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 |
|---|---|---|---|---|---|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2025 Q1 2025 |
13
shares
|
$4,171
0.21% of portfolio
|
Q1 2025
Reduced 13.33%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
13
shares
|
$4,171
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
11
shares
|
$3,530
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
11
shares
|
$3,530
0.0% of portfolio
|
Q1 2025
Reduced 15.38%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
10
shares
|
$3,209
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
9
shares
|
$2,888
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
9
shares
|
$2,888
0.0% of portfolio
|
Q1 2024
Reduced 40.0%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
8
shares
|
$2,567
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
8
shares
|
$2,567
0.0% of portfolio
|
Q1 2025
Reduced 98.59%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
7
shares
|
$2,246
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
7
shares
|
$2,246
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
7
shares
|
$2,246
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
6
shares
|
$1,925
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
6
shares
|
$1,925
0.0% of portfolio
|
Q1 2025
Reduced 60.0%
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
5
shares
|
$1,604
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
May 01, 2025 Q1 2025 |
4
shares
|
$1,283
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
4
shares
|
$1,283
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
4
shares
|
$1,283
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
3
shares
|
$962
0.0% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
2
shares
|
$641
0.02% of portfolio
|
Q1 2025
Reduced 98.4%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
1
shares
|
$320
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
1
shares
|
$320
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
Oct 09, 2024 Q3 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|