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 |
|---|---|---|---|---|---|
|
Pvg Asset Management Corp
Golden, CO |
Jun 04, 2025 Q1 2025 |
786
shares
|
$252,243
0.99% of portfolio
|
Q1 2025
New holding
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Apr 15, 2025 Q1 2025 |
786
shares
|
$252,243
0.08% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Elefante Mark B
Boston, MA |
May 06, 2025 Q1 2025 |
786
shares
|
$252,243
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
784
shares
|
$251,601
0.17% of portfolio
|
Q1 2025
Reduced 51.15%
|
|
|
Bellecapital International Ltd.
|
Apr 16, 2025 Q1 2025 |
783
shares
|
$251,280
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
783
shares
|
$251,280
0.04% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
782
shares
|
$250,959
0.02% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
782
shares
|
$250,959
0.02% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
782
shares
|
$250,959
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
779
shares
|
$249,996
0.04% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
779
shares
|
$249,996
0.15% of portfolio
|
Q1 2025
Reduced 11.58%
|
|
|
Consilium Wealth Advisory, LLC
|
Apr 17, 2025 Q1 2025 |
778
shares
|
$249,675
0.11% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
778
shares
|
$249,675
0.05% of portfolio
|
Q1 2025
Added 12.75%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
778
shares
|
$249,675
0.03% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
777
shares
|
$249,354
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
776
shares
|
$249,033
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
776
shares
|
$249,033
0.03% of portfolio
|
Q1 2025
Added 14.96%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
776
shares
|
$249,033
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Df Dent & CO Inc
Baltimore, MD |
May 15, 2025 Q1 2025 |
775
shares
|
$248,713
0.0% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
774
shares
|
$248,392
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
773
shares
|
$248,071
0.03% of portfolio
|
Q3 2022
Reduced 27.49%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
May 06, 2025 Q1 2025 |
773
shares
|
$248,071
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
772
shares
|
$247,750
0.02% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
772
shares
|
$247,750
0.0% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
770
shares
|
$247,108
0.15% of portfolio
|
Q1 2025
Reduced 1.28%
|