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 2,992 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 $185 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
31,202
shares
|
$9.84 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Legacy Trust
Grand Rapids, MI |
Apr 16, 2025 Q1 2025 |
31,186
shares
|
$9.83 Million
2.02% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
30,577
shares
|
$9.64 Million
0.86% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
30,560
shares
|
$9.64 Million
0.16% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
30,492
shares
|
$9.62 Million
0.01% of portfolio
|
Q4 2023
Reduced 2.49%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
30,476
shares
|
$9.61 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
30,407
shares
|
$9.59 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Dcm Advisors, LLC
New York, NY |
May 19, 2025 Q1 2025 |
30,397
shares
|
$9.59 Million
4.32% of portfolio
|
Q1 2025
Reduced 6.77%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
30,352
shares
|
$9.57 Million
0.03% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
30,307
shares
|
$9.56 Million
0.17% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Apr 29, 2025 Q1 2025 |
30,001
shares
|
$9.46 Million
3.03% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Commerzbank Aktiengesellschaft
|
May 02, 2025 Q1 2025 |
29,887
shares
|
$9.42 Million
0.19% of portfolio
|
Q1 2025
Added 36.88%
|
|
|
Louisiana State Employees Retirement System
|
May 01, 2025 Q1 2025 |
29,800
shares
|
$9.4 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Pavion Blue Capital, LLC
|
May 05, 2025 Q1 2025 |
29,729
shares
|
$9.38 Million
3.87% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Ing Groep Nv
|
May 09, 2025 Q1 2025 |
29,532
shares
|
$9.31 Million
0.06% of portfolio
|
Q1 2025
Reduced 37.42%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
29,500
shares
|
$9.3 Million
0.22% of portfolio
|
Q1 2025
Added 170.47%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
29,491
shares
|
$9.3 Million
2.18% of portfolio
|
Q2 2025
Added 11.4%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
29,456
shares
|
$9.29 Million
0.25% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
29,130
shares
|
$9.19 Million
0.94% of portfolio
|
Q3 2024
New holding
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
28,953
shares
|
$9.13 Million
0.23% of portfolio
|
Q1 2024
Reduced 25.54%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
28,841
shares
|
$9.1 Million
0.11% of portfolio
|
Q1 2025
Reduced 26.32%
|
|
|
Redwood Grove Capital, LLC
Palo Alto, CA |
May 15, 2025 Q1 2025 |
28,672
shares
|
$9.04 Million
2.99% of portfolio
|
Q4 2024
Reduced 54.33%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
28,406
shares
|
$8.96 Million
1.23% of portfolio
|
Q1 2023
Added 8.06%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
28,395
shares
|
$8.95 Million
0.06% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
28,283
shares
|
$8.92 Million
1.19% of portfolio
|
Q4 2024
Added 0.74%
|