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 |
|---|---|---|---|---|---|
|
Paralel Advisors LLC
|
Nov 12, 2024 Q3 2024 |
105,000
shares
|
$30 Million
1.25% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
104,459
shares
|
$29.8 Million
0.31% of portfolio
|
Q4 2022
Reduced 3.81%
|
|
|
Noesis Capital Mangement Corp
|
Nov 14, 2024 Q3 2024 |
103,625
shares
|
$29.6 Million
5.58% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Oct 18, 2024 Q3 2024 |
102,447
shares
|
$29.3 Million
0.55% of portfolio
|
Q3 2024
Added 6.49%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Nov 13, 2024 Q3 2024 |
102,274
shares
|
$29.2 Million
0.21% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
101,971
shares
|
$29.1 Million
0.93% of portfolio
|
Q3 2024
Reduced 8.03%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
101,867
shares
|
$29.1 Million
0.11% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
101,818
shares
|
$29.1 Million
0.31% of portfolio
|
Q4 2023
Reduced 2.14%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
101,287
shares
|
$28.9 Million
0.93% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Amf Tjanstepension Ab
|
Oct 28, 2024 Q3 2024 |
100,833
shares
|
$28.8 Million
0.2% of portfolio
|
Q2 2024
Reduced 72.73%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
100,676
shares
|
$28.7 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 04, 2024 Q3 2024 |
100,627
shares
|
$28.7 Million
0.49% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
100,305
shares
|
$28.6 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Xponance, Inc.
|
Nov 12, 2024 Q3 2024 |
100,207
shares
|
$28.6 Million
0.27% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
Nov 13, 2024 Q3 2024 |
100,037
shares
|
$28.6 Million
1.34% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
99,401
shares
|
$28.4 Million
5.03% of portfolio
|
Q1 2024
New holding
|
|
|
Investment House LLC
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
98,787
shares
|
$28.2 Million
1.46% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Rheos Capital Works Inc.
|
Oct 16, 2024 Q3 2024 |
98,700
shares
|
$28.2 Million
1.4% of portfolio
|
Q3 2024
Added 19.35%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Nov 13, 2024 Q3 2024 |
98,421
shares
|
$28.1 Million
0.09% of portfolio
|
Q3 2024
Reduced 92.2%
|
|
|
Fjarde Ap Fonden
|
Nov 08, 2024 Q3 2024 |
97,663
shares
|
$27.9 Million
0.27% of portfolio
|
Q3 2024
Added 7.84%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Nov 12, 2024 Q3 2024 |
96,148
shares
|
$27.5 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Nov 14, 2024 Q3 2024 |
96,052
shares
|
$27.4 Million
0.16% of portfolio
|
Q3 2024
Reduced 12.95%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
95,735
shares
|
$27.3 Million
1.08% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
95,512
shares
|
$27.3 Million
0.08% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Quilter PLC
|
Nov 12, 2024 Q3 2024 |
95,427
shares
|
$27.2 Million
0.54% of portfolio
|
Q3 2024
Reduced 5.64%
|