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 |
|---|---|---|---|---|---|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
36,307
shares
|
$10.3 Million
0.43% of portfolio
|
Q4 2024
Reduced 8.86%
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
Jan 06, 2025 Q4 2024 |
36,093
shares
|
$10.3 Million
3.52% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Jacobs & CO
|
Jan 10, 2025 Q4 2024 |
35,899
shares
|
$10.2 Million
1.08% of portfolio
|
Q4 2024
Reduced 6.3%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
35,433
shares
|
$10.1 Million
1.94% of portfolio
|
Q1 2024
Reduced 1.86%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
35,372
shares
|
$10.1 Million
0.21% of portfolio
|
Q3 2023
Added 17.17%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
35,345
shares
|
$10 Million
0.22% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Feb 13, 2025 Q4 2024 |
35,312
shares
|
$10 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Unison Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
34,859
shares
|
$9.91 Million
5.07% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Seizert Capital Partners, LLC
|
Feb 06, 2025 Q4 2024 |
34,793
shares
|
$9.89 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
Feb 12, 2025 Q4 2024 |
34,702
shares
|
$9.86 Million
2.83% of portfolio
|
Q4 2024
Reduced 15.57%
|
|
|
Thompson Siegel & Walmsley LLC
|
Feb 10, 2025 Q4 2024 |
34,655
shares
|
$9.85 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Meyer Handelman CO
|
Jan 14, 2025 Q4 2024 |
34,501
shares
|
$9.8 Million
0.36% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Hartford Investment Management CO
|
Jan 29, 2025 Q4 2024 |
34,422
shares
|
$9.78 Million
0.34% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Jan 15, 2025 Q4 2024 |
34,418
shares
|
$9.78 Million
0.6% of portfolio
|
Q4 2024
Reduced 8.91%
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
34,416
shares
|
$9.78 Million
1.99% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Family Management Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
34,331
shares
|
$9.76 Million
1.66% of portfolio
|
Q4 2024
Added 54.79%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Feb 12, 2025 Q4 2024 |
34,207
shares
|
$9.72 Million
1.44% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
33,894
shares
|
$9.63 Million
0.63% of portfolio
|
Q3 2022
Added 0.29%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Feb 06, 2025 Q4 2024 |
33,852
shares
|
$9.62 Million
0.85% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Winslow Asset Management Inc
|
Feb 06, 2025 Q4 2024 |
33,705
shares
|
$9.58 Million
1.99% of portfolio
|
Q4 2024
Reduced 3.93%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
33,623
shares
|
$9.55 Million
0.15% of portfolio
|
Q3 2024
Added 31.82%
|
|
|
Woodline Partners LP
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
33,421
shares
|
$9.5 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
33,311
shares
|
$9.47 Million
0.08% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Jan 31, 2025 Q4 2024 |
33,250
shares
|
$9.45 Million
3.06% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Banyan Capital Management, Inc.
Atlanta, GA |
Feb 03, 2025 Q4 2024 |
33,170
shares
|
$9.43 Million
6.93% of portfolio
|
Q4 2024
Reduced 5.11%
|