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 |
|---|---|---|---|---|---|
|
Wealth Trust Axiom LLC
|
Feb 13, 2025 Q4 2024 |
5,083
shares
|
$1.5 Million
0.46% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
5,074
shares
|
$1.5 Million
0.12% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Bradyco, Inc.
Cambridge, MA |
Feb 06, 2025 Q4 2024 |
5,074
shares
|
$1.5 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
5,063
shares
|
$1.5 Million
0.47% of portfolio
|
Q4 2024
Reduced 7.34%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
5,060
shares
|
$1.5 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Feb 13, 2025 Q4 2024 |
5,056
shares
|
$1.49 Million
0.57% of portfolio
|
Q4 2024
Added 12.93%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
5,016
shares
|
$1.48 Million
0.47% of portfolio
|
Q3 2021
Reduced 0.5%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
5,007
shares
|
$1.48 Million
0.03% of portfolio
|
Q4 2023
Reduced 24.77%
|
|
|
Spirit Of America Management Corp
|
Jan 27, 2025 Q4 2024 |
5,000
shares
|
$1.48 Million
0.31% of portfolio
|
Q1 2022
Reduced 26.47%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
4,995
shares
|
$1.48 Million
0.05% of portfolio
|
Q4 2024
Added 7.47%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Feb 24, 2025 Q4 2024 |
4,986
shares
|
$1.47 Million
0.1% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
4,939
shares
|
$1.46 Million
0.19% of portfolio
|
Q2 2022
Reduced 3.52%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
4,932
shares
|
$1.46 Million
0.18% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Rnc Capital Management LLC
|
Jan 27, 2025 Q4 2024 |
4,931
shares
|
$1.46 Million
0.08% of portfolio
|
Q4 2024
Reduced 9.16%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
4,931
shares
|
$1.46 Million
0.04% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
4,924
shares
|
$1.45 Million
0.05% of portfolio
|
Q4 2024
Added 21.76%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Feb 05, 2025 Q4 2024 |
4,916
shares
|
$1.45 Million
0.15% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
4,898
shares
|
$1.45 Million
0.1% of portfolio
|
Q2 2023
Added 157.11%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
4,891
shares
|
$1.45 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
4,883
shares
|
$1.44 Million
0.05% of portfolio
|
Q4 2024
Added 16.87%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
4,878
shares
|
$1.44 Million
1.32% of portfolio
|
Q4 2024
New holding
|
|
|
Hall Capital Management CO Inc
|
Feb 24, 2025 Q4 2024 |
4,877
shares
|
$1.44 Million
0.68% of portfolio
|
Q4 2024
Reduced 13.62%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
4,836
shares
|
$1.43 Million
0.05% of portfolio
|
Q4 2024
Reduced 39.49%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
4,827
shares
|
$1.43 Million
0.43% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Beaumont Asset Management, L.L.C.
|
Jan 28, 2025 Q4 2024 |
4,821
shares
|
$1.42 Million
0.85% of portfolio
|
Q4 2024
Reduced 1.71%
|