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 2,684 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 $172 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
32
shares
|
$9,204
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
30
shares
|
$8,629
0.0% of portfolio
|
Q3 2024
Reduced 71.43%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
30
shares
|
$8,629
0.0% of portfolio
|
Q1 2024
Reduced 76.92%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
28
shares
|
$8,053
0.0% of portfolio
|
Q1 2024
Reduced 39.13%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
27
shares
|
$7,766
0.0% of portfolio
|
Q2 2024
Reduced 32.5%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
25
shares
|
$7,191
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
25
shares
|
$7,191
0.0% of portfolio
|
Q3 2024
Reduced 26.47%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 14, 2024 Q2 2024 |
25
shares
|
$7,191
0.0% of portfolio
|
Q2 2023
Reduced 39.02%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
24
shares
|
$6,903
0.0% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
24
shares
|
$6,903
0.01% of portfolio
|
Q3 2024
Reduced 60.66%
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
20
shares
|
$5,752
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
20
shares
|
$5,752
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
20
shares
|
$5,752
0.0% of portfolio
|
Q1 2024
Reduced 69.7%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
17
shares
|
$4,889
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
15
shares
|
$4,314
0.0% of portfolio
|
Q1 2022
Reduced 75.81%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 31, 2024 Q3 2024 |
15
shares
|
$4,314
0.36% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
15
shares
|
$4,314
0.0% of portfolio
|
Q3 2024
Reduced 28.57%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 31, 2024 Q3 2024 |
11
shares
|
$3,164
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
9
shares
|
$2,588
0.0% of portfolio
|
Q1 2024
Reduced 40.0%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
8
shares
|
$2,301
0.0% of portfolio
|
Q3 2024
Reduced 77.14%
|
|
|
Uncommon Cents Investing LLC
|
Oct 17, 2024 Q3 2024 |
6
shares
|
$1,725
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
5
shares
|
$1,438
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
4
shares
|
$1,150
0.0% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
1
shares
|
$287
0.0% of portfolio
|
Q3 2024
Reduced 99.99%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
1
shares
|
$287
0.0% of portfolio
|
Q3 2024
New holding
|