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 |
|---|---|---|---|---|---|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
3,130
shares
|
$942,004
0.04% of portfolio
|
Q4 2024
Added 10.02%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,120
shares
|
$938,995
0.25% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
3,108
shares
|
$935,383
0.02% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Feb 27, 2025 Q4 2024 |
3,107
shares
|
$935,082
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
3,102
shares
|
$933,577
0.12% of portfolio
|
Q4 2024
Added 8.73%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
3,095
shares
|
$931,471
0.31% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
3,093
shares
|
$930,869
0.44% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
3,090
shares
|
$929,966
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Financial Advisors, Inc.
|
Feb 13, 2025 Q4 2024 |
3,084
shares
|
$928,160
0.18% of portfolio
|
Q4 2024
Added 11.54%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 16, 2025 Q4 2024 |
3,076
shares
|
$925,752
0.73% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
3,074
shares
|
$925,151
0.12% of portfolio
|
Q2 2024
Added 1.15%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,071
shares
|
$924,248
0.09% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Shufro Rose & CO LLC
|
Feb 25, 2025 Q4 2024 |
3,063
shares
|
$921,840
0.08% of portfolio
|
Q4 2024
Added 13.23%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Feb 10, 2025 Q4 2024 |
3,050
shares
|
$917,927
0.41% of portfolio
|
Q4 2024
Added 20.13%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
3,045
shares
|
$916,423
0.05% of portfolio
|
Q4 2022
Reduced 3.55%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
3,040
shares
|
$914,918
0.05% of portfolio
|
Q2 2024
Reduced 1.52%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
3,038
shares
|
$914,316
0.02% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
3,038
shares
|
$914,316
0.15% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
3,038
shares
|
$914,316
0.25% of portfolio
|
Q4 2024
Added 13.06%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,029
shares
|
$911,607
0.05% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,028
shares
|
$911,306
0.05% of portfolio
|
Q4 2024
Added 22.99%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
3,026
shares
|
$910,704
0.14% of portfolio
|
Q4 2024
Added 11.58%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
3,021
shares
|
$909,200
0.25% of portfolio
|
Q4 2024
Reduced 11.28%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
3,021
shares
|
$909,200
0.27% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
3,017
shares
|
$907,996
0.23% of portfolio
|
Q4 2024
Added 100466.67%
|