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 |
|---|---|---|---|---|---|
|
Groupama Asset Managment
Paris, I0 |
Feb 12, 2025 Q4 2024 |
7,344
shares
|
$2.17 Million
0.04% of portfolio
|
Q4 2024
Added 10.52%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
7,343
shares
|
$2.17 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
7,310
shares
|
$2.16 Million
0.49% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Lazard Freres Gestion S.A.S.
|
Feb 10, 2025 Q4 2024 |
7,258
shares
|
$2.14 Million
0.04% of portfolio
|
Q4 2024
Reduced 11.86%
|
|
|
Gateway Investment Advisers LLC
|
Jan 14, 2025 Q4 2024 |
7,256
shares
|
$2.14 Million
0.02% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Birinyi Associates Inc
|
Feb 04, 2025 Q4 2024 |
7,250
shares
|
$2.14 Million
0.59% of portfolio
|
Q4 2023
Added 6.62%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
7,230
shares
|
$2.14 Million
0.53% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
7,203
shares
|
$2.13 Million
0.08% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Feb 13, 2025 Q4 2024 |
7,196
shares
|
$2.13 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
7,156
shares
|
$2.11 Million
0.22% of portfolio
|
Q4 2024
Added 33.48%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
7,135
shares
|
$2.11 Million
0.04% of portfolio
|
Q4 2024
Reduced 41.99%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
7,122
shares
|
$2.1 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,117
shares
|
$2.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 16.3%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
7,093
shares
|
$2.1 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Auxier Asset Management
Aurora, OR |
Feb 19, 2025 Q4 2024 |
7,093
shares
|
$2.1 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Feb 14, 2025 Q4 2024 |
7,083
shares
|
$2.09 Million
0.07% of portfolio
|
Q4 2024
Reduced 78.2%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
7,082
shares
|
$2.09 Million
0.66% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
7,060
shares
|
$2.09 Million
0.16% of portfolio
|
Q4 2024
Added 6.49%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
7,049
shares
|
$2.08 Million
0.01% of portfolio
|
Q3 2024
Added 30.59%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
7,003
shares
|
$2.07 Million
0.11% of portfolio
|
Q4 2023
Added 0.39%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
6,991
shares
|
$2.07 Million
0.38% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 16, 2025 Q4 2024 |
6,907
shares
|
$2.04 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Alps Advisors Inc
Denver, CO |
Feb 13, 2025 Q4 2024 |
6,899
shares
|
$2.04 Million
0.01% of portfolio
|
Q4 2024
Reduced 17.56%
|
|
|
Citadel Investment Advisory, Inc.
|
Jan 24, 2025 Q4 2024 |
6,884
shares
|
$2.03 Million
1.06% of portfolio
|
Q1 2022
Reduced 0.78%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
6,860
shares
|
$2.03 Million
0.1% of portfolio
|
Q4 2024
Reduced 11.46%
|