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 |
|---|---|---|---|---|---|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
18,823
shares
|
$5.56 Million
0.25% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
18,759
shares
|
$5.54 Million
0.75% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
18,717
shares
|
$5.53 Million
0.07% of portfolio
|
Q4 2024
Reduced 12.15%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
18,662
shares
|
$5.51 Million
0.01% of portfolio
|
Q4 2024
Reduced 91.24%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 21, 2025 Q4 2024 |
18,584
shares
|
$5.49 Million
1.05% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Jag Capital Management, LLC
|
Feb 06, 2025 Q4 2024 |
18,482
shares
|
$5.46 Million
0.77% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
18,468
shares
|
$5.46 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
18,467
shares
|
$5.46 Million
0.18% of portfolio
|
Q2 2022
Added 9.66%
|
|
|
Tkg Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
18,454
shares
|
$5.45 Million
2.74% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
18,378
shares
|
$5.43 Million
0.05% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
18,362
shares
|
$5.43 Million
0.45% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Morton Community Bank
East Peoria, IL |
Feb 07, 2025 Q4 2024 |
18,355
shares
|
$5.42 Million
1.44% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Mount Vernon Associates Inc
|
Jan 14, 2025 Q4 2024 |
18,317
shares
|
$5.41 Million
4.24% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
18,282
shares
|
$5.4 Million
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Selway Asset Management
Boise, ID |
Feb 13, 2025 Q4 2024 |
18,272
shares
|
$5.4 Million
2.16% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
18,268
shares
|
$5.4 Million
0.07% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
18,213
shares
|
$5.38 Million
0.74% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Feb 14, 2025 Q4 2024 |
18,204
shares
|
$5.38 Million
0.42% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
18,119
shares
|
$5.35 Million
0.06% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
18,089
shares
|
$5.35 Million
2.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pacifica Capital Investments, LLC
|
Feb 11, 2025 Q4 2024 |
18,020
shares
|
$5.32 Million
1.72% of portfolio
|
Q4 2023
Reduced 1.5%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
17,997
shares
|
$5.32 Million
0.1% of portfolio
|
Q4 2024
Added 27.44%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
17,987
shares
|
$5.31 Million
0.09% of portfolio
|
Q1 2024
Reduced 5.28%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
17,983
shares
|
$5.31 Million
0.15% of portfolio
|
Q4 2024
Added 405.57%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
17,951
shares
|
$5.3 Million
0.71% of portfolio
|
Q4 2022
Reduced 0.64%
|