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 |
|---|---|---|---|---|---|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
9,050
shares
|
$2.67 Million
0.33% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
9,043
shares
|
$2.67 Million
0.12% of portfolio
|
Q2 2024
Added 0.5%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
9,026
shares
|
$2.67 Million
0.25% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jan 17, 2025 Q4 2024 |
9,000
shares
|
$2.66 Million
1.18% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Wealth Management Group
|
Feb 10, 2025 Q4 2024 |
8,987
shares
|
$2.66 Million
1.13% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Feb 14, 2025 Q4 2024 |
8,954
shares
|
$2.65 Million
2.96% of portfolio
|
Q4 2024
Reduced 5.89%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
8,928
shares
|
$2.64 Million
0.68% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Feb 05, 2025 Q4 2024 |
8,916
shares
|
$2.63 Million
1.64% of portfolio
|
Q4 2024
Reduced 15.51%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
8,898
shares
|
$2.63 Million
0.22% of portfolio
|
Q4 2024
Reduced 15.5%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
8,897
shares
|
$2.63 Million
2.11% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Coastal Bridge Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
8,867
shares
|
$2.62 Million
0.76% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
8,856
shares
|
$2.62 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Jan 30, 2025 Q4 2024 |
8,854
shares
|
$2.62 Million
1.33% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
8,851
shares
|
$2.62 Million
0.12% of portfolio
|
Q4 2022
Added 0.01%
|
|
|
Jpb Foundation
New York, NY |
Feb 14, 2025 Q4 2024 |
8,851
shares
|
$2.62 Million
0.29% of portfolio
|
Q4 2024
Reduced 79.82%
|
|
|
Wilkins Investment Counsel Inc
|
Feb 11, 2025 Q4 2024 |
8,842
shares
|
$2.61 Million
0.39% of portfolio
|
Q4 2024
Reduced 10.07%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
8,811
shares
|
$2.6 Million
0.09% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
8,796
shares
|
$2.6 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
8,794
shares
|
$2.6 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Jackson Square Capital, LLC
|
Jan 15, 2025 Q4 2024 |
8,781
shares
|
$2.59 Million
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
8,769
shares
|
$2.59 Million
0.11% of portfolio
|
Q3 2022
Reduced 0.85%
|
|
|
Bank Of Stockton
|
Feb 03, 2025 Q4 2024 |
8,759
shares
|
$2.59 Million
0.79% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
8,737
shares
|
$2.58 Million
0.95% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
8,717
shares
|
$2.58 Million
0.17% of portfolio
|
Q4 2024
Added 76.31%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
8,619
shares
|
$2.55 Million
0.01% of portfolio
|
Q4 2024
Reduced 68.38%
|