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 2,668 institutions that hold shares in the stock, with a total of 595 Million shares, which have been reported (via 13F filing form) to have a value of $174 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Aug 14, 2024 Q2 2024 |
40,086
shares
|
$11.7 Million
0.15% of portfolio
|
Q2 2024
Reduced 4.69%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
39,957
shares
|
$11.7 Million
0.18% of portfolio
|
Q2 2024
Added 21.72%
|
|
|
Shelter Mutual Insurance CO
|
Nov 08, 2024 Q3 2024 |
39,885
shares
|
$11.7 Million
2.71% of portfolio
|
Q3 2021
Reduced 3.1%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
39,835
shares
|
$11.7 Million
0.48% of portfolio
|
Q3 2024
Added 653.31%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
39,749
shares
|
$11.6 Million
0.19% of portfolio
|
Q2 2024
Added 1.76%
|
|
|
Family Capital Trust CO
|
Oct 29, 2024 Q3 2024 |
39,635
shares
|
$11.6 Million
3.45% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
39,439
shares
|
$11.6 Million
0.95% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Independent Advisor Alliance
|
Aug 12, 2024 Q2 2024 |
39,370
shares
|
$11.5 Million
0.32% of portfolio
|
Q2 2024
Added 13.39%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
39,126
shares
|
$11.5 Million
0.32% of portfolio
|
Q3 2024
Reduced 8.63%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
39,080
shares
|
$11.4 Million
0.04% of portfolio
|
Q3 2024
Added 9.68%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
38,681
shares
|
$11.3 Million
6.67% of portfolio
|
Q2 2024
Reduced 3.49%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
38,544
shares
|
$11.3 Million
0.15% of portfolio
|
Q2 2024
Reduced 40.88%
|
|
|
Jacobs & CO
|
Oct 01, 2024 Q3 2024 |
38,312
shares
|
$11.2 Million
1.04% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
38,160
shares
|
$11.2 Million
0.02% of portfolio
|
Q2 2023
Added 2.48%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Oct 09, 2024 Q3 2024 |
37,786
shares
|
$11.1 Million
0.27% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
37,753
shares
|
$11.1 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
37,424
shares
|
$11 Million
0.59% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Gunderson Capital Management Inc.
|
Oct 08, 2024 Q3 2024 |
37,087
shares
|
$10.9 Million
4.26% of portfolio
|
Q3 2024
Added 87.88%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2024 Q2 2024 |
36,946
shares
|
$10.8 Million
1.72% of portfolio
|
Q2 2024
Reduced 2.03%
|
|
|
Bell Asset Management LTD
Melbourne, C3 |
Aug 13, 2024 Q2 2024 |
36,441
shares
|
$10.7 Million
1.19% of portfolio
|
Q2 2024
Reduced 12.27%
|
|
|
Mizuho Securities Usa LLC
|
Nov 12, 2024 Q3 2024 |
36,418
shares
|
$10.7 Million
0.24% of portfolio
|
Q3 2024
Reduced 12.79%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
36,391
shares
|
$10.7 Million
0.8% of portfolio
|
Q2 2024
Reduced 1.66%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
36,192
shares
|
$10.6 Million
0.06% of portfolio
|
Q2 2024
Added 15.39%
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
Oct 01, 2024 Q3 2024 |
36,093
shares
|
$10.6 Million
3.24% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
35,433
shares
|
$10.4 Million
1.94% of portfolio
|
Q1 2024
Reduced 1.86%
|