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American Express Co

CUSIP: 25816109 | 226 institutional holders

Quarters

Q3 2016Q2 2016Q1 2016Q4 2015Q3 2015
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2016

Tesco Pension Investment Ltd2,213,926
3.7% of portfolio›$141.8M
Beutel, Goodman & Co Ltd.2,074,861
1.0% of portfolio›$101.3K
Marathon Asset Management LLP607,390
0.0% of portfolio›$38.9K
Aquamarine Capital Management, LLC272,430
13.9% of portfolio›$17.4K
Migdal Insurance & Financial Holdings Ltd.239,049
0.1% of portfolio›$15.3K
BLS Capital Fondsmaeglerselskab A/S209,896
5.1% of portfolio›$13.4K
ZWJ Investment Counsel Inc199,820
0.0% of portfolio›$12.8K
Jupiter Asset Management LTD125,732
0.0% of portfolio›$8.1K
RK Asset Management, LLC93,248
0.1% of portfolio›$6.0K
CIBC World Markets Corp57,029
0.0% of portfolio›$3.7K
Atlantic Union Bankshares Corp50,457
0.0% of portfolio›$3.2K
Horan Capital Management49,707
0.0% of portfolio›$3.2K
Alerus Financial NA47,671
0.0% of portfolio›$3.1K
Convergence Investment Partners, LLC37,770
0.0% of portfolio›$2.4K
CenturyLink Investment Management Co34,308
0.0% of portfolio›$2.2K
BAR Harbor Wealth Management27,055
0.0% of portfolio›$1.7K
Boltwood Capital Management24,766
0.1% of portfolio›$1.6K
Barton Investment Management24,567
0.1% of portfolio›$1.6K
Leisure Capital Management21,753
0.0% of portfolio›$1.4K
Tower Bridge Advisors16,063
0.1% of portfolio›$1.0M
Godshalk Welsh Capital Management, Inc.15,710
0.0% of portfolio›$1.0K
Mariner, LLC15,096
0.0% of portfolio›$965
Beacon Financial Group12,445
0.0% of portfolio›$789
Bedrijfstakpensioenfonds Voor de Media PNO12,200
0.0% of portfolio›$781
HL Financial Services LLC11,208
0.0% of portfolio›$718
Pbwm Holdings, LLC10,000
0.1% of portfolio›$640
Estabrook Capital Management9,815
0.1% of portfolio›$628.6K
Macnealy Hoover Investment Management Inc6,000
0.0% of portfolio›$384
Braver Wealth Management, LLC5,829
0.0% of portfolio›$373
Nelson Capital Management, LLC4,040
0.0% of portfolio›$259
SignalPoint Asset Management, LLC3,885
0.0% of portfolio›$249
Wade G W & Inc3,851
0.0% of portfolio›$247
WealthTrust Fairport, LLC3,640
0.0% of portfolio›$233
Security National Trust Co2,809
0.1% of portfolio›$180
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC2,618
0.0% of portfolio›$167
Blue Bell Private Wealth Management, LLC2,351
0.0% of portfolio›$151
Welch Group, LLC2,348
0.0% of portfolio›$150
Burt Wealth Advisors2,336
0.0% of portfolio›$149
Farmers National Bank1,719
0.0% of portfolio›$110
Lenox Wealth Management, Inc.1,035
0.0% of portfolio›$66
Gemmer Asset Management LLC748
0.0% of portfolio›$48
Alexandria Capital, LLC638
0.0% of portfolio›$41
Trust Co200
0.0% of portfolio›$13
Doolittle & Ganos Investment Counsel, LLC112
0.0% of portfolio›$7
Stuart Chaussee & Associates, Inc.100
0.0% of portfolio›$6
Valley National Advisers Inc31
0.0% of portfolio›$2
StyleTurnoverLocationFiled
Tesco Pension Investment Ltd
2,213,926$141.8M3.7%N/AN/ALondon, United Kingdom2016-10-21
Beutel, Goodman & Co Ltd.
2,074,861$101.3K1.0%ValueMediumToronto, Australia2016-10-12
Marathon Asset Management LLP
607,390$38.9K0.0%N/AN/ALondon, United Kingdom2016-10-31
Aquamarine Capital Management, LLC
272,430$17.4K13.9%N/AN/ABoston, MA2016-11-03
Migdal Insurance & Financial Holdings Ltd.
239,049$15.3K0.1%GrowthHighPetach Tikva, Luxembourg2016-11-09
BLS Capital Fondsmaeglerselskab A/S
209,896$13.4K5.1%ValueMediumKlampenborg, Greece2016-10-13
ZWJ Investment Counsel Inc
199,820$12.8K0.0%CoreLowAtlanta, GA2016-11-14
Jupiter Asset Management LTD
125,732$8.1K0.0%CoreHighLondon, United Kingdom2016-11-14
RK Asset Management, LLC
93,248$6.0K0.1%Deep ValueVery LowGrosse Point Farms, MI2016-10-11
CIBC World Markets Corp
57,029$3.7K0.0%GrowthLowNew York, NY2016-11-14
Atlantic Union Bankshares Corp
50,457$3.2K0.0%IndexLowGlen Allen, VA2016-10-14
Horan Capital Management
49,707$3.2K0.0%N/AN/ABaltimore, MD2016-10-27
Alerus Financial NA
47,671$3.1K0.0%CoreLowGrand Forks, ND2016-11-10
Convergence Investment Partners, LLC
37,770$2.4K0.0%GARPHighPalm Beach Gardens, FL2016-11-10
CenturyLink Investment Management Co
34,308$2.2K0.0%ETFN/ADenver, CO2016-10-12
BAR Harbor Wealth Management
27,055$1.7K0.0%CoreLowConcord, NH2016-10-14
Boltwood Capital Management
24,766$1.6K0.1%ETFVery LowWalnut Creek, CA2016-10-05
Barton Investment Management
24,567$1.6K0.1%GrowthVery LowWest Conshohocken, PA2016-11-08
Leisure Capital Management
21,753$1.4K0.0%CoreLowCosta Mesa, CA2016-11-01
Tower Bridge Advisors
16,063$1.0M0.1%CoreLowWest Conshohocken, PA2016-10-27
Godshalk Welsh Capital Management, Inc.
15,710$1.0K0.0%CoreVery LowRadnor, PA2016-11-14
Mariner, LLC
15,096$9650.0%GrowthLowOverland Park, KS2016-11-14
Beacon Financial Group
12,445$7890.0%ETFMediumDallas, TX2016-10-03
Bedrijfstakpensioenfonds Voor de Media PNO
12,200$7810.0%N/AN/AHilversum, Philippines2016-10-31
HL Financial Services LLC
11,208$7180.0%N/AN/ALouisville, KY2016-10-25
Pbwm Holdings, LLC
10,000$6400.1%N/AN/AYork, PA2016-11-04
Estabrook Capital Management
9,815$628.6K0.1%CoreVery LowNew York, NY2016-11-14
Macnealy Hoover Investment Management Inc
6,000$3840.0%N/AN/ACanton, OH2016-10-11
Braver Wealth Management, LLC
5,829$3730.0%N/AN/ANeedham, MA2016-10-26
Nelson Capital Management, LLC
4,040$2590.0%Agg GrowthVery LowMenlo Park, CA2016-10-27
SignalPoint Asset Management, LLC
3,885$2490.0%Agg GrowthVery LowSpringfield, MO2016-11-01
Wade G W & Inc
3,851$2470.0%N/AN/AWellesley, MA2016-11-01
WealthTrust Fairport, LLC
3,640$2330.0%N/AN/ACleveland, OH2016-11-02
Security National Trust Co
2,809$1800.1%N/AN/AWheeling, WV2016-10-25
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC
2,618$1670.0%N/AN/ASacramento, CA2016-11-14
Blue Bell Private Wealth Management, LLC
2,351$1510.0%YieldVery LowBlue Bell, PA2016-10-14
Welch Group, LLC
2,348$1500.0%CoreVery LowBirmingham, AL2016-10-28
Burt Wealth Advisors
2,336$1490.0%N/AN/ANorth Bethesda, MD2016-10-26
Farmers National Bank
1,719$1100.0%CoreLowDanville, KY2016-11-16
Lenox Wealth Management, Inc.
1,035$660.0%N/AN/ACincinnati, OH2016-11-16
Gemmer Asset Management LLC
748$480.0%ETFLowWalnut Creek, CA2016-10-17
Alexandria Capital, LLC
638$410.0%N/AN/AAlexandria, VA2016-11-15
Trust Co
200$130.0%ETFVery LowManhattan, KS2016-10-19
Doolittle & Ganos Investment Counsel, LLC
112$70.0%N/AN/ACarmel, CA2016-11-09
Stuart Chaussee & Associates, Inc.
100$60.0%Agg GrowthHighBeverly Hills, CA2016-10-06
Valley National Advisers Inc
31$20.0%ETFLowBethlehem, PA2016-11-01