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 |
|---|---|---|---|---|---|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
2,256
shares
|
$678,965
0.04% of portfolio
|
Q4 2024
Reduced 5.37%
|
|
|
Birch Hill Investment Advisors LLC
|
Jan 28, 2025 Q4 2024 |
2,250
shares
|
$677,160
0.03% of portfolio
|
Q1 2024
Reduced 4.62%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
2,247
shares
|
$676,257
0.09% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Fukoku Mutual Life Insurance CO
|
Feb 05, 2025 Q4 2024 |
2,246
shares
|
$675,956
0.05% of portfolio
|
Q4 2024
Reduced 14.92%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
2,244
shares
|
$675,354
0.14% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Feb 12, 2025 Q4 2024 |
2,243
shares
|
$675,053
0.42% of portfolio
|
Q4 2024
Added 19.06%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Jan 30, 2025 Q4 2024 |
2,240
shares
|
$674,150
0.22% of portfolio
|
Q4 2021
New holding
|
|
|
Landscape Capital Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
2,238
shares
|
$673,548
0.08% of portfolio
|
Q4 2024
Reduced 48.36%
|
|
|
Lavaca Capital LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
2,235
shares
|
$672,645
0.26% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
2,231
shares
|
$671,441
0.0% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
2,227
shares
|
$670,237
0.2% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jan 08, 2025 Q4 2024 |
2,226
shares
|
$669,936
0.55% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Claris Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
2,218
shares
|
$667,529
0.29% of portfolio
|
Q4 2024
Added 113.06%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
2,218
shares
|
$667,529
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
2,212
shares
|
$665,723
0.17% of portfolio
|
Q2 2024
Reduced 2.94%
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
2,210
shares
|
$665,121
0.2% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Feb 11, 2025 Q4 2024 |
2,208
shares
|
$664,519
0.33% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
2,202
shares
|
$662,713
0.05% of portfolio
|
Q4 2024
Added 10.1%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
2,199
shares
|
$661,811
0.29% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,194
shares
|
$660,306
0.03% of portfolio
|
Q3 2024
Added 84.06%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
2,192
shares
|
$659,704
0.12% of portfolio
|
Q2 2022
Reduced 7.94%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
2,178
shares
|
$655,490
0.09% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
2,178
shares
|
$655,490
0.06% of portfolio
|
Q4 2024
Reduced 6.36%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Feb 13, 2025 Q4 2024 |
2,171
shares
|
$653,384
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
2,170
shares
|
$653,083
0.13% of portfolio
|
Q3 2024
Added 0.05%
|