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 |
|---|---|---|---|---|---|
|
Ulysses Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,000
shares
|
$1.18 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Solitude Financial Services
|
Feb 07, 2025 Q4 2024 |
3,993
shares
|
$1.18 Million
0.52% of portfolio
|
Q4 2024
Reduced 6.05%
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2025 Q4 2024 |
3,990
shares
|
$1.18 Million
0.62% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,989
shares
|
$1.18 Million
0.09% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
3,989
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2022
Reduced 64.06%
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
3,949
shares
|
$1.17 Million
0.13% of portfolio
|
Q2 2024
Added 0.61%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
3,948
shares
|
$1.17 Million
0.27% of portfolio
|
Q2 2022
Added 105.84%
|
|
|
Brooks, Moore & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
3,923
shares
|
$1.16 Million
0.7% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
3,923
shares
|
$1.16 Million
0.17% of portfolio
|
Q4 2024
Reduced 36.95%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,921
shares
|
$1.16 Million
0.08% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,914
shares
|
$1.16 Million
0.16% of portfolio
|
Q4 2024
Added 270.29%
|
|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
3,913
shares
|
$1.16 Million
0.19% of portfolio
|
Q4 2023
Added 0.51%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
3,910
shares
|
$1.16 Million
0.2% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 22, 2025 Q4 2024 |
3,908
shares
|
$1.15 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
Feb 05, 2025 Q4 2024 |
3,900
shares
|
$1.15 Million
0.67% of portfolio
|
Q4 2024
Reduced 15.22%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
3,899
shares
|
$1.15 Million
0.06% of portfolio
|
Q4 2024
Added 10.86%
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
3,892
shares
|
$1.15 Million
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
First International Bank & Trust
Watford City, ND |
Jan 10, 2025 Q4 2024 |
3,888
shares
|
$1.15 Million
0.38% of portfolio
|
Q4 2024
Added 21.2%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
3,884
shares
|
$1.15 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Feb 07, 2025 Q4 2024 |
3,877
shares
|
$1.15 Million
1.03% of portfolio
|
Q4 2024
New holding
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
3,864
shares
|
$1.14 Million
0.69% of portfolio
|
Q3 2022
Reduced 2.52%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
3,863
shares
|
$1.14 Million
0.17% of portfolio
|
Q4 2024
Reduced 5.55%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
3,851
shares
|
$1.14 Million
0.4% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Lgt Fund Management CO Ltd.
|
Feb 06, 2025 Q4 2024 |
3,851
shares
|
$1.14 Million
0.1% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
3,850
shares
|
$1.14 Million
0.17% of portfolio
|
Q4 2024
Added 9.03%
|