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 2,684 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 $172 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
25,872
shares
|
$7.44 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Arcadia Investment Management Corp
|
Oct 29, 2024 Q3 2024 |
25,834
shares
|
$7.43 Million
1.16% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Oct 25, 2024 Q3 2024 |
25,825
shares
|
$7.43 Million
0.76% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Reliant Investment Management, LLC
|
Oct 08, 2024 Q3 2024 |
25,649
shares
|
$7.38 Million
3.49% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
25,623
shares
|
$7.37 Million
0.19% of portfolio
|
Q3 2024
Reduced 23.07%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
25,618
shares
|
$7.37 Million
0.44% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Adalta Capital Management LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
25,605
shares
|
$7.37 Million
3.56% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Aug 09, 2024 Q2 2024 |
25,585
shares
|
$7.36 Million
0.47% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
25,584
shares
|
$7.36 Million
0.13% of portfolio
|
Q2 2024
Reduced 6.22%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
25,531
shares
|
$7.34 Million
1.93% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Aug 14, 2024 Q2 2024 |
25,513
shares
|
$7.34 Million
0.45% of portfolio
|
Q2 2024
Added 0.27%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
25,462
shares
|
$7.32 Million
0.01% of portfolio
|
Q3 2024
Added 83.64%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
25,396
shares
|
$7.3 Million
1.15% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
25,321
shares
|
$7.28 Million
0.07% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 07, 2024 Q2 2024 |
25,204
shares
|
$7.25 Million
0.11% of portfolio
|
Q2 2024
Reduced 1.79%
|
|
|
Bleichroeder LP
New York, NY |
Nov 13, 2024 Q3 2024 |
25,000
shares
|
$7.19 Million
2.29% of portfolio
|
Q2 2020
Added 1068.22%
|
|
|
Long Corridor Asset Management LTD
|
Nov 12, 2024 Q3 2024 |
25,000
shares
|
$7.19 Million
7.93% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
24,860
shares
|
$7.15 Million
0.08% of portfolio
|
Q3 2024
Reduced 6.65%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
24,779
shares
|
$7.13 Million
0.25% of portfolio
|
Q3 2024
Reduced 12.47%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
24,751
shares
|
$7.12 Million
0.04% of portfolio
|
Q3 2024
Added 9.43%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Oct 23, 2024 Q3 2024 |
24,727
shares
|
$7.11 Million
2.4% of portfolio
|
Q3 2024
Reduced 16.0%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
24,631
shares
|
$7.08 Million
0.12% of portfolio
|
Q3 2024
Added 43.08%
|
|
|
Kingfisher Capital LLC
|
Aug 14, 2024 Q2 2024 |
24,582
shares
|
$7.07 Million
1.33% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
24,559
shares
|
$7.06 Million
1.79% of portfolio
|
Q3 2024
Added 8639.86%
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 13, 2024 Q3 2024 |
24,493
shares
|
$7.05 Million
0.2% of portfolio
|
Q3 2024
Added 24.83%
|