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 |
|---|---|---|---|---|---|
|
Woodward Diversified Capital, LLC
|
May 02, 2025 Q1 2025 |
809
shares
|
$259,624
0.16% of portfolio
|
Q1 2025
Added 8.45%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
809
shares
|
$259,624
0.12% of portfolio
|
Q1 2025
Reduced 82.85%
|
|
|
Stiles Financial Services Inc
|
Apr 22, 2025 Q1 2025 |
808
shares
|
$259,303
0.09% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
May 13, 2025 Q1 2025 |
808
shares
|
$259,303
0.02% of portfolio
|
Q1 2025
Reduced 8.39%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Apr 29, 2025 Q1 2025 |
808
shares
|
$259,303
0.08% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
807
shares
|
$258,982
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
806
shares
|
$258,661
0.04% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
Pacific Global Investment Management CO
|
Apr 24, 2025 Q1 2025 |
806
shares
|
$258,661
0.32% of portfolio
|
Q1 2025
Reduced 9.54%
|
|
|
Center For Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
805
shares
|
$258,340
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Wallington Asset Management, LLC
|
May 09, 2025 Q1 2025 |
803
shares
|
$257,698
0.04% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
803
shares
|
$257,698
0.05% of portfolio
|
Q1 2025
Reduced 15.3%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
May 14, 2025 Q1 2025 |
801
shares
|
$257,056
0.05% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Boston Research & Management Inc
Manchester, MA |
May 12, 2025 Q1 2025 |
800
shares
|
$256,736
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Elco Management Co., LLC
New York, NY |
May 01, 2025 Q1 2025 |
800
shares
|
$256,736
0.12% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
May 14, 2025 Q1 2025 |
800
shares
|
$256,736
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
798
shares
|
$256,094
0.05% of portfolio
|
Q1 2025
Added 12.87%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Apr 15, 2025 Q1 2025 |
798
shares
|
$256,094
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Compton Wealth Advisory Group, LLC
|
Jul 10, 2025 Q2 2025 |
793
shares
|
$254,489
0.07% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
793
shares
|
$254,489
0.08% of portfolio
|
Q2 2025
Reduced 7.58%
|
|
|
F Dx Advisors, Inc.
|
May 01, 2025 Q1 2025 |
792
shares
|
$254,168
0.07% of portfolio
|
Q1 2025
Reduced 10.61%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
792
shares
|
$254,168
0.04% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Iron Financial, LLC
|
Apr 25, 2025 Q1 2025 |
791
shares
|
$253,847
0.12% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
790
shares
|
$253,526
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
789
shares
|
$253,205
0.04% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
789
shares
|
$253,205
0.06% of portfolio
|
Q1 2025
Reduced 0.5%
|