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 |
|---|---|---|---|---|---|
|
Cable Hill Partners, LLC
Portland, OR |
Feb 04, 2025 Q4 2024 |
3,631
shares
|
$1.09 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,629
shares
|
$1.09 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
3,625
shares
|
$1.09 Million
0.04% of portfolio
|
Q4 2024
Added 23.59%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jan 24, 2025 Q4 2024 |
3,625
shares
|
$1.09 Million
0.53% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
3,606
shares
|
$1.09 Million
0.43% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Saybrook Capital
|
Feb 07, 2025 Q4 2024 |
3,600
shares
|
$1.08 Million
0.3% of portfolio
|
Q1 2022
Reduced 7.69%
|
|
|
Board Of The Pension Protection Fund
Croydon, X0 |
Jan 14, 2025 Q4 2024 |
3,600
shares
|
$1.08 Million
1.23% of portfolio
|
Q4 2024
New holding
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Feb 13, 2025 Q4 2024 |
3,595
shares
|
$1.08 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
3,590
shares
|
$1.08 Million
0.32% of portfolio
|
Q4 2024
Added 10.33%
|
|
|
Oak Asset Management, LLC
|
Jan 13, 2025 Q4 2024 |
3,580
shares
|
$1.08 Million
0.39% of portfolio
|
Q3 2023
Added 66.82%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
3,566
shares
|
$1.07 Million
0.06% of portfolio
|
Q4 2024
Added 12.71%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
3,561
shares
|
$1.07 Million
0.03% of portfolio
|
Q4 2024
Added 7.26%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,555
shares
|
$1.07 Million
0.41% of portfolio
|
Q4 2024
Reduced 6.23%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Feb 06, 2025 Q4 2024 |
3,537
shares
|
$1.06 Million
0.54% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
3,524
shares
|
$1.06 Million
0.08% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
3,498
shares
|
$1.05 Million
0.16% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 14, 2025 Q4 2024 |
3,495
shares
|
$1.05 Million
0.17% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
3,484
shares
|
$1.05 Million
0.33% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Feb 12, 2025 Q4 2024 |
3,473
shares
|
$1.05 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Capricorn Fund Managers LTD
London, X0 |
Jan 16, 2025 Q4 2024 |
3,441
shares
|
$1.04 Million
0.53% of portfolio
|
Q4 2024
Reduced 27.31%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Feb 14, 2025 Q4 2024 |
3,431
shares
|
$1.03 Million
0.14% of portfolio
|
Q2 2024
Added 0.79%
|
|
|
Omni Star Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
3,429
shares
|
$1.03 Million
0.87% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,413
shares
|
$1.03 Million
0.69% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
3,410
shares
|
$1.03 Million
0.18% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
3,409
shares
|
$1.03 Million
0.09% of portfolio
|
Q4 2024
Reduced 99.66%
|