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 |
|---|---|---|---|---|---|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
1,651
shares
|
$496,884
0.18% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
First Bancorp, Inc
|
Jan 21, 2025 Q4 2024 |
1,649
shares
|
$496,283
0.34% of portfolio
|
Q4 2024
Reduced 6.31%
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
1,649
shares
|
$496,283
0.25% of portfolio
|
Q4 2024
Added 13.8%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
1,647
shares
|
$495,681
0.3% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
1,646
shares
|
$495,380
0.02% of portfolio
|
Q4 2024
Added 94.56%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jan 27, 2025 Q4 2024 |
1,645
shares
|
$495,079
0.36% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
Feb 13, 2025 Q4 2024 |
1,645
shares
|
$495,079
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,644
shares
|
$494,778
0.16% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
1,644
shares
|
$494,778
0.22% of portfolio
|
Q2 2024
Added 1.92%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,644
shares
|
$494,778
0.08% of portfolio
|
Q3 2024
Added 16.02%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
1,643
shares
|
$494,477
0.03% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Aigen Investment Management, LP
|
Feb 06, 2025 Q4 2024 |
1,643
shares
|
$494,477
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
1,643
shares
|
$494,477
0.11% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
1,643
shares
|
$494,477
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
1,642
shares
|
$494,176
0.05% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
1,637
shares
|
$492,671
0.3% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Feb 13, 2025 Q4 2024 |
1,637
shares
|
$492,671
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
1,635
shares
|
$492,069
0.19% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 16, 2025 Q4 2024 |
1,634
shares
|
$491,768
0.05% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
1,629
shares
|
$490,263
0.29% of portfolio
|
Q4 2024
Added 14.4%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,627
shares
|
$489,661
0.06% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
1,626
shares
|
$489,360
0.15% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
1,623
shares
|
$488,458
0.12% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
1,619
shares
|
$487,254
0.12% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Peterson Wealth Services
|
Jan 29, 2025 Q4 2024 |
1,612
shares
|
$485,147
0.14% of portfolio
|
Q4 2024
Added 0.12%
|