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Get Institutions for : 
American Express Co (AXP)  
$234.66 0.33 (0.14%) as of 4:30 Tue 5/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 2062    12
Total shares held : 
 610,091,331  
% of shares held : 
 75.77%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -28  
Amount of shares held : 
 6,889,486  
% of shares held change : 
   0.86%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $149.48  
Last Quarter's Ending Price : 
 $187.34  
Last Quarter's Average Price : 
 $160.97  
Change from last quarter's     
avg. price to the last closing  : 
73.69 (45.78%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
123
 6,767,816
 1.11%
 
Increased Positions :
748
 20,810,785
 3.41%
 
Unchanged Positions :
403
 157,072,476
 25.75%
 
Decreased Positions :
788
-17,927,936
-2.94%
 
Closed Positions :
111
-2,761,179
-0.45%
 
Guru Positions :
7
161,975,835
 26.55%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   NORGES BANK 99 *New 2023-12-31 5,939,718 $1,112,747,000 5,939,718
   Artemis Investment Management LLP 72 *New 2024-03-31 152,025 $34,596,000 152,025
   COLONY GROUP, LLC 93 *New 2023-12-31 122,906 $23,025,000 122,906
   Coulter & Justus Financial Services LLC *New 2024-03-31 99,401 $22,633,000 99,401
   PARALLAX VOLATILITY ADVISERS, LLC 30 *New 2023-12-31 111,571 $20,902,000 111,571
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 68 *New 2024-03-31 72,798 $16,575,000 72,798
   KEMPEN CAPITAL MANAGEMENT N.V. 118 *New 2023-12-31 73,114 $13,697,000 73,114
   PAYDEN & RYGEL 62 *New 2023-12-31 64,700 $12,121,000 64,700
   MARSICO CAPITAL MANAGEMENT LLC 34 *New 2023-12-31 54,925 $10,290,000 54,925
   FISHMAN JAY A LTD/MI 22 *New 2024-03-31 35,960 $8,188,000 35,960
   SpiderRock Advisors LLC 103 *New 2024-03-31 24,532 $5,421,000 24,532
   Point72 Europe (London) LLP 46 *New 2023-12-31 28,661 $5,369,000 28,661
   MILESTONE ASSET MANAGEMENT LLC 18 *New 2024-03-31 22,260 $5,068,000 22,260
   WESTEND CAPITAL MANAGEMENT LLC 22 *New 2024-03-31 22,149 $5,043,000 22,149
   Longbow Finance SA 61 *New 2024-03-31 19,037 $4,335,000 19,037
   Gunderson Capital Management Inc. 19 *New 2024-03-31 18,807 $4,282,000 18,807
   Lombard Odier Asset Management (Europe) Ltd 73 *New 2023-12-31 20,831 $3,902,000 20,831
   ALLSTATE INVESTMENT MANAGEMENT CO 130 *New 2022-12-31 24,404 $3,606,000 24,404
   OPTIMAS CAPITAL Ltd *New 2023-12-31 19,200 $3,597,000 19,200
   Simplicity WealthLLC 256 *New 2024-03-31 14,225 $3,239,000 14,225
   Worth Asset Management LLC 13 *New 2024-03-31 11,287 $2,570,000 11,287
   AustralianSuper Pty Ltd 181 *New 2024-03-31 10,250 $2,333,000 10,250
   Redwood Investment Management LLC 168 *New 2023-12-31 7,752 $1,452,000 7,752
   HOLDERNESS INVESTMENTS CO 68 *New 2023-12-31 7,432 $1,392,000 7,432
   Watch Point Trust Co 59 *New 2023-12-31 7,325 $1,372,000 7,325
   DELPHI MANAGEMENT INC /MA/ *New 2023-09-30 8,523 $1,272,000 8,523
   LAKE STREET ADVISORS GROUP LLC 108 *New 2023-12-31 5,861 $1,098,000 5,861
   WOLVERINE TRADING LLC 452 *New 2023-12-31 5,149 $965,000 5,149
   DFPG INVESTMENTS INC. 246 *New 2023-12-31 4,891 $911,000 4,891
   Friedenthal Financial 46 *New 2024-03-31 3,653 $832,000 3,653
   ARP AMERICAS LLC 178 *New 2023-12-31 4,400 $824,000 4,400
   Lebenthal Global Advisors LLC 69 *New 2023-12-31 4,087 $766,000 4,087
   STATE BANK & TRUST 114 *New 2024-03-31 3,327 $758,000 3,327
   TORON CAPITAL MARKETS INC. 152 *New 2023-12-31 3,573 $669,000 3,573
   CFO4Life L.P. 87 *New 2022-12-31 4,426 $654,000 4,426
   Outfitter Financial LLC *New 2024-03-31 2,625 $598,000 2,625
   Worth Financial Advisory Group LLC *New 2024-03-31 2,515 $573,000 2,515
   Chiron Investment Management LLC 39 *New 2023-12-31 2,990 $560,000 2,990
   TEWKSBURY CAPITAL MANAGEMENT LTD 143 *New 2023-12-31 2,826 $529,000 2,826
   Ronna Sue Cohen 68 *New 2024-03-31 2,315 $527,000 2,315
   Millington Financial Advisors LLC 52 *New 2023-12-31 2,727 $511,000 2,727
   BANK OF THE OZARKS 96 *New 2023-12-31 2,610 $489,000 2,610
   Crumly & Associates Inc. *New 2024-03-31 2,136 $486,000 2,136
   AdvisorShares Investments LLC 117 *New 2023-12-31 2,570 $481,000 2,570
   USA Financial Portformulas Corp *New 2024-03-31 2,018 $459,000 2,018
   SUTTON PLACE INVESTORS LLC 107 *New 2024-03-31 2,011 $458,000 2,011
   Global Assets Advisory LLC 346 *New 2024-03-31 100,668 $442,000 100,668
   Van Hulzen Asset Management LLC 237 *New 2023-12-31 2,170 $407,000 2,170
   KLK CAPITAL MANAGEMENT LLC 43 *New 2023-09-30 2,604 $388,000 2,604
   Blueprint Investment Partners LLC 85 *New 2023-12-31 2,010 $377,000 2,010
   NORDEN GROUP LLC 285 *New 2024-03-31 1,645 $375,000 1,645
   MEADOW CREEK WEALTH ADVISORS LLC 86 *New 2024-03-31 1,625 $370,000 1,625
   BURNS WEALTH MANAGEMENT, INC. 391 *New 2023-12-31 1,951 $366,000 1,951
   TRUEPOINT, INC. 151 *New 2023-12-31 1,921 $360,000 1,921
   Camden Capital LLC 219 *New 2023-12-31 1,905 $357,000 1,905
   Trust Co of the South 86 *New 2024-03-31 1,474 $336,000 1,474
   CIPHER CAPITAL LP 300 *New 2023-12-31 1,771 $332,000 1,771
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 554 *New 2023-12-31 1,705 $319,000 1,705
   PARTNERS CAPITAL INVESTMENT GROUP LLP 204 *New 2023-12-31 1,679 $315,000 1,679
   Act Two Investors LLC 43 *New 2023-12-31 1,645 $308,000 1,645
   Massey Quick & Co. LLC 288 *New 2024-03-31 1,347 $307,000 1,347
   PFG FINANCIAL ADVISORS 212 *New 2024-03-31 1,311 $299,000 1,311
   Baron Silver Stevens Financial Advisors LLC *New 2024-03-31 1,307 $298,000 1,307
   MJP ASSOCIATES INC /ADV 171 *New 2024-03-31 1,303 $297,000 1,303
   Moss Adams Wealth Advisors LLC 89 *New 2023-12-31 1,550 $290,000 1,550
   One Wealth Advisors LLC 186 *New 2024-03-31 1,257 $286,000 1,257
   Kowal Investment Group LLC 145 *New 2024-03-31 1,253 $285,000 1,253
   NWAM LLC 443 *New 2023-12-31 1,505 $282,000 1,505
   Whitaker-Myers Wealth Managers LTD. 79 *New 2024-03-31 1,231 $280,000 1,231
   Crescent Grove Advisors LLC *New 2024-03-31 1,209 $275,000 1,209
   CALLAN CAPITAL, LLC *New 2024-03-31 1,204 $274,000 1,204
   Wealth Advisors of Iowa LLC 46 *New 2023-12-31 1,450 $272,000 1,450
   Objective Capital Management LLC 96 *New 2023-12-31 1,420 $266,000 1,420
   MONEY CONCEPTS CAPITAL CORP 350 *New 2024-03-31 1,161 $264,000 1,161
   CAMPBELL & CO INVESTMENT ADVISER LLC 963 *New 2023-12-31 1,367 $256,000 1,367
   Thrive Capital Management LLC 119 *New 2023-12-31 1,345 $252,000 1,345
   RAM Investment Partners LLC *New 2024-03-31 1,089 $248,000 1,089
   HOWARD FINANCIAL SERVICES LTD. 134 *New 2024-03-31 1,085 $247,000 1,085
   EHRLICH FINANCIAL GROUP 83 *New 2024-03-31 1,078 $245,000 1,078
   Heritage Financial Services LLC 86 *New 2023-12-31 1,300 $244,000 1,300
   NADLER FINANCIAL GROUP, INC. 96 *New 2024-03-31 1,067 $243,000 1,067
   Kathmere Capital Management LLC 270 *New 2024-03-31 1,062 $242,000 1,062
   BLODGETT WEALTH ADVISORS LLC 56 *New 2024-03-31 1,056 $241,000 1,056
   CJM Wealth Advisers Ltd. 58 *New 2024-03-31 1,049 $239,000 1,049
   Shepherd Financial Partners LLC 197 *New 2024-03-31 1,047 $238,000 1,047
   PATRICK M SWEENEY & ASSOCIATES INC 122 *New 2024-03-31 1,037 $236,000 1,037
   Apexium Financial LP 204 *New 2024-03-31 1,033 $235,000 1,033
   Certified Advisory Corp 240 *New 2023-12-31 1,253 $235,000 1,253
   SAND HILL ADVISORS INC/CA 154 *New 2023-12-31 1,252 $235,000 1,252
   CLARIS ADVISORS LLC / MO / 51 *New 2024-03-31 1,023 $233,000 1,023
   CRA Financial Services LLC 216 *New 2024-03-31 1,017 $232,000 1,017
   STONEBRIDGE CAPITAL MANAGEMENT INC 70 *New 2024-03-31 1,020 $232,000 1,020
   Onyx Bridge Wealth Group LLC *New 2024-03-31 986 $232,000 986
   MBL Wealth LLC 175 *New 2024-03-31 1,020 $232,000 1,020
   Waterloo Capital L.P. 338 *New 2023-12-31 1,232 $231,000 1,232
   Optas LLC 176 *New 2024-03-31 1,008 $230,000 1,008
   EVERPAR ADVISORS LLC 208 *New 2024-03-31 1,010 $230,000 1,010
   CENTRAL VALLEY ADVISORS LLC 136 *New 2024-03-31 1,007 $229,000 1,007
   Pinnacle West Asset Management Inc. 99 *New 2024-03-31 1,000 $228,000 1,000
   Kure Advisory LLC 97 *New 2023-12-31 1,217 $228,000 1,217
  100 Records found
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