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 2,659 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 $171 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
224
shares
|
$64,247
0.02% of portfolio
|
Q3 2024
Added 30.99%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
220
shares
|
$63,100
0.05% of portfolio
|
Q1 2024
Reduced 56.86%
|
|
|
Nixon Capital, LLC
Austin, TX |
Aug 13, 2024 Q2 2024 |
218
shares
|
$62,526
0.02% of portfolio
|
Q1 2024
Reduced 99.69%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
218
shares
|
$62,526
0.01% of portfolio
|
Q2 2024
Added 1716.67%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
214
shares
|
$61,379
0.01% of portfolio
|
Q3 2024
Reduced 78.79%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Aug 07, 2024 Q2 2024 |
205
shares
|
$58,798
0.02% of portfolio
|
Q2 2024
Added 33.99%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
203
shares
|
$58,224
0.02% of portfolio
|
Q1 2023
Added 6.84%
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
200
shares
|
$57,364
0.04% of portfolio
|
Q3 2022
Reduced 60.0%
|
|
|
Chelsea Counsel CO
|
Jun 14, 2024 Q1 2024 |
200
shares
|
$57,364
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
200
shares
|
$57,364
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 09, 2024 Q2 2024 |
200
shares
|
$57,364
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
200
shares
|
$57,364
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
199
shares
|
$57,077
0.02% of portfolio
|
Q1 2024
Added 17.75%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 25, 2024 Q3 2024 |
194
shares
|
$55,643
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
186
shares
|
$53,348
0.0% of portfolio
|
Q3 2023
Reduced 6.06%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
178
shares
|
$51,053
0.04% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
176
shares
|
$50,480
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
175
shares
|
$50,193
0.01% of portfolio
|
Q3 2023
Added 2.34%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
170
shares
|
$48,759
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Feb 14, 2024 Q4 2023 |
169
shares
|
$48,472
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
165
shares
|
$47,325
0.02% of portfolio
|
Q3 2024
Reduced 50.6%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
162
shares
|
$46,464
0.02% of portfolio
|
Q2 2024
Added 0.62%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
158
shares
|
$45,317
0.01% of portfolio
|
Q2 2024
Added 5.33%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
136
shares
|
$39,007
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
135
shares
|
$38,720
0.0% of portfolio
|
Q3 2023
Added 35.0%
|