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 2,899 institutions that hold shares in the stock, with a total of 588 Million shares, which have been reported (via 13F filing form) to have a value of $174 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
100
shares
|
$29,539
0.01% of portfolio
|
Q1 2024
Reduced 96.15%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
100
shares
|
$29,539
0.02% of portfolio
|
Q2 2023
Reduced 41.86%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
100
shares
|
$29,539
0.02% of portfolio
|
Q2 2022
Reduced 20.63%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
100
shares
|
$29,539
0.01% of portfolio
|
Q2 2024
Added 3.09%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
100
shares
|
$29,539
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
100
shares
|
$29,539
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Feb 18, 2025 Q4 2024 |
97
shares
|
$28,653
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
91
shares
|
$26,881
0.0% of portfolio
|
Q2 2024
Added 3.41%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
91
shares
|
$26,881
0.0% of portfolio
|
Q4 2024
Reduced 57.08%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
90
shares
|
$26,585
0.01% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
89
shares
|
$26,290
0.01% of portfolio
|
Q3 2024
Added 32.84%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
88
shares
|
$25,995
0.05% of portfolio
|
Q4 2024
Reduced 48.24%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
87
shares
|
$25,699
0.01% of portfolio
|
Q4 2024
Added 38.1%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
86
shares
|
$25,404
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
85
shares
|
$25,108
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
S&T Bank
Indiana, PA |
Feb 14, 2025 Q4 2024 |
85
shares
|
$25,108
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Estabrook Capital Management
New York, NY |
Feb 13, 2025 Q4 2024 |
84
shares
|
$24,813
0.0% of portfolio
|
Q4 2024
Reduced 96.26%
|
|
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
Feb 11, 2025 Q4 2024 |
78
shares
|
$23,041
0.03% of portfolio
|
Q2 2024
Reduced 98.68%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
78
shares
|
$23,041
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
76
shares
|
$22,450
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
75
shares
|
$22,155
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
66
shares
|
$19,496
0.0% of portfolio
|
Q3 2021
Reduced 34.65%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
65
shares
|
$19,201
0.01% of portfolio
|
Q4 2024
Added 160.0%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Feb 12, 2025 Q4 2024 |
64
shares
|
$18,905
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
63
shares
|
$18,610
0.01% of portfolio
|
Q4 2024
New holding
|