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 |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,610
shares
|
$484,545
0.17% of portfolio
|
Q2 2022
Reduced 39.99%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
1,608
shares
|
$483,943
0.11% of portfolio
|
Q4 2024
Added 9.61%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
1,607
shares
|
$483,642
0.02% of portfolio
|
Q4 2024
Added 51.03%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Feb 11, 2025 Q4 2024 |
1,607
shares
|
$483,642
0.1% of portfolio
|
Q4 2024
Added 10.07%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
1,605
shares
|
$483,040
0.17% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
1,605
shares
|
$483,040
0.34% of portfolio
|
Q4 2024
Added 6.72%
|
|
|
Westwood Management Corp
|
Jan 29, 2024 Q4 2023 |
1,600
shares
|
$481,535
0.11% of portfolio
|
Q2 2023
Reduced 67.35%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
1,596
shares
|
$480,332
0.07% of portfolio
|
Q2 2024
Reduced 2.68%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
1,592
shares
|
$479,128
0.01% of portfolio
|
Q4 2024
Added 25.95%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,592
shares
|
$479,128
0.03% of portfolio
|
Q3 2022
Added 0.7%
|
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
1,591
shares
|
$478,827
0.07% of portfolio
|
Q3 2024
Reduced 12.34%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
1,590
shares
|
$478,526
0.06% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
1,584
shares
|
$476,720
0.2% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Brown Financial Advisors
Milford, OH |
Feb 04, 2025 Q4 2024 |
1,583
shares
|
$476,419
0.19% of portfolio
|
Q4 2024
Reduced 11.02%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
1,580
shares
|
$475,516
0.05% of portfolio
|
Q4 2024
Reduced 38.97%
|
|
|
Lcnb Corp
Lebanon, OH |
Feb 11, 2025 Q4 2024 |
1,580
shares
|
$475,516
0.17% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Feb 11, 2025 Q4 2024 |
1,578
shares
|
$474,914
0.09% of portfolio
|
Q4 2024
Added 13.04%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Feb 13, 2025 Q4 2024 |
1,576
shares
|
$474,312
0.09% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
1,575
shares
|
$474,011
0.02% of portfolio
|
Q3 2022
Reduced 19.52%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
1,570
shares
|
$472,507
0.29% of portfolio
|
Q4 2024
Reduced 11.4%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
1,568
shares
|
$471,905
0.15% of portfolio
|
Q4 2024
Added 49.19%
|
|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2025 Q4 2024 |
1,554
shares
|
$467,691
0.12% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
1,554
shares
|
$467,691
0.02% of portfolio
|
Q4 2024
Reduced 10.07%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Feb 13, 2025 Q4 2024 |
1,553
shares
|
$467,390
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
1,551
shares
|
$466,788
0.07% of portfolio
|
Q3 2023
New holding
|