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 |
|---|---|---|---|---|---|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
913
shares
|
$274,776
0.03% of portfolio
|
Q4 2024
Added 7.54%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
911
shares
|
$274,174
0.07% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
911
shares
|
$274,174
0.02% of portfolio
|
Q4 2024
Reduced 7.32%
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
910
shares
|
$273,873
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
909
shares
|
$273,572
0.03% of portfolio
|
Q4 2024
Reduced 5.8%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
903
shares
|
$271,766
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
903
shares
|
$271,766
0.14% of portfolio
|
Q4 2024
Added 20.24%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
900
shares
|
$270,864
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
900
shares
|
$270,864
0.12% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Talbot Financial, LLC
Bellevue, WA |
Jan 13, 2025 Q4 2024 |
900
shares
|
$270,864
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
899
shares
|
$270,563
0.15% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
897
shares
|
$269,961
0.04% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jan 17, 2025 Q4 2024 |
896
shares
|
$269,660
0.04% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Feb 06, 2025 Q4 2024 |
895
shares
|
$269,359
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
894
shares
|
$269,058
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Pacific Global Investment Management CO
|
Feb 06, 2025 Q4 2024 |
891
shares
|
$268,155
0.35% of portfolio
|
Q4 2024
Reduced 97.34%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
890
shares
|
$267,854
0.01% of portfolio
|
Q4 2024
Reduced 10.37%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
887
shares
|
$266,951
0.13% of portfolio
|
Q4 2024
Reduced 10.67%
|
|
|
F Dx Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
886
shares
|
$266,650
0.08% of portfolio
|
Q4 2024
Reduced 20.04%
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
883
shares
|
$265,747
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Feb 13, 2025 Q4 2024 |
882
shares
|
$265,446
0.03% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
881
shares
|
$265,145
0.17% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
879
shares
|
$264,543
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
877
shares
|
$263,941
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
877
shares
|
$263,941
0.04% of portfolio
|
Q3 2024
New holding
|