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 2,908 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 $174 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
23,524
shares
|
$6.67 Million
0.66% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
23,524
shares
|
$6.67 Million
0.09% of portfolio
|
Q3 2022
Added 0.44%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
23,521
shares
|
$6.67 Million
0.09% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
23,510
shares
|
$6.66 Million
1.35% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jan 29, 2025 Q4 2024 |
23,457
shares
|
$6.65 Million
1.38% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Wisconsin Capital Management LLC
|
Feb 12, 2025 Q4 2024 |
23,427
shares
|
$6.64 Million
3.89% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
23,425
shares
|
$6.64 Million
0.23% of portfolio
|
Q2 2022
Reduced 4.64%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
23,361
shares
|
$6.62 Million
1.48% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
23,305
shares
|
$6.61 Million
0.1% of portfolio
|
Q4 2024
Added 29.22%
|
|
|
Silvant Capital Management LLC
|
Feb 13, 2025 Q4 2024 |
23,279
shares
|
$6.6 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
23,257
shares
|
$6.59 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
23,183
shares
|
$6.57 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
23,169
shares
|
$6.57 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Longbow Finance Sa
Lutry, V8 |
Feb 04, 2025 Q4 2024 |
23,144
shares
|
$6.56 Million
0.75% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Bretton Capital Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
23,100
shares
|
$6.55 Million
6.6% of portfolio
|
Q3 2024
New holding
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
23,003
shares
|
$6.52 Million
0.24% of portfolio
|
Q4 2024
Reduced 7.17%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
23,000
shares
|
$6.52 Million
0.37% of portfolio
|
Q3 2020
Reduced 83.97%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
22,946
shares
|
$6.5 Million
0.33% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jan 15, 2025 Q4 2024 |
22,919
shares
|
$6.5 Million
0.78% of portfolio
|
Q4 2024
Reduced 11.25%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
Feb 13, 2025 Q4 2024 |
22,846
shares
|
$6.48 Million
0.55% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
22,812
shares
|
$6.47 Million
0.14% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
22,788
shares
|
$6.46 Million
1.49% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Grassi Investment Management
|
Jan 21, 2025 Q4 2024 |
22,460
shares
|
$6.37 Million
0.57% of portfolio
|
Q2 2024
Reduced 2.18%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
22,452
shares
|
$6.36 Million
1.34% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Hutner Capital Management Inc
Manchester, VT |
Feb 14, 2025 Q4 2024 |
22,352
shares
|
$6.34 Million
3.2% of portfolio
|
Q4 2024
Reduced 1.43%
|