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 |
|---|---|---|---|---|---|
|
Bellecapital International Ltd.
|
Feb 06, 2025 Q4 2024 |
783
shares
|
$235,651
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
783
shares
|
$235,651
0.03% of portfolio
|
Q4 2024
Reduced 14.89%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
782
shares
|
$235,350
0.02% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Renasant Bank
|
Feb 10, 2025 Q4 2024 |
780
shares
|
$234,748
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
779
shares
|
$234,447
0.11% of portfolio
|
Q3 2024
Reduced 5.8%
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
779
shares
|
$234,447
0.04% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
778
shares
|
$234,146
0.04% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
777
shares
|
$233,845
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
776
shares
|
$233,544
0.03% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
776
shares
|
$233,544
0.03% of portfolio
|
Q4 2024
Reduced 17.18%
|
|
|
David J Yvars Group
|
Jan 13, 2025 Q4 2024 |
775
shares
|
$233,243
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
773
shares
|
$232,642
0.03% of portfolio
|
Q3 2022
Reduced 27.49%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Jan 24, 2025 Q4 2024 |
773
shares
|
$232,642
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
772
shares
|
$232,341
0.05% of portfolio
|
Q4 2024
Reduced 24.61%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
771
shares
|
$232,040
0.03% of portfolio
|
Q4 2024
Reduced 8.87%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Feb 07, 2025 Q4 2024 |
768
shares
|
$231,137
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Dimensions Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
766
shares
|
$230,535
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Feb 13, 2025 Q4 2024 |
759
shares
|
$228,428
0.0% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
757
shares
|
$227,826
0.25% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
756
shares
|
$227,525
0.04% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
755
shares
|
$227,224
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Cyrus J. Lawrence, LLC
|
Feb 11, 2025 Q4 2024 |
754
shares
|
$226,923
0.05% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
754
shares
|
$226,923
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Wedgewood Investors Inc
|
Jan 30, 2025 Q4 2024 |
751
shares
|
$226,020
0.27% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
751
shares
|
$226,020
0.05% of portfolio
|
Q4 2024
New holding
|