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 |
|---|---|---|---|---|---|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
7,737
shares
|
$2.29 Million
0.57% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Taylor Frigon Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
7,698
shares
|
$2.27 Million
1.16% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
7,666
shares
|
$2.27 Million
0.24% of portfolio
|
Q4 2024
Added 7.38%
|
|
|
Pitcairn CO
Jenkintown, PA |
Feb 12, 2025 Q4 2024 |
7,635
shares
|
$2.26 Million
0.14% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
7,633
shares
|
$2.26 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Red Cedar Investment Management, LLC
|
Jan 30, 2025 Q4 2024 |
7,628
shares
|
$2.25 Million
0.29% of portfolio
|
Q4 2024
Added 11.59%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
7,600
shares
|
$2.25 Million
0.67% of portfolio
|
Q2 2024
Added 2.58%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
7,588
shares
|
$2.24 Million
0.07% of portfolio
|
Q4 2024
Added 5.42%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jan 23, 2025 Q4 2024 |
7,558
shares
|
$2.23 Million
1.66% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Palisade Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
7,527
shares
|
$2.22 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
7,526
shares
|
$2.22 Million
0.67% of portfolio
|
Q4 2024
Added 8.01%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Feb 13, 2025 Q4 2024 |
7,521
shares
|
$2.22 Million
0.45% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
7,515
shares
|
$2.22 Million
0.85% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
7,449
shares
|
$2.2 Million
0.08% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
7,445
shares
|
$2.2 Million
0.11% of portfolio
|
Q4 2024
Reduced 13.65%
|
|
|
Bank Ozk
|
Feb 05, 2025 Q4 2024 |
7,443
shares
|
$2.2 Million
0.96% of portfolio
|
Q4 2024
Added 11.72%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Feb 05, 2025 Q4 2024 |
7,436
shares
|
$2.2 Million
0.19% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
7,427
shares
|
$2.19 Million
0.07% of portfolio
|
Q2 2024
Added 8.95%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
7,419
shares
|
$2.19 Million
1.02% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
7,413
shares
|
$2.19 Million
0.81% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
7,410
shares
|
$2.19 Million
0.77% of portfolio
|
Q2 2023
Reduced 0.58%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
7,389
shares
|
$2.18 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
7,370
shares
|
$2.18 Million
1.25% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
7,368
shares
|
$2.18 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Excalibur Management Corp
|
Feb 11, 2025 Q4 2024 |
7,354
shares
|
$2.17 Million
0.87% of portfolio
|
Q4 2024
Reduced 3.72%
|