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 |
|---|---|---|---|---|---|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
243
shares
|
$77,983
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
241
shares
|
$77,341
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
239
shares
|
$76,699
0.02% of portfolio
|
Q3 2022
Reduced 1.65%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
239
shares
|
$76,699
0.01% of portfolio
|
Q2 2024
Reduced 4.78%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
238
shares
|
$76,378
0.02% of portfolio
|
Q1 2025
Reduced 9.85%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
231
shares
|
$74,132
0.02% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
226
shares
|
$72,527
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
226
shares
|
$72,527
0.05% of portfolio
|
Q2 2025
Reduced 25.41%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
224
shares
|
$71,886
0.04% of portfolio
|
Q1 2025
Reduced 8.2%
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
222
shares
|
$71,244
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
220
shares
|
$70,602
0.06% of portfolio
|
Q1 2024
Reduced 56.86%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
219
shares
|
$70,281
0.02% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
219
shares
|
$70,281
0.04% of portfolio
|
Q1 2025
Reduced 21.51%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
215
shares
|
$68,997
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
214
shares
|
$68,676
0.01% of portfolio
|
Q3 2024
Reduced 78.79%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
209
shares
|
$67,072
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
206
shares
|
$66,109
0.06% of portfolio
|
Q1 2025
Reduced 45.5%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
203
shares
|
$65,146
0.02% of portfolio
|
Q1 2023
Added 6.84%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
203
shares
|
$65,146
0.01% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
200
shares
|
$64,184
0.04% of portfolio
|
Q3 2022
Reduced 60.0%
|
|
|
Chelsea Counsel CO
|
May 21, 2025 Q1 2025 |
200
shares
|
$64,184
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
200
shares
|
$64,184
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
200
shares
|
$64,184
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
199
shares
|
$63,863
0.02% of portfolio
|
Q1 2024
Added 17.75%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Apr 23, 2025 Q1 2025 |
194
shares
|
$62,258
0.03% of portfolio
|
Q1 2024
New holding
|