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 |
|---|---|---|---|---|---|
|
Icon Advisers Inc
Greenwood Village, CO |
Feb 13, 2025 Q4 2024 |
5,500
shares
|
$1.63 Million
0.38% of portfolio
|
Q1 2023
New holding
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
5,493
shares
|
$1.62 Million
0.23% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Highview Capital Management LLC
|
Feb 18, 2025 Q4 2024 |
5,492
shares
|
$1.62 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
5,491
shares
|
$1.62 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
5,479
shares
|
$1.62 Million
0.09% of portfolio
|
Q2 2023
Reduced 1.35%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
5,479
shares
|
$1.62 Million
0.09% of portfolio
|
Q2 2023
Reduced 1.35%
|
|
|
Lawson Kroeker Investment Management Inc
|
Jan 23, 2025 Q4 2024 |
5,464
shares
|
$1.61 Million
0.32% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
5,446
shares
|
$1.61 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
5,435
shares
|
$1.61 Million
0.08% of portfolio
|
Q4 2024
Added 18.44%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
5,422
shares
|
$1.6 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.69%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
5,420
shares
|
$1.6 Million
0.05% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
First Dallas Securities Inc.
|
Jan 24, 2025 Q4 2024 |
5,412
shares
|
$1.6 Million
0.67% of portfolio
|
Q4 2024
Reduced 37.76%
|
|
|
Sirios Capital Management L P
Boston, MA |
Feb 14, 2025 Q4 2024 |
5,399
shares
|
$1.6 Million
0.34% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
5,394
shares
|
$1.59 Million
0.14% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Feb 12, 2025 Q4 2024 |
5,359
shares
|
$1.58 Million
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Advisors LLC
|
Jan 31, 2025 Q4 2024 |
5,356
shares
|
$1.58 Million
0.29% of portfolio
|
Q4 2024
Added 46.58%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
5,334
shares
|
$1.58 Million
0.14% of portfolio
|
Q4 2024
Added 9.17%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
5,332
shares
|
$1.58 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
44 Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
5,325
shares
|
$1.57 Million
0.62% of portfolio
|
Q4 2024
Reduced 9.67%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
5,323
shares
|
$1.57 Million
0.19% of portfolio
|
Q4 2024
Added 64.85%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
5,318
shares
|
$1.57 Million
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
5,311
shares
|
$1.57 Million
0.18% of portfolio
|
Q4 2024
Reduced 74.27%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
5,301
shares
|
$1.57 Million
0.06% of portfolio
|
Q4 2024
Reduced 10.23%
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
5,296
shares
|
$1.56 Million
0.75% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
5,289
shares
|
$1.56 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.76%
|