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 |
|---|---|---|---|---|---|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
97
shares
|
$31,129
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
91
shares
|
$29,203
0.0% of portfolio
|
Q2 2024
Added 3.41%
|
|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
91
shares
|
$29,203
0.01% of portfolio
|
Q1 2025
Added 7.06%
|
|
|
Strid Group, LLC
|
Apr 25, 2025 Q1 2025 |
90
shares
|
$28,882
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
90
shares
|
$28,882
0.01% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
89
shares
|
$28,561
0.0% of portfolio
|
Q1 2025
Reduced 53.65%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
88
shares
|
$28,240
0.05% of portfolio
|
Q4 2024
Reduced 48.24%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
86
shares
|
$27,599
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
85
shares
|
$27,278
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
78
shares
|
$25,031
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Estabrook Capital Management
New York, NY |
May 14, 2025 Q1 2025 |
74
shares
|
$23,748
0.0% of portfolio
|
Q1 2025
Reduced 11.9%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
69
shares
|
$22,143
0.01% of portfolio
|
Q1 2025
Reduced 31.0%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
69
shares
|
$22,143
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
68
shares
|
$21,822
0.01% of portfolio
|
Q2 2025
Added 15.25%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
66
shares
|
$21,180
0.0% of portfolio
|
Q3 2021
Reduced 34.65%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
66
shares
|
$21,180
0.0% of portfolio
|
Q1 2025
Reduced 27.47%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
64
shares
|
$20,538
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
63
shares
|
$20,217
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
62
shares
|
$19,897
0.0% of portfolio
|
Q1 2025
Added 31.91%
|
|
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
May 14, 2025 Q1 2025 |
61
shares
|
$19,576
0.02% of portfolio
|
Q1 2025
Reduced 21.79%
|
|
|
Rogco, LP
Claremore, OK |
Apr 30, 2025 Q1 2025 |
60
shares
|
$19,255
0.01% of portfolio
|
Q2 2024
Reduced 26.83%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
57
shares
|
$18,292
0.01% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
51
shares
|
$16,366
0.0% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
50
shares
|
$16,046
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
50
shares
|
$16,046
0.0% of portfolio
|
Q4 2022
New holding
|