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 |
|---|---|---|---|---|---|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
2,370
shares
|
$713,275
0.09% of portfolio
|
Q4 2024
Added 38.84%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
2,364
shares
|
$711,469
0.02% of portfolio
|
Q4 2024
Added 16.05%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
2,361
shares
|
$710,566
0.05% of portfolio
|
Q4 2023
Added 9.51%
|
|
|
Miller Financial Services LLC
Marshall, MI |
Feb 07, 2025 Q4 2024 |
2,360
shares
|
$710,265
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
2,358
shares
|
$709,663
0.14% of portfolio
|
Q4 2024
Reduced 27.85%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
2,358
shares
|
$709,663
0.09% of portfolio
|
Q4 2024
Added 26.43%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
2,356
shares
|
$709,061
0.14% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
2,353
shares
|
$708,158
0.32% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,340
shares
|
$704,246
0.1% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
2,338
shares
|
$703,644
0.1% of portfolio
|
Q1 2024
Reduced 4.53%
|
|
|
Moser Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
2,326
shares
|
$700,032
0.36% of portfolio
|
Q2 2024
Added 13.13%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
2,323
shares
|
$699,130
0.27% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Feb 03, 2025 Q4 2024 |
2,320
shares
|
$698,227
0.21% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
2,306
shares
|
$694,013
0.09% of portfolio
|
Q4 2024
Reduced 13.63%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
2,306
shares
|
$694,013
0.02% of portfolio
|
Q3 2022
Added 38.83%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,302
shares
|
$692,809
0.04% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Silver Lake Advisory, LLC
|
Jan 21, 2025 Q4 2024 |
2,285
shares
|
$687,693
0.16% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Feb 07, 2025 Q4 2024 |
2,284
shares
|
$687,392
0.3% of portfolio
|
Q4 2024
Reduced 6.81%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Feb 11, 2025 Q4 2024 |
2,284
shares
|
$687,392
0.24% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
2,277
shares
|
$685,285
0.19% of portfolio
|
Q4 2023
Added 5.32%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
2,275
shares
|
$684,684
0.16% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
2,269
shares
|
$682,878
0.13% of portfolio
|
Q4 2024
Reduced 11.02%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
2,268
shares
|
$682,577
0.04% of portfolio
|
Q4 2024
Added 113.76%
|
|
|
Covenant Asset Management, LLC
|
Jan 30, 2025 Q4 2024 |
2,261
shares
|
$680,470
0.11% of portfolio
|
Q3 2024
Reduced 8.13%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Feb 13, 2025 Q4 2024 |
2,259
shares
|
$679,868
0.26% of portfolio
|
Q4 2021
Reduced 28.51%
|