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 |
|---|---|---|---|---|---|
|
Inkwell Capital LLC
Miami, FL |
Feb 12, 2025 Q4 2024 |
6,851
shares
|
$2.02 Million
2.17% of portfolio
|
Q4 2024
New holding
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
6,829
shares
|
$2.02 Million
0.03% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
6,825
shares
|
$2.02 Million
1.14% of portfolio
|
Q3 2022
New holding
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
6,817
shares
|
$2.01 Million
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
6,813
shares
|
$2.01 Million
1.8% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
6,792
shares
|
$2.01 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Rb Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
6,791
shares
|
$2.01 Million
0.48% of portfolio
|
Q4 2024
Added 4.64%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
6,760
shares
|
$2 Million
0.27% of portfolio
|
Q3 2024
Reduced 6.14%
|
|
|
Argus Investors' Counsel, Inc.
|
Jan 27, 2025 Q4 2024 |
6,722
shares
|
$1.99 Million
1.39% of portfolio
|
Q4 2024
Reduced 6.06%
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
6,713
shares
|
$1.98 Million
1.49% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
6,696
shares
|
$1.98 Million
0.14% of portfolio
|
Q3 2023
Added 3.69%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Feb 18, 2025 Q4 2024 |
6,685
shares
|
$1.98 Million
0.19% of portfolio
|
Q3 2024
Reduced 11.64%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
6,656
shares
|
$1.97 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
6,634
shares
|
$1.96 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
6,625
shares
|
$1.96 Million
0.11% of portfolio
|
Q4 2024
Added 12.04%
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
6,605
shares
|
$1.95 Million
0.13% of portfolio
|
Q4 2024
Reduced 7.91%
|
|
|
Wbi Investments, Inc.
|
Feb 14, 2025 Q4 2024 |
6,566
shares
|
$1.94 Million
0.51% of portfolio
|
Q4 2024
Added 52.34%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
6,555
shares
|
$1.94 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
6,553
shares
|
$1.94 Million
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
6,537
shares
|
$1.93 Million
0.16% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
6,498
shares
|
$1.92 Million
0.31% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
6,481
shares
|
$1.92 Million
0.06% of portfolio
|
Q4 2024
Added 24.44%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
6,481
shares
|
$1.92 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
6,465
shares
|
$1.91 Million
0.02% of portfolio
|
Q4 2024
Reduced 38.06%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
6,451
shares
|
$1.91 Million
0.1% of portfolio
|
Q4 2024
Added 20.85%
|