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 |
|---|---|---|---|---|---|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
200
shares
|
$60,828
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
199
shares
|
$60,523
0.02% of portfolio
|
Q1 2024
Added 17.75%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Apr 23, 2025 Q1 2025 |
194
shares
|
$59,003
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
193
shares
|
$58,699
0.01% of portfolio
|
Q1 2025
Added 7.22%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
191
shares
|
$58,090
0.02% of portfolio
|
Q1 2025
Added 193.85%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
186
shares
|
$56,570
0.0% of portfolio
|
Q3 2023
Reduced 6.06%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
180
shares
|
$54,745
0.01% of portfolio
|
Q2 2025
Reduced 71.34%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
177
shares
|
$53,832
0.01% of portfolio
|
Q1 2025
Added 31.11%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
175
shares
|
$53,224
0.01% of portfolio
|
Q3 2023
Added 2.34%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
174
shares
|
$52,920
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
173
shares
|
$52,616
0.06% of portfolio
|
Q1 2025
Added 540.74%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
172
shares
|
$52,312
0.01% of portfolio
|
Q4 2024
Reduced 59.24%
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
172
shares
|
$52,312
0.0% of portfolio
|
Q1 2025
Reduced 35.34%
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
169
shares
|
$51,399
0.09% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
167
shares
|
$50,791
0.02% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
166
shares
|
$50,487
0.02% of portfolio
|
Q2 2025
Added 11.41%
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
165
shares
|
$50,183
0.02% of portfolio
|
Q3 2024
Reduced 50.6%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
161
shares
|
$48,966
0.02% of portfolio
|
Q1 2025
Reduced 28.44%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
160
shares
|
$48,662
0.01% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
160
shares
|
$48,662
0.01% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
158
shares
|
$48,054
0.01% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
153
shares
|
$46,533
0.02% of portfolio
|
Q1 2025
Reduced 22.34%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
153
shares
|
$46,533
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
May 14, 2025 Q1 2025 |
150
shares
|
$45,621
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
150
shares
|
$45,621
0.01% of portfolio
|
Q1 2025
New holding
|