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 |
|---|---|---|---|---|---|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
35,372
shares
|
$10.4 Million
0.21% of portfolio
|
Q3 2023
Added 17.17%
|
|
|
Hartford Investment Management CO
|
Oct 22, 2024 Q3 2024 |
35,346
shares
|
$10.4 Million
0.32% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Winslow Asset Management Inc
|
Nov 04, 2024 Q3 2024 |
35,085
shares
|
$10.3 Million
1.76% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
35,002
shares
|
$10.3 Million
0.07% of portfolio
|
Q2 2024
Added 4.01%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Sep 19, 2024 Q2 2024 |
35,000
shares
|
$10.3 Million
0.02% of portfolio
|
Q2 2024
Reduced 91.91%
|
|
|
Banyan Capital Management, Inc.
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
34,958
shares
|
$10.2 Million
6.74% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 01, 2024 Q3 2024 |
34,924
shares
|
$10.2 Million
0.03% of portfolio
|
Q3 2024
Added 18.14%
|
|
|
Seizert Capital Partners, LLC
|
Nov 06, 2024 Q3 2024 |
34,883
shares
|
$10.2 Million
0.44% of portfolio
|
Q3 2024
Reduced 9.33%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2024 Q3 2024 |
34,785
shares
|
$10.2 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
34,761
shares
|
$10.2 Million
0.05% of portfolio
|
Q2 2024
Reduced 50.69%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
34,724
shares
|
$10.2 Million
0.7% of portfolio
|
Q3 2024
Added 5.91%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 08, 2024 Q3 2024 |
34,635
shares
|
$10.1 Million
0.79% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Meyer Handelman CO
|
Oct 10, 2024 Q3 2024 |
34,509
shares
|
$10.1 Million
0.32% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Aug 14, 2024 Q2 2024 |
34,237
shares
|
$10 Million
1.15% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
|
Unison Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
34,057
shares
|
$9.98 Million
3.99% of portfolio
|
Q2 2024
Added 0.69%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
33,894
shares
|
$9.93 Million
0.63% of portfolio
|
Q3 2022
Added 0.29%
|
|
|
Pacific Global Investment Management CO
|
Aug 09, 2024 Q2 2024 |
33,698
shares
|
$9.87 Million
1.55% of portfolio
|
Q2 2024
Added 0.71%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
33,623
shares
|
$9.85 Million
0.15% of portfolio
|
Q3 2024
Added 31.82%
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
33,270
shares
|
$9.75 Million
0.61% of portfolio
|
Q3 2024
Added 1240.45%
|
|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Oct 24, 2024 Q3 2024 |
33,270
shares
|
$9.75 Million
2.8% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Stokes Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
33,158
shares
|
$9.71 Million
2.35% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
33,113
shares
|
$9.7 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
33,036
shares
|
$9.68 Million
0.02% of portfolio
|
Q3 2022
Added 0.12%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
32,748
shares
|
$9.59 Million
0.78% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Securian Asset Management, Inc
|
Jul 15, 2024 Q2 2024 |
32,674
shares
|
$9.57 Million
0.22% of portfolio
|
Q2 2024
Reduced 2.99%
|