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 |
|---|---|---|---|---|---|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
15,932
shares
|
$5.02 Million
0.06% of portfolio
|
Q1 2025
Added 48.87%
|
|
|
Kerusso Capital Management LLC
Winston Salem, NC |
May 12, 2025 Q1 2025 |
15,919
shares
|
$5.02 Million
2.72% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Hodges Capital Management Inc.
|
Jun 02, 2025 Q1 2025 |
15,881
shares
|
$5.01 Million
0.46% of portfolio
|
Q1 2025
Reduced 32.99%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
15,880
shares
|
$5.01 Million
0.4% of portfolio
|
Q4 2024
Added 41.65%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
15,832
shares
|
$4.99 Million
0.1% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
15,826
shares
|
$4.99 Million
0.91% of portfolio
|
Q1 2025
Reduced 35.78%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
15,811
shares
|
$4.99 Million
1.59% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
15,770
shares
|
$4.97 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Karani Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
15,764
shares
|
$4.97 Million
4.53% of portfolio
|
Q1 2025
Reduced 20.17%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
15,750
shares
|
$4.97 Million
0.18% of portfolio
|
Q2 2025
Reduced 4.38%
|
|
|
Van Eck Associates Corp
|
May 15, 2025 Q1 2025 |
15,731
shares
|
$4.96 Million
0.01% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Bnc Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
15,655
shares
|
$4.94 Million
1.59% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
15,612
shares
|
$4.92 Million
0.04% of portfolio
|
Q1 2025
Added 7.51%
|
|
|
Bdf Gestion
Paris, I0 |
Jul 11, 2025 Q2 2025 |
15,574
shares
|
$4.91 Million
0.56% of portfolio
|
Q2 2025
Reduced 9.83%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
15,538
shares
|
$4.9 Million
1.04% of portfolio
|
Q4 2022
Added 0.79%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
15,524
shares
|
$4.9 Million
0.1% of portfolio
|
Q4 2024
Added 12.73%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
15,407
shares
|
$4.86 Million
0.11% of portfolio
|
Q1 2025
Added 92.2%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
May 28, 2025 Q1 2025 |
15,365
shares
|
$4.85 Million
1.56% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
15,264
shares
|
$4.81 Million
1.14% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Apr 28, 2025 Q1 2025 |
15,252
shares
|
$4.81 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Apr 30, 2025 Q1 2025 |
15,220
shares
|
$4.8 Million
4.48% of portfolio
|
Q1 2025
Added 10.07%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
15,194
shares
|
$4.79 Million
0.09% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
May 05, 2025 Q1 2025 |
15,083
shares
|
$4.76 Million
2.01% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
15,074
shares
|
$4.75 Million
0.1% of portfolio
|
Q1 2025
Added 41.33%
|
|
|
Mathes Company, Inc.
|
May 01, 2025 Q1 2025 |
15,038
shares
|
$4.74 Million
1.65% of portfolio
|
Q1 2025
Reduced 10.33%
|