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 |
|---|---|---|---|---|---|
|
New England Asset Management Inc
Farmington, CT |
Feb 14, 2025 Q4 2024 |
11,880
shares
|
$3.51 Million
0.64% of portfolio
|
Q4 2024
Reduced 17.56%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jan 13, 2025 Q4 2024 |
11,841
shares
|
$3.5 Million
0.52% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
11,763
shares
|
$3.48 Million
2.3% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
11,755
shares
|
$3.47 Million
0.57% of portfolio
|
Q4 2024
Added 19.32%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
11,742
shares
|
$3.47 Million
0.28% of portfolio
|
Q4 2024
Reduced 25.71%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Jan 29, 2025 Q4 2024 |
11,730
shares
|
$3.47 Million
0.72% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 13, 2025 Q4 2024 |
11,696
shares
|
$3.46 Million
0.46% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jan 23, 2025 Q4 2024 |
11,659
shares
|
$3.45 Million
0.64% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
11,651
shares
|
$3.44 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
11,638
shares
|
$3.44 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Ahl Investment Management, Inc.
|
Jan 16, 2025 Q4 2024 |
11,636
shares
|
$3.44 Million
2.42% of portfolio
|
Q4 2024
Reduced 5.44%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Feb 10, 2025 Q4 2024 |
11,616
shares
|
$3.43 Million
0.16% of portfolio
|
Q4 2024
Added 140.8%
|
|
|
Lindsell Train LTD
London, X0 |
Jan 21, 2025 Q4 2024 |
11,600
shares
|
$3.43 Million
0.1% of portfolio
|
Q2 2020
New holding
|
|
|
Arcus Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
11,583
shares
|
$3.42 Million
1.32% of portfolio
|
Q3 2021
Reduced 14.46%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jan 28, 2025 Q4 2024 |
11,576
shares
|
$3.42 Million
1.24% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Bull Street Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
11,550
shares
|
$3.41 Million
1.65% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
11,548
shares
|
$3.41 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Aristotle Capital Management, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
11,530
shares
|
$3.41 Million
0.01% of portfolio
|
Q3 2022
Reduced 0.74%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Feb 13, 2025 Q4 2024 |
11,470
shares
|
$3.39 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
11,402
shares
|
$3.37 Million
0.18% of portfolio
|
Q4 2024
Added 11.12%
|
|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
11,400
shares
|
$3.37 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
11,355
shares
|
$3.36 Million
0.68% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
Sawyer & Company, Inc
|
Jan 14, 2025 Q4 2024 |
11,292
shares
|
$3.34 Million
1.24% of portfolio
|
Q4 2024
Reduced 9.28%
|
|
|
Private Wealth Partners, LLC
|
Jan 31, 2025 Q4 2024 |
11,283
shares
|
$3.33 Million
0.26% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
11,275
shares
|
$3.33 Million
0.03% of portfolio
|
Q4 2024
Added 13.91%
|