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 |
|---|---|---|---|---|---|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Feb 12, 2025 Q4 2024 |
3,850
shares
|
$1.16 Million
1.22% of portfolio
|
Q4 2024
Reduced 27.17%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
3,845
shares
|
$1.16 Million
0.04% of portfolio
|
Q4 2022
Added 11.0%
|
|
|
Bridges Investment Management Inc
|
Feb 05, 2025 Q4 2024 |
3,838
shares
|
$1.16 Million
0.02% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Feb 14, 2025 Q4 2024 |
3,834
shares
|
$1.15 Million
0.51% of portfolio
|
Q4 2024
Added 101.26%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
3,830
shares
|
$1.15 Million
0.05% of portfolio
|
Q4 2024
Added 17.3%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
3,825
shares
|
$1.15 Million
0.66% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
3,822
shares
|
$1.15 Million
0.46% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
First Western Trust Bank
Denver, CO |
Feb 12, 2025 Q4 2024 |
3,819
shares
|
$1.15 Million
0.05% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Feb 13, 2025 Q4 2024 |
3,805
shares
|
$1.15 Million
0.01% of portfolio
|
Q4 2024
Reduced 93.26%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
3,801
shares
|
$1.14 Million
0.07% of portfolio
|
Q3 2024
Reduced 13.02%
|
|
|
Sentry Investment Management LLC
|
Feb 04, 2025 Q4 2024 |
3,799
shares
|
$1.14 Million
0.54% of portfolio
|
Q4 2024
Reduced 20.07%
|
|
|
Tang Capital Management LLC
San Diego, CA |
Feb 14, 2025 Q4 2024 |
3,799
shares
|
$1.14 Million
0.08% of portfolio
|
Q4 2024
Added 279.52%
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
3,789
shares
|
$1.14 Million
0.13% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
3,756
shares
|
$1.13 Million
0.01% of portfolio
|
Q4 2024
Added 4.89%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
3,756
shares
|
$1.13 Million
0.11% of portfolio
|
Q4 2024
Added 35.25%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,746
shares
|
$1.13 Million
0.05% of portfolio
|
Q4 2023
Added 0.94%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Feb 03, 2025 Q4 2024 |
3,740
shares
|
$1.13 Million
1.03% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Feb 13, 2025 Q4 2024 |
3,709
shares
|
$1.12 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
3,706
shares
|
$1.12 Million
0.12% of portfolio
|
Q4 2024
Added 11.69%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
3,705
shares
|
$1.12 Million
0.47% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Capital International Sarl
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
3,673
shares
|
$1.11 Million
0.03% of portfolio
|
Q4 2024
Added 54.07%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
Feb 21, 2025 Q4 2024 |
3,662
shares
|
$1.1 Million
0.16% of portfolio
|
Q3 2022
Reduced 24.2%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
3,659
shares
|
$1.1 Million
0.1% of portfolio
|
Q4 2024
Added 29.16%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
3,633
shares
|
$1.09 Million
0.32% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
3,632
shares
|
$1.09 Million
0.29% of portfolio
|
Q4 2024
Added 69.48%
|