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 |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
29,873
shares
|
$8.75 Million
0.12% of portfolio
|
Q3 2024
Reduced 7.81%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
29,748
shares
|
$8.72 Million
0.19% of portfolio
|
Q3 2024
Reduced 9.7%
|
|
|
Mirabaud Asset Management LTD
London, X0 |
Aug 12, 2024 Q2 2024 |
29,661
shares
|
$8.69 Million
3.16% of portfolio
|
Q2 2024
Added 25.38%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2024 Q2 2024 |
29,622
shares
|
$8.68 Million
0.13% of portfolio
|
Q2 2024
Added 14.46%
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
29,575
shares
|
$8.66 Million
1.01% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Fcf Advisors LLC
|
Oct 08, 2024 Q3 2024 |
29,481
shares
|
$8.64 Million
1.89% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Amica Mutual Insurance CO
|
Nov 12, 2024 Q3 2024 |
29,343
shares
|
$8.6 Million
0.77% of portfolio
|
Q3 2024
Reduced 17.99%
|
|
|
New Mexico Educational Retirement Board
|
Aug 06, 2024 Q2 2024 |
28,963
shares
|
$8.49 Million
0.23% of portfolio
|
Q1 2024
Reduced 19.01%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
28,953
shares
|
$8.48 Million
0.23% of portfolio
|
Q1 2024
Reduced 25.54%
|
|
|
Bouvel Investment Partners, LLC
|
Nov 05, 2024 Q3 2024 |
28,917
shares
|
$8.47 Million
3.21% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 07, 2024 Q2 2024 |
28,822
shares
|
$8.44 Million
0.04% of portfolio
|
Q2 2024
Added 3.42%
|
|
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
28,730
shares
|
$8.42 Million
0.46% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
28,606
shares
|
$8.38 Million
0.01% of portfolio
|
Q2 2024
Added 254.56%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
28,406
shares
|
$8.32 Million
1.23% of portfolio
|
Q1 2023
Added 8.06%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
28,350
shares
|
$8.31 Million
2.15% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
28,337
shares
|
$8.3 Million
0.92% of portfolio
|
Q3 2024
Added 13.84%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2024 Q3 2024 |
28,336
shares
|
$8.3 Million
0.24% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Hendershot Investments Inc.
|
Aug 05, 2024 Q2 2024 |
28,272
shares
|
$8.28 Million
0.96% of portfolio
|
Q2 2024
Reduced 1.0%
|
|
|
Avitas Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
28,076
shares
|
$8.23 Million
1.09% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2024 Q2 2024 |
28,069
shares
|
$8.22 Million
0.1% of portfolio
|
Q2 2024
Reduced 3.93%
|
|
|
Ieq Capital, LLC
|
Aug 12, 2024 Q2 2024 |
27,929
shares
|
$8.18 Million
0.09% of portfolio
|
Q2 2024
Added 13.27%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 18, 2024 Q3 2024 |
27,500
shares
|
$8.06 Million
0.49% of portfolio
|
Q1 2024
Reduced 26.67%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 10, 2024 Q3 2024 |
27,406
shares
|
$8.03 Million
2.0% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
27,080
shares
|
$7.93 Million
0.87% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
27,036
shares
|
$7.92 Million
0.09% of portfolio
|
Q3 2024
Added 4.7%
|