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 2,904 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 $173 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
819
shares
|
$246,486
0.16% of portfolio
|
Q4 2024
Added 5.68%
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
818
shares
|
$246,185
0.15% of portfolio
|
Q4 2024
Added 5.96%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
816
shares
|
$245,583
0.12% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
815
shares
|
$245,282
0.09% of portfolio
|
Q4 2024
Reduced 57.37%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Feb 13, 2025 Q4 2024 |
813
shares
|
$244,680
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
812
shares
|
$244,379
0.04% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
808
shares
|
$243,175
0.12% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Stiles Financial Services Inc
|
Jan 28, 2025 Q4 2024 |
807
shares
|
$242,874
0.09% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
807
shares
|
$242,874
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
805
shares
|
$242,272
0.08% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Wallington Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
803
shares
|
$241,670
0.03% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Feb 12, 2025 Q4 2024 |
800
shares
|
$240,767
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Boston Research & Management Inc
Manchester, MA |
Feb 12, 2025 Q4 2024 |
800
shares
|
$240,767
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Elco Management Co., LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
800
shares
|
$240,767
0.13% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
800
shares
|
$240,767
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
799
shares
|
$240,467
0.08% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
794
shares
|
$238,962
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
794
shares
|
$238,962
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
King Wealth
Saratoga Springs, NY |
Feb 10, 2025 Q4 2024 |
792
shares
|
$238,360
0.03% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
792
shares
|
$238,360
0.02% of portfolio
|
Q4 2024
Added 6.31%
|
|
|
Iron Financial, LLC
|
Jan 22, 2025 Q4 2024 |
790
shares
|
$237,758
0.13% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
790
shares
|
$237,758
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
787
shares
|
$236,855
0.1% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
785
shares
|
$236,253
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Jan 29, 2025 Q4 2024 |
784
shares
|
$235,952
0.13% of portfolio
|
Q4 2024
New holding
|