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 |
|---|---|---|---|---|---|
|
Pacer Advisors, Inc.
Malvern, PA |
Jan 22, 2025 Q4 2024 |
44,162
shares
|
$12.5 Million
0.03% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
Fcf Advisors LLC
|
Feb 13, 2025 Q4 2024 |
43,121
shares
|
$12.3 Million
2.0% of portfolio
|
Q4 2024
Added 46.27%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Feb 14, 2025 Q4 2024 |
43,056
shares
|
$12.2 Million
0.43% of portfolio
|
Q4 2024
Added 76.16%
|
|
|
Mirova
Paris, I0 |
Feb 13, 2025 Q4 2024 |
42,900
shares
|
$12.2 Million
2.24% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
42,894
shares
|
$12.2 Million
0.2% of portfolio
|
Q4 2024
Reduced 8.61%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
42,811
shares
|
$12.2 Million
0.16% of portfolio
|
Q4 2024
Added 36.12%
|
|
|
Nfc Investments, LLC
Memphis, TN |
Feb 10, 2025 Q4 2024 |
42,325
shares
|
$12 Million
3.47% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
42,296
shares
|
$12 Million
0.2% of portfolio
|
Q4 2024
Added 7.4%
|
|
|
Searle & Co.
|
Feb 14, 2025 Q4 2024 |
42,199
shares
|
$12 Million
3.66% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Feb 05, 2025 Q4 2024 |
42,142
shares
|
$12 Million
1.41% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
42,095
shares
|
$12 Million
0.18% of portfolio
|
Q4 2024
Reduced 39.48%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
42,063
shares
|
$12 Million
0.14% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
41,828
shares
|
$11.9 Million
0.02% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Strategic Wealth Investment Group, LLC
|
Jan 23, 2025 Q4 2024 |
41,802
shares
|
$11.9 Million
1.46% of portfolio
|
Q4 2024
Reduced 89.52%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
41,690
shares
|
$11.8 Million
0.09% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
M. Kulyk & Associates, LLC
|
Feb 07, 2025 Q4 2024 |
41,465
shares
|
$11.8 Million
2.76% of portfolio
|
Q4 2024
Reduced 8.11%
|
|
|
Nat West Group PLC
|
Jan 28, 2025 Q4 2024 |
41,410
shares
|
$11.8 Million
3.64% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Jan 29, 2025 Q4 2024 |
41,324
shares
|
$11.7 Million
0.04% of portfolio
|
Q4 2024
Added 18.33%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
41,319
shares
|
$11.7 Million
0.1% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Feb 14, 2025 Q4 2024 |
41,215
shares
|
$11.7 Million
5.83% of portfolio
|
Q4 2024
Reduced 5.94%
|
|
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
41,010
shares
|
$11.7 Million
3.32% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Wood Trust Financial Corp
|
Feb 06, 2025 Q4 2024 |
41,006
shares
|
$11.7 Million
1.71% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
40,989
shares
|
$11.6 Million
0.25% of portfolio
|
Q4 2024
Reduced 14.68%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jan 15, 2025 Q4 2024 |
40,711
shares
|
$11.6 Million
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
40,671
shares
|
$11.6 Million
0.21% of portfolio
|
Q4 2024
Reduced 4.88%
|