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AMERICAN EXPRESS CO
AMERICAN EXPRESS CO. Institutional holdings reported to the SEC.

Institutional Holders (2015Q1)
Portfolio Summary: 1,323 Institutional holders with a total value of $66,295,812,760.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Winslow Capital Management, LLC 1 0 0.00%
2 SRH ADVISORS, LLC 18 1,000 0.00%
3 Beacon Capital Management, Inc. 17 1,000 0.00%
4 Winch Advisory Services, LLC 18 1,000 0.00%
5 COLONY GROUP LLC 19 1,000 0.00%
6 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 13 1,000 0.00%
7 M&T BANK CORP 200 1,000 0.00% Call
8 VALLEY NATIONAL ADVISERS INC 31 2,000 0.00%
9 Sunbelt Securities, Inc. 31 2,422 0.00%
10 Horrell Capital Management, Inc. 44 3,000 0.00%
11 Chicago Partners Investment Group LLC 38 4,000 0.00%
12 Index Management Solutions, LLC 48 4,000 0.00%
13 Community Financial Services Group, LLC 69 5,000 0.00%
14 US FINANCIAL ADVISORS, LLC 81 6,000 0.00%
15 Lenox Wealth Advisors, LLC 85 7,000 0.00%
16 WELLS FARGO & COMPANY/MN 5,700 7,000 0.00% Put
17 America First Investment Advisors, LLC 120 9,000 0.00%
18 LBA Wealth Management, LLC 125 10,000 0.00%
19 MCF Advisors LLC 146 11,000 0.00%
20 Creative Planning 2,000 12,000 0.00% Call
21 Alexandria Capital, LLC 165 13,000 0.00%
22 Tower Research Capital LLC (TRC) 182 14,000 0.00%
23 Global X Management CO LLC 183 14,000 0.00%
24 HOWE & RUSLING INC 197 15,000 0.00%
25 First Personal Financial Services 189 15,000 0.00%
26 CT Financial Advisors LLC 200 15,624 0.00%
27 PARK CIRCLE Co 200 16,000 0.00%
28 DEUTSCHE BANK AG\ 225 16,000 0.00% Put
29 INVESTMENT COUNSELORS OF MARYLAND LLC 200 16,000 0.00%
30 Avior Wealth Management, LLC 200 16,000 0.00%
31 Cowen Prime Services LLC 230 18,000 0.00%
32 Baltimore-Washington Financial Advisors, Inc. 230 18,000 0.00%
33 Perkins Coie Trust Co 225 18,000 0.00%
34 Tortoise Investment Management, LLC 226 18,000 0.00%
35 RATIONAL ADVISORS, INC. 240 19,000 0.00%
36 Camarda Financial Advisors, LLC 246 19,000 0.00%
37 WOLVERINE ASSET MANAGEMENT LLC 54 20,000 0.00% Call
38 Corbenic Partners LLC 263 21,000 0.00%
39 KINGS POINT CAPITAL MANAGEMENT 288 22,000 0.00%
40 Pinnacle Summer Investments, Inc. 274 22,000 0.00%
41 TRUST CO 300 23,000 0.00%
42 CLEARY GULL INVESTMENT MANAGEMENT SERVICES INC /BD 300 23,000 0.00%
43 Transamerica Financial Advisors, LLC 304 24,000 0.00%
44 Cable Hill Partners, LLC 299 24,000 0.00%
45 Stanford Investment Group, Inc. 365 29,000 0.00%
46 Hexavest Inc. 369 29,000 0.00%
47 Allworth Financial LP 378 30,000 0.00%
48 Archford Capital Strategies, LLC 394 30,779 0.00%
49 Parasol Investment Management, LLC 393 31,000 0.00%
50 Cypress Capital Management LLC (WY) 400 31,248 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.