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 |
|---|---|---|---|---|---|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
38,320
shares
|
$10.9 Million
0.38% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Jacobs & CO
|
Oct 01, 2024 Q3 2024 |
38,312
shares
|
$10.9 Million
1.04% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
38,160
shares
|
$10.9 Million
0.02% of portfolio
|
Q2 2023
Added 2.48%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Oct 09, 2024 Q3 2024 |
37,786
shares
|
$10.8 Million
0.27% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
37,753
shares
|
$10.8 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
37,649
shares
|
$10.8 Million
0.15% of portfolio
|
Q3 2024
Added 326.28%
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
37,424
shares
|
$10.7 Million
0.59% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Gunderson Capital Management Inc.
|
Oct 08, 2024 Q3 2024 |
37,087
shares
|
$10.6 Million
4.26% of portfolio
|
Q3 2024
Added 87.88%
|
|
|
Mizuho Securities Usa LLC
|
Nov 12, 2024 Q3 2024 |
36,418
shares
|
$10.4 Million
0.24% of portfolio
|
Q3 2024
Reduced 12.79%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
36,411
shares
|
$10.4 Million
0.13% of portfolio
|
Q3 2024
Added 22.92%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
36,391
shares
|
$10.4 Million
0.8% of portfolio
|
Q2 2024
Reduced 1.66%
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
Oct 01, 2024 Q3 2024 |
36,093
shares
|
$10.3 Million
3.24% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
35,857
shares
|
$10.2 Million
1.85% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
35,433
shares
|
$10.1 Million
1.94% of portfolio
|
Q1 2024
Reduced 1.86%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
35,372
shares
|
$10.1 Million
0.21% of portfolio
|
Q3 2023
Added 17.17%
|
|
|
Hartford Investment Management CO
|
Oct 22, 2024 Q3 2024 |
35,346
shares
|
$10.1 Million
0.32% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Winslow Asset Management Inc
|
Nov 04, 2024 Q3 2024 |
35,085
shares
|
$10 Million
1.76% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Banyan Capital Management, Inc.
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
34,958
shares
|
$9.98 Million
6.74% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 01, 2024 Q3 2024 |
34,924
shares
|
$9.97 Million
0.03% of portfolio
|
Q3 2024
Added 18.14%
|
|
|
Seizert Capital Partners, LLC
|
Nov 06, 2024 Q3 2024 |
34,883
shares
|
$9.96 Million
0.44% of portfolio
|
Q3 2024
Reduced 9.33%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2024 Q3 2024 |
34,785
shares
|
$9.93 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
34,724
shares
|
$9.92 Million
0.7% of portfolio
|
Q3 2024
Added 5.91%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 08, 2024 Q3 2024 |
34,635
shares
|
$9.89 Million
0.79% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Meyer Handelman CO
|
Oct 10, 2024 Q3 2024 |
34,509
shares
|
$9.85 Million
0.32% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 14, 2024 Q3 2024 |
34,207
shares
|
$9.77 Million
1.28% of portfolio
|
Q3 2024
Reduced 0.09%
|