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 |
|---|---|---|---|---|---|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
8,259
shares
|
$2.44 Million
0.07% of portfolio
|
Q4 2024
Added 5.22%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
8,244
shares
|
$2.44 Million
0.62% of portfolio
|
Q2 2024
Added 2196.38%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Feb 10, 2025 Q4 2024 |
8,240
shares
|
$2.43 Million
0.01% of portfolio
|
Q4 2024
Added 15.41%
|
|
|
Spears Abacus Advisors LLC
|
Feb 12, 2025 Q4 2024 |
8,223
shares
|
$2.43 Million
0.06% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,222
shares
|
$2.43 Million
0.03% of portfolio
|
Q3 2022
Added 269.2%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
8,216
shares
|
$2.43 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Feb 12, 2025 Q4 2024 |
8,194
shares
|
$2.42 Million
1.39% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
|
Signet Investment Advisory Group, Inc.
|
Jan 29, 2025 Q4 2024 |
8,174
shares
|
$2.42 Million
1.24% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
8,147
shares
|
$2.41 Million
0.45% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Triad Investment Management
|
Apr 12, 2024 Q1 2024 |
8,138
shares
|
$2.4 Million
2.38% of portfolio
|
Q2 2020
Reduced 7.63%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
8,130
shares
|
$2.4 Million
0.05% of portfolio
|
Q4 2024
Added 34.45%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
8,090
shares
|
$2.39 Million
1.26% of portfolio
|
Q1 2023
Reduced 18.5%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
8,031
shares
|
$2.37 Million
0.05% of portfolio
|
Q3 2021
Reduced 18.24%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
8,016
shares
|
$2.37 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Natural Investments, LLC
|
Feb 07, 2025 Q4 2024 |
8,011
shares
|
$2.37 Million
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
7,838
shares
|
$2.32 Million
0.14% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Feb 10, 2025 Q4 2024 |
7,836
shares
|
$2.32 Million
0.03% of portfolio
|
Q4 2024
Reduced 82.26%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
7,818
shares
|
$2.31 Million
0.13% of portfolio
|
Q4 2024
Reduced 8.87%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 13, 2025 Q4 2024 |
7,806
shares
|
$2.31 Million
0.97% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
7,801
shares
|
$2.31 Million
0.2% of portfolio
|
Q4 2024
Added 10.28%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
7,786
shares
|
$2.3 Million
0.52% of portfolio
|
Q1 2023
Added 0.84%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
7,786
shares
|
$2.3 Million
0.08% of portfolio
|
Q4 2024
Reduced 15.62%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
7,776
shares
|
$2.3 Million
0.1% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
7,760
shares
|
$2.29 Million
0.04% of portfolio
|
Q4 2024
Added 18.44%
|
|
|
Holderness Investments CO
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
7,750
shares
|
$2.29 Million
0.51% of portfolio
|
Q4 2024
Added 0.52%
|