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 |
|---|---|---|---|---|---|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
5,275
shares
|
$1.56 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
5,273
shares
|
$1.56 Million
1.26% of portfolio
|
Q3 2023
Added 0.02%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,269
shares
|
$1.56 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
5,252
shares
|
$1.55 Million
0.03% of portfolio
|
Q4 2024
Added 12.27%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
5,241
shares
|
$1.55 Million
0.06% of portfolio
|
Q3 2022
Reduced 3.59%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
5,224
shares
|
$1.54 Million
1.37% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
5,224
shares
|
$1.54 Million
0.18% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
5,220
shares
|
$1.54 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Woodstock Corp
|
Jan 15, 2025 Q4 2024 |
5,215
shares
|
$1.54 Million
0.15% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
5,206
shares
|
$1.54 Million
0.83% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Factorial Partners, LLC
|
Feb 05, 2025 Q4 2024 |
5,200
shares
|
$1.54 Million
0.98% of portfolio
|
Q3 2023
Added 62.5%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
5,196
shares
|
$1.54 Million
0.4% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Vectors Research Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
5,189
shares
|
$1.53 Million
0.53% of portfolio
|
Q2 2024
Reduced 1.89%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
5,176
shares
|
$1.53 Million
0.24% of portfolio
|
Q3 2022
Reduced 5.58%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
5,172
shares
|
$1.53 Million
0.06% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Pecaut & Co.
|
Feb 11, 2025 Q4 2024 |
5,169
shares
|
$1.53 Million
0.55% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
5,158
shares
|
$1.52 Million
0.41% of portfolio
|
Q4 2024
Added 15.31%
|
|
|
Axs Investments LLC
Port Chester, NY |
Feb 10, 2025 Q4 2024 |
5,150
shares
|
$1.52 Million
0.47% of portfolio
|
Q4 2024
Reduced 10.22%
|
|
|
Legacy Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
5,146
shares
|
$1.52 Million
0.16% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Profit Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,142
shares
|
$1.52 Million
1.21% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
5,139
shares
|
$1.52 Million
0.04% of portfolio
|
Q4 2024
Added 7.04%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
5,128
shares
|
$1.52 Million
0.56% of portfolio
|
Q4 2023
New holding
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
5,112
shares
|
$1.51 Million
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
5,109
shares
|
$1.51 Million
0.11% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
5,105
shares
|
$1.51 Million
0.16% of portfolio
|
Q4 2024
Reduced 6.48%
|