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 $177 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
2,910
shares
|
$875,793
0.2% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
2,905
shares
|
$874,288
0.06% of portfolio
|
Q4 2024
Reduced 21.02%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
2,885
shares
|
$868,269
0.24% of portfolio
|
Q3 2023
Reduced 29.81%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,880
shares
|
$866,764
0.02% of portfolio
|
Q1 2024
Reduced 11.36%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
2,866
shares
|
$862,551
0.25% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Bath Savings Trust CO
|
Jan 07, 2025 Q4 2024 |
2,864
shares
|
$861,949
0.09% of portfolio
|
Q4 2024
Reduced 6.53%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
2,863
shares
|
$861,648
0.32% of portfolio
|
Q4 2023
New holding
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
2,860
shares
|
$860,745
0.16% of portfolio
|
Q4 2024
Added 122.05%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
2,852
shares
|
$858,337
0.06% of portfolio
|
Q4 2024
Added 42.24%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
2,852
shares
|
$858,337
0.26% of portfolio
|
Q1 2023
Added 8.45%
|
|
|
Bristol John W & CO Inc
|
Feb 26, 2025 Q4 2024 |
2,851
shares
|
$858,036
0.01% of portfolio
|
Q2 2023
Reduced 2.99%
|
|
|
Legal Advantage Investments, Inc.
|
Jan 16, 2025 Q4 2024 |
2,850
shares
|
$857,735
0.47% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
2,837
shares
|
$853,823
0.09% of portfolio
|
Q2 2024
Reduced 6.74%
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
2,834
shares
|
$852,920
0.01% of portfolio
|
Q4 2024
Reduced 95.98%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
2,812
shares
|
$846,299
0.32% of portfolio
|
Q1 2023
Added 0.07%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 26, 2025 Q4 2024 |
2,812
shares
|
$846,299
0.13% of portfolio
|
Q4 2024
Reduced 30.22%
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
2,808
shares
|
$845,095
0.5% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jan 27, 2025 Q4 2024 |
2,805
shares
|
$844,192
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
2,803
shares
|
$843,590
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
2,802
shares
|
$843,289
0.15% of portfolio
|
Q3 2023
Reduced 1.75%
|
|
|
Kearns & Associates LLC
|
Jan 23, 2025 Q4 2024 |
2,800
shares
|
$842,688
0.54% of portfolio
|
Q4 2022
New holding
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Feb 07, 2025 Q4 2024 |
2,800
shares
|
$842,688
0.49% of portfolio
|
Q2 2024
Added 12.0%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
2,795
shares
|
$841,183
0.07% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,788
shares
|
$839,076
0.3% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Bank Hapoalim Bm
|
Jan 27, 2025 Q4 2024 |
2,778
shares
|
$836,066
0.13% of portfolio
|
Q3 2024
Reduced 3.21%
|