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 2,688 institutions that hold shares in the stock, with a total of 573 Million shares, which have been reported (via 13F filing form) to have a value of $164 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
148,692
shares
|
$42.5 Million
0.08% of portfolio
|
Q3 2024
Reduced 14.0%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
147,573
shares
|
$42.1 Million
0.18% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
143,887
shares
|
$41.1 Million
0.09% of portfolio
|
Q3 2024
Added 7.53%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Oct 23, 2024 Q3 2024 |
143,167
shares
|
$40.9 Million
0.54% of portfolio
|
Q3 2024
Added 10.35%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
141,341
shares
|
$40.4 Million
0.07% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
140,099
shares
|
$40 Million
2.52% of portfolio
|
Q3 2024
Reduced 14.49%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
138,776
shares
|
$39.6 Million
0.74% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
137,271
shares
|
$39.2 Million
0.51% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
136,490
shares
|
$39 Million
0.64% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
136,118
shares
|
$38.9 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
133,648
shares
|
$38.2 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
132,198
shares
|
$37.7 Million
0.68% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
131,566
shares
|
$37.6 Million
2.37% of portfolio
|
Q3 2023
Reduced 0.12%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Oct 18, 2024 Q3 2024 |
130,719
shares
|
$37.3 Million
2.92% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
130,055
shares
|
$37.1 Million
0.42% of portfolio
|
Q3 2024
Reduced 14.05%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
129,211
shares
|
$36.9 Million
0.33% of portfolio
|
Q3 2024
Added 27.43%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
128,700
shares
|
$36.8 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2024 Q3 2024 |
127,982
shares
|
$36.5 Million
2.85% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
126,870
shares
|
$36.2 Million
4.35% of portfolio
|
Q1 2024
Reduced 2.58%
|
|
|
Varma Mutual Pension Insurance CO
Varma, H9 |
Nov 12, 2024 Q3 2024 |
126,635
shares
|
$36.2 Million
0.32% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Edgar Lomax CO
Kingstowne, VA |
Nov 14, 2024 Q3 2024 |
125,765
shares
|
$35.9 Million
2.1% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
124,184
shares
|
$35.5 Million
0.18% of portfolio
|
Q3 2024
Reduced 16.39%
|
|
|
Destination Wealth Management
|
Jul 24, 2024 Q2 2024 |
123,289
shares
|
$35.2 Million
0.95% of portfolio
|
Q2 2024
Reduced 6.31%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
122,756
shares
|
$35.1 Million
4.52% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
122,505
shares
|
$35 Million
0.27% of portfolio
|
Q3 2023
Reduced 2.31%
|