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 |
|---|---|---|---|---|---|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
33,113
shares
|
$9.39 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
33,036
shares
|
$9.36 Million
0.02% of portfolio
|
Q3 2022
Added 0.12%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
32,939
shares
|
$9.34 Million
0.18% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
32,638
shares
|
$9.25 Million
0.2% of portfolio
|
Q4 2024
Reduced 55.21%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Jan 31, 2025 Q4 2024 |
32,626
shares
|
$9.25 Million
0.93% of portfolio
|
Q4 2024
Added 96.21%
|
|
|
Dcm Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
32,604
shares
|
$9.24 Million
4.54% of portfolio
|
Q4 2024
Added 7.5%
|
|
|
Stokes Capital Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
32,590
shares
|
$9.24 Million
2.54% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
32,415
shares
|
$9.19 Million
0.08% of portfolio
|
Q2 2024
Added 2.04%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
32,388
shares
|
$9.18 Million
0.61% of portfolio
|
Q4 2024
Reduced 6.73%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
32,323
shares
|
$9.16 Million
0.36% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
32,127
shares
|
$9.11 Million
0.81% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Lb Partners LLC
Charlottesville, VA |
Jan 24, 2025 Q4 2024 |
32,000
shares
|
$9.07 Million
7.12% of portfolio
|
Q1 2024
Reduced 20.0%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
31,990
shares
|
$9.07 Million
2.82% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Neos Investment Management LLC
Westport, CT |
Feb 12, 2025 Q4 2024 |
31,954
shares
|
$9.06 Million
0.22% of portfolio
|
Q4 2024
Added 30.46%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Feb 07, 2025 Q4 2024 |
31,800
shares
|
$9.01 Million
0.38% of portfolio
|
Q2 2024
Reduced 8.09%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Feb 06, 2025 Q4 2024 |
31,600
shares
|
$8.96 Million
1.17% of portfolio
|
Q1 2023
Reduced 12.47%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
31,550
shares
|
$8.94 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Trust
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
31,475
shares
|
$8.92 Million
2.17% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
31,413
shares
|
$8.9 Million
0.53% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
31,354
shares
|
$8.89 Million
0.53% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
30,967
shares
|
$8.78 Million
0.53% of portfolio
|
Q4 2024
Reduced 17.25%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
30,585
shares
|
$8.67 Million
1.08% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
30,577
shares
|
$8.67 Million
0.86% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
30,492
shares
|
$8.64 Million
0.01% of portfolio
|
Q4 2023
Reduced 2.49%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
30,438
shares
|
$8.63 Million
0.13% of portfolio
|
Q4 2024
Added 1.89%
|