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 |
|---|---|---|---|---|---|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,174
shares
|
$353,327
0.04% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
1,174
shares
|
$353,327
0.09% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
1,172
shares
|
$352,725
0.06% of portfolio
|
Q4 2024
Added 6.55%
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
1,165
shares
|
$350,618
0.11% of portfolio
|
Q4 2024
Reduced 86.34%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
1,165
shares
|
$350,618
0.03% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 14, 2025 Q4 2024 |
1,165
shares
|
$350,618
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
Encompass Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
1,164
shares
|
$350,317
0.14% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
1,160
shares
|
$349,113
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
1,157
shares
|
$348,210
0.06% of portfolio
|
Q4 2024
Added 9.36%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
1,155
shares
|
$347,608
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
1,151
shares
|
$346,404
0.09% of portfolio
|
Q4 2024
Reduced 7.99%
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
1,150
shares
|
$346,104
0.05% of portfolio
|
Q4 2024
Reduced 10.44%
|
|
|
Weybosset Research & Management LLC
|
Jan 10, 2025 Q4 2024 |
1,150
shares
|
$346,104
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
1,150
shares
|
$346,104
0.13% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Jan 21, 2025 Q4 2024 |
1,150
shares
|
$346,104
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,148
shares
|
$345,502
0.07% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
1,143
shares
|
$343,997
0.08% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
1,139
shares
|
$342,793
0.01% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
1,136
shares
|
$341,890
0.04% of portfolio
|
Q3 2024
Reduced 12.82%
|
|
|
Clifford Group, LLC
Wayland, MA |
Feb 12, 2025 Q4 2024 |
1,136
shares
|
$341,890
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,133
shares
|
$340,987
0.05% of portfolio
|
Q4 2024
Reduced 27.33%
|
|
|
Hudock, Inc.
|
Jan 29, 2025 Q4 2024 |
1,131
shares
|
$340,385
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
1,124
shares
|
$338,279
0.1% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
1,116
shares
|
$335,871
0.07% of portfolio
|
Q4 2024
Reduced 14.74%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Feb 03, 2025 Q4 2024 |
1,116
shares
|
$335,871
0.08% of portfolio
|
Q3 2024
New holding
|