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 2,938 institutions that hold shares in the stock, with a total of 589 Million shares, which have been reported (via 13F filing form) to have a value of $168 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
45
shares
|
$12,834
0.0% of portfolio
|
Q3 2024
Added 12.5%
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
44
shares
|
$12,549
0.01% of portfolio
|
Q3 2024
Added 175.0%
|
|
|
Horrell Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
44
shares
|
$12,549
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
43
shares
|
$12,264
0.01% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
43
shares
|
$12,264
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
42
shares
|
$11,979
0.0% of portfolio
|
Q2 2023
Reduced 69.34%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
42
shares
|
$11,979
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
38
shares
|
$10,838
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
38
shares
|
$10,838
0.01% of portfolio
|
Q2 2024
Added 192.31%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
37
shares
|
$10,553
0.0% of portfolio
|
Q1 2025
Reduced 67.54%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
36
shares
|
$10,267
0.01% of portfolio
|
Q3 2024
Added 414.29%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
36
shares
|
$10,267
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
33
shares
|
$9,412
0.0% of portfolio
|
Q1 2025
Reduced 89.59%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
33
shares
|
$9,412
0.01% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Apr 24, 2025 Q1 2025 |
33
shares
|
$9,412
0.0% of portfolio
|
Q1 2024
Added 32.0%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
May 15, 2025 Q1 2025 |
33
shares
|
$9,412
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
32
shares
|
$9,127
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Lsv Asset Management
Chicago, IL |
May 08, 2025 Q1 2025 |
32
shares
|
$9,127
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
31
shares
|
$8,841
0.0% of portfolio
|
Q1 2025
Reduced 59.21%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
30
shares
|
$8,556
0.0% of portfolio
|
Q3 2024
Reduced 71.43%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
30
shares
|
$8,556
0.0% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
30
shares
|
$8,556
0.0% of portfolio
|
Q4 2024
Reduced 76.56%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
29
shares
|
$8,271
0.01% of portfolio
|
Q1 2025
Reduced 51.67%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
28
shares
|
$7,986
0.0% of portfolio
|
Q1 2024
Reduced 39.13%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
28
shares
|
$7,986
0.01% of portfolio
|
Q4 2024
Reduced 31.71%
|