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 |
|---|---|---|---|---|---|
|
Strategic Advocates LLC
Logan, UT |
Jan 23, 2025 Q4 2024 |
1,807
shares
|
$543,834
0.18% of portfolio
|
Q4 2024
Reduced 24.04%
|
|
|
Bbr Partners, LLC
New York, NY |
Feb 06, 2025 Q4 2024 |
1,801
shares
|
$542,028
0.04% of portfolio
|
Q4 2024
Added 43.51%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
1,797
shares
|
$540,825
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Feb 03, 2025 Q4 2024 |
1,794
shares
|
$539,922
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
1,793
shares
|
$539,621
0.31% of portfolio
|
Q2 2024
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
1,791
shares
|
$539,019
0.05% of portfolio
|
Q4 2024
Added 39.59%
|
|
|
Wealth Advisory Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
1,788
shares
|
$538,116
0.15% of portfolio
|
Q4 2024
Added 13.45%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
1,788
shares
|
$538,116
0.21% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
1,781
shares
|
$536,009
0.09% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
1,781
shares
|
$536,009
0.08% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Feb 07, 2025 Q4 2024 |
1,776
shares
|
$534,504
0.04% of portfolio
|
Q4 2024
Added 12.05%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
1,768
shares
|
$532,097
0.06% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 27, 2025 Q4 2024 |
1,762
shares
|
$530,291
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mechanics Financial Corp
|
Feb 12, 2025 Q4 2024 |
1,760
shares
|
$529,689
0.24% of portfolio
|
Q3 2024
Reduced 9.74%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
1,757
shares
|
$528,786
0.11% of portfolio
|
Q4 2024
Added 76.58%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Feb 14, 2025 Q4 2024 |
1,751
shares
|
$526,980
0.36% of portfolio
|
Q4 2024
Added 18.63%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
1,749
shares
|
$526,379
0.09% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
1,748
shares
|
$526,078
0.05% of portfolio
|
Q4 2024
Added 55.1%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
1,746
shares
|
$525,476
0.17% of portfolio
|
Q4 2024
Added 96.84%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
1,744
shares
|
$524,874
0.12% of portfolio
|
Q1 2024
Added 2.95%
|
|
|
Integrated Investment Consultants, LLC
|
Feb 14, 2025 Q4 2024 |
1,743
shares
|
$524,573
0.06% of portfolio
|
Q4 2024
Reduced 9.31%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
1,743
shares
|
$524,573
0.05% of portfolio
|
Q4 2024
Added 5.13%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
1,743
shares
|
$524,573
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
1,742
shares
|
$524,272
0.07% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
1,737
shares
|
$522,767
0.1% of portfolio
|
Q4 2024
Reduced 17.33%
|