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 |
|---|---|---|---|---|---|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,293
shares
|
$389,141
0.09% of portfolio
|
Q4 2024
Added 12.43%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,287
shares
|
$387,335
0.07% of portfolio
|
Q2 2023
Added 97.09%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
1,283
shares
|
$386,131
0.06% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
1,282
shares
|
$385,830
0.27% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Fil LTD
Hamilton, D0 |
Feb 13, 2025 Q4 2024 |
1,280
shares
|
$385,228
0.0% of portfolio
|
Q4 2024
Added 16.05%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
1,280
shares
|
$385,228
0.06% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
1,280
shares
|
$385,228
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
1,278
shares
|
$384,626
0.36% of portfolio
|
Q4 2023
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
1,278
shares
|
$384,626
0.03% of portfolio
|
Q4 2024
Reduced 12.47%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
1,277
shares
|
$384,325
0.04% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
1,277
shares
|
$384,325
0.04% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Feb 13, 2025 Q4 2024 |
1,275
shares
|
$383,724
0.05% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
1,273
shares
|
$383,122
0.07% of portfolio
|
Q4 2024
Reduced 13.46%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
1,273
shares
|
$383,122
0.23% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
1,272
shares
|
$382,821
0.02% of portfolio
|
Q4 2024
Reduced 9.4%
|
|
|
Taika Capital, LP
Sunny Isles Beach, FL |
Feb 07, 2025 Q4 2024 |
1,270
shares
|
$382,219
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Feb 13, 2025 Q4 2024 |
1,270
shares
|
$382,219
0.17% of portfolio
|
Q4 2024
Reduced 34.7%
|
|
|
ETF Portfolio Partners, Inc.
|
Jan 21, 2025 Q4 2024 |
1,269
shares
|
$381,918
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Mendel Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
1,264
shares
|
$380,413
0.23% of portfolio
|
Q4 2024
Added 5.95%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
1,264
shares
|
$380,413
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
1,260
shares
|
$379,209
0.29% of portfolio
|
Q4 2024
Added 18.2%
|
|
|
Manchester Financial Inc
|
Jan 29, 2025 Q4 2024 |
1,257
shares
|
$378,306
0.09% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jan 07, 2025 Q4 2024 |
1,257
shares
|
$378,306
0.21% of portfolio
|
Q4 2024
Added 31.62%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
1,256
shares
|
$378,005
0.14% of portfolio
|
Q4 2024
Reduced 30.57%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
1,254
shares
|
$377,403
0.1% of portfolio
|
Q4 2024
Added 7.82%
|