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 |
|---|---|---|---|---|---|
|
Marsico Capital Management LLC
Denver, CO |
Aug 12, 2024 Q2 2024 |
54,925
shares
|
$15.8 Million
0.4% of portfolio
|
Q4 2023
New holding
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
54,847
shares
|
$15.7 Million
0.24% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
54,763
shares
|
$15.7 Million
0.4% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
54,528
shares
|
$15.6 Million
0.09% of portfolio
|
Q2 2024
Added 44.19%
|
|
|
Stansberry Asset Management, LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
54,315
shares
|
$15.6 Million
1.81% of portfolio
|
Q2 2024
Added 41.61%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
54,200
shares
|
$15.5 Million
0.21% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
53,955
shares
|
$15.5 Million
0.39% of portfolio
|
Q3 2024
Reduced 23.81%
|
|
|
Redwood Grove Capital, LLC
Palo Alto, CA |
Aug 14, 2024 Q2 2024 |
53,529
shares
|
$15.4 Million
3.91% of portfolio
|
Q2 2024
Added 5.67%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 08, 2024 Q3 2024 |
53,190
shares
|
$15.3 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
53,128
shares
|
$15.2 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Calamos Wealth Management LLC
|
Jul 25, 2024 Q2 2024 |
53,118
shares
|
$15.2 Million
0.67% of portfolio
|
Q2 2024
Added 2.51%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Sep 16, 2024 Q2 2024 |
52,992
shares
|
$15.2 Million
0.09% of portfolio
|
Q2 2024
Added 595.07%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Oct 11, 2024 Q3 2024 |
52,622
shares
|
$15.1 Million
0.95% of portfolio
|
Q3 2024
Reduced 22.02%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
52,258
shares
|
$15 Million
0.43% of portfolio
|
Q3 2024
Reduced 6.69%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 07, 2024 Q3 2024 |
52,051
shares
|
$14.9 Million
3.55% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2024 Q2 2024 |
51,895
shares
|
$14.9 Million
0.53% of portfolio
|
Q2 2024
Reduced 2.88%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
51,886
shares
|
$14.9 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Griffin Asset Management, Inc.
|
Oct 15, 2024 Q3 2024 |
51,285
shares
|
$14.7 Million
1.58% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Oct 07, 2024 Q3 2024 |
51,259
shares
|
$14.7 Million
2.38% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Narwhal Capital Management
|
Oct 22, 2024 Q3 2024 |
51,031
shares
|
$14.6 Million
1.26% of portfolio
|
Q3 2024
Reduced 7.21%
|
|
|
Elo Mutual Pension Insurance CO
|
Aug 12, 2024 Q2 2024 |
50,523
shares
|
$14.5 Million
0.28% of portfolio
|
Q2 2024
Reduced 5.15%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 23, 2024 Q2 2024 |
50,419
shares
|
$14.5 Million
2.63% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
49,991
shares
|
$14.3 Million
0.14% of portfolio
|
Q2 2023
Added 3.35%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 04, 2024 Q3 2024 |
49,702
shares
|
$14.3 Million
2.73% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2024 Q3 2024 |
49,396
shares
|
$14.2 Million
2.4% of portfolio
|
Q3 2024
Added 7.89%
|