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 |
|---|---|---|---|---|---|
|
Waters Parkerson & Co., LLC
|
Feb 14, 2025 Q4 2024 |
2,095
shares
|
$630,511
0.03% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
2,095
shares
|
$630,511
0.03% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
2,094
shares
|
$630,210
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
2,093
shares
|
$629,909
0.09% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
2,078
shares
|
$625,394
0.08% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
2,076
shares
|
$624,792
0.26% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
2,076
shares
|
$624,792
0.07% of portfolio
|
Q4 2024
Added 30.4%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Feb 21, 2025 Q4 2024 |
2,076
shares
|
$624,792
0.44% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Horizon Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
2,074
shares
|
$624,191
0.11% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
2,073
shares
|
$623,890
0.17% of portfolio
|
Q4 2024
Reduced 43.25%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Feb 03, 2025 Q4 2024 |
2,070
shares
|
$622,987
0.05% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
2,068
shares
|
$622,385
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
2,066
shares
|
$621,783
0.28% of portfolio
|
Q3 2022
Added 7.83%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
2,064
shares
|
$621,181
0.2% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
2,063
shares
|
$620,880
0.11% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,060
shares
|
$619,977
0.01% of portfolio
|
Q4 2024
Added 22.11%
|
|
|
Lm Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
2,058
shares
|
$619,375
0.11% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
2,057
shares
|
$619,074
0.06% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
2,057
shares
|
$619,074
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jan 29, 2025 Q4 2024 |
2,056
shares
|
$618,773
0.09% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
2,055
shares
|
$618,472
0.29% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Cypress Capital Group
|
Feb 06, 2025 Q4 2024 |
2,052
shares
|
$617,569
0.08% of portfolio
|
Q4 2024
Reduced 8.68%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
2,049
shares
|
$616,667
0.14% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
2,047
shares
|
$616,065
0.18% of portfolio
|
Q2 2023
Added 9.17%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
2,040
shares
|
$613,958
0.05% of portfolio
|
Q4 2024
Added 5.43%
|