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 |
|---|---|---|---|---|---|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
11,274
shares
|
$3.33 Million
1.56% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
G&S Capital LLC
|
Jan 29, 2025 Q4 2024 |
11,247
shares
|
$3.32 Million
1.44% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Fruth Investment Management
|
Jan 27, 2025 Q4 2024 |
11,230
shares
|
$3.32 Million
0.92% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Qv Investors Inc.
|
Jan 13, 2025 Q4 2024 |
11,220
shares
|
$3.32 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
11,194
shares
|
$3.31 Million
0.1% of portfolio
|
Q4 2024
Added 14.2%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
11,175
shares
|
$3.3 Million
0.18% of portfolio
|
Q4 2024
Added 70.66%
|
|
|
Wolf Group Capital Advisors
|
Feb 18, 2025 Q4 2024 |
11,159
shares
|
$3.3 Million
1.43% of portfolio
|
Q3 2024
Added 13.08%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
11,122
shares
|
$3.29 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
11,073
shares
|
$3.27 Million
0.25% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
11,046
shares
|
$3.26 Million
0.18% of portfolio
|
Q3 2022
Reduced 0.3%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Feb 11, 2025 Q4 2024 |
11,015
shares
|
$3.25 Million
0.06% of portfolio
|
Q4 2024
Reduced 36.97%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
11,000
shares
|
$3.25 Million
0.8% of portfolio
|
Q1 2018
New holding
|
|
|
Deane Retirement Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
10,983
shares
|
$3.25 Million
1.67% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Impax Asset Management Group PLC
|
Feb 04, 2025 Q4 2024 |
10,941
shares
|
$3.23 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Feb 12, 2025 Q4 2024 |
10,913
shares
|
$3.22 Million
1.06% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
10,907
shares
|
$3.22 Million
0.11% of portfolio
|
Q4 2024
Added 109.79%
|
|
|
Eads & Heald Wealth Management
|
Jan 17, 2025 Q4 2024 |
10,890
shares
|
$3.22 Million
1.59% of portfolio
|
Q4 2024
Reduced 5.79%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
10,880
shares
|
$3.21 Million
0.35% of portfolio
|
Q4 2024
Reduced 5.83%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Feb 13, 2025 Q4 2024 |
10,753
shares
|
$3.18 Million
0.02% of portfolio
|
Q4 2024
Reduced 11.34%
|
|
|
Intrinsic Value Partners, LLC
|
Jan 30, 2025 Q4 2024 |
10,719
shares
|
$3.17 Million
3.32% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
10,702
shares
|
$3.16 Million
0.06% of portfolio
|
Q4 2024
Added 7.53%
|
|
|
Peak Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
10,696
shares
|
$3.16 Million
2.03% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
10,666
shares
|
$3.15 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
10,651
shares
|
$3.15 Million
0.1% of portfolio
|
Q4 2024
Reduced 5.95%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
10,645
shares
|
$3.15 Million
0.31% of portfolio
|
Q3 2023
Reduced 51.56%
|