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 |
|---|---|---|---|---|---|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
2,557
shares
|
$769,554
0.41% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Feb 04, 2025 Q4 2024 |
2,557
shares
|
$769,554
0.47% of portfolio
|
Q4 2024
Reduced 6.23%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
2,556
shares
|
$769,253
0.25% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
2,554
shares
|
$768,651
0.23% of portfolio
|
Q4 2024
Added 5.89%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Feb 11, 2025 Q4 2024 |
2,553
shares
|
$768,350
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Athena Investment Management
|
Feb 05, 2025 Q4 2024 |
2,536
shares
|
$763,234
0.47% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,527
shares
|
$760,525
0.15% of portfolio
|
Q4 2024
Added 13.06%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
2,527
shares
|
$760,525
0.14% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Burt Wealth Advisors
|
Feb 06, 2025 Q4 2024 |
2,521
shares
|
$758,720
0.19% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
2,519
shares
|
$758,118
0.03% of portfolio
|
Q4 2024
Reduced 7.42%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
2,508
shares
|
$754,807
0.03% of portfolio
|
Q4 2024
Added 16.22%
|
|
|
Meridian Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
2,508
shares
|
$754,807
0.14% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Feb 12, 2025 Q4 2024 |
2,506
shares
|
$754,205
0.28% of portfolio
|
Q4 2022
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
2,500
shares
|
$752,400
0.03% of portfolio
|
Q4 2024
Added 7.99%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
2,500
shares
|
$752,400
0.07% of portfolio
|
Q4 2024
Added 10.33%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Jan 27, 2025 Q4 2024 |
2,496
shares
|
$751,196
0.59% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Feb 12, 2025 Q4 2024 |
2,494
shares
|
$750,594
0.37% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Auxano Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
2,484
shares
|
$747,584
0.2% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Washington Trust Bank
|
Feb 11, 2025 Q4 2024 |
2,482
shares
|
$746,982
0.07% of portfolio
|
Q4 2024
Added 43.3%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Feb 14, 2025 Q4 2024 |
2,478
shares
|
$745,778
0.06% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
2,477
shares
|
$745,477
0.21% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
2,475
shares
|
$744,876
0.06% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Jan 29, 2025 Q4 2024 |
2,470
shares
|
$743,371
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
2,466
shares
|
$742,167
0.06% of portfolio
|
Q4 2024
Added 103.63%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
2,462
shares
|
$740,963
0.5% of portfolio
|
Q4 2024
New holding
|