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 |
|---|---|---|---|---|---|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
9,991
shares
|
$2.95 Million
0.04% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Feb 06, 2025 Q4 2024 |
9,978
shares
|
$2.95 Million
0.29% of portfolio
|
Q4 2024
Added 5.98%
|
|
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
Jan 10, 2025 Q3 2024 |
9,968
shares
|
$2.95 Million
1.0% of portfolio
|
Q1 2024
Added 24.6%
|
|
|
Efg Asset Management (North America) Corp.
|
Feb 11, 2025 Q4 2024 |
9,950
shares
|
$2.94 Million
0.42% of portfolio
|
Q4 2024
Added 8.73%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
9,929
shares
|
$2.93 Million
2.02% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Focus Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
9,886
shares
|
$2.92 Million
1.72% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
9,843
shares
|
$2.91 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Feb 10, 2025 Q4 2024 |
9,836
shares
|
$2.91 Million
0.11% of portfolio
|
Q4 2024
Reduced 20.42%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
9,823
shares
|
$2.9 Million
0.11% of portfolio
|
Q4 2024
Added 23.11%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Feb 10, 2025 Q4 2024 |
9,820
shares
|
$2.9 Million
2.17% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Knuff & CO LLC
Foster City, CA |
Feb 07, 2025 Q4 2024 |
9,817
shares
|
$2.9 Million
0.9% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Inlet Private Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
9,795
shares
|
$2.89 Million
0.81% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Xcel Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
9,793
shares
|
$2.89 Million
0.82% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Hodges Capital Management Inc.
|
Jan 24, 2025 Q4 2024 |
9,761
shares
|
$2.88 Million
0.19% of portfolio
|
Q4 2024
Reduced 27.19%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
9,696
shares
|
$2.87 Million
0.14% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
9,687
shares
|
$2.86 Million
0.08% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
9,679
shares
|
$2.86 Million
0.39% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
9,668
shares
|
$2.86 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
9,658
shares
|
$2.85 Million
0.11% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
9,658
shares
|
$2.85 Million
0.28% of portfolio
|
Q4 2024
Reduced 11.86%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
9,656
shares
|
$2.85 Million
0.07% of portfolio
|
Q4 2024
Reduced 6.24%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
9,652
shares
|
$2.85 Million
0.61% of portfolio
|
Q4 2024
Reduced 16.69%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
9,650
shares
|
$2.85 Million
2.21% of portfolio
|
Q4 2021
New holding
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
9,619
shares
|
$2.84 Million
0.08% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Feb 05, 2025 Q4 2024 |
9,563
shares
|
$2.83 Million
0.72% of portfolio
|
Q4 2024
Reduced 0.95%
|