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 |
|---|---|---|---|---|---|
|
Nissay Asset Management Corp
Tokyo, M0 |
Aug 14, 2024 Q2 2024 |
69,906
shares
|
$20.1 Million
0.11% of portfolio
|
Q2 2024
Added 2.44%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
69,161
shares
|
$19.8 Million
0.2% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 04, 2024 Q3 2024 |
69,072
shares
|
$19.8 Million
1.6% of portfolio
|
Q3 2024
Added 832.15%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
68,869
shares
|
$19.8 Million
0.25% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Parthenon LLC
|
Nov 05, 2024 Q3 2024 |
68,840
shares
|
$19.7 Million
2.27% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 24, 2024 Q3 2024 |
68,361
shares
|
$19.6 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Castleark Management LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
67,975
shares
|
$19.5 Million
0.65% of portfolio
|
Q1 2024
Added 2441.12%
|
|
|
Payden & Rygel
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
67,300
shares
|
$19.3 Million
1.41% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
67,025
shares
|
$19.2 Million
0.05% of portfolio
|
Q3 2024
Added 6.65%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
67,000
shares
|
$19.2 Million
1.25% of portfolio
|
Q2 2024
Added 3.08%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Aug 09, 2024 Q2 2024 |
66,447
shares
|
$19.1 Million
1.6% of portfolio
|
Q2 2024
Added 57.13%
|
|
|
Torray LLC
|
Nov 05, 2024 Q3 2024 |
66,250
shares
|
$19 Million
2.65% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Aug 06, 2024 Q2 2024 |
66,132
shares
|
$19 Million
2.95% of portfolio
|
Q2 2024
Added 1.18%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
Jul 25, 2024 Q2 2024 |
65,900
shares
|
$18.9 Million
1.32% of portfolio
|
Q1 2024
Reduced 5.59%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Aug 14, 2024 Q2 2024 |
65,896
shares
|
$18.9 Million
0.82% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
64,476
shares
|
$18.5 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2024 Q2 2024 |
64,440
shares
|
$18.5 Million
0.97% of portfolio
|
Q2 2024
Reduced 1.56%
|
|
|
Shayne & Co., LLC
|
Oct 23, 2024 Q3 2024 |
64,082
shares
|
$18.4 Million
4.44% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
64,023
shares
|
$18.4 Million
0.11% of portfolio
|
Q2 2024
Added 4.09%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2024 Q2 2024 |
63,800
shares
|
$18.3 Million
0.29% of portfolio
|
Q2 2024
New holding
|
|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
62,963
shares
|
$18.1 Million
1.16% of portfolio
|
Q3 2024
Reduced 8.12%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Aug 12, 2024 Q2 2024 |
62,734
shares
|
$18 Million
0.28% of portfolio
|
Q2 2024
Added 4.3%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
62,320
shares
|
$17.9 Million
0.15% of portfolio
|
Q2 2024
Added 14.73%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
62,291
shares
|
$17.9 Million
3.91% of portfolio
|
Q3 2022
Reduced 0.69%
|
|
|
Sprucegrove Investment Management LTD
Toronto, A6 |
Oct 24, 2024 Q3 2024 |
62,197
shares
|
$17.8 Million
1.15% of portfolio
|
Q3 2024
Reduced 0.48%
|