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 2,907 institutions that hold shares in the stock, with a total of 588 Million shares, which have been reported (via 13F filing form) to have a value of $167 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
20,427
shares
|
$5.79 Million
2.5% of portfolio
|
Q1 2024
Added 0.99%
|
|
|
Patton Fund Management, Inc.
|
Jan 22, 2025 Q4 2024 |
20,370
shares
|
$5.77 Million
1.2% of portfolio
|
Q4 2024
New holding
|
|
|
Empirical Finance, LLC
|
Jan 28, 2025 Q4 2024 |
20,145
shares
|
$5.71 Million
0.35% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Generali Powszechne Towarzystwo Emerytalne
Warsaw, R9 |
Feb 13, 2025 Q4 2024 |
20,118
shares
|
$5.7 Million
2.0% of portfolio
|
Q1 2022
Added 6.44%
|
|
|
Dje Kapital Ag
82049 Pullach, 2M |
Feb 06, 2025 Q4 2024 |
20,000
shares
|
$5.67 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
La Fleur & Godfrey LLC
|
Feb 06, 2025 Q4 2024 |
19,914
shares
|
$5.65 Million
0.82% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
19,906
shares
|
$5.64 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
19,895
shares
|
$5.64 Million
0.03% of portfolio
|
Q4 2024
Added 325.2%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
19,825
shares
|
$5.62 Million
0.28% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Karani Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
19,748
shares
|
$5.6 Million
5.48% of portfolio
|
Q4 2024
Added 40.31%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
19,704
shares
|
$5.59 Million
0.38% of portfolio
|
Q4 2024
Added 7.94%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
19,533
shares
|
$5.54 Million
0.07% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Bdf Gestion
Paris, I0 |
Jan 17, 2025 Q4 2024 |
19,515
shares
|
$5.53 Million
0.53% of portfolio
|
Q4 2024
Reduced 11.5%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
19,512
shares
|
$5.53 Million
0.19% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Capital International, Inc.
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
19,503
shares
|
$5.53 Million
0.07% of portfolio
|
Q4 2024
Added 37.11%
|
|
|
Lgt Group Foundation
|
Feb 06, 2025 Q4 2024 |
19,353
shares
|
$5.49 Million
0.09% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Jlb & Associates Inc
|
Feb 03, 2025 Q4 2024 |
19,123
shares
|
$5.42 Million
0.83% of portfolio
|
Q4 2024
Reduced 3.97%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
19,091
shares
|
$5.41 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
F
|
Feb 13, 2025 Q4 2024 |
19,045
shares
|
$5.4 Million
0.25% of portfolio
|
Q4 2024
Added 8.28%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
19,029
shares
|
$5.39 Million
0.67% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
18,982
shares
|
$5.38 Million
1.81% of portfolio
|
Q4 2024
Added 17.49%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
18,972
shares
|
$5.38 Million
0.39% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
18,921
shares
|
$5.36 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
18,905
shares
|
$5.36 Million
0.19% of portfolio
|
Q4 2024
Reduced 8.65%
|
|
|
Hi Line Capital Management, LLC
Watertown, SD |
Feb 04, 2025 Q4 2024 |
18,887
shares
|
$5.35 Million
3.07% of portfolio
|
Q4 2024
Reduced 12.22%
|