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 2,908 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 $174 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Townsend & Associates, Inc
|
Feb 03, 2025 Q4 2024 |
12,724
shares
|
$3.76 Million
0.41% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
12,699
shares
|
$3.75 Million
0.13% of portfolio
|
Q2 2022
Added 4.6%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Feb 12, 2025 Q4 2024 |
12,697
shares
|
$3.75 Million
0.08% of portfolio
|
Q4 2024
Reduced 10.27%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
12,664
shares
|
$3.74 Million
0.46% of portfolio
|
Q4 2024
Reduced 81.67%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jan 23, 2025 Q4 2024 |
12,632
shares
|
$3.73 Million
1.49% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
12,631
shares
|
$3.73 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
Feb 11, 2025 Q4 2024 |
12,535
shares
|
$3.7 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Constitution Capital LLC
Shelton, CT |
Jan 15, 2025 Q4 2024 |
12,400
shares
|
$3.66 Million
2.07% of portfolio
|
Q4 2024
Added 19.81%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Feb 14, 2025 Q4 2024 |
12,283
shares
|
$3.63 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Feb 10, 2025 Q4 2024 |
12,267
shares
|
$3.62 Million
1.12% of portfolio
|
Q4 2024
Added 6.36%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
12,241
shares
|
$3.62 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
12,226
shares
|
$3.61 Million
0.14% of portfolio
|
Q3 2022
Reduced 4.68%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
12,207
shares
|
$3.61 Million
0.2% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
12,194
shares
|
$3.6 Million
0.36% of portfolio
|
Q4 2024
Reduced 11.97%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
12,174
shares
|
$3.6 Million
0.27% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Herbst Group, LLC
Westport, CT |
Jan 15, 2025 Q4 2024 |
12,136
shares
|
$3.59 Million
2.33% of portfolio
|
Q4 2024
Reduced 13.57%
|
|
|
Ostrum Asset Management
Paris, I0 |
Feb 13, 2025 Q4 2024 |
12,075
shares
|
$3.57 Million
0.31% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
12,017
shares
|
$3.55 Million
2.5% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Independent Investors Inc
|
Jan 27, 2025 Q4 2024 |
12,000
shares
|
$3.55 Million
0.71% of portfolio
|
Q2 2022
Reduced 20.0%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
12,000
shares
|
$3.55 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
11,966
shares
|
$3.54 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
11,963
shares
|
$3.53 Million
0.15% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
11,956
shares
|
$3.53 Million
0.38% of portfolio
|
Q4 2024
Reduced 6.45%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
11,921
shares
|
$3.52 Million
0.07% of portfolio
|
Q2 2020
Reduced 5.99%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
11,906
shares
|
$3.52 Million
0.01% of portfolio
|
Q4 2022
Reduced 3.59%
|