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 |
|---|---|---|---|---|---|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
1,550
shares
|
$466,487
0.02% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
1,548
shares
|
$465,886
0.04% of portfolio
|
Q4 2024
Added 19.35%
|
|
|
Bank Of Marin
Novato, CA |
Feb 10, 2025 Q4 2024 |
1,545
shares
|
$464,983
0.37% of portfolio
|
Q1 2024
Reduced 36.42%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
1,543
shares
|
$464,381
0.1% of portfolio
|
Q4 2024
Added 10.14%
|
|
|
626 Financial, LLC
|
Jan 14, 2025 Q4 2024 |
1,541
shares
|
$463,779
0.26% of portfolio
|
Q4 2024
Added 9.6%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
1,540
shares
|
$463,478
0.05% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Centric Wealth Management
|
Feb 12, 2025 Q4 2024 |
1,534
shares
|
$461,672
0.13% of portfolio
|
Q1 2024
Added 9.49%
|
|
|
Armstrong Shaw Associates Inc
|
Oct 13, 2023 Q3 2023 |
1,534
shares
|
$461,672
0.24% of portfolio
|
Q1 2021
New holding
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
1,526
shares
|
$459,264
0.0% of portfolio
|
Q4 2024
Reduced 9.44%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
1,525
shares
|
$458,963
0.05% of portfolio
|
Q4 2024
Reduced 26.68%
|
|
|
Boit C F David
Boston, MA |
Jan 24, 2025 Q4 2024 |
1,525
shares
|
$458,963
0.23% of portfolio
|
Q4 2023
Added 281.25%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
1,525
shares
|
$458,963
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
1,522
shares
|
$458,061
0.05% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
1,519
shares
|
$457,158
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
1,510
shares
|
$454,449
0.03% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Feb 12, 2025 Q4 2024 |
1,509
shares
|
$454,148
0.08% of portfolio
|
Q3 2022
Reduced 3.82%
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
1,507
shares
|
$453,546
0.06% of portfolio
|
Q4 2024
Added 38.13%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
1,504
shares
|
$452,643
0.09% of portfolio
|
Q2 2024
Added 36.36%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,501
shares
|
$451,740
0.12% of portfolio
|
Q4 2024
Reduced 62.3%
|
|
|
Professional Advisory Services Inc
|
Jan 15, 2025 Q4 2024 |
1,500
shares
|
$451,439
0.06% of portfolio
|
Q1 2021
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
1,500
shares
|
$451,439
0.09% of portfolio
|
Q2 2024
Reduced 11.45%
|
|
|
Asset Advisors Investment Management, LLC
|
Feb 04, 2025 Q4 2024 |
1,500
shares
|
$451,439
0.05% of portfolio
|
Q2 2024
Reduced 6.25%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
1,500
shares
|
$451,439
0.06% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
Jan 30, 2025 Q4 2024 |
1,500
shares
|
$451,439
0.01% of portfolio
|
Q3 2024
Reduced 46.43%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Feb 14, 2025 Q4 2024 |
1,500
shares
|
$451,439
0.22% of portfolio
|
Q2 2022
Reduced 1.96%
|