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 |
|---|---|---|---|---|---|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
145
shares
|
$46,533
0.03% of portfolio
|
Q1 2025
Added 9.02%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
143
shares
|
$45,891
0.04% of portfolio
|
Q2 2025
Reduced 10.06%
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Jul 14, 2025 Q4 2024 |
139
shares
|
$44,607
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
138
shares
|
$44,286
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
136
shares
|
$43,645
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
135
shares
|
$43,324
0.01% of portfolio
|
Q1 2024
Added 6.3%
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
130
shares
|
$41,719
0.01% of portfolio
|
Q4 2023
Reduced 75.47%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
130
shares
|
$41,719
0.02% of portfolio
|
Q3 2024
Reduced 70.05%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
128
shares
|
$41,077
0.03% of portfolio
|
Q1 2024
Reduced 16.88%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
128
shares
|
$41,077
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Nexus Investment Management Ulc
|
Apr 07, 2025 Q1 2025 |
125
shares
|
$40,115
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
125
shares
|
$40,115
0.01% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
125
shares
|
$40,115
0.58% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
116
shares
|
$37,226
0.01% of portfolio
|
Q3 2024
Reduced 29.7%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
110
shares
|
$35,301
0.03% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
108
shares
|
$34,659
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
107
shares
|
$34,338
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
105
shares
|
$33,696
0.01% of portfolio
|
Q1 2025
Added 20.69%
|
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
104
shares
|
$33,375
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
103
shares
|
$33,054
0.0% of portfolio
|
Q4 2024
Reduced 88.77%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
101
shares
|
$32,412
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
100
shares
|
$32,092
0.01% of portfolio
|
Q1 2024
Reduced 96.15%
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
100
shares
|
$32,092
0.01% of portfolio
|
Q2 2023
Reduced 41.86%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
100
shares
|
$32,092
0.02% of portfolio
|
Q2 2022
Reduced 20.63%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
100
shares
|
$32,092
0.01% of portfolio
|
Q2 2024
New holding
|