Institutional Ownership American Express CO (AXP)
This table provides information about the institutional ownership of American Express CO (AXP). We have compiled data on the 2,904 institutions that hold shares in the stock, with a total of 588 Million shares, which have been reported (via 13F filing form) to have a value of $173 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
750
shares
|
$220,650
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Feb 12, 2025 Q4 2024 |
750
shares
|
$220,650
0.0% of portfolio
|
Q4 2024
Reduced 32.13%
|
|
|
Shilanski & Associates, Inc.
|
Jan 21, 2025 Q4 2024 |
749
shares
|
$220,355
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
749
shares
|
$220,355
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
748
shares
|
$220,061
0.1% of portfolio
|
Q4 2024
Reduced 60.88%
|
|
|
Woodward Diversified Capital, LLC
|
Jan 28, 2025 Q4 2024 |
746
shares
|
$219,473
0.17% of portfolio
|
Q4 2024
Reduced 27.57%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
744
shares
|
$218,884
0.04% of portfolio
|
Q4 2024
Reduced 38.31%
|
|
|
Fiducient Advisors LLC
|
Feb 13, 2025 Q4 2024 |
743
shares
|
$218,590
0.03% of portfolio
|
Q4 2024
Reduced 29.04%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Jan 29, 2025 Q4 2024 |
743
shares
|
$218,590
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
740
shares
|
$217,708
0.15% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Feb 14, 2025 Q4 2024 |
740
shares
|
$217,708
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Feb 14, 2025 Q4 2024 |
738
shares
|
$217,119
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
737
shares
|
$216,825
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
737
shares
|
$216,825
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
736
shares
|
$216,531
0.09% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
734
shares
|
$215,942
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Feb 13, 2025 Q4 2024 |
733
shares
|
$215,648
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jan 23, 2025 Q4 2024 |
733
shares
|
$215,648
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Single Point Partners, LLC
|
Jan 29, 2025 Q4 2024 |
732
shares
|
$215,354
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Davis R M Inc
Portland, ME |
Feb 07, 2025 Q4 2024 |
732
shares
|
$215,354
0.0% of portfolio
|
Q4 2024
Reduced 50.91%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Feb 11, 2025 Q4 2024 |
731
shares
|
$215,060
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Mendel Money Management
Northbrook, IL |
Feb 11, 2025 Q4 2024 |
731
shares
|
$215,060
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Feb 04, 2025 Q4 2024 |
729
shares
|
$214,471
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
727
shares
|
$213,883
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
726
shares
|
$213,589
0.02% of portfolio
|
Q4 2024
Reduced 29.03%
|