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 |
|---|---|---|---|---|---|
|
Moody Lynn & Lieberson, LLC
|
Jan 21, 2025 Q4 2024 |
15,357
shares
|
$4.54 Million
0.3% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Lincoln Capital LLC
|
Jan 16, 2025 Q4 2024 |
15,347
shares
|
$4.53 Million
0.99% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Jan 29, 2025 Q4 2024 |
15,271
shares
|
$4.51 Million
0.53% of portfolio
|
Q4 2024
Added 8.41%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Feb 12, 2025 Q4 2024 |
15,211
shares
|
$4.49 Million
1.94% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jan 31, 2025 Q4 2024 |
15,178
shares
|
$4.48 Million
1.41% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
15,100
shares
|
$4.46 Million
0.01% of portfolio
|
Q4 2024
Reduced 68.24%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
15,058
shares
|
$4.45 Million
1.18% of portfolio
|
Q4 2024
Reduced 16.15%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
15,053
shares
|
$4.45 Million
1.39% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Feb 13, 2025 Q4 2024 |
15,018
shares
|
$4.44 Million
0.87% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Benedict Financial Advisors Inc
|
Jan 28, 2025 Q4 2024 |
15,008
shares
|
$4.43 Million
1.09% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Jennison Associates LLC
|
Jan 24, 2025 Q4 2024 |
14,988
shares
|
$4.43 Million
0.0% of portfolio
|
Q4 2024
Reduced 22.81%
|
|
|
Squarepoint Ops LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
14,951
shares
|
$4.42 Million
0.0% of portfolio
|
Q4 2024
Reduced 82.79%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
14,939
shares
|
$4.41 Million
0.1% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Bnc Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
14,904
shares
|
$4.4 Million
1.52% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Jan 14, 2025 Q4 2024 |
14,890
shares
|
$4.4 Million
2.79% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
14,880
shares
|
$4.4 Million
0.64% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Tom Russo
Gardner Russo & Quinn LLC
|
Feb 12, 2025 Q4 2024 |
14,816
shares
|
$4.38 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
14,806
shares
|
$4.38 Million
0.39% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
14,706
shares
|
$4.35 Million
1.56% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Pettee Investors, Inc.
|
Feb 07, 2025 Q4 2024 |
14,706
shares
|
$4.35 Million
2.28% of portfolio
|
Q2 2024
Reduced 4.3%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
14,614
shares
|
$4.32 Million
0.14% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Feb 04, 2025 Q4 2024 |
14,548
shares
|
$4.3 Million
3.08% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
William Allan, LLC
|
Jan 28, 2025 Q4 2024 |
14,524
shares
|
$4.29 Million
2.76% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
14,521
shares
|
$4.29 Million
0.04% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Taurus Asset Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
14,498
shares
|
$4.28 Million
0.44% of portfolio
|
Q3 2024
Reduced 43.8%
|