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 |
|---|---|---|---|---|---|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
2,669
shares
|
$803,262
0.22% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
2,665
shares
|
$802,058
0.11% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
2,658
shares
|
$799,951
0.34% of portfolio
|
Q3 2024
Reduced 40.62%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
2,639
shares
|
$794,233
0.03% of portfolio
|
Q2 2022
Added 0.23%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
2,637
shares
|
$793,631
0.19% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
2,634
shares
|
$792,728
0.42% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Pictet & Cie (Europe) Sa
|
Jan 30, 2025 Q4 2024 |
2,633
shares
|
$792,427
0.02% of portfolio
|
Q4 2024
Added 24.91%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Feb 14, 2025 Q4 2024 |
2,632
shares
|
$792,126
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,625
shares
|
$790,020
0.12% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
2,625
shares
|
$790,020
0.09% of portfolio
|
Q4 2022
Added 3.96%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Feb 11, 2025 Q4 2024 |
2,623
shares
|
$789,418
0.18% of portfolio
|
Q4 2024
Reduced 5.48%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
2,618
shares
|
$787,913
0.01% of portfolio
|
Q4 2024
Reduced 11.52%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
2,611
shares
|
$785,806
0.04% of portfolio
|
Q4 2024
Reduced 56.34%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
2,609
shares
|
$785,204
0.26% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Klk Capital Management LLC
Los Angeles, CA |
Nov 14, 2023 Q3 2023 |
2,604
shares
|
$783,699
0.51% of portfolio
|
Q3 2023
New holding
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
2,601
shares
|
$782,796
0.09% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
2,600
shares
|
$782,496
0.03% of portfolio
|
Q2 2023
Added 4.0%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
2,600
shares
|
$782,496
0.14% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Feb 12, 2025 Q4 2024 |
2,600
shares
|
$782,496
0.2% of portfolio
|
Q4 2022
Reduced 4.59%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
2,579
shares
|
$776,175
0.25% of portfolio
|
Q2 2024
Reduced 0.62%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
2,577
shares
|
$775,573
0.07% of portfolio
|
Q4 2024
Added 75.66%
|
|
|
Outfitter Financial LLC
|
Feb 03, 2025 Q4 2024 |
2,575
shares
|
$774,972
0.62% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,572
shares
|
$774,069
0.04% of portfolio
|
Q4 2023
Added 0.78%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jan 23, 2025 Q4 2024 |
2,569
shares
|
$773,166
0.69% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Sippican Capital Advisors
|
Jan 23, 2025 Q4 2024 |
2,559
shares
|
$770,156
0.6% of portfolio
|
Q1 2024
Reduced 45.07%
|