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 |
|---|---|---|---|---|---|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Feb 06, 2025 Q4 2024 |
1,378
shares
|
$414,722
0.02% of portfolio
|
Q4 2024
Added 65.03%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
1,375
shares
|
$413,820
0.09% of portfolio
|
Q4 2024
Reduced 6.97%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
1,375
shares
|
$413,820
0.19% of portfolio
|
Q3 2023
Reduced 21.43%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,374
shares
|
$413,519
0.07% of portfolio
|
Q4 2024
Added 17.04%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
1,374
shares
|
$413,519
0.09% of portfolio
|
Q4 2024
Added 10.36%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Feb 18, 2025 Q4 2024 |
1,373
shares
|
$413,218
0.21% of portfolio
|
Q4 2024
Added 47.95%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
1,372
shares
|
$412,917
0.04% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
1,372
shares
|
$412,917
0.1% of portfolio
|
Q2 2024
Reduced 9.62%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
1,369
shares
|
$412,014
0.14% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
17 Capital Partners, LLC
|
Jan 28, 2025 Q4 2024 |
1,368
shares
|
$411,713
0.26% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
1,365
shares
|
$410,810
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Tillman Hartley LLC
Orlando, FL |
Feb 10, 2025 Q4 2024 |
1,360
shares
|
$409,305
0.12% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
Klcm Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
1,358
shares
|
$408,703
0.05% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
Convergence Investment Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,357
shares
|
$408,402
0.09% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Feb 11, 2025 Q4 2024 |
1,357
shares
|
$408,402
0.17% of portfolio
|
Q3 2023
New holding
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
1,357
shares
|
$408,402
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
1,356
shares
|
$408,101
0.36% of portfolio
|
Q4 2024
Added 5.69%
|
|
|
Center Star Asset Management, LLC
|
Jan 27, 2025 Q4 2024 |
1,356
shares
|
$408,101
0.92% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
1,356
shares
|
$408,101
0.04% of portfolio
|
Q2 2024
Reduced 1.31%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
1,353
shares
|
$407,198
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
1,350
shares
|
$406,296
0.05% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Northstar Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
1,350
shares
|
$406,296
0.1% of portfolio
|
Q4 2024
Reduced 8.47%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
1,345
shares
|
$404,791
0.08% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
1,337
shares
|
$402,383
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
1,333
shares
|
$401,179
0.02% of portfolio
|
Q4 2024
New holding
|