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 |
|---|---|---|---|---|---|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
21,305
shares
|
$6.13 Million
0.07% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Interval Partners, LP
New York, NY |
Aug 14, 2024 Q2 2024 |
21,294
shares
|
$6.13 Million
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
L1 Capital International Pty LTD
Sydney Nsw 2000, C3 |
Aug 14, 2024 Q2 2024 |
21,292
shares
|
$6.12 Million
1.99% of portfolio
|
Q2 2024
New holding
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Aug 28, 2024 Q2 2024 |
21,160
shares
|
$6.09 Million
1.92% of portfolio
|
Q2 2024
Reduced 5.92%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2024 Q2 2024 |
21,157
shares
|
$6.09 Million
0.8% of portfolio
|
Q2 2024
Added 57.22%
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
21,139
shares
|
$6.08 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Salvus Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
20,825
shares
|
$5.99 Million
3.55% of portfolio
|
Q3 2024
Reduced 4.86%
|
|
|
Northstar Group, Inc.
|
Oct 08, 2024 Q3 2024 |
20,755
shares
|
$5.97 Million
0.99% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
|
Capital Markets Trading Uk LLP
London, X0 |
Aug 14, 2024 Q2 2024 |
20,747
shares
|
$5.97 Million
0.07% of portfolio
|
Q2 2024
Reduced 7.96%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
20,696
shares
|
$5.95 Million
0.18% of portfolio
|
Q3 2024
Added 18.58%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
20,639
shares
|
$5.94 Million
0.66% of portfolio
|
Q3 2024
Added 1202.15%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
20,593
shares
|
$5.92 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Nbt Bank N A
|
Jul 30, 2024 Q2 2024 |
20,490
shares
|
$5.89 Million
0.34% of portfolio
|
Q2 2024
Added 4.16%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
20,486
shares
|
$5.89 Million
0.79% of portfolio
|
Q1 2024
New holding
|
|
|
Empirical Finance, LLC
|
Nov 06, 2024 Q3 2024 |
20,444
shares
|
$5.88 Million
0.33% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
20,427
shares
|
$5.88 Million
2.25% of portfolio
|
Q1 2024
Added 0.99%
|
|
|
Trinity Legacy Partners, LLC
|
Oct 31, 2024 Q3 2024 |
20,336
shares
|
$5.85 Million
1.29% of portfolio
|
Q3 2024
Reduced 6.88%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Nov 12, 2024 Q3 2024 |
19,950
shares
|
$5.74 Million
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Jlb & Associates Inc
|
Oct 02, 2024 Q3 2024 |
19,913
shares
|
$5.73 Million
0.74% of portfolio
|
Q3 2024
Added 14.28%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Jul 29, 2024 Q2 2024 |
19,908
shares
|
$5.73 Million
0.05% of portfolio
|
Q2 2024
Reduced 9.43%
|
|
|
La Fleur & Godfrey LLC
|
Oct 16, 2024 Q3 2024 |
19,874
shares
|
$5.72 Million
0.75% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
19,859
shares
|
$5.71 Million
0.64% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2024 Q2 2024 |
19,790
shares
|
$5.69 Million
0.01% of portfolio
|
Q2 2024
Reduced 81.32%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 07, 2024 Q3 2024 |
19,636
shares
|
$5.65 Million
0.71% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
19,627
shares
|
$5.65 Million
0.09% of portfolio
|
Q3 2024
Added 9.83%
|