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 |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
602
shares
|
$193,193
0.01% of portfolio
|
Q2 2025
Added 49.01%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
600
shares
|
$192,552
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
599
shares
|
$192,231
0.05% of portfolio
|
Q1 2025
Added 5.09%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
593
shares
|
$190,305
0.07% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
591
shares
|
$189,663
0.05% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
584
shares
|
$187,417
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
May 12, 2025 Q1 2025 |
565
shares
|
$181,319
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
545
shares
|
$174,901
0.03% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
544
shares
|
$174,580
0.03% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
543
shares
|
$174,259
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
535
shares
|
$171,692
0.15% of portfolio
|
Q4 2024
Reduced 41.85%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
533
shares
|
$171,050
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
501
shares
|
$160,780
0.03% of portfolio
|
Q1 2025
Added 82.85%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
500
shares
|
$160,460
0.06% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Bnp Paribas
New York, NY |
May 14, 2025 Q1 2025 |
500
shares
|
$160,460
0.01% of portfolio
|
Q1 2025
Added 18.2%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
497
shares
|
$159,497
0.05% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
490
shares
|
$157,250
0.01% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
490
shares
|
$157,250
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
475
shares
|
$152,437
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
470
shares
|
$150,832
0.06% of portfolio
|
N/A
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
468
shares
|
$150,190
0.08% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
453
shares
|
$145,376
0.06% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
440
shares
|
$141,204
0.01% of portfolio
|
Q4 2023
Reduced 14.73%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
440
shares
|
$141,204
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
419
shares
|
$134,465
0.0% of portfolio
|
Q1 2025
Added 2.7%
|