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 |
|---|---|---|---|---|---|
|
1 St Source Bank
|
Aug 08, 2024 Q2 2024 |
32,667
shares
|
$9.57 Million
0.44% of portfolio
|
Q2 2024
Reduced 1.51%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
32,415
shares
|
$9.5 Million
0.08% of portfolio
|
Q2 2024
Added 2.04%
|
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
32,351
shares
|
$9.48 Million
0.19% of portfolio
|
Q3 2024
Reduced 26.9%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
32,323
shares
|
$9.47 Million
0.36% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Lb Partners LLC
Charlottesville, VA |
Oct 21, 2024 Q3 2024 |
32,000
shares
|
$9.38 Million
7.54% of portfolio
|
Q1 2024
Reduced 20.0%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
31,936
shares
|
$9.36 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 08, 2024 Q3 2024 |
31,800
shares
|
$9.32 Million
0.34% of portfolio
|
Q2 2024
Reduced 8.09%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 10, 2024 Q3 2024 |
31,747
shares
|
$9.3 Million
2.95% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Fora Capital, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
31,639
shares
|
$9.27 Million
0.93% of portfolio
|
Q2 2024
New holding
|
|
|
Louisiana State Employees Retirement System
|
Oct 23, 2024 Q3 2024 |
31,600
shares
|
$9.26 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Nov 04, 2024 Q3 2024 |
31,600
shares
|
$9.26 Million
1.04% of portfolio
|
Q1 2023
Reduced 12.47%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 29, 2024 Q3 2024 |
31,548
shares
|
$9.24 Million
1.97% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Aug 14, 2024 Q2 2024 |
31,441
shares
|
$9.21 Million
0.26% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
31,361
shares
|
$9.19 Million
0.58% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2024 Q2 2024 |
31,327
shares
|
$9.18 Million
1.34% of portfolio
|
Q2 2024
Reduced 1.33%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Nov 06, 2024 Q3 2024 |
30,708
shares
|
$9 Million
3.37% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
30,577
shares
|
$8.96 Million
0.86% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
30,492
shares
|
$8.93 Million
0.01% of portfolio
|
Q4 2023
Reduced 2.49%
|
|
|
Atlantic Union Bankshares Corp
|
Jul 24, 2024 Q2 2024 |
30,342
shares
|
$8.89 Million
0.46% of portfolio
|
Q2 2024
Reduced 4.74%
|
|
|
Dcm Advisors, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
30,329
shares
|
$8.89 Million
3.73% of portfolio
|
Q2 2024
Reduced 12.62%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
30,270
shares
|
$8.87 Million
0.49% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Aug 14, 2024 Q2 2024 |
30,260
shares
|
$8.87 Million
0.2% of portfolio
|
Q2 2024
Reduced 1.93%
|
|
|
Pavion Blue Capital, LLC
|
Oct 23, 2024 Q3 2024 |
30,189
shares
|
$8.84 Million
3.87% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
30,032
shares
|
$8.8 Million
1.8% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
29,946
shares
|
$8.77 Million
0.92% of portfolio
|
Q2 2024
Reduced 2.09%
|