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 |
|---|---|---|---|---|---|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
13,544
shares
|
$4 Million
0.31% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
13,525
shares
|
$4 Million
0.27% of portfolio
|
Q3 2022
Reduced 22.32%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
13,493
shares
|
$3.99 Million
0.04% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
13,438
shares
|
$3.97 Million
0.4% of portfolio
|
Q4 2024
Added 20.68%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
13,434
shares
|
$3.97 Million
0.24% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
13,414
shares
|
$3.96 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Grandfield & Dodd, LLC
|
Feb 06, 2025 Q4 2024 |
13,390
shares
|
$3.96 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
13,368
shares
|
$3.95 Million
0.11% of portfolio
|
Q4 2024
Added 3.99%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
13,360
shares
|
$3.95 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
13,355
shares
|
$3.95 Million
0.03% of portfolio
|
Q2 2022
Reduced 4.98%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
13,230
shares
|
$3.91 Million
0.16% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
13,222
shares
|
$3.91 Million
0.44% of portfolio
|
Q3 2023
Added 1.26%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
13,200
shares
|
$3.9 Million
0.47% of portfolio
|
Q2 2023
Reduced 0.6%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
13,191
shares
|
$3.9 Million
0.6% of portfolio
|
Q3 2023
Reduced 0.03%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
13,171
shares
|
$3.89 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Greenfield Savings Bank
|
Jan 13, 2025 Q4 2024 |
13,118
shares
|
$3.88 Million
1.88% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
13,081
shares
|
$3.87 Million
0.49% of portfolio
|
Q4 2024
Added 19.4%
|
|
|
Profund Advisors LLC
|
Feb 13, 2025 Q4 2024 |
12,945
shares
|
$3.83 Million
0.14% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
12,896
shares
|
$3.81 Million
0.2% of portfolio
|
Q4 2024
Reduced 7.2%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
12,825
shares
|
$3.79 Million
0.25% of portfolio
|
Q4 2024
Reduced 7.81%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
12,816
shares
|
$3.79 Million
0.13% of portfolio
|
Q4 2024
Added 6.89%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
12,794
shares
|
$3.78 Million
0.11% of portfolio
|
Q4 2024
Added 8.81%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
12,778
shares
|
$3.78 Million
0.26% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
12,773
shares
|
$3.77 Million
0.09% of portfolio
|
Q4 2024
Added 7.09%
|
|
|
Infusive Asset Management Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
12,761
shares
|
$3.77 Million
1.69% of portfolio
|
Q4 2024
New holding
|