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 |
|---|---|---|---|---|---|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
401
shares
|
$121,960
0.01% of portfolio
|
Q4 2024
Added 42.2%
|
|
|
Field & Main Bank
|
Apr 23, 2025 Q1 2025 |
400
shares
|
$121,656
0.04% of portfolio
|
Q3 2022
Reduced 5.44%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
May 15, 2025 Q1 2025 |
397
shares
|
$120,743
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
392
shares
|
$119,222
0.03% of portfolio
|
Q3 2023
Reduced 0.25%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
387
shares
|
$117,702
0.03% of portfolio
|
Q1 2025
Added 214.63%
|
|
|
Ironwood Wealth Management, Inc.
|
Jul 15, 2025 Q2 2025 |
377
shares
|
$114,660
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
377
shares
|
$114,660
0.02% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
375
shares
|
$114,052
0.03% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
370
shares
|
$112,531
0.05% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
369
shares
|
$112,227
0.01% of portfolio
|
Q1 2025
Reduced 41.8%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
359
shares
|
$109,186
0.03% of portfolio
|
Q1 2025
Added 28.67%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
348
shares
|
$105,840
0.05% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
346
shares
|
$105,232
0.02% of portfolio
|
Q2 2025
Reduced 12.41%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
346
shares
|
$105,232
0.03% of portfolio
|
Q2 2025
Added 948.48%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
345
shares
|
$104,928
0.01% of portfolio
|
Q1 2025
Added 10.93%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
345
shares
|
$104,928
0.01% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
342
shares
|
$104,015
0.01% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
342
shares
|
$104,015
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
340
shares
|
$103,407
0.05% of portfolio
|
Q1 2025
Added 11.48%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
331
shares
|
$100,670
0.03% of portfolio
|
Q1 2025
Reduced 10.54%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
327
shares
|
$99,453
0.0% of portfolio
|
Q1 2024
Reduced 87.43%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
322
shares
|
$97,933
0.02% of portfolio
|
Q1 2025
Reduced 6.4%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
320
shares
|
$97,324
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
318
shares
|
$96,716
0.06% of portfolio
|
Q1 2025
Added 7.43%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
313
shares
|
$95,195
0.04% of portfolio
|
Q2 2024
Reduced 64.75%
|