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 |
|---|---|---|---|---|---|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
172
shares
|
$50,602
0.01% of portfolio
|
Q4 2024
Reduced 59.24%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
167
shares
|
$49,131
0.02% of portfolio
|
Q4 2024
Added 119.76%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
165
shares
|
$48,543
0.02% of portfolio
|
Q3 2024
Reduced 50.6%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
165
shares
|
$48,543
0.02% of portfolio
|
Q4 2024
Reduced 26.34%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
163
shares
|
$47,954
0.01% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
162
shares
|
$47,660
0.01% of portfolio
|
Q4 2024
Reduced 50.31%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
158
shares
|
$46,483
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
155
shares
|
$45,601
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Xy Capital LTD
Central, K3 |
Jan 28, 2025 Q4 2024 |
154
shares
|
$45,306
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
153
shares
|
$45,012
0.0% of portfolio
|
Q4 2024
Reduced 78.05%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
151
shares
|
$44,424
0.02% of portfolio
|
Q4 2024
Added 16.15%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
136
shares
|
$40,011
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
135
shares
|
$39,717
0.01% of portfolio
|
Q3 2023
Added 35.0%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
135
shares
|
$39,717
0.02% of portfolio
|
Q1 2024
Added 6.3%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
133
shares
|
$39,128
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Canton Hathaway, LLC
|
Feb 04, 2025 Q4 2024 |
130
shares
|
$38,246
0.01% of portfolio
|
Q4 2023
Reduced 75.47%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
130
shares
|
$38,246
0.02% of portfolio
|
Q3 2024
Reduced 70.05%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
129
shares
|
$37,951
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
128
shares
|
$37,657
0.03% of portfolio
|
Q1 2024
Reduced 16.88%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
126
shares
|
$37,069
0.03% of portfolio
|
Q4 2024
Added 26.0%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
125
shares
|
$36,775
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
124
shares
|
$36,480
0.01% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
123
shares
|
$36,186
0.01% of portfolio
|
Q4 2024
Reduced 21.66%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
116
shares
|
$34,127
0.01% of portfolio
|
Q3 2024
Reduced 29.7%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
114
shares
|
$33,538
0.01% of portfolio
|
Q4 2024
Added 5.56%
|