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 |
|---|---|---|---|---|---|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
1,872
shares
|
$563,397
0.02% of portfolio
|
Q3 2023
Added 11.23%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
1,868
shares
|
$562,193
0.04% of portfolio
|
Q4 2024
Added 15.1%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
1,865
shares
|
$561,290
0.1% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Sierra Capital LLC
|
Feb 04, 2025 Q4 2024 |
1,863
shares
|
$560,688
0.07% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
1,860
shares
|
$559,785
0.19% of portfolio
|
Q4 2024
Added 5.2%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
1,858
shares
|
$559,183
0.04% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
1,853
shares
|
$557,678
0.06% of portfolio
|
Q3 2024
Reduced 8.8%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
1,851
shares
|
$557,076
0.26% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Sage Private Wealth Group, LLC
|
Jan 29, 2025 Q4 2024 |
1,849
shares
|
$556,475
0.41% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
1,846
shares
|
$555,572
0.09% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Jan 16, 2025 Q4 2024 |
1,845
shares
|
$555,271
0.04% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
1,843
shares
|
$554,669
0.08% of portfolio
|
Q2 2023
Added 5.86%
|
|
|
Alta Advisers LTD
|
Feb 14, 2025 Q4 2024 |
1,842
shares
|
$554,368
0.35% of portfolio
|
Q4 2024
Added 15.13%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
1,837
shares
|
$552,863
0.01% of portfolio
|
Q4 2024
Reduced 35.27%
|
|
|
Tobam
|
Jan 28, 2025 Q4 2024 |
1,836
shares
|
$552,562
0.17% of portfolio
|
Q4 2024
Reduced 25.64%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
1,836
shares
|
$552,562
0.03% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
1,835
shares
|
$552,261
0.05% of portfolio
|
Q1 2023
Reduced 3.37%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
1,834
shares
|
$551,960
0.05% of portfolio
|
Q3 2024
Added 11.97%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
1,832
shares
|
$551,358
0.13% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
1,831
shares
|
$551,057
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
1,824
shares
|
$548,951
0.1% of portfolio
|
Q1 2024
Reduced 0.49%
|
|
|
Merrion Investment Management Co, LLC
|
Jan 23, 2025 Q4 2024 |
1,821
shares
|
$548,048
0.39% of portfolio
|
Q4 2023
Reduced 21.54%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Feb 06, 2025 Q4 2024 |
1,818
shares
|
$547,145
0.19% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
Jan 29, 2025 Q4 2024 |
1,818
shares
|
$547,145
0.58% of portfolio
|
Q4 2023
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
1,811
shares
|
$545,038
0.13% of portfolio
|
Q3 2024
Added 0.06%
|