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 |
|---|---|---|---|---|---|
|
Hutner Capital Management Inc
Manchester, VT |
Nov 13, 2024 Q3 2024 |
22,677
shares
|
$6.52 Million
3.06% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 13, 2024 Q2 2024 |
22,635
shares
|
$6.51 Million
0.07% of portfolio
|
Q2 2024
Reduced 0.41%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
22,594
shares
|
$6.5 Million
0.29% of portfolio
|
Q3 2024
Added 7.88%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Nov 12, 2024 Q3 2024 |
22,534
shares
|
$6.48 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Grassi Investment Management
|
Oct 22, 2024 Q3 2024 |
22,460
shares
|
$6.46 Million
0.53% of portfolio
|
Q2 2024
Reduced 2.18%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
22,362
shares
|
$6.43 Million
0.56% of portfolio
|
Q3 2024
Added 30.8%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
22,346
shares
|
$6.43 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Bremer Bank National Association
|
Oct 17, 2024 Q3 2024 |
22,304
shares
|
$6.42 Million
1.15% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
22,259
shares
|
$6.4 Million
0.14% of portfolio
|
Q3 2024
Added 8.6%
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2024 Q2 2024 |
22,175
shares
|
$6.38 Million
0.93% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
22,133
shares
|
$6.37 Million
0.1% of portfolio
|
Q3 2024
Added 6.44%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
22,079
shares
|
$6.35 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Longbow Finance Sa
Lutry, V8 |
Nov 12, 2024 Q3 2024 |
22,048
shares
|
$6.34 Million
0.64% of portfolio
|
Q3 2024
Added 21.97%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
21,965
shares
|
$6.32 Million
0.72% of portfolio
|
Q4 2020
Reduced 2.9%
|
|
|
Benson Investment Management Company, Inc.
|
Oct 11, 2024 Q3 2024 |
21,932
shares
|
$6.31 Million
2.41% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
21,787
shares
|
$6.27 Million
0.99% of portfolio
|
Q3 2024
Added 7.69%
|
|
|
Artemis Investment Management LLP
|
Oct 08, 2024 Q3 2024 |
21,705
shares
|
$6.24 Million
0.1% of portfolio
|
Q3 2024
Reduced 85.31%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
21,682
shares
|
$6.24 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.83%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
21,562
shares
|
$6.2 Million
0.07% of portfolio
|
Q3 2024
Added 71.64%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
21,539
shares
|
$6.2 Million
1.31% of portfolio
|
Q3 2024
Added 25.6%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
21,536
shares
|
$6.19 Million
0.39% of portfolio
|
Q3 2023
Reduced 0.23%
|
|
|
Hi Line Capital Management, LLC
Watertown, SD |
Oct 28, 2024 Q3 2024 |
21,517
shares
|
$6.19 Million
3.76% of portfolio
|
Q3 2024
Reduced 55.91%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
21,456
shares
|
$6.17 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
21,436
shares
|
$6.17 Million
0.05% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Chapman Investment Management, LLC
|
Oct 28, 2024 Q3 2024 |
21,381
shares
|
$6.15 Million
4.49% of portfolio
|
Q3 2024
Added 1.14%
|