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 |
|---|---|---|---|---|---|
|
Middleton & CO Inc
|
Feb 05, 2025 Q4 2024 |
1,219
shares
|
$366,870
0.04% of portfolio
|
Q2 2024
Reduced 3.94%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
1,218
shares
|
$366,569
0.04% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
1,218
shares
|
$366,569
0.02% of portfolio
|
Q4 2024
Reduced 6.02%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
1,216
shares
|
$365,967
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
1,215
shares
|
$365,666
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,210
shares
|
$364,161
0.08% of portfolio
|
Q4 2024
Added 29.69%
|
|
|
Values First Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
1,207
shares
|
$363,258
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
1,207
shares
|
$363,258
0.03% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
1,204
shares
|
$362,355
0.03% of portfolio
|
Q4 2024
Added 7.31%
|
|
|
Lafayette Investments, Inc.
|
Feb 13, 2025 Q4 2024 |
1,201
shares
|
$361,452
0.08% of portfolio
|
Q4 2024
Reduced 9.36%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
1,201
shares
|
$361,452
0.08% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
1,200
shares
|
$361,152
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
1,200
shares
|
$361,152
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Feb 04, 2025 Q4 2024 |
1,200
shares
|
$361,152
0.42% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
1,199
shares
|
$360,851
0.03% of portfolio
|
Q4 2024
Added 21.48%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
1,198
shares
|
$360,550
0.13% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Vishria Bird Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
1,197
shares
|
$360,249
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
1,193
shares
|
$359,045
0.21% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Feb 24, 2025 Q4 2024 |
1,193
shares
|
$359,045
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
1,192
shares
|
$358,744
0.06% of portfolio
|
Q3 2024
Reduced 23.54%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
1,183
shares
|
$356,035
0.09% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Nadler Financial Group, Inc.
|
Jan 24, 2025 Q4 2024 |
1,177
shares
|
$354,229
0.04% of portfolio
|
Q3 2024
Added 10.31%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
1,177
shares
|
$354,229
0.12% of portfolio
|
Q4 2024
Added 46.39%
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
1,175
shares
|
$353,628
0.04% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Montgomery Investment Management Inc
|
Jan 27, 2025 Q4 2024 |
1,175
shares
|
$353,628
0.14% of portfolio
|
Q4 2023
New holding
|