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 |
|---|---|---|---|---|---|
|
Perennial Advisors, LLC
New York, NY |
Feb 21, 2025 Q4 2024 |
49,942
shares
|
$14.2 Million
3.29% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
49,567
shares
|
$14.1 Million
1.34% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Marsico Capital Management LLC
Denver, CO |
Feb 13, 2025 Q4 2024 |
49,394
shares
|
$14 Million
0.43% of portfolio
|
Q4 2024
Added 176.64%
|
|
|
Anchor Capital Advisors LLC
|
Feb 05, 2025 Q4 2024 |
49,017
shares
|
$13.9 Million
0.45% of portfolio
|
Q4 2024
Reduced 20.18%
|
|
|
Stanley Capital Management, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
48,830
shares
|
$13.9 Million
3.17% of portfolio
|
Q1 2022
Added 8.92%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
48,586
shares
|
$13.8 Million
0.35% of portfolio
|
Q4 2024
Added 721.13%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
48,424
shares
|
$13.8 Million
0.81% of portfolio
|
Q4 2024
Reduced 5.73%
|
|
|
Sky Investment Group LLC
|
Jan 16, 2025 Q4 2024 |
48,302
shares
|
$13.7 Million
2.72% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
48,266
shares
|
$13.7 Million
0.38% of portfolio
|
Q4 2024
Reduced 10.54%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
47,949
shares
|
$13.6 Million
0.45% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Feb 11, 2025 Q4 2024 |
47,862
shares
|
$13.6 Million
0.56% of portfolio
|
Q4 2024
Added 10.99%
|
|
|
Oregon Public Employees Retirement Fund
|
Feb 04, 2025 Q4 2024 |
47,715
shares
|
$13.6 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Clifford Capital Partners LLC
Alpine, UT |
Feb 14, 2025 Q4 2024 |
47,691
shares
|
$13.6 Million
3.3% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
47,624
shares
|
$13.5 Million
0.92% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
47,604
shares
|
$13.5 Million
0.34% of portfolio
|
Q4 2024
Reduced 17.61%
|
|
|
Fishman Jay A LTD
Troy, MI |
Jan 29, 2025 Q4 2024 |
47,542
shares
|
$13.5 Million
1.32% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Ing Groep Nv
|
Feb 03, 2025 Q4 2024 |
47,190
shares
|
$13.4 Million
0.1% of portfolio
|
Q4 2024
Added 170.31%
|
|
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
Feb 13, 2025 Q4 2024 |
47,000
shares
|
$13.4 Million
0.12% of portfolio
|
Q4 2024
Added 74.07%
|
|
|
Klingenstein Fields & CO LP
|
Jan 30, 2025 Q4 2024 |
46,416
shares
|
$13.2 Million
0.56% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
2 Xideas Ag
Pfaffikon, V8 |
Feb 13, 2025 Q4 2024 |
46,381
shares
|
$13.2 Million
2.03% of portfolio
|
Q4 2024
Added 39.67%
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
45,918
shares
|
$13 Million
2.81% of portfolio
|
Q4 2024
Reduced 35.25%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
45,623
shares
|
$13 Million
1.53% of portfolio
|
Q4 2024
Reduced 6.0%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
45,422
shares
|
$12.9 Million
0.98% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
44,570
shares
|
$12.7 Million
0.96% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Gulf International Bank (Uk) LTD
|
Feb 05, 2025 Q4 2024 |
44,367
shares
|
$12.6 Million
0.33% of portfolio
|
Q4 2024
Reduced 1.13%
|