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 |
|---|---|---|---|---|---|
|
2 Xideas Ag
Pfaffikon, V8 |
Aug 14, 2024 Q2 2024 |
49,285
shares
|
$14.1 Million
1.51% of portfolio
|
Q2 2024
Reduced 8.36%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
49,021
shares
|
$14.1 Million
0.18% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Stanley Capital Management, LLC
Houston, TX |
Aug 14, 2024 Q2 2024 |
48,830
shares
|
$14 Million
2.45% of portfolio
|
Q1 2022
Added 8.92%
|
|
|
Sky Investment Group LLC
|
Oct 21, 2024 Q3 2024 |
48,804
shares
|
$14 Million
2.47% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
48,536
shares
|
$13.9 Million
1.46% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
48,222
shares
|
$13.8 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 28, 2024 Q3 2024 |
48,056
shares
|
$13.8 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Fishman Jay A LTD
Troy, MI |
Oct 30, 2024 Q3 2024 |
47,622
shares
|
$13.7 Million
1.28% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Van Eck Associates Corp
|
Oct 29, 2024 Q3 2024 |
47,545
shares
|
$13.6 Million
0.02% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Aug 08, 2024 Q2 2024 |
47,464
shares
|
$13.6 Million
0.27% of portfolio
|
Q2 2024
Reduced 18.36%
|
|
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
Jul 30, 2024 Q2 2024 |
47,135
shares
|
$13.5 Million
2.76% of portfolio
|
Q2 2024
Reduced 21.6%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
46,322
shares
|
$13.3 Million
0.19% of portfolio
|
Q2 2024
Added 56.72%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
46,164
shares
|
$13.2 Million
0.4% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Radnor Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
45,919
shares
|
$13.2 Million
1.85% of portfolio
|
Q3 2024
Added 12.34%
|
|
|
Hrt Financial LP
New York, NY |
Aug 12, 2024 Q2 2024 |
45,697
shares
|
$13.1 Million
0.06% of portfolio
|
Q2 2024
Reduced 86.72%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Oct 16, 2024 Q3 2024 |
45,289
shares
|
$13 Million
1.31% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Sienna Gestion
Paris, I0 |
Aug 12, 2024 Q2 2024 |
45,170
shares
|
$13 Million
0.93% of portfolio
|
Q2 2024
Reduced 0.71%
|
|
|
M. Kulyk & Associates, LLC
|
Nov 07, 2024 Q3 2024 |
45,126
shares
|
$12.9 Million
2.49% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
45,050
shares
|
$12.9 Million
0.19% of portfolio
|
Q3 2024
Reduced 7.65%
|
|
|
Gulf International Bank (Uk) LTD
|
Oct 30, 2024 Q3 2024 |
44,874
shares
|
$12.9 Million
0.31% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2024 Q3 2024 |
44,857
shares
|
$12.9 Million
0.86% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
44,651
shares
|
$12.8 Million
0.17% of portfolio
|
Q2 2024
Added 1183.81%
|
|
|
Neville Rodie & Shaw Inc
|
Oct 01, 2024 Q3 2024 |
44,580
shares
|
$12.8 Million
0.89% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Maryland State Retirement & Pension System
|
Jul 30, 2024 Q2 2024 |
44,256
shares
|
$12.7 Million
0.19% of portfolio
|
Q2 2024
Reduced 2.84%
|
|
|
Illinois Municipal Retirement Fund
|
Nov 04, 2024 Q3 2024 |
44,175
shares
|
$12.7 Million
0.17% of portfolio
|
Q2 2024
Reduced 3.6%
|