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 |
---|---|---|---|---|---|
Redmond Asset Management, LLC
Henrico, VA |
Feb 03, 2025 Q4 2024 |
1,252
shares
|
$376,801
0.1% of portfolio
|
Q4 2024
New holding
|
|
Vigilare Wealth Management
|
Jan 13, 2025 Q4 2024 |
1,251
shares
|
$376,500
0.16% of portfolio
|
Q4 2024
Reduced 7.06%
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,251
shares
|
$376,500
0.01% of portfolio
|
Q4 2024
New holding
|
|
Kimelman & Baird, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
1,250
shares
|
$376,200
0.03% of portfolio
|
Q4 2024
Reduced 12.28%
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
1,247
shares
|
$375,297
0.16% of portfolio
|
Q2 2023
Reduced 10.74%
|
|
Libra Wealth LLC
|
Jan 22, 2025 Q4 2024 |
1,245
shares
|
$374,695
0.15% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
Lionshead Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,242
shares
|
$373,792
0.27% of portfolio
|
Q4 2024
New holding
|
|
Blue Square Asset Management, LLC
New York, NY |
Jan 21, 2025 Q4 2024 |
1,240
shares
|
$373,190
0.19% of portfolio
|
Q4 2023
New holding
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
1,240
shares
|
$373,190
0.1% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
1,235
shares
|
$371,685
0.16% of portfolio
|
Q4 2024
Added 24.75%
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
1,231
shares
|
$370,481
0.06% of portfolio
|
Q4 2024
Added 0.16%
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Feb 14, 2025 Q4 2024 |
1,230
shares
|
$370,180
0.04% of portfolio
|
Q4 2024
Added 12.95%
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
1,230
shares
|
$370,180
0.08% of portfolio
|
Q4 2024
New holding
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
1,229
shares
|
$369,879
0.1% of portfolio
|
Q4 2024
Added 10.13%
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Feb 13, 2025 Q4 2024 |
1,229
shares
|
$369,879
0.14% of portfolio
|
Q4 2024
Reduced 12.78%
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
1,228
shares
|
$369,578
0.12% of portfolio
|
Q4 2024
New holding
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Feb 06, 2025 Q4 2024 |
1,227
shares
|
$369,277
0.21% of portfolio
|
Q2 2024
Reduced 5.98%
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
1,226
shares
|
$368,976
0.01% of portfolio
|
Q4 2024
Added 0.66%
|
|
Heartland Bank & Trust CO
|
Jan 22, 2025 Q4 2024 |
1,225
shares
|
$368,676
0.2% of portfolio
|
Q3 2024
Added 0.41%
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
1,225
shares
|
$368,676
0.03% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
1,225
shares
|
$368,676
0.09% of portfolio
|
Q4 2024
New holding
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
1,223
shares
|
$368,074
0.13% of portfolio
|
Q4 2024
Added 1.07%
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
1,222
shares
|
$367,773
0.08% of portfolio
|
Q3 2024
Added 0.74%
|
|
Sfmg, LLC
|
Feb 11, 2025 Q4 2024 |
1,222
shares
|
$367,773
0.03% of portfolio
|
Q4 2024
New holding
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
1,220
shares
|
$367,171
0.16% of portfolio
|
Q2 2024
Added 0.08%
|