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 |
|---|---|---|---|---|---|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
3,264
shares
|
$982,333
0.12% of portfolio
|
Q4 2024
Reduced 8.06%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
3,260
shares
|
$981,129
0.63% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
3,258
shares
|
$980,527
0.21% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
3,254
shares
|
$979,323
0.07% of portfolio
|
Q3 2022
Added 1.15%
|
|
|
Somerville Kurt F
|
Feb 12, 2025 Q4 2024 |
3,250
shares
|
$978,119
0.17% of portfolio
|
Q2 2024
Reduced 1.07%
|
|
|
Pekin Hardy Strauss, Inc.
|
Feb 03, 2025 Q4 2024 |
3,247
shares
|
$977,217
0.13% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
3,228
shares
|
$971,498
0.06% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
3,227
shares
|
$971,197
0.18% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
3,223
shares
|
$969,994
0.23% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
3,220
shares
|
$969,091
0.16% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
3,218
shares
|
$968,489
0.14% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
3,213
shares
|
$966,984
0.08% of portfolio
|
Q4 2024
Reduced 99.65%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
3,204
shares
|
$964,275
0.37% of portfolio
|
Q3 2024
Reduced 17.06%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
3,203
shares
|
$963,974
0.17% of portfolio
|
Q4 2024
Added 45.39%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
3,202
shares
|
$963,673
0.02% of portfolio
|
Q1 2023
Reduced 19.99%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Feb 18, 2025 Q4 2024 |
3,200
shares
|
$963,071
0.87% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
3,196
shares
|
$961,868
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
3,193
shares
|
$960,965
0.34% of portfolio
|
Q1 2024
Added 80.29%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
3,192
shares
|
$960,664
0.06% of portfolio
|
Q4 2023
Reduced 3.3%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Jan 22, 2025 Q4 2024 |
3,187
shares
|
$959,159
0.1% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
3,182
shares
|
$957,654
0.89% of portfolio
|
Q4 2022
Added 3.68%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
3,179
shares
|
$956,751
0.07% of portfolio
|
Q4 2024
Reduced 18.05%
|
|
|
Amica Retiree Medical Trust
|
Feb 12, 2025 Q4 2024 |
3,165
shares
|
$952,538
0.89% of portfolio
|
Q4 2024
Reduced 8.05%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
3,148
shares
|
$947,422
0.08% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Mjp Associates Inc
|
Feb 14, 2025 Q4 2024 |
3,142
shares
|
$945,616
0.17% of portfolio
|
Q4 2024
Added 146.43%
|