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 |
|---|---|---|---|---|---|
|
Legacy Trust
Grand Rapids, MI |
Oct 29, 2024 Q3 2024 |
31,548
shares
|
$9.01 Million
1.97% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
31,452
shares
|
$8.98 Million
0.17% of portfolio
|
Q3 2024
Added 85.86%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
31,430
shares
|
$8.97 Million
1.53% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
31,361
shares
|
$8.96 Million
0.58% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
|
L1 Capital International Pty LTD
Sydney Nsw 2000, C3 |
Nov 14, 2024 Q3 2024 |
31,241
shares
|
$8.92 Million
2.68% of portfolio
|
Q3 2024
Added 46.73%
|
|
|
Securian Asset Management, Inc
|
Nov 13, 2024 Q3 2024 |
31,062
shares
|
$8.87 Million
0.25% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Polar Capital Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
30,843
shares
|
$8.81 Million
0.05% of portfolio
|
Q3 2024
Reduced 27.85%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Nov 06, 2024 Q3 2024 |
30,708
shares
|
$8.77 Million
3.37% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
30,608
shares
|
$8.74 Million
0.22% of portfolio
|
Q3 2024
Added 81.05%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
30,577
shares
|
$8.73 Million
0.86% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
30,492
shares
|
$8.71 Million
0.01% of portfolio
|
Q4 2023
Reduced 2.49%
|
|
|
Dcm Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
30,330
shares
|
$8.66 Million
4.17% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
30,270
shares
|
$8.64 Million
0.49% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Pavion Blue Capital, LLC
|
Oct 23, 2024 Q3 2024 |
30,189
shares
|
$8.62 Million
3.87% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
30,037
shares
|
$8.58 Million
0.06% of portfolio
|
Q3 2024
Reduced 17.01%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
30,032
shares
|
$8.58 Million
1.8% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
29,946
shares
|
$8.55 Million
0.92% of portfolio
|
Q2 2024
Reduced 2.09%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
29,905
shares
|
$8.54 Million
0.34% of portfolio
|
Q3 2024
Reduced 56.01%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
29,873
shares
|
$8.53 Million
0.12% of portfolio
|
Q3 2024
Reduced 7.81%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
29,748
shares
|
$8.49 Million
0.19% of portfolio
|
Q3 2024
Reduced 9.7%
|
|
|
Mirabaud Asset Management LTD
London, X0 |
Nov 13, 2024 Q3 2024 |
29,661
shares
|
$8.47 Million
3.32% of portfolio
|
Q2 2024
Added 25.38%
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
29,575
shares
|
$8.45 Million
1.01% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
29,502
shares
|
$8.42 Million
0.49% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Fcf Advisors LLC
|
Oct 08, 2024 Q3 2024 |
29,481
shares
|
$8.42 Million
1.89% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Amica Mutual Insurance CO
|
Nov 12, 2024 Q3 2024 |
29,343
shares
|
$8.38 Million
0.77% of portfolio
|
Q3 2024
Reduced 17.99%
|