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 |
|---|---|---|---|---|---|
|
Prospect Hill Management, LLC
|
Feb 10, 2025 Q4 2024 |
875
shares
|
$263,340
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Feb 06, 2025 Q4 2024 |
874
shares
|
$263,039
0.01% of portfolio
|
Q4 2024
Reduced 5.41%
|
|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
872
shares
|
$262,437
0.03% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Feb 07, 2025 Q4 2024 |
871
shares
|
$262,136
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Feb 14, 2025 Q4 2024 |
870
shares
|
$261,835
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Feb 10, 2025 Q4 2024 |
869
shares
|
$261,534
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
De Dora Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
868
shares
|
$261,233
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
866
shares
|
$260,631
0.04% of portfolio
|
Q4 2024
Reduced 17.6%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Feb 13, 2025 Q4 2024 |
864
shares
|
$260,029
0.2% of portfolio
|
Q4 2024
Added 7.06%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
863
shares
|
$259,728
0.02% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jan 17, 2025 Q4 2024 |
863
shares
|
$259,728
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
861
shares
|
$259,126
0.03% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Smith & Howard Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
861
shares
|
$259,126
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Jan 24, 2025 Q4 2024 |
860
shares
|
$258,825
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
858
shares
|
$258,223
0.01% of portfolio
|
Q2 2024
Reduced 12.63%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
857
shares
|
$257,922
0.04% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 15, 2025 Q4 2024 |
857
shares
|
$257,922
0.09% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
855
shares
|
$257,320
0.02% of portfolio
|
Q4 2024
Reduced 66.37%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
855
shares
|
$257,320
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
853
shares
|
$256,718
0.18% of portfolio
|
Q4 2024
Reduced 6.16%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Feb 14, 2025 Q4 2024 |
852
shares
|
$256,417
0.0% of portfolio
|
Q4 2024
Reduced 96.35%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
851
shares
|
$256,116
0.03% of portfolio
|
Q4 2024
Reduced 14.47%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
851
shares
|
$256,116
0.01% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Goepper Burkhardt LLC
|
Feb 12, 2025 Q4 2024 |
850
shares
|
$255,815
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Angeles Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
850
shares
|
$255,815
0.01% of portfolio
|
Q4 2024
Reduced 1.05%
|