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 |
|---|---|---|---|---|---|
|
Penn Davis Mcfarland Inc
|
Jan 16, 2025 Q4 2024 |
10,602
shares
|
$3.13 Million
0.36% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Connable Office Inc
|
Feb 05, 2025 Q4 2024 |
10,594
shares
|
$3.13 Million
0.33% of portfolio
|
Q4 2024
Reduced 15.96%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
10,579
shares
|
$3.13 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Valueworks LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
10,577
shares
|
$3.13 Million
1.17% of portfolio
|
Q4 2024
Reduced 7.51%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Feb 14, 2025 Q4 2024 |
10,553
shares
|
$3.12 Million
1.29% of portfolio
|
Q4 2024
New holding
|
|
|
Vestcor Inc
Fredericton, A3 |
Feb 10, 2025 Q4 2024 |
10,550
shares
|
$3.12 Million
0.1% of portfolio
|
Q4 2024
Reduced 5.87%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
10,546
shares
|
$3.12 Million
0.26% of portfolio
|
Q3 2024
Added 1054500.0%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
10,522
shares
|
$3.11 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
10,480
shares
|
$3.1 Million
1.03% of portfolio
|
Q2 2022
Reduced 14.76%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
10,440
shares
|
$3.08 Million
1.14% of portfolio
|
Q4 2024
Reduced 17.96%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
10,424
shares
|
$3.08 Million
1.44% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Gfg Capital, LLC
|
Jan 30, 2025 Q4 2024 |
10,407
shares
|
$3.08 Million
0.82% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
10,349
shares
|
$3.06 Million
0.12% of portfolio
|
Q4 2024
Added 56.57%
|
|
|
Northstar Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
10,332
shares
|
$3.05 Million
1.57% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
10,312
shares
|
$3.05 Million
0.08% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
10,267
shares
|
$3.03 Million
0.27% of portfolio
|
Q4 2024
Reduced 25.92%
|
|
|
Sciencast Management LP
|
Feb 11, 2025 Q4 2024 |
10,252
shares
|
$3.03 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
10,210
shares
|
$3.02 Million
0.34% of portfolio
|
Q4 2024
Reduced 15.26%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
10,165
shares
|
$3 Million
0.31% of portfolio
|
Q4 2024
Reduced 14.75%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
10,121
shares
|
$2.99 Million
0.01% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
Feb 13, 2025 Q4 2024 |
10,070
shares
|
$2.98 Million
1.79% of portfolio
|
Q3 2023
New holding
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
10,053
shares
|
$2.97 Million
0.11% of portfolio
|
Q4 2022
Reduced 0.49%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
10,031
shares
|
$2.96 Million
0.38% of portfolio
|
Q4 2024
Added 16.26%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jan 22, 2025 Q4 2024 |
10,014
shares
|
$2.96 Million
1.34% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Feb 11, 2025 Q4 2024 |
10,005
shares
|
$2.96 Million
0.27% of portfolio
|
Q4 2024
Added 2.48%
|