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 |
|---|---|---|---|---|---|
|
Pointe Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
699
shares
|
$205,645
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Feb 13, 2025 Q4 2024 |
699
shares
|
$205,645
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Feb 14, 2025 Q4 2024 |
698
shares
|
$205,351
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Omnia Family Wealth, LLC
|
Feb 27, 2025 Q4 2024 |
695
shares
|
$204,469
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
692
shares
|
$203,586
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Veery Capital, LLC
|
Jan 15, 2025 Q4 2024 |
690
shares
|
$202,998
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
690
shares
|
$202,998
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
688
shares
|
$202,409
0.08% of portfolio
|
Q1 2024
Reduced 9.23%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
688
shares
|
$202,409
0.02% of portfolio
|
Q4 2022
Reduced 6.78%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Feb 13, 2025 Q4 2024 |
687
shares
|
$202,115
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
686
shares
|
$201,821
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Wulff, Hansen & Co.
|
Feb 10, 2025 Q4 2024 |
686
shares
|
$201,821
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
683
shares
|
$200,938
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
682
shares
|
$200,644
0.04% of portfolio
|
Q3 2024
Reduced 67.77%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
675
shares
|
$198,585
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
675
shares
|
$198,585
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Jan 30, 2025 Q4 2024 |
674
shares
|
$198,290
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
671
shares
|
$197,408
0.02% of portfolio
|
Q3 2024
Added 13.34%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
670
shares
|
$197,114
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
668
shares
|
$196,525
0.07% of portfolio
|
Q4 2024
Added 12.65%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
666
shares
|
$195,937
0.07% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
662
shares
|
$194,760
0.01% of portfolio
|
Q2 2023
Reduced 10.9%
|
|
|
Westchester Capital Management, Inc.
Omaha, NE |
Feb 07, 2025 Q4 2024 |
660
shares
|
$194,172
0.05% of portfolio
|
Q4 2024
Added 17.86%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
657
shares
|
$193,289
0.01% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
648
shares
|
$190,641
0.03% of portfolio
|
Q2 2022
Reduced 44.43%
|