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 |
|---|---|---|---|---|---|
|
Fullcircle Wealth LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
4,376
shares
|
$1.29 Million
0.55% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
4,374
shares
|
$1.29 Million
0.64% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jan 22, 2025 Q4 2024 |
4,374
shares
|
$1.29 Million
0.49% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
4,367
shares
|
$1.29 Million
0.21% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
4,356
shares
|
$1.29 Million
0.29% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
4,344
shares
|
$1.28 Million
0.06% of portfolio
|
Q4 2022
Added 6.47%
|
|
|
Guardian Investment Management
|
Jan 16, 2025 Q4 2024 |
4,342
shares
|
$1.28 Million
0.89% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
4,334
shares
|
$1.28 Million
0.04% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
4,333
shares
|
$1.28 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
4,327
shares
|
$1.28 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
4,312
shares
|
$1.27 Million
0.16% of portfolio
|
Q2 2022
Reduced 0.23%
|
|
|
Ifg Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
4,306
shares
|
$1.27 Million
0.26% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
4,305
shares
|
$1.27 Million
0.12% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
4,302
shares
|
$1.27 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Schulhoff & CO Inc
|
Feb 05, 2025 Q4 2024 |
4,300
shares
|
$1.27 Million
0.6% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
4,295
shares
|
$1.27 Million
0.11% of portfolio
|
Q4 2024
Reduced 9.23%
|
|
|
Drw Securities, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
4,290
shares
|
$1.27 Million
0.05% of portfolio
|
Q4 2024
Added 203.82%
|
|
|
Srn Advisors, LLC
Huntingdon Valley, PA |
Feb 04, 2025 Q4 2024 |
4,290
shares
|
$1.27 Million
1.13% of portfolio
|
Q4 2024
Added 43.48%
|
|
|
Ervin Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
4,266
shares
|
$1.26 Million
0.9% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
4,256
shares
|
$1.26 Million
0.44% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,244
shares
|
$1.25 Million
0.54% of portfolio
|
Q4 2024
Added 17.86%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
4,226
shares
|
$1.25 Million
0.15% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
4,220
shares
|
$1.25 Million
0.39% of portfolio
|
Q1 2024
Reduced 2.31%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
4,218
shares
|
$1.25 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
4,213
shares
|
$1.24 Million
0.07% of portfolio
|
Q4 2024
Reduced 23.44%
|