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 |
|---|---|---|---|---|---|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
25,861
shares
|
$8.16 Million
0.21% of portfolio
|
Q1 2025
Added 52.8%
|
|
|
Reliant Investment Management, LLC
|
Apr 11, 2025 Q1 2025 |
25,709
shares
|
$8.11 Million
3.84% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
25,701
shares
|
$8.1 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
25,627
shares
|
$8.08 Million
0.07% of portfolio
|
Q1 2025
Reduced 7.0%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
25,573
shares
|
$8.06 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
25,444
shares
|
$8.02 Million
0.12% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
25,422
shares
|
$8.02 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
25,335
shares
|
$7.99 Million
0.56% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Eventide Asset Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
25,262
shares
|
$7.97 Million
0.14% of portfolio
|
Q1 2025
Added 23.55%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
25,057
shares
|
$7.9 Million
0.84% of portfolio
|
Q1 2025
Reduced 6.02%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
24,566
shares
|
$7.75 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
24,426
shares
|
$7.7 Million
0.31% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
24,404
shares
|
$7.7 Million
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
24,391
shares
|
$7.69 Million
0.62% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Adalta Capital Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
24,385
shares
|
$7.69 Million
3.94% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
May 12, 2025 Q1 2025 |
24,373
shares
|
$7.69 Million
0.27% of portfolio
|
Q1 2025
Reduced 5.27%
|
|
|
Hendershot Investments Inc.
|
May 06, 2025 Q1 2025 |
24,361
shares
|
$7.68 Million
0.91% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
24,318
shares
|
$7.67 Million
0.21% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
24,191
shares
|
$7.63 Million
0.14% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
Seizert Capital Partners, LLC
|
May 08, 2025 Q1 2025 |
24,180
shares
|
$7.63 Million
0.31% of portfolio
|
Q1 2025
Reduced 30.5%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
24,178
shares
|
$7.62 Million
0.09% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
May 14, 2025 Q1 2025 |
24,121
shares
|
$7.61 Million
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Arcadia Investment Management Corp
|
Apr 30, 2025 Q1 2025 |
24,099
shares
|
$7.6 Million
1.18% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
24,082
shares
|
$7.59 Million
0.21% of portfolio
|
Q1 2025
Added 82.03%
|
|
|
Center Book Partners LP
Greenwich, CT |
May 09, 2025 Q1 2025 |
23,920
shares
|
$7.54 Million
0.45% of portfolio
|
Q1 2025
Added 14.48%
|