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 |
---|---|---|---|---|---|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
42
shares
|
$12,046
0.0% of portfolio
|
Q2 2023
Reduced 69.34%
|
|
Stone House Investment Management, LLC
|
Aug 14, 2024 Q2 2024 |
42
shares
|
$12,046
0.0% of portfolio
|
Q1 2023
New holding
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
41
shares
|
$11,759
0.01% of portfolio
|
Q3 2024
Reduced 29.31%
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
40
shares
|
$11,472
0.0% of portfolio
|
Q3 2024
New holding
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Aug 12, 2024 Q2 2024 |
40
shares
|
$11,472
0.0% of portfolio
|
Q2 2024
Reduced 2.44%
|
|
Elequin Capital LP
New York, NY |
Aug 12, 2024 Q2 2024 |
38
shares
|
$10,899
0.01% of portfolio
|
Q2 2024
New holding
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
38
shares
|
$10,899
0.01% of portfolio
|
Q1 2023
New holding
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
38
shares
|
$10,899
0.01% of portfolio
|
Q2 2024
Added 192.31%
|
|
Hbc Financial Services, Pllc
|
Nov 06, 2024 Q3 2024 |
36
shares
|
$10,325
0.01% of portfolio
|
Q3 2024
Added 414.29%
|
|
Timber Creek Capital Management LLC
|
Jul 18, 2024 Q2 2024 |
35
shares
|
$10,038
0.0% of portfolio
|
Q4 2023
Reduced 30.0%
|
|
Ogorek Anthony Joseph
|
Aug 08, 2024 Q2 2024 |
34
shares
|
$9,751
0.0% of portfolio
|
Q2 2024
Added 36.0%
|
|
Lmr Partners LLP
London, X0 |
Nov 07, 2024 Q3 2024 |
34
shares
|
$9,751
0.0% of portfolio
|
Q3 2024
New holding
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 31, 2024 Q3 2024 |
33
shares
|
$9,465
0.0% of portfolio
|
Q1 2024
Added 32.0%
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
32
shares
|
$9,178
0.0% of portfolio
|
Q4 2022
New holding
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
30
shares
|
$8,604
0.0% of portfolio
|
Q3 2024
Reduced 71.43%
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
30
shares
|
$8,604
0.0% of portfolio
|
Q1 2024
Reduced 76.92%
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
28
shares
|
$8,030
0.0% of portfolio
|
Q1 2024
Reduced 39.13%
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Aug 07, 2024 Q2 2024 |
27
shares
|
$7,744
0.0% of portfolio
|
Q2 2024
Reduced 32.5%
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
25
shares
|
$7,170
0.0% of portfolio
|
Q4 2023
New holding
|
|
True Wealth Design, LLC
Akron, OH |
Aug 14, 2024 Q2 2024 |
25
shares
|
$7,170
0.0% of portfolio
|
Q2 2023
Reduced 39.02%
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
24
shares
|
$6,883
0.0% of portfolio
|
Q3 2024
Added 4.35%
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
24
shares
|
$6,883
0.01% of portfolio
|
Q3 2024
Reduced 60.66%
|
|
Ifs Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
20
shares
|
$5,736
0.0% of portfolio
|
Q4 2023
New holding
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
20
shares
|
$5,736
0.0% of portfolio
|
Q3 2024
New holding
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
20
shares
|
$5,736
0.0% of portfolio
|
Q1 2024
Reduced 69.7%
|