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 |
|---|---|---|---|---|---|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
4,798
shares
|
$1.42 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
4,785
shares
|
$1.41 Million
0.97% of portfolio
|
Q1 2024
Added 11.75%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jan 24, 2025 Q4 2024 |
4,742
shares
|
$1.4 Million
1.16% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Feb 13, 2025 Q4 2024 |
4,739
shares
|
$1.4 Million
0.54% of portfolio
|
Q4 2024
Reduced 35.26%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
4,702
shares
|
$1.39 Million
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
4,700
shares
|
$1.39 Million
0.13% of portfolio
|
Q2 2023
Reduced 0.25%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
4,685
shares
|
$1.38 Million
0.1% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
4,671
shares
|
$1.38 Million
0.05% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
4,651
shares
|
$1.37 Million
0.06% of portfolio
|
Q4 2024
Reduced 6.36%
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
4,649
shares
|
$1.37 Million
0.35% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
4,644
shares
|
$1.37 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Baldwin Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
4,637
shares
|
$1.37 Million
0.38% of portfolio
|
Q4 2024
Added 10.14%
|
|
|
Barden Capital Management, Inc.
|
Feb 06, 2025 Q4 2024 |
4,635
shares
|
$1.37 Million
1.18% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
4,634
shares
|
$1.37 Million
0.32% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
4,630
shares
|
$1.37 Million
0.11% of portfolio
|
Q4 2024
Added 26.02%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
4,627
shares
|
$1.37 Million
0.12% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
4,621
shares
|
$1.37 Million
0.36% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
4,612
shares
|
$1.36 Million
0.1% of portfolio
|
Q3 2024
Reduced 6.85%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jan 16, 2025 Q4 2024 |
4,603
shares
|
$1.36 Million
0.4% of portfolio
|
Q3 2024
Added 18.03%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
4,601
shares
|
$1.36 Million
0.02% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
4,600
shares
|
$1.36 Million
0.65% of portfolio
|
Q2 2023
Reduced 14.05%
|
|
|
J. W. Coons Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
4,597
shares
|
$1.36 Million
0.36% of portfolio
|
Q4 2024
Reduced 18.01%
|
|
|
Sentry LLC
Memphis, TN |
Jan 23, 2025 Q4 2024 |
4,591
shares
|
$1.36 Million
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
4,588
shares
|
$1.36 Million
0.55% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
4,587
shares
|
$1.36 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.97%
|