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 |
|---|---|---|---|---|---|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
726
shares
|
$213,589
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Street Wealth Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
724
shares
|
$213,000
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jan 13, 2025 Q4 2024 |
724
shares
|
$213,000
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
West Hill Financial Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
723
shares
|
$212,706
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
722
shares
|
$212,412
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Place Financial Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
722
shares
|
$212,412
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Somerset Trust CO
|
Jan 15, 2025 Q4 2024 |
721
shares
|
$212,118
0.08% of portfolio
|
Q4 2024
Reduced 6.49%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Feb 03, 2025 Q4 2024 |
721
shares
|
$212,118
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Feb 04, 2025 Q4 2024 |
720
shares
|
$211,824
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
719
shares
|
$211,529
0.05% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
718
shares
|
$211,235
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Jan 28, 2025 Q4 2024 |
718
shares
|
$211,235
0.19% of portfolio
|
Q2 2024
Added 51.8%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
717
shares
|
$210,941
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jan 28, 2025 Q4 2024 |
717
shares
|
$210,941
0.12% of portfolio
|
Q4 2024
Reduced 10.38%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 17, 2025 Q4 2024 |
715
shares
|
$210,353
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Feb 10, 2025 Q4 2024 |
715
shares
|
$210,353
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
712
shares
|
$209,470
0.04% of portfolio
|
Q2 2024
Added 2.74%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
712
shares
|
$209,470
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Feb 05, 2025 Q4 2024 |
709
shares
|
$208,587
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
707
shares
|
$207,999
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Family Office Research LLC
Bethesda, MD |
Feb 13, 2025 Q4 2024 |
703
shares
|
$206,822
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Nichols & Pratt Advisers LLP
|
Feb 05, 2025 Q4 2024 |
700
shares
|
$205,940
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Kinetics Asset Management LLC
|
Feb 10, 2025 Q4 2024 |
700
shares
|
$205,940
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
700
shares
|
$205,940
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
700
shares
|
$205,940
0.01% of portfolio
|
Q4 2024
Added 400.0%
|