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 |
|---|---|---|---|---|---|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
106,641
shares
|
$30.6 Million
0.6% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Nov 06, 2024 Q3 2024 |
106,158
shares
|
$30.4 Million
0.1% of portfolio
|
Q3 2024
Added 4.85%
|
|
|
Paralel Advisors LLC
|
Aug 06, 2024 Q2 2024 |
105,000
shares
|
$30.1 Million
1.17% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
104,459
shares
|
$30 Million
0.31% of portfolio
|
Q4 2022
Reduced 3.81%
|
|
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
Aug 12, 2024 Q2 2024 |
104,088
shares
|
$29.9 Million
1.14% of portfolio
|
Q2 2024
Reduced 4.69%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Oct 18, 2024 Q3 2024 |
102,447
shares
|
$29.4 Million
0.55% of portfolio
|
Q3 2024
Added 6.49%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
102,031
shares
|
$29.3 Million
0.2% of portfolio
|
Q2 2024
Reduced 19.09%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Aug 05, 2024 Q2 2024 |
101,849
shares
|
$29.2 Million
0.2% of portfolio
|
Q2 2024
Added 16.87%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
101,818
shares
|
$29.2 Million
0.31% of portfolio
|
Q4 2023
Reduced 2.14%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
101,395
shares
|
$29.1 Million
0.25% of portfolio
|
Q2 2024
Added 4.75%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
101,287
shares
|
$29.1 Million
0.93% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Quilter PLC
|
Aug 09, 2024 Q2 2024 |
101,131
shares
|
$29 Million
0.54% of portfolio
|
Q2 2024
Reduced 3.75%
|
|
|
Amf Tjanstepension Ab
|
Oct 28, 2024 Q3 2024 |
100,833
shares
|
$28.9 Million
0.2% of portfolio
|
Q2 2024
Reduced 72.73%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
100,676
shares
|
$28.9 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 04, 2024 Q3 2024 |
100,627
shares
|
$28.9 Million
0.49% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Xponance, Inc.
|
Aug 14, 2024 Q2 2024 |
100,194
shares
|
$28.7 Million
0.24% of portfolio
|
Q2 2024
Added 0.69%
|
|
|
Noesis Capital Mangement Corp
|
Aug 05, 2024 Q2 2024 |
99,503
shares
|
$28.5 Million
5.11% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
99,401
shares
|
$28.5 Million
5.03% of portfolio
|
Q1 2024
New holding
|
|
|
Investment House LLC
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
98,787
shares
|
$28.3 Million
1.46% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Rheos Capital Works Inc.
|
Oct 16, 2024 Q3 2024 |
98,700
shares
|
$28.3 Million
1.4% of portfolio
|
Q3 2024
Added 19.35%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
98,506
shares
|
$28.3 Million
0.1% of portfolio
|
Q2 2024
Added 18.2%
|
|
|
Fjarde Ap Fonden
|
Nov 08, 2024 Q3 2024 |
97,663
shares
|
$28 Million
0.27% of portfolio
|
Q3 2024
Added 7.84%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 15, 2024 Q2 2024 |
97,333
shares
|
$27.9 Million
1.02% of portfolio
|
Q2 2024
Reduced 3.73%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Aug 07, 2024 Q2 2024 |
96,248
shares
|
$27.6 Million
0.38% of portfolio
|
Q2 2024
Added 89.29%
|
|
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
Aug 02, 2024 Q2 2024 |
94,663
shares
|
$27.2 Million
0.25% of portfolio
|
Q2 2024
New holding
|