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 |
|---|---|---|---|---|---|
|
Trillium Asset Management, LLC
Boston, MA |
Feb 10, 2025 Q4 2024 |
2,449
shares
|
$737,051
0.02% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Williamson Legacy Group, LLC
Carmel, IN |
Feb 05, 2025 Q4 2024 |
2,449
shares
|
$737,051
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
2,438
shares
|
$733,740
0.21% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Waddell & Associates, LLC
|
Feb 13, 2025 Q4 2024 |
2,436
shares
|
$733,138
0.07% of portfolio
|
Q4 2024
Added 19.65%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
2,432
shares
|
$731,934
0.28% of portfolio
|
Q4 2023
Reduced 1.7%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
2,423
shares
|
$729,226
0.11% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
2,418
shares
|
$727,721
0.48% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
2,417
shares
|
$727,420
0.22% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
2,416
shares
|
$727,119
0.35% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
Feb 12, 2025 Q4 2024 |
2,410
shares
|
$725,313
0.34% of portfolio
|
Q1 2022
Reduced 14.23%
|
|
|
Ls Investment Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
2,406
shares
|
$724,109
0.11% of portfolio
|
Q2 2021
Reduced 84.44%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
2,400
shares
|
$722,304
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
2,400
shares
|
$722,304
0.01% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Paradigm Asset Management CO LLC
|
Feb 03, 2025 Q4 2024 |
2,400
shares
|
$722,304
0.29% of portfolio
|
Q4 2024
Reduced 41.46%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jan 27, 2025 Q4 2024 |
2,400
shares
|
$722,304
0.46% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Holowesko Partners Ltd.
Nassau, C5 |
Feb 12, 2025 Q4 2024 |
2,400
shares
|
$722,304
0.34% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Westbourne Investment Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
2,398
shares
|
$721,702
0.24% of portfolio
|
Q2 2023
Added 1.91%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
2,393
shares
|
$720,197
0.22% of portfolio
|
Q2 2023
Reduced 0.71%
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
2,386
shares
|
$718,090
0.1% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
2,383
shares
|
$717,187
0.05% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Jan 24, 2025 Q4 2024 |
2,379
shares
|
$715,983
0.04% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
2,378
shares
|
$715,682
0.24% of portfolio
|
Q2 2023
Reduced 1.53%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
2,376
shares
|
$715,080
0.16% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
2,375
shares
|
$714,780
0.18% of portfolio
|
Q2 2024
Reduced 1.33%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
2,372
shares
|
$713,877
0.14% of portfolio
|
Q4 2024
Reduced 2.99%
|