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 |
|---|---|---|---|---|---|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
3,017
shares
|
$907,996
0.68% of portfolio
|
Q4 2024
Reduced 7.14%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
3,007
shares
|
$904,986
0.25% of portfolio
|
Q1 2024
Reduced 3.31%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
3,003
shares
|
$903,782
0.05% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Jan 29, 2025 Q4 2024 |
3,000
shares
|
$902,879
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
3,000
shares
|
$902,879
0.3% of portfolio
|
Q4 2023
Reduced 1.83%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Feb 10, 2025 Q4 2024 |
3,000
shares
|
$902,879
0.22% of portfolio
|
Q4 2024
Reduced 55.88%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 06, 2025 Q4 2024 |
3,000
shares
|
$902,879
0.35% of portfolio
|
Q4 2019
New holding
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
2,996
shares
|
$901,676
0.02% of portfolio
|
Q4 2024
Added 100.94%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
2,993
shares
|
$900,773
0.31% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Unified Investment Management
Atlanta, GA |
Feb 06, 2025 Q4 2024 |
2,986
shares
|
$898,666
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
2,972
shares
|
$894,453
0.36% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
2,967
shares
|
$892,948
0.08% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
2,966
shares
|
$892,647
0.14% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Capital Advantage, Inc.
|
Feb 14, 2025 Q4 2024 |
2,965
shares
|
$892,346
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
2,964
shares
|
$892,045
0.08% of portfolio
|
Q4 2024
Added 18.65%
|
|
|
Hendley & CO Inc
|
Feb 04, 2025 Q4 2024 |
2,950
shares
|
$887,831
0.31% of portfolio
|
Q3 2024
Added 18.0%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
2,948
shares
|
$887,230
0.22% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
2,937
shares
|
$883,919
0.3% of portfolio
|
Q4 2023
Added 9.63%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
2,935
shares
|
$883,317
0.06% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
2,931
shares
|
$882,113
0.41% of portfolio
|
Q2 2024
Added 2.13%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
2,929
shares
|
$881,511
0.08% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
2,927
shares
|
$880,909
0.03% of portfolio
|
Q3 2022
Reduced 0.58%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 21, 2025 Q4 2024 |
2,925
shares
|
$880,307
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
2,912
shares
|
$876,395
0.15% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
2,912
shares
|
$876,395
0.02% of portfolio
|
Q4 2024
Reduced 35.94%
|