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 2,997 institutions that hold shares in the stock, with a total of 587 Million shares, which have been reported (via 13F filing form) to have a value of $178 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
593
shares
|
$180,355
0.07% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
584
shares
|
$177,617
0.15% of portfolio
|
Q3 2024
New holding
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
577
shares
|
$175,488
0.01% of portfolio
|
Q2 2025
Reduced 12.04%
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
May 12, 2025 Q1 2025 |
565
shares
|
$171,839
0.09% of portfolio
|
Q2 2024
New holding
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
544
shares
|
$165,452
0.03% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
543
shares
|
$165,148
0.01% of portfolio
|
Q1 2025
New holding
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
535
shares
|
$162,714
0.15% of portfolio
|
Q4 2024
Reduced 41.85%
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
533
shares
|
$162,106
0.05% of portfolio
|
Q4 2024
New holding
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
501
shares
|
$152,374
0.03% of portfolio
|
Q1 2025
Added 82.85%
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
500
shares
|
$152,070
0.07% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
Bnp Paribas
New York, NY |
May 14, 2025 Q1 2025 |
500
shares
|
$152,070
0.01% of portfolio
|
Q1 2025
Added 18.2%
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
497
shares
|
$151,157
0.05% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
490
shares
|
$149,028
0.01% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
490
shares
|
$149,028
0.12% of portfolio
|
Q4 2024
New holding
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
475
shares
|
$144,466
0.02% of portfolio
|
Q1 2025
New holding
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
470
shares
|
$142,945
0.06% of portfolio
|
N/A
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
468
shares
|
$142,337
0.08% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
468
shares
|
$142,337
0.04% of portfolio
|
Q2 2025
Added 158.56%
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
453
shares
|
$137,775
0.06% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
442
shares
|
$134,429
0.04% of portfolio
|
Q2 2025
Added 7.28%
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
440
shares
|
$133,821
0.01% of portfolio
|
Q4 2023
Reduced 14.73%
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
440
shares
|
$133,821
0.07% of portfolio
|
Q4 2022
New holding
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
419
shares
|
$127,434
0.0% of portfolio
|
Q1 2025
Added 2.7%
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
419
shares
|
$127,434
0.1% of portfolio
|
Q2 2024
New holding
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
410
shares
|
$124,697
0.06% of portfolio
|
Q4 2024
Reduced 16.67%
|