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 |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
22,346
shares
|
$6.6 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Feb 05, 2025 Q4 2024 |
22,174
shares
|
$6.55 Million
0.49% of portfolio
|
Q4 2024
Reduced 5.39%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
21,986
shares
|
$6.5 Million
0.59% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
21,965
shares
|
$6.49 Million
0.72% of portfolio
|
Q4 2020
Reduced 2.9%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
21,858
shares
|
$6.46 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Commerzbank Aktiengesellschaft
|
Feb 06, 2025 Q4 2024 |
21,834
shares
|
$6.45 Million
0.16% of portfolio
|
Q4 2024
Added 15.96%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
21,819
shares
|
$6.45 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
21,746
shares
|
$6.43 Million
0.06% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
21,689
shares
|
$6.41 Million
0.32% of portfolio
|
Q4 2024
Reduced 7.26%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
21,536
shares
|
$6.36 Million
0.39% of portfolio
|
Q3 2023
Reduced 0.23%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
21,400
shares
|
$6.32 Million
0.65% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Chapman Investment Management, LLC
|
Jan 31, 2025 Q4 2024 |
21,389
shares
|
$6.32 Million
4.96% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Center Book Partners LP
Greenwich, CT |
Feb 13, 2025 Q4 2024 |
20,895
shares
|
$6.17 Million
0.4% of portfolio
|
Q4 2024
Added 41.42%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
20,857
shares
|
$6.16 Million
0.92% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Trinity Legacy Partners, LLC
|
Feb 03, 2025 Q4 2024 |
20,827
shares
|
$6.15 Million
1.63% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Northstar Group, Inc.
|
Jan 28, 2025 Q4 2024 |
20,755
shares
|
$6.13 Million
1.04% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
20,740
shares
|
$6.13 Million
0.07% of portfolio
|
Q4 2024
Reduced 16.57%
|
|
|
Salvus Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
20,662
shares
|
$6.11 Million
4.05% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Banque Pictet & Cie Sa
|
Jan 30, 2025 Q4 2024 |
20,538
shares
|
$6.07 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
20,526
shares
|
$6.07 Million
0.16% of portfolio
|
Q4 2024
Added 83.2%
|
|
|
Bell Asset Management LTD
Melbourne, C3 |
Feb 13, 2025 Q4 2024 |
20,502
shares
|
$6.06 Million
1.13% of portfolio
|
Q4 2024
Reduced 13.9%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
20,486
shares
|
$6.05 Million
0.79% of portfolio
|
Q1 2024
New holding
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
20,465
shares
|
$6.05 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Feb 10, 2025 Q4 2024 |
20,458
shares
|
$6.05 Million
0.01% of portfolio
|
Q4 2024
Reduced 88.12%
|
|
|
Eventide Asset Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
20,446
shares
|
$6.04 Million
0.12% of portfolio
|
Q4 2024
New holding
|