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 |
|---|---|---|---|---|---|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
848
shares
|
$255,214
0.03% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jan 21, 2025 Q4 2024 |
847
shares
|
$254,913
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Becker Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
845
shares
|
$254,311
0.01% of portfolio
|
Q4 2024
Reduced 81.1%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
840
shares
|
$252,806
0.02% of portfolio
|
Q4 2024
Reduced 48.97%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
839
shares
|
$252,505
0.14% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Financial Council Asset Management Inc
|
Feb 06, 2025 Q4 2024 |
838
shares
|
$252,204
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Feb 14, 2025 Q4 2024 |
837
shares
|
$251,903
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Jan 16, 2025 Q4 2024 |
837
shares
|
$251,903
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Feb 11, 2025 Q4 2024 |
835
shares
|
$251,301
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
832
shares
|
$250,398
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
830
shares
|
$249,796
0.11% of portfolio
|
Q1 2024
Reduced 1.19%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
830
shares
|
$249,796
0.06% of portfolio
|
Q4 2024
Added 23.15%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
830
shares
|
$249,796
0.04% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
830
shares
|
$249,796
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
829
shares
|
$249,495
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Jacobsen Capital Management
|
Jan 24, 2025 Q4 2024 |
827
shares
|
$248,893
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
826
shares
|
$248,592
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
825
shares
|
$248,291
0.07% of portfolio
|
Q4 2023
Added 200.0%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Feb 11, 2025 Q4 2024 |
825
shares
|
$248,291
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
822
shares
|
$247,389
0.06% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Cornerstone Advisory, LLC
|
Feb 18, 2025 Q4 2024 |
821
shares
|
$247,088
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Miller Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
820
shares
|
$246,787
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Feb 13, 2025 Q4 2024 |
820
shares
|
$246,787
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
820
shares
|
$246,787
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Consilium Wealth Advisory, LLC
|
Feb 05, 2025 Q4 2024 |
819
shares
|
$246,486
0.12% of portfolio
|
Q3 2024
New holding
|