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 |
|---|---|---|---|---|---|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
6,399
shares
|
$1.89 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Feb 13, 2025 Q4 2024 |
6,394
shares
|
$1.89 Million
0.1% of portfolio
|
Q4 2024
Reduced 5.87%
|
|
|
S&Co Inc
Boston, MA |
Feb 07, 2025 Q4 2024 |
6,386
shares
|
$1.89 Million
0.13% of portfolio
|
Q4 2022
Added 1.37%
|
|
|
Parisi Gray Wealth Management
|
Jan 13, 2025 Q4 2024 |
6,367
shares
|
$1.88 Million
0.61% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 23, 2025 Q4 2024 |
6,330
shares
|
$1.87 Million
1.03% of portfolio
|
Q4 2024
Added 6.49%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
6,279
shares
|
$1.86 Million
0.11% of portfolio
|
Q4 2024
Reduced 13.89%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
6,272
shares
|
$1.85 Million
0.64% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
6,215
shares
|
$1.84 Million
0.05% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
6,211
shares
|
$1.84 Million
0.16% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
6,202
shares
|
$1.83 Million
0.07% of portfolio
|
Q4 2024
Added 5.31%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
6,197
shares
|
$1.83 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
6,167
shares
|
$1.82 Million
0.04% of portfolio
|
Q4 2024
Added 8.75%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
6,164
shares
|
$1.82 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.22%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
6,164
shares
|
$1.82 Million
0.1% of portfolio
|
Q4 2024
Reduced 96.2%
|
|
|
Abundance Wealth Counselors
|
Jan 24, 2025 Q4 2024 |
6,139
shares
|
$1.81 Million
0.4% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
6,129
shares
|
$1.81 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
6,119
shares
|
$1.81 Million
0.04% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
6,096
shares
|
$1.8 Million
0.07% of portfolio
|
Q3 2022
Added 0.18%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
6,059
shares
|
$1.79 Million
0.06% of portfolio
|
Q4 2024
Added 57.7%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
6,057
shares
|
$1.79 Million
0.05% of portfolio
|
Q4 2024
Added 27.11%
|
|
|
Weil Company, Inc.
|
Feb 04, 2025 Q4 2024 |
6,035
shares
|
$1.78 Million
0.67% of portfolio
|
Q1 2024
Added 0.58%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
6,019
shares
|
$1.78 Million
0.06% of portfolio
|
Q4 2024
Added 17.1%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Feb 05, 2025 Q4 2024 |
6,019
shares
|
$1.78 Million
0.56% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
6,009
shares
|
$1.78 Million
0.03% of portfolio
|
Q4 2024
Reduced 11.32%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
6,008
shares
|
$1.78 Million
0.47% of portfolio
|
Q4 2024
Reduced 2.26%
|