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 2,971 institutions that hold shares in the stock, with a total of 586 Million shares, which have been reported (via 13F filing form) to have a value of $188 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Apr 22, 2025 Q1 2025 |
835
shares
|
$267,968
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
831
shares
|
$266,684
0.01% of portfolio
|
Q1 2025
Added 21.67%
|
|
|
Adell Harriman & Carpenter Inc
|
Apr 29, 2025 Q1 2025 |
831
shares
|
$266,684
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
830
shares
|
$266,363
0.1% of portfolio
|
Q1 2024
Reduced 1.19%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
830
shares
|
$266,363
0.06% of portfolio
|
Q4 2024
Added 23.15%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
829
shares
|
$266,042
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
May 14, 2025 Q1 2025 |
828
shares
|
$265,721
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
826
shares
|
$265,079
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
825
shares
|
$264,759
0.06% of portfolio
|
Q4 2023
Added 200.0%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
824
shares
|
$264,438
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Mizuho Markets Americas LLC
|
May 12, 2025 Q1 2025 |
823
shares
|
$264,117
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
822
shares
|
$263,796
0.15% of portfolio
|
Q2 2025
Added 9.6%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
821
shares
|
$263,475
0.04% of portfolio
|
Q1 2025
Reduced 79.02%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
May 09, 2025 Q1 2025 |
820
shares
|
$263,154
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
May 09, 2025 Q1 2025 |
819
shares
|
$262,833
0.12% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
817
shares
|
$262,191
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
817
shares
|
$262,191
0.11% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
816
shares
|
$261,870
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
816
shares
|
$261,870
0.03% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
815
shares
|
$261,549
0.01% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2025 Q1 2025 |
812
shares
|
$260,587
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
812
shares
|
$260,587
0.02% of portfolio
|
Q1 2025
Added 10.63%
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
811
shares
|
$260,266
0.04% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
King Wealth
Saratoga Springs, NY |
May 08, 2025 Q1 2025 |
810
shares
|
$259,945
0.03% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
810
shares
|
$259,945
0.07% of portfolio
|
Q2 2025
Added 2.53%
|