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 |
|---|---|---|---|---|---|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
1,116
shares
|
$335,871
0.24% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
1,115
shares
|
$335,570
0.02% of portfolio
|
Q4 2024
Added 28.16%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
1,111
shares
|
$334,366
0.02% of portfolio
|
Q4 2024
Reduced 33.03%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
1,109
shares
|
$333,764
0.28% of portfolio
|
Q4 2024
Added 17.6%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,108
shares
|
$333,463
0.05% of portfolio
|
Q4 2024
Added 6.54%
|
|
|
Seeds Investor LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
1,108
shares
|
$333,463
0.09% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Feb 18, 2025 Q4 2024 |
1,107
shares
|
$333,162
0.15% of portfolio
|
Q3 2024
Reduced 19.9%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,105
shares
|
$332,560
0.02% of portfolio
|
Q3 2023
Reduced 83.68%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
1,102
shares
|
$331,657
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Ariston Services Group
San Diego, CA |
Feb 06, 2025 Q4 2024 |
1,099
shares
|
$330,755
0.28% of portfolio
|
Q4 2024
Reduced 27.7%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
1,097
shares
|
$330,153
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
1,096
shares
|
$329,852
0.03% of portfolio
|
Q4 2024
Reduced 10.68%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Feb 11, 2025 Q4 2024 |
1,096
shares
|
$329,852
0.12% of portfolio
|
Q4 2024
Reduced 52.14%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
1,091
shares
|
$328,347
0.07% of portfolio
|
Q4 2024
Added 72.35%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
1,090
shares
|
$328,046
0.03% of portfolio
|
Q4 2024
Added 19.39%
|
|
|
Humankind Investments LLC
|
Feb 14, 2025 Q4 2024 |
1,089
shares
|
$327,745
0.08% of portfolio
|
Q4 2024
Reduced 8.79%
|
|
|
Paragon Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
1,087
shares
|
$327,143
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Btc Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
1,087
shares
|
$327,143
0.03% of portfolio
|
Q4 2024
Reduced 5.15%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Jan 22, 2025 Q4 2024 |
1,086
shares
|
$326,842
0.24% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
1,085
shares
|
$326,541
0.11% of portfolio
|
Q4 2023
Reduced 8.98%
|
|
|
Buckley Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,084
shares
|
$326,240
0.1% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
1,084
shares
|
$326,240
0.13% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Feb 10, 2025 Q4 2024 |
1,084
shares
|
$326,240
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
1,076
shares
|
$323,832
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
1,076
shares
|
$323,832
0.06% of portfolio
|
Q4 2024
Added 171.72%
|