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 |
|---|---|---|---|---|---|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Feb 13, 2025 Q4 2024 |
5,999
shares
|
$1.77 Million
0.13% of portfolio
|
Q4 2024
Reduced 7.54%
|
|
|
B&L Asset Management LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
5,995
shares
|
$1.77 Million
1.13% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
5,961
shares
|
$1.76 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
5,961
shares
|
$1.76 Million
0.26% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
5,944
shares
|
$1.76 Million
0.2% of portfolio
|
Q4 2024
Reduced 15.97%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
5,943
shares
|
$1.76 Million
0.09% of portfolio
|
Q4 2024
Added 5.22%
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
5,912
shares
|
$1.75 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Main Street Investment Advisors LLC
|
Feb 14, 2025 Q4 2024 |
5,897
shares
|
$1.74 Million
0.25% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
5,877
shares
|
$1.74 Million
0.07% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
5,876
shares
|
$1.74 Million
0.03% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
5,860
shares
|
$1.73 Million
0.16% of portfolio
|
Q4 2024
Added 80.25%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Feb 13, 2025 Q4 2024 |
5,856
shares
|
$1.73 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
5,849
shares
|
$1.73 Million
0.07% of portfolio
|
Q4 2024
Added 49.51%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
5,848
shares
|
$1.73 Million
0.57% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Natixis
Paris, I0 |
Feb 13, 2025 Q4 2024 |
5,845
shares
|
$1.73 Million
0.01% of portfolio
|
Q4 2024
Reduced 67.66%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Feb 26, 2025 Q4 2024 |
5,844
shares
|
$1.73 Million
2.62% of portfolio
|
Q4 2024
New holding
|
|
|
Hohimer Wealth Management, LLC
|
Feb 14, 2025 Q4 2024 |
5,829
shares
|
$1.72 Million
0.34% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
5,777
shares
|
$1.71 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Weik Capital Management
Wyomissing, PA |
Feb 12, 2025 Q4 2024 |
5,763
shares
|
$1.7 Million
0.7% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Delphi Management Inc /Ma/
Boston, MA |
Feb 10, 2025 Q4 2024 |
5,713
shares
|
$1.69 Million
1.64% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jan 28, 2025 Q4 2024 |
5,702
shares
|
$1.68 Million
1.23% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
5,698
shares
|
$1.68 Million
0.19% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
5,693
shares
|
$1.68 Million
0.4% of portfolio
|
Q4 2024
Added 99.26%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
5,685
shares
|
$1.68 Million
0.65% of portfolio
|
Q1 2024
Reduced 7.83%
|
|
|
Monte Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
5,684
shares
|
$1.68 Million
0.73% of portfolio
|
Q4 2024
Reduced 5.06%
|