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 2,897 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 $179 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
36
shares
|
$10,634
0.01% of portfolio
|
Q3 2024
Added 414.29%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
36
shares
|
$10,634
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Feb 10, 2025 Q4 2024 |
33
shares
|
$9,748
0.0% of portfolio
|
Q1 2024
Added 32.0%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
32
shares
|
$9,452
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
30
shares
|
$8,862
0.0% of portfolio
|
Q3 2024
Reduced 71.43%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
30
shares
|
$8,862
0.0% of portfolio
|
Q4 2024
Reduced 76.56%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
28
shares
|
$8,271
0.0% of portfolio
|
Q1 2024
Reduced 39.13%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
28
shares
|
$8,271
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
28
shares
|
$8,271
0.01% of portfolio
|
Q4 2024
Reduced 31.71%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
27
shares
|
$7,975
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
27
shares
|
$7,975
0.0% of portfolio
|
Q2 2024
Reduced 32.5%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
27
shares
|
$7,975
0.01% of portfolio
|
Q4 2024
Reduced 90.94%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Feb 10, 2025 Q4 2024 |
27
shares
|
$7,975
0.0% of portfolio
|
Q4 2024
Reduced 87.5%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
25
shares
|
$7,384
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
25
shares
|
$7,384
0.0% of portfolio
|
Q1 2024
Added 312.0%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
24
shares
|
$7,089
0.0% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
24
shares
|
$7,089
0.01% of portfolio
|
Q3 2024
Reduced 60.66%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
24
shares
|
$7,089
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
20
shares
|
$5,908
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Feb 03, 2025 Q4 2024 |
20
shares
|
$5,908
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Conquis Financial LLC
Milbrae, CA |
Feb 12, 2025 Q4 2024 |
18
shares
|
$5,317
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
18
shares
|
$5,317
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
17
shares
|
$5,021
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Lsv Asset Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
16
shares
|
$4,726
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
15
shares
|
$4,431
0.0% of portfolio
|
Q1 2022
Reduced 75.81%
|