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 |
|---|---|---|---|---|---|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
27
shares
|
$7,700
0.0% of portfolio
|
Q2 2024
Reduced 32.5%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
27
shares
|
$7,700
0.0% of portfolio
|
Q4 2024
Reduced 87.5%
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
25
shares
|
$7,130
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
24
shares
|
$6,845
0.0% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
24
shares
|
$6,845
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
24
shares
|
$6,845
0.01% of portfolio
|
Q3 2024
Reduced 60.66%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
22
shares
|
$6,274
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifs Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
20
shares
|
$5,704
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
20
shares
|
$5,704
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
19
shares
|
$5,419
0.0% of portfolio
|
Q1 2025
Reduced 20.83%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
18
shares
|
$5,133
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
17
shares
|
$4,848
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
16
shares
|
$4,563
0.0% of portfolio
|
Q1 2025
Added 166.67%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
16
shares
|
$4,563
0.0% of portfolio
|
Q1 2025
Added 60.0%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
16
shares
|
$4,563
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
15
shares
|
$4,278
0.0% of portfolio
|
Q1 2022
Reduced 75.81%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
15
shares
|
$4,278
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2025 Q1 2025 |
13
shares
|
$3,707
0.21% of portfolio
|
Q1 2025
Reduced 13.33%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
13
shares
|
$3,707
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
11
shares
|
$3,137
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
11
shares
|
$3,137
0.0% of portfolio
|
Q1 2025
Reduced 15.38%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
10
shares
|
$2,852
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
9
shares
|
$2,566
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
9
shares
|
$2,566
0.0% of portfolio
|
Q1 2024
Reduced 40.0%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
8
shares
|
$2,281
0.0% of portfolio
|
Q1 2025
New holding
|