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 |
|---|---|---|---|---|---|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
1,736
shares
|
$522,466
0.28% of portfolio
|
Q3 2024
Added 20.3%
|
|
|
Barton Investment Management
|
Jan 27, 2025 Q4 2024 |
1,735
shares
|
$522,165
0.05% of portfolio
|
Q4 2024
Reduced 8.68%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
1,732
shares
|
$521,262
0.04% of portfolio
|
Q3 2022
Reduced 12.44%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 13, 2025 Q4 2024 |
1,720
shares
|
$517,651
0.24% of portfolio
|
Q4 2024
Reduced 8.75%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
1,716
shares
|
$516,447
0.03% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Zevenbergen Capital Investments LLC
Seattle, WA |
Feb 11, 2025 Q4 2024 |
1,700
shares
|
$511,631
0.01% of portfolio
|
Q1 2022
Reduced 3.41%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
1,699
shares
|
$511,331
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
1,697
shares
|
$510,729
0.05% of portfolio
|
Q3 2024
Added 63.65%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
1,695
shares
|
$510,127
0.04% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
1,694
shares
|
$509,826
0.11% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Feb 13, 2025 Q4 2024 |
1,690
shares
|
$508,622
0.15% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jan 28, 2025 Q4 2024 |
1,687
shares
|
$507,719
0.06% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
Gitterman Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,686
shares
|
$507,418
0.21% of portfolio
|
Q1 2024
Reduced 44.19%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
1,685
shares
|
$507,117
0.1% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Northside Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,683
shares
|
$506,515
0.13% of portfolio
|
Q2 2024
Reduced 6.76%
|
|
|
Heritage Investment Group, Inc.
|
Jan 28, 2025 Q4 2024 |
1,681
shares
|
$505,913
0.09% of portfolio
|
Q1 2024
Reduced 22.85%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
1,681
shares
|
$505,913
0.07% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,677
shares
|
$504,709
0.01% of portfolio
|
Q4 2024
Reduced 27.06%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
1,676
shares
|
$504,408
0.02% of portfolio
|
Q2 2024
Added 5.67%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
1,676
shares
|
$504,408
0.19% of portfolio
|
Q3 2023
Added 9.33%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jan 21, 2025 Q4 2024 |
1,665
shares
|
$501,098
0.15% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Dearborn Partners LLC
|
Feb 07, 2025 Q4 2024 |
1,661
shares
|
$499,894
0.02% of portfolio
|
Q4 2024
Reduced 21.43%
|
|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
1,658
shares
|
$498,991
0.1% of portfolio
|
Q3 2024
Reduced 8.8%
|
|
|
Schubert & CO
|
Jan 31, 2025 Q4 2024 |
1,654
shares
|
$497,787
0.42% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Feb 03, 2025 Q4 2024 |
1,653
shares
|
$497,486
0.07% of portfolio
|
Q4 2024
Reduced 2.3%
|