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 |
|---|---|---|---|---|---|
|
Promethium Advisors,Llc
Bethesda, MD |
Feb 11, 2025 Q4 2024 |
4,201
shares
|
$1.24 Million
0.85% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 08, 2025 Q4 2024 |
4,200
shares
|
$1.24 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jan 16, 2025 Q4 2024 |
4,181
shares
|
$1.24 Million
0.76% of portfolio
|
Q4 2023
Added 1.6%
|
|
|
Amarillo National Bank
|
Jan 30, 2025 Q4 2024 |
4,156
shares
|
$1.23 Million
0.23% of portfolio
|
Q2 2024
Reduced 50.01%
|
|
|
Benin Management Corp
|
Jan 21, 2025 Q4 2024 |
4,146
shares
|
$1.23 Million
0.34% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 21, 2025 Q4 2024 |
4,146
shares
|
$1.23 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
4,141
shares
|
$1.22 Million
0.08% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
4,133
shares
|
$1.22 Million
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Bayview Asset Management, LLC
Coral Gables, FL |
Feb 14, 2025 Q4 2024 |
4,125
shares
|
$1.22 Million
1.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
4,098
shares
|
$1.21 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
4,088
shares
|
$1.21 Million
0.18% of portfolio
|
Q4 2024
Added 7.81%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
4,082
shares
|
$1.21 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
4,060
shares
|
$1.2 Million
0.11% of portfolio
|
Q4 2024
Added 8.35%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 13, 2025 Q4 2024 |
4,054
shares
|
$1.2 Million
0.34% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
4,054
shares
|
$1.2 Million
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
4,042
shares
|
$1.19 Million
0.07% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
4,041
shares
|
$1.19 Million
0.18% of portfolio
|
Q1 2024
Reduced 1.94%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Feb 14, 2025 Q4 2024 |
4,040
shares
|
$1.19 Million
0.29% of portfolio
|
Q3 2023
Reduced 9.01%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
4,037
shares
|
$1.19 Million
0.92% of portfolio
|
Q4 2024
New holding
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Feb 12, 2025 Q4 2024 |
4,035
shares
|
$1.19 Million
0.7% of portfolio
|
Q4 2024
Reduced 6.49%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
4,028
shares
|
$1.19 Million
0.09% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Ipswich Investment Management Co., Inc.
|
Feb 03, 2025 Q4 2024 |
4,016
shares
|
$1.19 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
First Affirmative Financial Network
|
Jan 23, 2025 Q4 2024 |
4,015
shares
|
$1.19 Million
0.71% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
4,007
shares
|
$1.18 Million
0.04% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
4,004
shares
|
$1.18 Million
0.23% of portfolio
|
Q4 2024
New holding
|