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 |
|---|---|---|---|---|---|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
24,404
shares
|
$7.02 Million
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
24,251
shares
|
$6.98 Million
0.29% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
24,243
shares
|
$6.97 Million
0.36% of portfolio
|
Q3 2024
Added 15.86%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
24,055
shares
|
$6.92 Million
0.27% of portfolio
|
Q2 2024
Reduced 3.45%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Aug 14, 2024 Q2 2024 |
23,961
shares
|
$6.89 Million
1.16% of portfolio
|
Q2 2024
Added 327.11%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Nov 08, 2024 Q3 2024 |
23,854
shares
|
$6.86 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Asset Management LTD
Melbourne, C3 |
Nov 13, 2024 Q3 2024 |
23,811
shares
|
$6.85 Million
1.2% of portfolio
|
Q3 2024
Reduced 34.66%
|
|
|
Wisconsin Capital Management LLC
|
Oct 30, 2024 Q3 2024 |
23,769
shares
|
$6.84 Million
3.43% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
23,705
shares
|
$6.82 Million
0.62% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
23,524
shares
|
$6.77 Million
0.09% of portfolio
|
Q3 2022
Added 0.44%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
23,510
shares
|
$6.76 Million
1.35% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Oct 21, 2024 Q3 2024 |
23,510
shares
|
$6.76 Million
1.3% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
23,459
shares
|
$6.75 Million
0.32% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2024 Q3 2024 |
23,437
shares
|
$6.74 Million
0.52% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
23,425
shares
|
$6.74 Million
0.23% of portfolio
|
Q2 2022
Reduced 4.64%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Oct 23, 2024 Q3 2024 |
23,400
shares
|
$6.73 Million
0.16% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Silvant Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
23,379
shares
|
$6.72 Million
0.28% of portfolio
|
Q3 2024
Reduced 6.03%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 13, 2024 Q2 2024 |
23,211
shares
|
$6.68 Million
0.19% of portfolio
|
Q2 2024
Added 0.71%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
23,183
shares
|
$6.67 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
Nov 13, 2024 Q3 2024 |
23,159
shares
|
$6.66 Million
0.47% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2024 Q3 2024 |
23,139
shares
|
$6.66 Million
1.34% of portfolio
|
Q3 2024
Added 3.74%
|
|
|
Bretton Capital Management, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
23,100
shares
|
$6.64 Million
5.98% of portfolio
|
Q3 2024
New holding
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
23,000
shares
|
$6.62 Million
0.31% of portfolio
|
Q3 2020
Reduced 83.97%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
22,983
shares
|
$6.61 Million
0.03% of portfolio
|
Q3 2024
Added 8.79%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
22,846
shares
|
$6.57 Million
0.03% of portfolio
|
Q3 2024
Added 39.28%
|