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 |
|---|---|---|---|---|---|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
8,607
shares
|
$2.54 Million
0.1% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
8,604
shares
|
$2.54 Million
0.22% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
8,601
shares
|
$2.54 Million
0.78% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
8,596
shares
|
$2.54 Million
0.11% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
8,585
shares
|
$2.54 Million
0.1% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
8,569
shares
|
$2.53 Million
0.06% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
8,538
shares
|
$2.52 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
8,516
shares
|
$2.52 Million
1.21% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
8,486
shares
|
$2.51 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Investors Asset Management Of Georgia Inc
|
Feb 03, 2025 Q4 2024 |
8,479
shares
|
$2.51 Million
1.25% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Pinnacle Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
8,464
shares
|
$2.5 Million
2.92% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
8,455
shares
|
$2.5 Million
0.11% of portfolio
|
Q3 2023
Reduced 0.65%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
8,436
shares
|
$2.49 Million
0.47% of portfolio
|
Q4 2024
Reduced 31.56%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
8,435
shares
|
$2.49 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
8,428
shares
|
$2.49 Million
0.22% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2025 Q4 2024 |
8,426
shares
|
$2.49 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
8,422
shares
|
$2.49 Million
1.3% of portfolio
|
Q2 2022
New holding
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
8,412
shares
|
$2.49 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Berkshire Bank
|
Jan 22, 2025 Q4 2024 |
8,404
shares
|
$2.48 Million
0.59% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Feb 10, 2025 Q4 2024 |
8,398
shares
|
$2.48 Million
0.96% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
8,378
shares
|
$2.48 Million
0.19% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
8,345
shares
|
$2.47 Million
0.16% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
8,331
shares
|
$2.46 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
8,304
shares
|
$2.45 Million
0.27% of portfolio
|
Q4 2024
Added 54.29%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
8,268
shares
|
$2.44 Million
0.18% of portfolio
|
Q4 2024
Reduced 7.48%
|