81M	1.03B	-545.9K	-12.53%
Mar 31, 2025	ALPHINITY INVESTMENT MANAGEMENT PTY LTD	0.33%	2.32M	624.4M	-417.16K	-15.24%
Mar 31, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	0.51%	3.6M	967.28M	608.47K	+20.37%
Mar 31, 2025	DEUTSCHE BANK AG\	0.41%	2.9M	779.44M	198.39K	+7.35%
Mar 31, 2025	ROYAL BANK OF CANADA	0.28%	1.97M	530.03M	409.25K	+26.22%
Mar 31, 2025	HSBC HOLDINGS PLC	0.27%	1.88M	503.31M	-7.76K	-0.41%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.23%	1.63M	439.4M	-185.62K	-10.21%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.23%	1.66M	378.29M	118.2K	+7.66%
Mar 31, 2024	BOSTON PARTNERS	0.29%	2.13M	485.52M	387.17K	+22.23%
Mar 31, 2024	DEUTSCHE BANK AG\	0.28%	1.99M	453.92M	-23.53K	-1.17%
Mar 31, 2024	VANGUARD GROUP INC	6.23%	45.15M	10.28B	-1.49M	-3.20%
Mar 31, 2024	PICTET ASSET MANAGEMENT HOLDING SA	0.19%	1.36M	310.19M	-14.57K	-1.06%
Mar 31, 2024	GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC	0.17%	1.27M	288.66M	93.96K	+8.00%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.17%	1.25M	284.92M	-54.53K	-4.18%
Mar 31, 2024	ABRDN PLC	0.17%	1.24M	281.72M	45.3K	+3.80%
Mar 31, 2024	SCHRODER INVESTMENT MANAGEMENT GROUP	0.17%	1.2M	273.95M	169.26K	+16.37%
Mar 31, 2024	BARROW HANLEY MEWHINNEY & STRAUSS LLC	0.17%	1.2M	272.53M	-64.11K	-5.08%
Mar 31, 2024	KBC GROUP NV	0.16%	1.17M	266.65M	437.64K	+59.67%
Mar 31, 2024	RHUMBLINE ADVISERS	0.16%	1.17M	265.87M	-12.85K	-1.09%
Mar 31, 2024	CREDIT SUISSE AG/	0.16%	1.15M	261.35M	-116.96K	-9.25%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.15%	1.11M	253.8M	-63.38K	-5.38%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.15%	1.1M	251.05M	55.29K	+5.28%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.15%	1.1M	250.28M	-9.98K	-0.90%
Mar 31, 2024	MAJ INVEST HOLDING A/S	0.15%	1.09M	248.18M	-131.9K	-10.79%
Mar 31, 2024	EPOCH INVESTMENT PARTNERS, INC.	0.14%	1.05M	238.37M	87.33K	+9.10%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.14%	1.04M	237.25M	-131.61K	-11.22%
Mar 31, 2024	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.14%	1.04M	236.76M	-29.25K	-2.74%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.14%	1.03M	233.69M	369.53K	+56.26%
Mar 31, 2024	BERKSHIRE HATHAWAY INC	21.03%	151.61M	34.52B	0	0
Mar 31, 2024	STATE STREET CORP	4.08%	29.58M	6.73B	-119.58K	-0.40%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	3.04%	22.02M	5.01B	4.16M	+23.32%
Mar 31, 2024	JPMORGAN CHASE & CO	2.22%	16.11M	3.67B	-241.22K	-1.48%
Mar 31, 2024	MORGAN STANLEY	1.83%	13.29M	3.03B	-296.77K	-2.18%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.55%	11.23M	2.55B	307.05K	+2.81%
Mar 31, 2024	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.35%	9.76M	2.22B	-746.96K	-7.11%
Mar 31, 2024	LONGVIEW PARTNERS (GUERNSEY) LTD	0.44%	3.16M	719.44M	-89.6K	-2.76%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.41%	2.94M	670.24M	-23.63K	-0.80%
Mar 31, 2024	UBS GROUP AG	0.38%	2.78M	633.55M	499.14K	+21.86%
Mar 31, 2024	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0.36%	2.6M	593.12M	3.74K	+0.14%
Mar 31, 2024	TD ASSET MANAGEMENT INC	0.36%	2.6M	590.94M	195.88K	+8.16%
Mar 31, 2024	HSBC HOLDINGS PLC	0.33%	2.37M	538.54M	383.35K	+19.34%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.31%	2.28M	508.74M	-124.99K	-5.20%
Mar 31, 2024	NORDEA INVESTMENT MANAGEMENT AB	0.25%	1.8M	408.49M	224.08K	+14.23%
Mar 31, 2024	ROYAL BANK OF CANADA	0.25%	1.79M	406.6M	-130.91K	-6.83%
Mar 31, 2024	SMEAD CAPITAL MANAGEMENT, INC.	0.24%	1.76M	400.93M	78.58K	+4.67%
Mar 31, 2024	BLACKROCK INC.	5.94%	43.07M	9.81B	-1.05M	-2.37%
Mar 31, 2024	FISHER ASSET MANAGEMENT, LLC	1.28%	9.21M	2.1B	-565.93K	-5.79%
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	1.17%	8.45M	1.92B	662.38K	+8.51%
Mar 31, 2024	FMR LLC	1.12%	8.11M	1.85B	1.72M	+26.99%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.95%	6.89M	1.57B	-95.55K	-1.37%
Mar 31, 2024	NORTHERN TRUST CORP	0.86%	6.23M	1.42B	-360.52K	-5.47%
Mar 31, 2024	INVESCO LTD.	0.77%	5.56M	1.26B	-384.78K	-6.48%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.71%	5.12M	1.17B	-148.12K	-2.81%
Mar 31, 2024	ARTISAN PARTNERS LIMITED PARTNERSHIP	0.67%	4.85M	1.1B	-8.8K	-0.18%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.66%	4.81M	1.1B	-247.91K	-4.90%
Mar 31, 2024	JANUS HENDERSON GROUP PLC	0.58%	4.16M	947.89M	-68.53K	-1.62%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.57%	4.11M	935M	288.92K	+7.57%
Mar 31, 2024	LAZARD ASSET MANAGEMENT LLC	0.57%	4.08M	927.92M	-844.26K	-17.16%
Mar 31, 2024	HARRIS ASSOCIATES L P	0.55%	3.98M	907.15M	-1.02M	-20.45%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.55%	3.96M	902.44M	-8.36M	-67.84%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.54%	3.89M	878.95M	52.89K	+1.38%
Mar 31, 2024	BARCLAYS PLC	0.51%	3.68M	837.96M	993.59K	+36.98%
Mar 31, 2024	ROTHSCHILD & CO WEALTH MANAGEMENT UK LTD	0.5%	3.58M	814.28M	12.25K	+0.34%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0.47%	3.44M	783.22M	-254.49K	-6.89%
Mar 31, 2024	AMUNDI	0.29%	2.12M	461.13M	132.66K	+6.67%
Mar 31, 2024	ALPHINITY INVESTMENT MANAGEMENT PTY LTD	0.26%	1.9M	433.71M	1.9M	+100.00%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.22%	1.58M	360.59M	109.1K	+7.40%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.26%	1.87M	425.15M	-1.61M	-46.27%
Mar 31, 2024	SWISS NATIONAL BANK	0.24%	1.75M	397.54M	-211.5K	-10.80%
Mar 31, 2024	D. E. SHAW & CO., INC.	0.24%	1.74M	395.3M	536.1K	+44.67%
Mar 31, 2024	SUSTAINABLE GROWTH ADVISERS, LP	0.24%	1.71M	389.18M	-60.03K	-3.39%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.23%	1.69M	384.92M	-99.09K	-5.54%
Mar 31, 2024	BEUTEL, GOODMAN & CO LTD.	0.19%	1.4M	318.62M	-668.52K	-32.33%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.53%	3.82M	715.18M	-201.63K	-5.02%
Dec 31, 2023		0.19%	1.38M	257.95M	220.85K	+19.10%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.21%	1.54M	289.11M	-39.62K	-2.50%
Dec 31, 2023	NORDEA INVESTMENT MANAGEMENT AB	0.22%	1.57M	294.86M	102.13K	+6.94%
Dec 31, 2023	CITADEL ADVISORS LLC	0.2%	1.45M	272.13M	210.9K	+16.98%
Dec 31, 2023	SMEAD CAPITAL MANAGEMENT, INC.	0.23%	1.68M	315.15M	-75.95K	-4.32%
Dec 31, 2023	SUSTAINABLE GROWTH ADVISERS, LP	0.24%	1.77M	331.46M	-9.63K	-0.54%
Dec 31, 2023	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.25%	1.79M	335.27M	-42.21K	-2.30%
Dec 31, 2023	ROYAL BANK OF CANADA	0.26%	1.92M	359.07M	159.42K	+9.07%
Dec 31, 2023	SWISS NATIONAL BANK	0.27%	1.96M	366.71M	-74.5K	-3.67%
Dec 31, 2023	HSBC HOLDINGS PLC	0.27%	1.98M	371.25M	383.81K	+24.02%
Dec 31, 2023	AMUNDI	0.27%	1.99M	371.2M	-33.74K	-1.67%
Dec 31, 2023	DEUTSCHE BANK AG\	0.28%	2.02M	377.88M	47.7K	+2.42%
Dec 31, 2023	BEUTEL, GOODMAN & CO LTD.	0.29%	2.07M	387.39M	142.76K	+7.42%
Dec 31, 2023	UBS GROUP AG	0.31%	2.28M	427.76M	173.46K	+8.22%
Dec 31, 2023	TD ASSET MANAGEMENT INC	0.33%	2.4M	449.52M	919.34K	+62.11%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.33%	2.4M	440.31M	447.05K	+22.87%
Dec 31, 2023	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0.36%	2.6M	487.31M	-2.75K	-0.11%
Dec 31, 2023	BARCLAYS PLC	0.37%	2.69M	503.32M	886.63K	+49.26%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.41%	2.97M	555.9M	-31.53K	-1.05%
Dec 31, 2023	LONGVIEW PARTNERS (GUERNSEY) LTD	0.45%	3.25M	608.73M	-228.8K	-6.58%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	0.48%	3.48M	651.07M	37.15K	+1.08%
Dec 31, 2023	ROTHSCHILD & CO WEALTH MANAGEMENT UK LTD	0.49%	3.56M	667.69M	-8.71K	-0.24%
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.51%	3.69M	692.1M	125.25K	+3.51%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.53%	3.84M	713.2M	667.7K	+21.05%
Dec 31, 2023	JANUS HENDERSON GROUP PLC	0.58%	4.23M	792.75M	-74.39K	-1.73%
Dec 31, 2023	BOSTON PARTNERS	0.24%	1.74M	326.17M	328.93K	+23.28%
Dec 31, 2023	ARTISAN PARTNERS LIMITED PARTNERSHIP	0.67%	4.86M	909.58M	496.15K	+11.38%
Dec 31, 2023	LAZARD ASSET MANAGEMENT LLC	0.68%	4.92M	921.64M	-9K	-0.18%
Dec 31, 2023	HARRIS ASSOCIATES L P	0.69%	5.01M	938.24M	2.08M	+71.30%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.7%	5.06M	947.5M	-81.99K	-1.60%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.73%	5.27M	987.83M	1.13M	+27.35%
Dec 31, 2023	NORGES BANK	0.82%	5.94M	1.11B	5.94M	+100.00%
Dec 31, 2023	INVESCO LTD.	0.82%	5.94M	1.11B	194.93K	+3.39%
Dec 31, 2023	FMR LLC	0.88%	6.38M	1.2B	1.09M	+20.57%
Dec 31, 2023	NORTHERN TRUST CORP	0.91%	6.59M	1.23B	-367.28K	-5.28%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.96%	6.98M	1.31B	270.17K	+4.02%
Dec 31, 2023	PRICE T ROWE ASSOCIATES INC /MD/	1.07%	7.79M	1.46B	448.06K	+6.11%
Dec 31, 2023	FISHER ASSET MANAGEMENT, LLC	1.35%	9.78M	1.83B	-655.58K	-6.28%
Dec 31, 2023	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.45%	10.5M	1.97B	-767.25K	-6.81%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.51%	10.92M	2.04B	96.66K	+0.89%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.7%	12.33M	2.31B	-130.04K	-1.04%
Dec 31, 2023	MORGAN STANLEY	1.87%	13.58M	2.54B	582.53K	+4.48%
Dec 31, 2023	JPMORGAN CHASE & CO	2.26%	16.35M	3.06B	-1.11M	-6.34%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	2.46%	17.86M	3.35B	17.86M	+100.00%
Dec 31, 2023	STATE STREET CORP	4.1%	29.69M	5.56B	681.23K	+2.35%
Dec 31, 2023	BLACKROCK INC.	6.08%	44.12M	8.26B	1.44M	+3.37%
Dec 31, 2023	VANGUARD GROUP INC	6.43%	46.65M	8.74B	-215.42K	-0.46%
Dec 31, 2023	BERKSHIRE HATHAWAY INC	20.91%	151.61M	28.4B	0	0
Sep 30, 2023	BLACKROCK INC.	5.83%	42.68M	-	-2.47M	-5.47%
Sep 30, 2023	AMERICAN CENTURY COMPANIES INC	0.15%	1.12M	-	-128.04K	-10.22%
Sep 30, 2023		0.16%	1.16M	-	1.16M	+100.00%
Sep 30, 2023	CI PRIVATE WEALTH, LLC	0.16%	1.16M	-	91.35K	+8.58%
Sep 30, 2023	GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC	0.16%	1.18M	-	77.68K	+7.05%
Sep 30, 2023	RHUMBLINE ADVISERS	0.16%	1.2M	-	7.07K	+0.59%
Sep 30, 2023	CLEARBRIDGE INVESTMENTS, LLC	0.17%	1.22M	-	-10.16K	-0.82%
Sep 30, 2023	D. E. SHAW & CO., INC.	0.18%	1.3M	-	-648.15K	-33.34%
Sep 30, 2023	CREDIT SUISSE AG/	0.18%	1.31M	-	23.46K	+1.82%
Sep 30, 2023	BARROW HANLEY MEWHINNEY & STRAUSS LLC	0.18%	1.32M	-	-62.01K	-4.48%
Sep 30, 2023	HOLOCENE ADVISORS, LP	0.19%	1.39M	-	1.04M	+295.83%
Sep 30, 2023	BOSTON PARTNERS	0.19%	1.41M	-	1.41M	+100.00%
Sep 30, 2023	MAJ INVEST HOLDING A/S	0.19%	1.42M	-	-78.22K	-5.21%
Sep 30, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.2%	1.47M	-	923.53K	+170.04%
Sep 30, 2023	NORDEA INVESTMENT MANAGEMENT AB	0.2%	1.47M	-	-25.97K	-1.73%
Sep 30, 2023	TD ASSET MANAGEMENT INC	0.2%	1.48M	-	21.88K	+1.50%
Sep 30, 2023	WELLS FARGO & COMPANY/MN	0.22%	1.58M	-	-30.09K	-1.87%
Sep 30, 2023	HSBC HOLDINGS PLC	0.22%	1.6M	-	117.94K	+7.97%
Sep 30, 2023	FIRST TRUST ADVISORS LP	0.22%	1.6M	-	544.47K	+51.52%
Sep 30, 2023	ABRDN PLC	0.23%	1.69M	-	1K	+0.06%
Sep 30, 2023	ROYAL BANK OF CANADA	0.24%	1.76M	-	-352K	-16.69%
Sep 30, 2023	SMEAD CAPITAL MANAGEMENT, INC.	0.24%	1.76M	-	-60.48K	-3.33%
Sep 30, 2023	SUSTAINABLE GROWTH ADVISERS, LP	0.24%	1.78M	-	-5.58K	-0.31%
Sep 30, 2023	BARCLAYS PLC	0.25%	1.8M	-	102.98K	+6.07%
Sep 30, 2023	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.25%	1.83M	-	-41.67K	-2.22%
Sep 30, 2023	BERKSHIRE HATHAWAY INC	20.71%	151.61M	-	0	0
Sep 30, 2023	BEUTEL, GOODMAN & CO LTD.	0.26%	1.93M	-	139.95K	+7.84%
Sep 30, 2023	AMERIPRISE FINANCIAL INC	0.27%	1.95M	-	-243.88K	-11.09%
Sep 30, 2023	DEUTSCHE BANK AG\	0.27%	1.97M	-	-119.68K	-5.73%
Sep 30, 2023	AMUNDI	0.28%	2.02M	-	112.13K	+5.87%
Sep 30, 2023	SWISS NATIONAL BANK	0.28%	2.03M	-	-250.9K	-10.99%
Sep 30, 2023	UBS GROUP AG	0.29%	2.11M	-	-334.24K	-13.68%
Sep 30, 2023	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0.36%	2.6M	-	-43.19K	-1.63%
Sep 30, 2023	DIMENSIONAL FUND ADVISORS LP	0.41%	3M	-	-16.86K	-0.56%
Sep 30, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.43%	3.17M	-	-31.21K	-0.97%
Sep 30, 2023	ALLIANCEBERNSTEIN L.P.	0.47%	3.44M	-	469.83K	+15.83%
Sep 30, 2023	LONGVIEW PARTNERS (GUERNSEY) LTD	0.48%	3.48M	-	11.21K	+0.32%
Sep 30, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.49%	3.57M	-	213.48K	+6.36%
Sep 30, 2023	ROTHSCHILD & CO WEALTH MANAGEMENT UK LTD	0.49%	3.57M	-	67.58K	+1.93%
Sep 30, 2023	GOLDMAN SACHS GROUP INC	0.55%	4.02M	-	195.7K	+5.12%
Sep 30, 2023	ARTISAN PARTNERS LIMITED PARTNERSHIP	0.6%	4.36M	-	-124.1K	-2.77%
Sep 30, 2023	BANK OF NEW YORK MELLON CORP	0.7%	5.14M	-	-136.63K	-2.59%
Sep 30, 2023	FMR LLC	0.72%	5.29M	-	-725.18K	-12.05%
Sep 30, 2023	INVESCO LTD.	0.78%	5.75M	-	-39.33K	-0.68%
Sep 30, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.92%	6.71M	-	321.53K	+5.03%
Sep 30, 2023	NORTHERN TRUST CORP	0.95%	6.95M	-	41.44K	+0.60%
Sep 30, 2023	FISHER ASSET MANAGEMENT, LLC	1.43%	10.43M	-	-1.09M	-9.46%
Sep 30, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.48%	10.83M	-	8.41K	+0.08%
Sep 30, 2023	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.54%	11.27M	-	-754.78K	-6.28%
Sep 30, 2023	MORGAN STANLEY	1.78%	13M	-	-56.88K	-0.44%

Insiders

Among the AXP insiders holding of 21.91% of the stake in company, CAMPBELL JEFFREY C, Vice Chairman, holds the largest shares of 125.65K. BUCKMINSTER DOUGLAS E., Vice Chairman, is the second largest AXP insider with ownership of 123.61K shares. WILLIAMS ANRE D, Group Pres., Enterprise Serv., stands third with possession of 111.66K shares of that stake.

Insiders	Designation	Shares Held
CAMPBELL JEFFREY C	Vice Chairman	125.65K
BUCKMINSTER DOUGLAS E.	Vice Chairman	123.61K
WILLIAMS ANRE D	Group Pres., Enterprise Serv.	111.66K
SQUERI STEPHEN J	Chairman and CEO	92.81K
RUTLEDGE ELIZABETH	Chief Marketing Officer	85.58K
MARRS ANNA	Group Pres., GMNS	20.31K
GORDON MARC D	Chief Information Officer	17.6K
SKYLER JENNIFER	Chief Corp. Affairs Officer	16.37K
RADHAKRISHNAN RAVIKUMAR	Chief Information Officer	13.5K
HERENA MONIQUE	Chief Colleague Experience Off	12.27K
JOABAR RAYMOND	Grp. Pres., Global Comm. Serv.	11.42K
MCNEAL GLENDA G	Chief Partner Officer	10.96K
GROSFIELD HOWARD	Group Pres., U.S. Cons. Serv.	9.4K
SEEGER LAUREEN	Chief Legal Officer	9K
MARQUEZ RAFAEL	President, International Card	8.08K
PICKETT DENISE	Pres., Enterprise Shared Serv.	7.73K
PETRINO RICHARD	EVP - Corporate Controller	6.77K
LE CAILLEC CHRISTOPHE	Chief Financial Officer	6.43K
ANGELAKIS MICHAEL J	director	3.7K
TABISH DOUGLAS	Chief Risk Officer	2.52K
CLAYTON WALTER JOSEPH III	director	2K
PIKE LYNN ANN	director	1.07K
LIEBERMAN QUINN JESSICA	EVP - Controller	258
LEONSIS THEODORE		0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 12, 2025	JOABAR RAYMOND	SALE	384.93	1.4K	538.9K	11.42K
Oct 31, 2025	RUTLEDGE ELIZABETH	SALE	361.57	8.98K	3.25M	85.58K
Oct 23, 2025	TABISH DOUGLAS	SALE	355.61	2.52K	894.36K	2.52K
Oct 22, 2025	PICKETT DENISE	SALE	350.73	5K	1.75M	7.73K
Sep 04, 2025	SQUERI STEPHEN J	SALE	330.43	39.27K	12.98M	92.81K
Sep 03, 2025	HERENA MONIQUE	SALE	325.88	8.7K	2.83M	12.27K
Sep 02, 2025	BUCKMINSTER DOUGLAS E.	SALE	326.37	23.51K	7.67M	123.61K
Aug 06, 2025	SEEGER LAUREEN	SALE	294.83	17K	5.01M	9K
Aug 05, 2025	SEEGER LAUREEN	SALE	297.88	22.34K	6.65M	9K
Jul 29, 2025	MARRS ANNA	SALE	310.77	5.5K	1.71M	20.31K
Jul 29, 2025	MCNEAL GLENDA G	SALE	309.62	32.39K	10.03M	10.96K
May 20, 2025	MARQUEZ RAFAEL	SALE	296.93	12K	3.56M	8.08K
May 13, 2025	JOABAR RAYMOND	SALE	302.44	400	120.98K	1.99K
May 06, 2025	GROSFIELD HOWARD	SALE	275.50	9.45K	2.6M	9.4K
Apr 29, 2025	MCNEAL GLENDA G	SALE	264.66	3.02K	799.01K	10.92K
Mar 07, 2025	ANGELAKIS MICHAEL J	PURCHASE	269.89	3.7K	998.59K	3.7K
Mar 04, 2025	MARRS ANNA	SALE	291.50	5.68K	1.66M	25.76K
Feb 26, 2025	LIEBERMAN QUINN JESSICA	SALE	296.43	3.03K	897.59K	258
Feb 11, 2025	MCNEAL GLENDA G	SALE	309.96	7.39K	2.29M	13.9K
Feb 06, 2025	SQUERI STEPHEN J	SALE	320.52	7.65K	2.45M	92.81K
Feb 05, 2025	PICKETT DENISE	SALE	318.69	22.75K	7.25M	12.63K
Feb 05, 2025	JOABAR RAYMOND	SALE	317.01	11.12K	3.53M	12.75K
Feb 05, 2025	RADHAKRISHNAN RAVIKUMAR	SALE	319.17	9.49K	3.03M	13.5K
Jan 28, 2025	JOABAR RAYMOND	SALE	313.94	15.18K	4.77M	23.87K
Nov 27, 2024	LE CAILLEC CHRISTOPHE	SALE	303.48	6K	1.82M	6.43K
Nov 07, 2024	SQUERI STEPHEN J	SALE	288.05	20.41K	5.88M	92.81K
Oct 29, 2024	BUCKMINSTER DOUGLAS E.	SALE	270.98	13.11K	3.55M	109.69K
Oct 22, 2024	WILLIAMS ANRE D	SALE	270.26	77.89K	21.05M	111.66K
May 22, 2024	PICKETT DENISE	SALE	240.68	2.77K	666.21K	12.56K
May 20, 2024	JOABAR RAYMOND	SALE	242.70	425	103.15K	2.39K
May 10, 2024	SKYLER JENNIFER	SALE	241.73	14.8K	3.58M	16.37K
May 06, 2024	LIEBERMAN QUINN JESSICA	SALE	232.36	3.14K	729.77K	258
May 03, 2024	MARRS ANNA	SALE	230.93	3.59K	829.5K	19.93K
May 02, 2024	BUCKMINSTER DOUGLAS E.	SALE	232.76	26.8K	6.24M	110.32K
Apr 23, 2024	SQUERI STEPHEN J	SALE	239.14	3.7K	884.82K	76.31K
Feb 29, 2024	MARQUEZ RAFAEL	SALE	219.08	7.9K	1.73M	13.52K
Feb 20, 2024	JOABAR RAYMOND	SALE	213.04	8.63K	1.84M	12.69K
Feb 12, 2024	SQUERI STEPHEN J	SALE	213.63	29.28K	6.26M	122.16K
Feb 12, 2024	SEEGER LAUREEN	SALE	212.98	84.42K	17.98M	57.51K
Feb 12, 2024	MARRS ANNA	SALE	212.99	36.28K	7.73M	19.9K
Feb 08, 2024	HERENA MONIQUE	SALE	208.41	11.24K	2.34M	13.87K
Feb 01, 2024	WILLIAMS ANRE D	SALE	202.04	72.03K	14.55M	79.48K
Jan 30, 2024	PICKETT DENISE	SALE	203.96	9.83K	2M	12.7K
Jan 30, 2024	GROSFIELD HOWARD	SALE	203.65	7.03K	1.43M	12.39K
Nov 29, 2023	CAMPBELL JEFFREY C	SALE	168.33	21.01K	3.54M	125.65K
Nov 15, 2023	BUCKMINSTER DOUGLAS E.	SALE	158.87	11.34K	1.8M	88.38K
Oct 24, 2023	CLAYTON WALTER JOSEPH III	PURCHASE	143.93	1K	143.93K	2K
May 19, 2023	HERENA MONIQUE	SALE	152.84	22.84K	3.49M	13.77K
Mar 08, 2023	GROSFIELD HOWARD	SALE	174.73	3.35K	584.47K	7.05K
Mar 02, 2023	HERENA MONIQUE	SALE	173.18	15.22K	2.64M	13.71K
Feb 17, 2023	LIEBERMAN QUINN JESSICA	SALE	175.86	5.66K	994.66K	805
Feb 14, 2023	MARRS ANNA	SALE	180.19	13.4K	2.41M	16.02K
Feb 14, 2023	JOABAR RAYMOND	SALE	180.26	7.6K	1.37M	12.59K
Feb 14, 2023	PICKETT DENISE	SALE	180.78	28.69K	5.19M	12.56K
Dec 06, 2022	BUCKMINSTER DOUGLAS E.	SALE	154.23	16.35K	2.52M	99.02K
Nov 08, 2022	CLAYTON WALTER JOSEPH III	PURCHASE	149.27	1K	149.27K	1K
Jun 03, 2022	LEONSIS THEODORE	SALE	166.63	4.01K	667.36K	0
Apr 28, 2022	SQUERI STEPHEN J	SALE	178.38	48.16K	8.59M	31.29K
Feb 14, 2022	LIEBERMAN QUINN JESSICA	SALE	191.42	1.8K	345.32K	2.1K
Feb 09, 2022	WILLIAMS ANRE D	SALE	197.40	8.57K	1.69M	114.17K
Feb 08, 2022	JOABAR RAYMOND	SALE	192.67	7.8K	1.5M	12.48K
Feb 08, 2022	SEEGER LAUREEN	SALE	194.15	2.08K	402.86K	47.76K
Feb 04, 2022	MARRS ANNA	SALE	184.55	6.7K	1.24M	15.64K
Feb 03, 2022	PICKETT DENISE	SALE	183.96	7K	1.29M	15.81K
Feb 01, 2022	SQUERI STEPHEN J	SALE	182.81	18.27K	3.34M	70.35K
Jan 31, 2022	MARRS ANNA	SALE	100.96	29.98K	3.03M	2.97K
Jan 31, 2022	SEEGER LAUREEN	SALE	175.57	30.81K	5.41M	30.18K
Nov 24, 2021	MARRS ANNA	SALE	171.22	6.21K	1.06M	5.98K
Sep 10, 2021	GORDON MARC D	SALE	159.24	13.42K	2.14M	17.6K
Aug 02, 2021	CAMPBELL JEFFREY C	SALE	173.18	400	69.27K	86.13K
Jun 17, 2021	SEEGER LAUREEN	SALE	165.78	4.05K	670.75K	47.41K
Jun 09, 2021	JOABAR RAYMOND	SALE	164.03	10K	1.64M	12.23K
May 07, 2021	PICKETT DENISE	SALE	157.53	2.46K	387.52K	15.65K
Apr 30, 2021	PICKETT DENISE	SALE	153.11	5.26K	805.36K	18.11K
Mar 09, 2021	BUCKMINSTER DOUGLAS E.	SALE	146.40	16.31K	2.39M	78.41K
Mar 05, 2021	WILLIAMS ANRE D	SALE	145.88	59.35K	8.66M	93.47K
Feb 26, 2021	SQUERI STEPHEN J	SALE	136.03	1K	136.03K	31.29K
Feb 05, 2021	GORDON MARC D	SALE	126.00	17.11K	2.16M	28.13K
Feb 02, 2021	PICKETT DENISE	SALE	119.09	2.35K	279.5K	15.63K
Nov 10, 2020	MARRS ANNA	SALE	119.56	2.06K	246.77K	0
Nov 06, 2020	BUCKMINSTER DOUGLAS E.	SALE	96.85	14.83K	1.44M	81.81K
Aug 18, 2020	PICKETT DENISE	SALE	96.62	2.86K	276.72K	10.2K
Feb 11, 2020	PIKE LYNN ANN	PURCHASE	132.87	1K	132.87K	1.07K
Feb 07, 2020	JOABAR RAYMOND	SALE	132.29	4.53K	599.41K	5.62K
Jan 30, 2020	LEONSIS THEODORE	SALE	132.61	7.58K	1M	4.01K
Jan 29, 2020	SEEGER LAUREEN	SALE	131.99	19.32K	2.55M	37.55K
Jan 29, 2020	PETRINO RICHARD	SALE	131.83	3.5K	461.41K	6.77K
Jan 27, 2020	JOABAR RAYMOND	SALE	131.21	17.54K	2.3M	5.62K
Jan 24, 2020	SEEGER LAUREEN	SALE	136.76	12.98K	1.77M	40.76K
Dec 02, 2019	SQUERI STEPHEN J	SALE	117.53	11.21K	1.32M	184.09K
Oct 25, 2019	PICKETT DENISE	SALE	118.39	2.4K	284.14K	7.41K
Oct 23, 2019	LEONSIS THEODORE	SALE	116.44	8.42K	980.42K	11.58K
Sep 03, 2019	SQUERI STEPHEN J	SALE	117.96	10.69K	1.26M	199.61K
Aug 01, 2019	CAMPBELL JEFFREY C	SALE	124.32	3.36K	417.59K	59.62K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES166.6K11

NET SHARES-166.6K11

SHARES HELD385.19K11

% NET SHARES-143.25%0%

Frequently Asked Questions