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 2,907 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 $167 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marco Investment Management LLC
|
Feb 06, 2025 Q4 2024 |
71,459
shares
|
$20.3 Million
1.84% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
71,396
shares
|
$20.3 Million
0.39% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
71,367
shares
|
$20.3 Million
0.19% of portfolio
|
Q4 2024
Reduced 44.77%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
70,114
shares
|
$19.9 Million
1.97% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
69,693
shares
|
$19.8 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Parthenon LLC
|
Jan 31, 2025 Q4 2024 |
69,632
shares
|
$19.8 Million
2.54% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Feb 13, 2025 Q4 2024 |
69,456
shares
|
$19.7 Million
0.07% of portfolio
|
Q4 2024
Reduced 29.43%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
69,073
shares
|
$19.6 Million
0.06% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Feb 07, 2025 Q4 2024 |
68,841
shares
|
$19.6 Million
0.66% of portfolio
|
Q4 2024
Added 188.59%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
68,839
shares
|
$19.6 Million
0.32% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 14, 2025 Q4 2024 |
68,653
shares
|
$19.5 Million
3.44% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
68,330
shares
|
$19.4 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
67,929
shares
|
$19.3 Million
0.02% of portfolio
|
Q4 2024
Added 4489.8%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
67,517
shares
|
$19.2 Million
0.21% of portfolio
|
Q4 2024
Reduced 13.79%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Feb 07, 2025 Q4 2024 |
67,035
shares
|
$19.1 Million
0.45% of portfolio
|
Q4 2024
Added 8.16%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
67,000
shares
|
$19 Million
1.25% of portfolio
|
Q2 2024
Added 3.08%
|
|
|
United Services Automobile Association
San Antonio, TX |
Feb 11, 2025 Q4 2024 |
66,800
shares
|
$19 Million
0.67% of portfolio
|
Q3 2024
Reduced 28.45%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
66,670
shares
|
$18.9 Million
0.22% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
66,027
shares
|
$18.8 Million
0.83% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
65,627
shares
|
$18.6 Million
3.5% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Feb 14, 2025 Q4 2024 |
65,551
shares
|
$18.6 Million
1.84% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Payden & Rygel
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
64,800
shares
|
$18.4 Million
1.66% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Shayne & Co., LLC
|
Feb 04, 2025 Q4 2024 |
63,332
shares
|
$18 Million
5.02% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
63,058
shares
|
$17.9 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
62,468
shares
|
$17.8 Million
1.7% of portfolio
|
Q4 2024
Added 3.7%
|