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 2,659 institutions that hold shares in the stock, with a total of 596 Million shares, which have been reported (via 13F filing form) to have a value of $171 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nordwand Advisors, LLC
Radnor, PA |
Nov 01, 2024 Q3 2024 |
135
shares
|
$38,720
0.01% of portfolio
|
Q1 2024
Added 6.3%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Aug 05, 2024 Q2 2024 |
131
shares
|
$37,573
0.01% of portfolio
|
Q2 2024
Reduced 23.84%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
131
shares
|
$37,573
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Canton Hathaway, LLC
|
Jul 22, 2024 Q2 2024 |
130
shares
|
$37,286
0.01% of portfolio
|
Q4 2023
Reduced 75.47%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
130
shares
|
$37,286
0.02% of portfolio
|
Q3 2024
Reduced 70.05%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
129
shares
|
$36,999
0.01% of portfolio
|
Q2 2023
Reduced 82.8%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 14, 2024 Q2 2024 |
128
shares
|
$36,712
0.02% of portfolio
|
Q1 2024
Reduced 16.88%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
124
shares
|
$35,565
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
116
shares
|
$33,271
0.01% of portfolio
|
Q3 2024
Reduced 29.7%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
108
shares
|
$30,976
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Nov 04, 2024 Q3 2024 |
106
shares
|
$30,402
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 18, 2024 Q3 2024 |
104
shares
|
$29,829
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
103
shares
|
$29,542
0.0% of portfolio
|
Q1 2024
Added 3.0%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 14, 2024 Q2 2024 |
101
shares
|
$28,968
0.0% of portfolio
|
Q2 2024
Reduced 3.81%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
101
shares
|
$28,968
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
100
shares
|
$28,682
0.01% of portfolio
|
Q1 2024
Reduced 96.15%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 13, 2024 Q2 2024 |
100
shares
|
$28,682
0.01% of portfolio
|
Q2 2023
Reduced 41.86%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
100
shares
|
$28,682
0.02% of portfolio
|
Q2 2022
Reduced 20.63%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 13, 2024 Q2 2024 |
100
shares
|
$28,682
0.02% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
100
shares
|
$28,682
0.01% of portfolio
|
Q2 2024
Added 3.09%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
100
shares
|
$28,682
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
99
shares
|
$28,395
0.01% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 08, 2024 Q2 2024 |
98
shares
|
$28,108
0.01% of portfolio
|
Q1 2024
Reduced 57.94%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2024 Q2 2024 |
98
shares
|
$28,108
0.01% of portfolio
|
Q2 2024
Reduced 4.85%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
91
shares
|
$26,100
0.0% of portfolio
|
Q2 2024
Added 3.41%
|