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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
16,368
shares
|
$4.84 Million
0.23% of portfolio
|
Q4 2024
Reduced 11.73%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
16,364
shares
|
$4.84 Million
0.23% of portfolio
|
Q4 2024
Added 45.42%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
16,355
shares
|
$4.83 Million
0.11% of portfolio
|
Q4 2024
Reduced 8.41%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
16,295
shares
|
$4.82 Million
1.39% of portfolio
|
Q3 2023
Reduced 6.51%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
16,274
shares
|
$4.81 Million
0.85% of portfolio
|
Q4 2024
Reduced 25.3%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
16,221
shares
|
$4.79 Million
0.2% of portfolio
|
Q3 2022
Added 6.75%
|
|
|
Lee Johnson Capital Management, LLC
|
Jan 16, 2025 Q4 2024 |
16,132
shares
|
$4.77 Million
2.6% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
16,108
shares
|
$4.76 Million
0.1% of portfolio
|
Q1 2024
Added 0.16%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
16,095
shares
|
$4.76 Million
0.4% of portfolio
|
Q4 2022
Reduced 8.24%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
16,064
shares
|
$4.75 Million
1.62% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
16,064
shares
|
$4.75 Million
0.11% of portfolio
|
Q4 2024
Added 24.5%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
16,016
shares
|
$4.73 Million
0.79% of portfolio
|
Q2 2022
Reduced 0.42%
|
|
|
Brave Asset Management Inc
|
Jan 14, 2025 Q4 2024 |
16,009
shares
|
$4.73 Million
1.52% of portfolio
|
Q1 2024
Reduced 0.18%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Feb 12, 2025 Q4 2024 |
16,000
shares
|
$4.73 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
15,950
shares
|
$4.71 Million
1.5% of portfolio
|
Q4 2022
Reduced 0.62%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
15,937
shares
|
$4.71 Million
0.22% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
15,912
shares
|
$4.7 Million
0.1% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
15,880
shares
|
$4.69 Million
0.4% of portfolio
|
Q4 2024
Added 41.65%
|
|
|
Wright Investors Service Inc
|
Jan 13, 2025 Q4 2024 |
15,823
shares
|
$4.68 Million
1.55% of portfolio
|
Q4 2024
Reduced 13.03%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
15,810
shares
|
$4.67 Million
0.12% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
15,623
shares
|
$4.62 Million
0.2% of portfolio
|
Q4 2024
Reduced 5.76%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
15,538
shares
|
$4.59 Million
1.04% of portfolio
|
Q4 2022
Added 0.79%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
15,524
shares
|
$4.59 Million
0.1% of portfolio
|
Q4 2024
Added 12.73%
|
|
|
Kerusso Capital Management LLC
Winston Salem, NC |
Jan 31, 2025 Q4 2024 |
15,516
shares
|
$4.58 Million
2.94% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
15,471
shares
|
$4.57 Million
0.36% of portfolio
|
Q4 2024
Added 3.85%
|