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 |
|---|---|---|---|---|---|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Jan 22, 2025 Q4 2024 |
1,075
shares
|
$323,532
0.2% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Ndvr, Inc.
Boston, MA |
Feb 14, 2025 Q4 2024 |
1,074
shares
|
$323,231
0.31% of portfolio
|
Q4 2024
Added 10.49%
|
|
|
Caas Capital Management LP
New York, NY |
Jan 24, 2025 Q4 2024 |
1,070
shares
|
$322,027
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Feb 12, 2025 Q4 2024 |
1,070
shares
|
$322,027
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
1,068
shares
|
$321,425
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
1,066
shares
|
$320,823
0.06% of portfolio
|
Q3 2024
Added 9.11%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
1,065
shares
|
$320,522
0.05% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
1,059
shares
|
$318,716
0.15% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 07, 2025 Q4 2024 |
1,058
shares
|
$318,415
0.3% of portfolio
|
Q4 2024
Reduced 7.76%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
1,058
shares
|
$318,415
0.28% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
1,057
shares
|
$318,114
0.17% of portfolio
|
Q2 2024
Added 9.08%
|
|
|
Guyasuta Investment Advisors Inc
|
Jan 30, 2025 Q4 2024 |
1,055
shares
|
$317,512
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
1,053
shares
|
$316,910
0.06% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
1,051
shares
|
$316,308
0.06% of portfolio
|
Q4 2024
Reduced 5.06%
|
|
|
Monument Capital Management
|
Jan 30, 2025 Q4 2024 |
1,050
shares
|
$316,008
0.09% of portfolio
|
Q4 2024
Added 5.32%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Jan 21, 2025 Q4 2024 |
1,050
shares
|
$316,008
0.32% of portfolio
|
Q3 2024
Added 10.53%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
1,050
shares
|
$316,008
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Conway Capital Management, Inc.
Burbank, CA |
Jan 17, 2025 Q4 2024 |
1,050
shares
|
$316,008
0.14% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Feb 10, 2025 Q4 2024 |
1,049
shares
|
$315,707
0.15% of portfolio
|
Q4 2024
Added 9.27%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jan 08, 2025 Q4 2024 |
1,049
shares
|
$315,707
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
1,049
shares
|
$315,707
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
1,048
shares
|
$315,406
0.03% of portfolio
|
Q4 2024
Added 7.05%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Feb 13, 2025 Q4 2024 |
1,046
shares
|
$314,804
0.16% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Delta Financial Advisors LLC
|
Feb 04, 2025 Q4 2024 |
1,046
shares
|
$314,804
0.12% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
1,045
shares
|
$314,503
0.04% of portfolio
|
Q4 2024
Added 1.65%
|