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 |
|---|---|---|---|---|---|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
68,869
shares
|
$19.7 Million
0.25% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Parthenon LLC
|
Nov 05, 2024 Q3 2024 |
68,840
shares
|
$19.7 Million
2.27% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
68,589
shares
|
$19.6 Million
0.31% of portfolio
|
Q3 2024
Added 9.33%
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 24, 2024 Q3 2024 |
68,361
shares
|
$19.5 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
68,138
shares
|
$19.5 Million
0.09% of portfolio
|
Q3 2024
Added 96.02%
|
|
|
Payden & Rygel
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
67,300
shares
|
$19.2 Million
1.41% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
67,025
shares
|
$19.1 Million
0.05% of portfolio
|
Q3 2024
Added 6.65%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
67,000
shares
|
$19.1 Million
1.25% of portfolio
|
Q2 2024
Added 3.08%
|
|
|
United Services Automobile Association
San Antonio, TX |
Nov 14, 2024 Q3 2024 |
66,800
shares
|
$19.1 Million
0.47% of portfolio
|
Q3 2024
Reduced 28.45%
|
|
|
Torray LLC
|
Nov 05, 2024 Q3 2024 |
66,250
shares
|
$18.9 Million
2.65% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Nov 14, 2024 Q3 2024 |
66,153
shares
|
$18.9 Million
1.74% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
65,997
shares
|
$18.8 Million
0.91% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
Nov 13, 2024 Q3 2024 |
65,900
shares
|
$18.8 Million
1.42% of portfolio
|
Q1 2024
Reduced 5.59%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
65,515
shares
|
$18.7 Million
3.2% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
64,476
shares
|
$18.4 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
64,450
shares
|
$18.4 Million
1.06% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Shayne & Co., LLC
|
Oct 23, 2024 Q3 2024 |
64,082
shares
|
$18.3 Million
4.44% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
62,963
shares
|
$18 Million
1.16% of portfolio
|
Q3 2024
Reduced 8.12%
|
|
|
Redwood Grove Capital, LLC
Palo Alto, CA |
Nov 14, 2024 Q3 2024 |
62,780
shares
|
$17.9 Million
4.91% of portfolio
|
Q3 2024
Added 17.28%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
62,696
shares
|
$17.9 Million
0.05% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
62,291
shares
|
$17.8 Million
3.91% of portfolio
|
Q3 2022
Reduced 0.69%
|
|
|
Sprucegrove Investment Management LTD
Toronto, A6 |
Oct 24, 2024 Q3 2024 |
62,197
shares
|
$17.8 Million
1.15% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Jul 19, 2024 Q2 2024 |
61,975
shares
|
$17.7 Million
0.36% of portfolio
|
Q2 2024
Reduced 0.78%
|
|
|
Achmea Investment Management B.V.
|
Nov 12, 2024 Q3 2024 |
61,951
shares
|
$17.7 Million
0.28% of portfolio
|
Q3 2024
Added 2399.03%
|
|
|
Anchor Capital Advisors LLC
|
Oct 31, 2024 Q3 2024 |
61,409
shares
|
$17.5 Million
0.47% of portfolio
|
Q3 2024
Reduced 1.39%
|