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 |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
78,313
shares
|
$22.4 Million
0.23% of portfolio
|
Q3 2024
Reduced 8.66%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
78,281
shares
|
$22.4 Million
0.35% of portfolio
|
Q3 2024
Added 9.97%
|
|
|
Yousif Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
78,011
shares
|
$22.3 Million
0.24% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Abner Herrman & Brock LLC
|
Oct 08, 2024 Q3 2024 |
77,608
shares
|
$22.2 Million
2.54% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
75,192
shares
|
$21.5 Million
0.41% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
74,102
shares
|
$21.2 Million
2.37% of portfolio
|
Q1 2023
Reduced 1.76%
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
73,704
shares
|
$21 Million
1.74% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
73,168
shares
|
$20.9 Million
0.13% of portfolio
|
Q3 2024
Added 14.28%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
72,872
shares
|
$20.8 Million
0.47% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
72,637
shares
|
$20.7 Million
0.2% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
72,637
shares
|
$20.7 Million
0.2% of portfolio
|
Q3 2024
Reduced 8.22%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
72,565
shares
|
$20.7 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
72,373
shares
|
$20.7 Million
0.64% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
72,002
shares
|
$20.6 Million
0.07% of portfolio
|
Q2 2023
Reduced 37.86%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
71,232
shares
|
$20.3 Million
0.18% of portfolio
|
Q3 2024
Added 14.3%
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Oct 28, 2024 Q3 2024 |
70,918
shares
|
$20.3 Million
3.57% of portfolio
|
Q4 2023
Added 97.44%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2024 Q3 2024 |
70,868
shares
|
$20.2 Million
3.27% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
70,831
shares
|
$20.2 Million
0.12% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Nov 01, 2024 Q3 2024 |
70,640
shares
|
$20.2 Million
1.81% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
70,501
shares
|
$20.1 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
70,163
shares
|
$20 Million
0.41% of portfolio
|
Q3 2024
Reduced 9.12%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
69,557
shares
|
$19.9 Million
0.26% of portfolio
|
Q3 2024
Added 55.78%
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
69,362
shares
|
$19.8 Million
0.47% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
69,161
shares
|
$19.7 Million
0.2% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 04, 2024 Q3 2024 |
69,072
shares
|
$19.7 Million
1.6% of portfolio
|
Q3 2024
Added 832.15%
|