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 |
|---|---|---|---|---|---|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
9,561
shares
|
$2.83 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
9,543
shares
|
$2.82 Million
0.03% of portfolio
|
Q4 2024
Added 22.17%
|
|
|
Sawgrass Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
9,495
shares
|
$2.81 Million
0.31% of portfolio
|
Q4 2024
Reduced 7.19%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Feb 14, 2025 Q4 2024 |
9,479
shares
|
$2.8 Million
1.69% of portfolio
|
Q4 2024
New holding
|
|
|
Tag Stone Capital, Inc.
|
Feb 11, 2025 Q4 2024 |
9,464
shares
|
$2.8 Million
1.41% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
9,446
shares
|
$2.79 Million
0.16% of portfolio
|
Q4 2024
Added 8.3%
|
|
|
Plimoth Trust CO LLC
|
Jan 23, 2025 Q4 2024 |
9,446
shares
|
$2.79 Million
0.73% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Feb 14, 2025 Q4 2024 |
9,417
shares
|
$2.78 Million
0.05% of portfolio
|
Q4 2024
Reduced 10.93%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
9,370
shares
|
$2.77 Million
0.37% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Qtron Investments LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
9,352
shares
|
$2.76 Million
0.4% of portfolio
|
Q4 2024
Reduced 11.8%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
9,331
shares
|
$2.76 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Feb 14, 2025 Q4 2024 |
9,328
shares
|
$2.76 Million
1.3% of portfolio
|
Q2 2023
Added 192.41%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
9,310
shares
|
$2.75 Million
0.29% of portfolio
|
Q3 2022
Reduced 2.46%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
9,310
shares
|
$2.75 Million
0.08% of portfolio
|
Q4 2024
Added 5.03%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
9,307
shares
|
$2.75 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
9,305
shares
|
$2.75 Million
0.14% of portfolio
|
Q1 2023
Added 26.68%
|
|
|
Carl P. Sherr & Co., LLC
|
Feb 03, 2025 Q4 2024 |
9,301
shares
|
$2.75 Million
1.47% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
9,230
shares
|
$2.73 Million
1.29% of portfolio
|
Q4 2024
Reduced 6.39%
|
|
|
Applied Capital Llc/Fl
Hollywood, FL |
Jan 21, 2025 Q4 2024 |
9,211
shares
|
$2.72 Million
2.12% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
9,198
shares
|
$2.72 Million
0.12% of portfolio
|
Q4 2024
Reduced 5.87%
|
|
|
Guardian Capital LP
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
9,188
shares
|
$2.71 Million
0.11% of portfolio
|
Q4 2024
Reduced 11.55%
|
|
|
Jackson Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
9,175
shares
|
$2.71 Million
0.43% of portfolio
|
Q4 2024
Added 9.16%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
9,100
shares
|
$2.69 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
9,072
shares
|
$2.68 Million
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Mengis Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
9,070
shares
|
$2.68 Million
0.56% of portfolio
|
Q2 2024
Reduced 7.51%
|