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 |
|---|---|---|---|---|---|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
1,443
shares
|
$434,285
0.07% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
1,443
shares
|
$434,285
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Feb 14, 2025 Q4 2024 |
1,442
shares
|
$433,984
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Advisors, LLC
Andover, MA |
Jan 15, 2025 Q4 2024 |
1,440
shares
|
$433,382
0.08% of portfolio
|
Q3 2023
Reduced 25.77%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
1,430
shares
|
$430,372
0.02% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Feb 13, 2025 Q4 2024 |
1,430
shares
|
$430,372
0.25% of portfolio
|
Q3 2023
Reduced 89.19%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
1,428
shares
|
$429,770
0.17% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
1,424
shares
|
$428,567
0.04% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Garner Asset Management Corp
|
Feb 13, 2025 Q4 2024 |
1,421
shares
|
$427,664
0.19% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
1,420
shares
|
$427,363
0.09% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
1,416
shares
|
$426,159
0.1% of portfolio
|
Q2 2024
Reduced 33.83%
|
|
|
Terra Nova Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
1,416
shares
|
$426,159
0.34% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
1,416
shares
|
$426,159
0.02% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
1,416
shares
|
$426,159
0.19% of portfolio
|
Q4 2024
Reduced 9.58%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
1,413
shares
|
$425,256
0.07% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
1,412
shares
|
$424,955
0.01% of portfolio
|
Q4 2024
Added 3.82%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
1,411
shares
|
$424,654
0.03% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
1,400
shares
|
$421,344
0.05% of portfolio
|
Q3 2023
Added 16.67%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jan 15, 2025 Q4 2024 |
1,400
shares
|
$421,344
0.16% of portfolio
|
Q4 2024
Added 6.87%
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
1,397
shares
|
$420,441
0.21% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Feb 10, 2025 Q4 2024 |
1,394
shares
|
$419,538
0.03% of portfolio
|
Q4 2024
Added 34.3%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
1,392
shares
|
$418,936
0.09% of portfolio
|
Q4 2024
Added 6.1%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Feb 13, 2025 Q4 2024 |
1,391
shares
|
$418,635
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Feb 11, 2025 Q4 2024 |
1,391
shares
|
$418,635
0.09% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Hyperion Capital Advisors LP
New York, NY |
Feb 13, 2025 Q4 2024 |
1,380
shares
|
$415,324
0.22% of portfolio
|
Q4 2024
Reduced 17.86%
|