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 |
|---|---|---|---|---|---|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
2,032
shares
|
$611,550
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Feb 28, 2025 Q4 2024 |
2,031
shares
|
$611,249
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Kkm Financial LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
2,025
shares
|
$609,444
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
2,025
shares
|
$609,444
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Jan 30, 2025 Q4 2024 |
2,020
shares
|
$607,939
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
2,019
shares
|
$607,638
0.01% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Feb 04, 2025 Q4 2024 |
2,017
shares
|
$607,036
0.31% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
2,011
shares
|
$605,230
0.29% of portfolio
|
Q4 2024
Added 14.39%
|
|
|
Centiva Capital, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
2,010
shares
|
$604,929
0.01% of portfolio
|
Q4 2024
Reduced 83.9%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2,005
shares
|
$603,424
0.22% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Magnolia Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
2,000
shares
|
$601,920
0.47% of portfolio
|
Q3 2021
New holding
|
|
|
Caerus Investment Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
2,000
shares
|
$601,920
0.56% of portfolio
|
Q3 2022
Reduced 23.08%
|
|
|
Harbor Advisors LLC
|
Feb 11, 2025 Q4 2024 |
2,000
shares
|
$601,920
0.1% of portfolio
|
Q3 2020
New holding
|
|
|
Greenland Capital Management LP
New York, NY |
Feb 13, 2025 Q4 2024 |
2,000
shares
|
$601,920
0.09% of portfolio
|
Q4 2024
Reduced 34.32%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jan 16, 2025 Q4 2024 |
1,988
shares
|
$598,308
0.04% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
1,988
shares
|
$598,308
0.06% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Tb Alternative Assets Ltd.
|
Jan 17, 2025 Q4 2024 |
1,985
shares
|
$597,405
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
1,979
shares
|
$595,599
0.07% of portfolio
|
Q4 2024
Added 33.45%
|
|
|
Allen Investment Management LLC
|
Feb 10, 2025 Q4 2024 |
1,976
shares
|
$594,696
0.01% of portfolio
|
Q3 2023
Added 1.8%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
1,972
shares
|
$593,493
0.13% of portfolio
|
Q4 2024
Added 6.42%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
1,969
shares
|
$592,590
0.18% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
1,962
shares
|
$590,483
0.04% of portfolio
|
Q4 2024
Added 37.49%
|
|
|
Wela Strategies, Inc.
|
Jan 13, 2025 Q4 2024 |
1,947
shares
|
$585,969
0.24% of portfolio
|
Q4 2024
Added 14.8%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
1,945
shares
|
$585,367
0.05% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
1,942
shares
|
$584,464
0.22% of portfolio
|
Q4 2024
Reduced 16.62%
|