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 |
|---|---|---|---|---|---|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
28,283
shares
|
$8.02 Million
1.19% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
28,188
shares
|
$7.99 Million
2.37% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Artemis Investment Management LLP
|
Jan 16, 2025 Q4 2024 |
28,155
shares
|
$7.98 Million
0.13% of portfolio
|
Q4 2024
Added 29.72%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
27,854
shares
|
$7.9 Million
0.1% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
27,555
shares
|
$7.81 Million
0.07% of portfolio
|
Q4 2024
Reduced 8.26%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
27,500
shares
|
$7.8 Million
0.58% of portfolio
|
Q1 2024
Reduced 26.67%
|
|
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
Feb 14, 2025 Q4 2024 |
27,500
shares
|
$7.8 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Feb 14, 2025 Q4 2024 |
27,223
shares
|
$7.72 Million
1.68% of portfolio
|
Q4 2024
New holding
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
27,136
shares
|
$7.69 Million
0.14% of portfolio
|
Q4 2024
Added 70.4%
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
26,919
shares
|
$7.63 Million
0.94% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
26,849
shares
|
$7.61 Million
2.19% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
New Mexico Educational Retirement Board
|
Jan 30, 2025 Q4 2024 |
26,763
shares
|
$7.59 Million
0.27% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
26,730
shares
|
$7.58 Million
0.09% of portfolio
|
Q4 2024
Reduced 34.04%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
26,663
shares
|
$7.56 Million
0.96% of portfolio
|
Q4 2024
Reduced 10.96%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
26,654
shares
|
$7.56 Million
0.08% of portfolio
|
Q4 2024
Reduced 16.4%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
26,641
shares
|
$7.55 Million
0.07% of portfolio
|
Q4 2024
Added 24.56%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
26,607
shares
|
$7.54 Million
0.11% of portfolio
|
Q2 2024
Added 0.55%
|
|
|
Assenagon Asset Management S.A.
|
Jan 14, 2025 Q4 2024 |
26,370
shares
|
$7.48 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
26,315
shares
|
$7.46 Million
0.05% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
26,306
shares
|
$7.46 Million
0.62% of portfolio
|
Q4 2024
Reduced 16.12%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
26,160
shares
|
$7.42 Million
1.0% of portfolio
|
Q4 2024
Reduced 7.68%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
26,102
shares
|
$7.4 Million
0.14% of portfolio
|
Q4 2024
Added 5.97%
|
|
|
Reliant Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
26,084
shares
|
$7.39 Million
3.61% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
25,983
shares
|
$7.37 Million
0.04% of portfolio
|
Q4 2024
Added 13.73%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jan 27, 2025 Q4 2024 |
25,970
shares
|
$7.36 Million
0.18% of portfolio
|
Q4 2024
Added 10.98%
|