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 |
|---|---|---|---|---|---|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
1,940
shares
|
$583,862
0.16% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jan 28, 2025 Q4 2024 |
1,940
shares
|
$583,862
0.19% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
1,939
shares
|
$583,561
0.05% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Independent Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
1,932
shares
|
$581,454
0.3% of portfolio
|
Q4 2020
New holding
|
|
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
Feb 14, 2025 Q4 2024 |
1,931
shares
|
$581,153
0.36% of portfolio
|
Q3 2024
Reduced 8.09%
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
1,927
shares
|
$579,949
0.15% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
|
Summit Global Investments
Bountiful, UT |
Feb 11, 2025 Q4 2024 |
1,924
shares
|
$579,047
0.04% of portfolio
|
Q4 2024
Reduced 68.68%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
1,919
shares
|
$577,542
0.02% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
1,913
shares
|
$575,736
0.05% of portfolio
|
Q4 2024
Added 63.78%
|
|
|
Camden National Bank
Camden, ME |
Feb 07, 2025 Q4 2024 |
1,912
shares
|
$575,435
0.09% of portfolio
|
Q4 2024
Reduced 9.38%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
1,911
shares
|
$575,134
0.03% of portfolio
|
Q4 2024
Added 7.0%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Feb 14, 2025 Q4 2024 |
1,910
shares
|
$574,833
0.12% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
1,906
shares
|
$573,629
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
1,904
shares
|
$573,027
0.06% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
1,900
shares
|
$571,824
0.06% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Cairn Investment Group, Inc.
|
Jan 23, 2025 Q4 2024 |
1,900
shares
|
$571,824
0.33% of portfolio
|
Q2 2022
New holding
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Feb 03, 2025 Q4 2024 |
1,899
shares
|
$571,523
0.08% of portfolio
|
Q4 2024
Added 10.54%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
1,896
shares
|
$570,620
0.08% of portfolio
|
Q3 2023
Added 11.99%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,895
shares
|
$570,319
0.04% of portfolio
|
Q4 2024
Reduced 23.74%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
1,892
shares
|
$569,416
0.01% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,884
shares
|
$567,008
0.0% of portfolio
|
Q4 2024
Reduced 71.72%
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
1,878
shares
|
$565,202
0.02% of portfolio
|
Q4 2024
Reduced 7.26%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Feb 07, 2025 Q4 2024 |
1,878
shares
|
$565,202
0.29% of portfolio
|
Q4 2024
Added 21.87%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
1,873
shares
|
$563,698
0.07% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
1,873
shares
|
$563,698
0.3% of portfolio
|
Q4 2024
Reduced 14.98%
|