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 |
|---|---|---|---|---|---|
|
Alpha Core Capital LLC
La Jolla, CA |
Feb 20, 2025 Q4 2024 |
945
shares
|
$284,407
0.06% of portfolio
|
Q4 2024
Added 19.77%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jan 17, 2025 Q4 2024 |
945
shares
|
$284,407
0.0% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
944
shares
|
$284,106
0.09% of portfolio
|
Q4 2024
Reduced 25.32%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
944
shares
|
$284,106
0.02% of portfolio
|
Q3 2024
Added 8.01%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
944
shares
|
$284,106
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whelan Financial
|
Feb 13, 2025 Q4 2024 |
942
shares
|
$283,504
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Feb 14, 2025 Q4 2024 |
941
shares
|
$283,203
0.22% of portfolio
|
Q4 2024
Reduced 5.62%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jan 17, 2025 Q4 2024 |
940
shares
|
$282,902
0.28% of portfolio
|
Q4 2024
Added 11.37%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 03, 2025 Q4 2024 |
936
shares
|
$281,698
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
Marest Capital, LLC
Tarzana, CA |
Jan 23, 2025 Q4 2024 |
936
shares
|
$281,698
0.22% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
935
shares
|
$281,397
0.06% of portfolio
|
Q1 2023
Added 2.19%
|
|
|
Hc Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
935
shares
|
$281,397
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
932
shares
|
$280,494
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
931
shares
|
$280,193
0.01% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
930
shares
|
$279,892
0.06% of portfolio
|
Q4 2024
Reduced 87.45%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
929
shares
|
$279,591
0.02% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
929
shares
|
$279,591
0.05% of portfolio
|
Q4 2024
Reduced 5.4%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
929
shares
|
$279,591
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Feb 11, 2025 Q4 2024 |
928
shares
|
$279,290
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Wedge Capital Management L L P
|
Jan 15, 2025 Q4 2024 |
926
shares
|
$278,688
0.01% of portfolio
|
Q3 2024
Reduced 5.89%
|
|
|
Wt Wealth Management
|
Feb 04, 2025 Q4 2024 |
923
shares
|
$277,786
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
922
shares
|
$277,485
0.04% of portfolio
|
Q4 2024
Reduced 10.22%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Feb 10, 2025 Q4 2024 |
921
shares
|
$277,184
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Jan 23, 2025 Q4 2024 |
918
shares
|
$276,281
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Port Capital LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
917
shares
|
$275,980
0.01% of portfolio
|
Q4 2024
Reduced 2.96%
|