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 |
|---|---|---|---|---|---|
|
Unison Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
34,004
shares
|
$9.71 Million
4.38% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
33,952
shares
|
$9.69 Million
0.22% of portfolio
|
Q3 2024
Added 12.2%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
33,894
shares
|
$9.68 Million
0.63% of portfolio
|
Q3 2022
Added 0.29%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
33,623
shares
|
$9.6 Million
0.15% of portfolio
|
Q3 2024
Added 31.82%
|
|
|
Pacific Global Investment Management CO
|
Nov 13, 2024 Q3 2024 |
33,460
shares
|
$9.55 Million
1.71% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
33,270
shares
|
$9.5 Million
0.61% of portfolio
|
Q3 2024
Added 1240.45%
|
|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Oct 24, 2024 Q3 2024 |
33,270
shares
|
$9.5 Million
2.8% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
2 Xideas Ag
Pfaffikon, V8 |
Nov 13, 2024 Q3 2024 |
33,208
shares
|
$9.48 Million
1.32% of portfolio
|
Q3 2024
Reduced 32.62%
|
|
|
Stokes Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
33,158
shares
|
$9.47 Million
2.35% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
33,113
shares
|
$9.46 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
33,036
shares
|
$9.43 Million
0.02% of portfolio
|
Q3 2022
Added 0.12%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
32,859
shares
|
$9.38 Million
0.07% of portfolio
|
Q3 2024
Reduced 6.12%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
32,748
shares
|
$9.35 Million
0.78% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
1 St Source Bank
|
Aug 08, 2024 Q2 2024 |
32,667
shares
|
$9.33 Million
0.44% of portfolio
|
Q2 2024
Reduced 1.51%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
32,485
shares
|
$9.28 Million
0.23% of portfolio
|
Q3 2024
Reduced 49.08%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
32,415
shares
|
$9.26 Million
0.08% of portfolio
|
Q2 2024
Added 2.04%
|
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
32,351
shares
|
$9.24 Million
0.19% of portfolio
|
Q3 2024
Reduced 26.9%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
32,323
shares
|
$9.23 Million
0.36% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Lb Partners LLC
Charlottesville, VA |
Oct 21, 2024 Q3 2024 |
32,000
shares
|
$9.14 Million
7.54% of portfolio
|
Q1 2024
Reduced 20.0%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
31,936
shares
|
$9.12 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
31,884
shares
|
$9.1 Million
0.11% of portfolio
|
Q3 2024
Added 14.16%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 08, 2024 Q3 2024 |
31,800
shares
|
$9.08 Million
0.34% of portfolio
|
Q2 2024
Reduced 8.09%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 10, 2024 Q3 2024 |
31,747
shares
|
$9.07 Million
2.95% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Louisiana State Employees Retirement System
|
Oct 23, 2024 Q3 2024 |
31,600
shares
|
$9.02 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Nov 04, 2024 Q3 2024 |
31,600
shares
|
$9.02 Million
1.04% of portfolio
|
Q1 2023
Reduced 12.47%
|