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 |
|---|---|---|---|---|---|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
306
shares
|
$98,201
0.03% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
302
shares
|
$96,917
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
302
shares
|
$96,917
0.03% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
301
shares
|
$96,596
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
300
shares
|
$96,276
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
294
shares
|
$94,350
0.03% of portfolio
|
Q4 2024
Reduced 23.44%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
294
shares
|
$94,350
0.0% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
291
shares
|
$93,387
0.07% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Apr 16, 2025 Q1 2025 |
290
shares
|
$93,066
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tacita Capital Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
290
shares
|
$93,066
0.06% of portfolio
|
Q4 2024
Reduced 34.09%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
283
shares
|
$90,820
0.0% of portfolio
|
Q1 2025
Reduced 30.3%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
283
shares
|
$90,820
0.04% of portfolio
|
Q1 2025
Added 44.39%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
281
shares
|
$90,178
0.0% of portfolio
|
Q1 2025
Added 83.66%
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
280
shares
|
$89,857
0.07% of portfolio
|
Q4 2021
Added 40.0%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
278
shares
|
$89,215
0.07% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
269
shares
|
$86,327
0.08% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
268
shares
|
$86,006
0.02% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
264
shares
|
$84,722
0.1% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
262
shares
|
$84,081
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
259
shares
|
$83,118
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
258
shares
|
$82,797
0.03% of portfolio
|
Q1 2025
Added 17.27%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
255
shares
|
$81,834
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
250
shares
|
$80,230
0.04% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
250
shares
|
$80,230
0.03% of portfolio
|
Q2 2024
Reduced 64.69%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
249
shares
|
$79,909
0.01% of portfolio
|
Q3 2024
Added 14.22%
|