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 |
|---|---|---|---|---|---|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
3,404
shares
|
$1.02 Million
0.08% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Richwood Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
3,401
shares
|
$1.02 Million
0.84% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
3,397
shares
|
$1.02 Million
0.16% of portfolio
|
Q4 2024
Reduced 8.93%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
3,397
shares
|
$1.02 Million
0.41% of portfolio
|
Q4 2024
Added 3.98%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
3,397
shares
|
$1.02 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,388
shares
|
$1.02 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Jan 15, 2025 Q4 2024 |
3,367
shares
|
$1.01 Million
0.09% of portfolio
|
Q4 2024
Added 75.36%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
3,367
shares
|
$1.01 Million
0.49% of portfolio
|
Q4 2024
Added 10.98%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
3,359
shares
|
$1.01 Million
0.1% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
3,356
shares
|
$1.01 Million
0.33% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
3,348
shares
|
$1.01 Million
0.04% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
3,344
shares
|
$1.01 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Bell Bank
|
Feb 03, 2025 Q4 2024 |
3,333
shares
|
$1 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Capital Management Associates
New York, NY |
Feb 10, 2025 Q4 2024 |
3,332
shares
|
$1 Million
1.27% of portfolio
|
Q4 2024
Reduced 20.59%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
3,331
shares
|
$1 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Navellier & Associates Inc
Reno, NV |
Feb 03, 2025 Q4 2024 |
3,326
shares
|
$1 Million
0.12% of portfolio
|
Q4 2024
Added 75.05%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
3,320
shares
|
$999,187
0.05% of portfolio
|
Q4 2024
Reduced 8.29%
|
|
|
One8zero8, LLC
Greensboro, NC |
Feb 10, 2025 Q4 2024 |
3,320
shares
|
$999,187
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
3,318
shares
|
$998,585
0.37% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
3,316
shares
|
$997,983
0.46% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,311
shares
|
$996,478
0.06% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
3,306
shares
|
$994,973
0.06% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Tanager Wealth Management LLP
|
Jan 27, 2025 Q4 2024 |
3,290
shares
|
$990,158
0.13% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
3,288
shares
|
$989,556
0.11% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Ocean Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
3,265
shares
|
$982,634
0.21% of portfolio
|
Q4 2024
Added 0.15%
|