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 |
|---|---|---|---|---|---|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
640
shares
|
$188,288
0.11% of portfolio
|
Q4 2023
Reduced 26.01%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
639
shares
|
$187,993
0.15% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
638
shares
|
$187,699
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
635
shares
|
$186,817
0.02% of portfolio
|
Q2 2023
Added 0.16%
|
|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
634
shares
|
$186,522
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
634
shares
|
$186,522
0.01% of portfolio
|
Q4 2024
Added 6.55%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
627
shares
|
$184,463
0.02% of portfolio
|
Q4 2024
Reduced 6.28%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
622
shares
|
$182,992
0.15% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
621
shares
|
$182,698
0.05% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
616
shares
|
$181,227
0.04% of portfolio
|
Q2 2024
Reduced 7.51%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
613
shares
|
$180,344
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
612
shares
|
$180,050
0.05% of portfolio
|
Q4 2024
Added 22.65%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
610
shares
|
$179,462
0.13% of portfolio
|
Q4 2024
Reduced 10.95%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
600
shares
|
$176,520
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
597
shares
|
$175,637
0.07% of portfolio
|
Q4 2024
Added 14.15%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
593
shares
|
$174,460
0.07% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Feb 11, 2025 Q4 2024 |
584
shares
|
$171,812
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
584
shares
|
$171,812
0.04% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
581
shares
|
$170,930
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
570
shares
|
$167,694
0.05% of portfolio
|
Q4 2024
Reduced 8.36%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
569
shares
|
$167,399
0.05% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Feb 13, 2025 Q4 2024 |
565
shares
|
$166,223
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
560
shares
|
$164,752
0.02% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
546
shares
|
$160,633
0.01% of portfolio
|
Q4 2024
Reduced 53.09%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
545
shares
|
$160,339
0.04% of portfolio
|
Q4 2024
Added 0.93%
|