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 |
|---|---|---|---|---|---|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
2,168
shares
|
$652,481
0.27% of portfolio
|
Q4 2022
Added 16.06%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
2,166
shares
|
$651,879
0.05% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
2,164
shares
|
$651,277
0.06% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Yarbrough Capital, LLC
|
Jan 14, 2025 Q4 2024 |
2,161
shares
|
$650,374
0.02% of portfolio
|
Q1 2023
Added 1.36%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
2,156
shares
|
$648,869
0.02% of portfolio
|
Q4 2024
Reduced 16.92%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Feb 07, 2025 Q4 2024 |
2,149
shares
|
$646,763
0.36% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,147
shares
|
$646,161
0.02% of portfolio
|
Q4 2024
Reduced 24.98%
|
|
|
Clarendon Private LLC
Boston, MA |
Jan 21, 2025 Q4 2024 |
2,145
shares
|
$645,559
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Addison Capital CO
|
Feb 10, 2025 Q4 2024 |
2,144
shares
|
$645,258
0.27% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Phoenix Wealth Advisors
|
Jan 17, 2025 Q4 2024 |
2,143
shares
|
$644,957
0.28% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
2,142
shares
|
$644,656
0.2% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Signature Wealth Management Partners, LLC
|
Jan 22, 2025 Q4 2024 |
2,136
shares
|
$642,850
0.44% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
2,135
shares
|
$642,549
0.08% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
2,133
shares
|
$641,947
0.03% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
2,131
shares
|
$641,345
0.0% of portfolio
|
Q3 2024
Reduced 53.01%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
2,119
shares
|
$637,734
0.24% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Delta Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
2,114
shares
|
$636,229
0.14% of portfolio
|
Q4 2024
Reduced 9.97%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
2,112
shares
|
$635,627
0.08% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
2,110
shares
|
$635,025
0.05% of portfolio
|
Q4 2024
Added 22.11%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
2,106
shares
|
$633,821
0.3% of portfolio
|
Q2 2024
Added 3.95%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Feb 13, 2025 Q4 2024 |
2,104
shares
|
$633,219
0.08% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
2,100
shares
|
$632,016
0.09% of portfolio
|
Q2 2024
Reduced 2.33%
|
|
|
Macroview Investment Management LLC
|
Jan 31, 2025 Q4 2024 |
2,100
shares
|
$632,016
0.66% of portfolio
|
Q2 2024
Reduced 0.62%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Feb 14, 2025 Q4 2024 |
2,100
shares
|
$632,016
0.37% of portfolio
|
Q2 2023
Reduced 8.7%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
2,097
shares
|
$631,113
0.37% of portfolio
|
Q4 2024
Added 1.3%
|