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 |
|---|---|---|---|---|---|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
294
shares
|
$86,494
0.03% of portfolio
|
Q4 2024
Reduced 23.44%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
294
shares
|
$86,494
0.03% of portfolio
|
Q3 2024
Added 8.09%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
291
shares
|
$85,612
0.07% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Feb 06, 2025 Q4 2024 |
290
shares
|
$85,318
0.07% of portfolio
|
Q4 2024
Reduced 34.09%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
284
shares
|
$83,552
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
280
shares
|
$82,376
0.07% of portfolio
|
Q4 2021
Added 40.0%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
279
shares
|
$82,081
0.03% of portfolio
|
Q1 2023
Added 99.29%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
279
shares
|
$82,081
0.06% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
275
shares
|
$80,905
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
274
shares
|
$80,610
0.02% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
267
shares
|
$78,551
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Loomis Sayles & CO L P
|
Feb 12, 2025 Q4 2024 |
266
shares
|
$78,257
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
264
shares
|
$77,668
0.02% of portfolio
|
Q4 2024
Reduced 9.9%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
263
shares
|
$77,374
0.11% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Feb 21, 2025 Q4 2024 |
262
shares
|
$77,080
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
259
shares
|
$76,197
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
250
shares
|
$73,550
0.05% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
250
shares
|
$73,550
0.03% of portfolio
|
Q2 2024
Reduced 64.69%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
249
shares
|
$73,255
0.01% of portfolio
|
Q3 2024
Added 14.22%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
244
shares
|
$71,784
0.04% of portfolio
|
Q3 2024
Reduced 9.96%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
243
shares
|
$71,490
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
241
shares
|
$70,902
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
239
shares
|
$70,313
0.02% of portfolio
|
Q3 2022
Reduced 1.65%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
239
shares
|
$70,313
0.01% of portfolio
|
Q2 2024
Reduced 4.78%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
231
shares
|
$67,960
0.02% of portfolio
|
Q3 2024
Added 0.43%
|