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 |
|---|---|---|---|---|---|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
5,684
shares
|
$1.68 Million
0.07% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
5,679
shares
|
$1.68 Million
0.09% of portfolio
|
Q4 2024
Reduced 9.12%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
5,678
shares
|
$1.68 Million
0.21% of portfolio
|
Q1 2021
Reduced 32.63%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
5,677
shares
|
$1.68 Million
0.17% of portfolio
|
Q4 2022
Reduced 4.88%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
5,666
shares
|
$1.67 Million
0.07% of portfolio
|
Q4 2024
Added 12.89%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
5,659
shares
|
$1.67 Million
1.32% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
5,652
shares
|
$1.67 Million
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
5,648
shares
|
$1.67 Million
0.08% of portfolio
|
Q4 2024
Reduced 9.62%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
5,639
shares
|
$1.67 Million
0.18% of portfolio
|
Q4 2024
Added 41.54%
|
|
|
Advisory Research Inc
Chicago, IL |
Feb 13, 2025 Q4 2024 |
5,628
shares
|
$1.66 Million
0.3% of portfolio
|
Q4 2024
Reduced 13.11%
|
|
|
Myriad Asset Management Us LP
|
Jan 30, 2025 Q4 2024 |
5,626
shares
|
$1.66 Million
1.16% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
5,599
shares
|
$1.65 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
Twin Capital Management Inc
|
Feb 13, 2025 Q4 2024 |
5,598
shares
|
$1.65 Million
0.19% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Jan 31, 2025 Q4 2024 |
5,580
shares
|
$1.65 Million
0.54% of portfolio
|
Q4 2023
Reduced 1.4%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
5,558
shares
|
$1.64 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
5,555
shares
|
$1.64 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
5,536
shares
|
$1.64 Million
0.74% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
5,534
shares
|
$1.64 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Transatlantique Private Wealth LLC
|
Feb 14, 2025 Q4 2024 |
5,533
shares
|
$1.63 Million
0.66% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
5,529
shares
|
$1.63 Million
0.03% of portfolio
|
Q4 2024
Reduced 8.69%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
5,523
shares
|
$1.63 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
5,517
shares
|
$1.63 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
5,513
shares
|
$1.63 Million
0.62% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Feb 14, 2025 Q4 2024 |
5,513
shares
|
$1.63 Million
0.43% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Krs Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
5,507
shares
|
$1.63 Million
1.17% of portfolio
|
Q4 2024
Reduced 0.25%
|