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 |
|---|---|---|---|---|---|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
78
shares
|
$22,947
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
76
shares
|
$22,359
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
75
shares
|
$22,065
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
66
shares
|
$19,417
0.0% of portfolio
|
Q3 2021
Reduced 34.65%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
65
shares
|
$19,123
0.01% of portfolio
|
Q4 2024
Added 160.0%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Feb 12, 2025 Q4 2024 |
64
shares
|
$18,828
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
63
shares
|
$18,534
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
60
shares
|
$17,652
0.01% of portfolio
|
Q2 2024
Reduced 26.83%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
60
shares
|
$17,652
0.02% of portfolio
|
Q4 2024
Reduced 43.4%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
57
shares
|
$16,769
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
54
shares
|
$15,886
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2025 Q4 2024 |
53
shares
|
$15,592
0.0% of portfolio
|
Q4 2024
Reduced 99.19%
|
|
|
Esl Trust Services, LLC
|
Feb 14, 2025 Q4 2024 |
50
shares
|
$14,710
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
50
shares
|
$14,710
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
50
shares
|
$14,710
0.01% of portfolio
|
Q1 2022
Reduced 98.48%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
50
shares
|
$14,710
0.0% of portfolio
|
Q2 2024
Added 13.64%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
50
shares
|
$14,710
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
50
shares
|
$14,710
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
47
shares
|
$13,827
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
47
shares
|
$13,827
0.0% of portfolio
|
Q4 2024
Reduced 14.55%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
45
shares
|
$13,239
0.01% of portfolio
|
Q2 2024
Reduced 73.53%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
45
shares
|
$13,239
0.0% of portfolio
|
Q3 2024
Added 12.5%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
44
shares
|
$12,944
0.01% of portfolio
|
Q3 2024
Added 175.0%
|
|
|
Horrell Capital Management, Inc.
|
Feb 11, 2025 Q4 2024 |
44
shares
|
$12,944
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
44
shares
|
$12,944
0.01% of portfolio
|
Q4 2024
Reduced 20.0%
|