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 |
|---|---|---|---|---|---|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
53,955
shares
|
$15.4 Million
0.39% of portfolio
|
Q3 2024
Reduced 23.81%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 08, 2024 Q3 2024 |
53,190
shares
|
$15.2 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
53,128
shares
|
$15.2 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
53,022
shares
|
$15.1 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Oct 11, 2024 Q3 2024 |
52,622
shares
|
$15 Million
0.95% of portfolio
|
Q3 2024
Reduced 22.02%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
52,258
shares
|
$14.9 Million
0.43% of portfolio
|
Q3 2024
Reduced 6.69%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 07, 2024 Q3 2024 |
52,051
shares
|
$14.9 Million
3.55% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
51,886
shares
|
$14.8 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
51,367
shares
|
$14.7 Million
0.75% of portfolio
|
Q3 2024
Added 46.8%
|
|
|
Griffin Asset Management, Inc.
|
Oct 15, 2024 Q3 2024 |
51,285
shares
|
$14.6 Million
1.58% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Oct 07, 2024 Q3 2024 |
51,259
shares
|
$14.6 Million
2.38% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Narwhal Capital Management
|
Oct 22, 2024 Q3 2024 |
51,031
shares
|
$14.6 Million
1.26% of portfolio
|
Q3 2024
Reduced 7.21%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
50,740
shares
|
$14.5 Million
0.58% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 23, 2024 Q2 2024 |
50,419
shares
|
$14.4 Million
2.63% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
49,991
shares
|
$14.3 Million
0.14% of portfolio
|
Q2 2023
Added 3.35%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 04, 2024 Q3 2024 |
49,702
shares
|
$14.2 Million
2.73% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
49,474
shares
|
$14.1 Million
0.89% of portfolio
|
Q3 2024
Added 177.4%
|
|
|
Clifford Capital Partners LLC
Alpine, UT |
Nov 13, 2024 Q3 2024 |
49,455
shares
|
$14.1 Million
3.12% of portfolio
|
Q3 2024
Reduced 33.02%
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2024 Q3 2024 |
49,396
shares
|
$14.1 Million
2.4% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
49,021
shares
|
$14 Million
0.18% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Stanley Capital Management, LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
48,830
shares
|
$13.9 Million
2.82% of portfolio
|
Q1 2022
Added 8.92%
|
|
|
Sky Investment Group LLC
|
Oct 21, 2024 Q3 2024 |
48,804
shares
|
$13.9 Million
2.47% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
48,536
shares
|
$13.9 Million
1.46% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
48,222
shares
|
$13.8 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 28, 2024 Q3 2024 |
48,056
shares
|
$13.7 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.51%
|