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 |
|---|---|---|---|---|---|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Feb 11, 2025 Q4 2024 |
230
shares
|
$67,666
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
230
shares
|
$67,666
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
225
shares
|
$66,195
0.04% of portfolio
|
Q4 2024
Added 38.89%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
220
shares
|
$64,724
0.03% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
220
shares
|
$64,724
0.05% of portfolio
|
Q1 2024
Reduced 56.86%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
220
shares
|
$64,724
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
214
shares
|
$62,958
0.01% of portfolio
|
Q3 2024
Reduced 78.79%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
203
shares
|
$59,722
0.02% of portfolio
|
Q1 2023
Added 6.84%
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
200
shares
|
$58,840
0.05% of portfolio
|
Q3 2022
Reduced 60.0%
|
|
|
Chelsea Counsel CO
|
Feb 27, 2025 Q4 2024 |
200
shares
|
$58,840
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
200
shares
|
$58,840
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
200
shares
|
$58,840
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
200
shares
|
$58,840
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
199
shares
|
$58,545
0.02% of portfolio
|
Q1 2024
Added 17.75%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
197
shares
|
$57,957
0.03% of portfolio
|
Q4 2024
Added 212.7%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
196
shares
|
$57,663
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jan 30, 2025 Q4 2024 |
194
shares
|
$57,074
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
193
shares
|
$56,780
0.01% of portfolio
|
Q4 2024
Reduced 27.44%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
192
shares
|
$56,486
0.0% of portfolio
|
Q4 2024
Added 86.41%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
190
shares
|
$55,898
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
186
shares
|
$54,721
0.0% of portfolio
|
Q3 2023
Reduced 6.06%
|
|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
180
shares
|
$52,956
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
180
shares
|
$52,956
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
178
shares
|
$52,367
0.05% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
175
shares
|
$51,485
0.01% of portfolio
|
Q3 2023
Added 2.34%
|