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 |
|---|---|---|---|---|---|
|
Investment Research & Advisory Group, Inc.
|
Jan 21, 2025 Q4 2024 |
999
shares
|
$300,659
0.09% of portfolio
|
Q4 2024
Added 909.09%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
990
shares
|
$297,950
0.05% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Mezzasalma Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
990
shares
|
$297,950
0.1% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Allied Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
989
shares
|
$297,649
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
988
shares
|
$297,348
0.1% of portfolio
|
Q4 2024
Added 5.78%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
987
shares
|
$297,047
0.08% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
987
shares
|
$297,047
0.1% of portfolio
|
Q4 2024
Reduced 5.64%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
985
shares
|
$296,445
0.01% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jan 29, 2025 Q4 2024 |
982
shares
|
$295,542
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Jan 24, 2025 Q4 2024 |
981
shares
|
$295,241
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
980
shares
|
$294,940
0.14% of portfolio
|
Q2 2024
Added 0.51%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
980
shares
|
$294,940
0.02% of portfolio
|
Q4 2024
Reduced 21.1%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
977
shares
|
$294,037
0.19% of portfolio
|
Q4 2024
Added 10.9%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
977
shares
|
$294,037
0.15% of portfolio
|
Q4 2024
Added 14.14%
|
|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
975
shares
|
$293,436
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
975
shares
|
$293,436
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
967
shares
|
$291,028
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
962
shares
|
$289,523
0.03% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Fi3 Financial Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
962
shares
|
$289,523
0.11% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
958
shares
|
$288,319
0.06% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Feb 06, 2025 Q4 2024 |
956
shares
|
$287,717
0.28% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
951
shares
|
$286,212
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
948
shares
|
$285,310
0.03% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Feb 12, 2025 Q4 2024 |
948
shares
|
$285,310
0.06% of portfolio
|
Q4 2024
Added 23.12%
|
|
|
Ackerman Capital Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
946
shares
|
$284,708
0.07% of portfolio
|
Q1 2024
New holding
|