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 $177 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
4,575
shares
|
$1.35 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
4,571
shares
|
$1.35 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Tufton Capital Management
|
Feb 05, 2025 Q4 2024 |
4,560
shares
|
$1.35 Million
0.26% of portfolio
|
Q1 2024
Reduced 2.15%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
4,538
shares
|
$1.34 Million
0.21% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
4,536
shares
|
$1.34 Million
0.19% of portfolio
|
Q4 2024
Reduced 5.46%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jan 28, 2025 Q4 2024 |
4,522
shares
|
$1.34 Million
0.07% of portfolio
|
Q3 2024
Added 330.67%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
4,517
shares
|
$1.33 Million
0.58% of portfolio
|
Q4 2024
Reduced 9.06%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
4,512
shares
|
$1.33 Million
0.06% of portfolio
|
Q4 2024
Reduced 38.88%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
4,503
shares
|
$1.33 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Papp L Roy & Associates
|
Jan 29, 2025 Q4 2024 |
4,500
shares
|
$1.33 Million
0.16% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
U S Global Investors Inc
San Antonio, TX |
Feb 05, 2025 Q4 2024 |
4,500
shares
|
$1.33 Million
0.14% of portfolio
|
Q4 2024
Added 28.57%
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
4,434
shares
|
$1.31 Million
1.14% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
Feb 14, 2025 Q4 2024 |
4,432
shares
|
$1.31 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
4,428
shares
|
$1.31 Million
0.15% of portfolio
|
Q4 2024
Added 7.27%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
4,425
shares
|
$1.31 Million
0.31% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Feb 20, 2025 Q4 2024 |
4,418
shares
|
$1.31 Million
0.87% of portfolio
|
Q4 2024
New holding
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
4,414
shares
|
$1.3 Million
0.18% of portfolio
|
Q1 2023
Added 46.01%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
4,412
shares
|
$1.3 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Resources Management Corp
West Hartford, CT |
Feb 14, 2025 Q4 2024 |
4,405
shares
|
$1.3 Million
0.18% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
4,403
shares
|
$1.3 Million
0.1% of portfolio
|
Q4 2024
Added 21.46%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Feb 14, 2025 Q4 2024 |
4,400
shares
|
$1.3 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
4,398
shares
|
$1.3 Million
0.13% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
4,394
shares
|
$1.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
4,393
shares
|
$1.3 Million
0.27% of portfolio
|
Q4 2024
Added 28.19%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
4,384
shares
|
$1.3 Million
0.25% of portfolio
|
Q4 2024
Reduced 10.18%
|