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 |
|---|---|---|---|---|---|
|
Empire Financial Management Company, LLC
New York, NY |
May 14, 2025 Q1 2025 |
15,036
shares
|
$4.74 Million
1.25% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Generate Investment Management LTD
Auckland, Q2 |
Jul 17, 2025 Q2 2025 |
15,000
shares
|
$4.73 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
14,857
shares
|
$4.69 Million
0.77% of portfolio
|
Q1 2025
Added 5.68%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Apr 14, 2025 Q1 2025 |
14,830
shares
|
$4.68 Million
2.37% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Covenant Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
14,806
shares
|
$4.67 Million
0.73% of portfolio
|
Q2 2025
Added 475.44%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
May 07, 2025 Q1 2025 |
14,681
shares
|
$4.63 Million
1.55% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
14,656
shares
|
$4.62 Million
0.03% of portfolio
|
Q2 2025
Reduced 10.8%
|
|
|
Benedict Financial Advisors Inc
|
May 07, 2025 Q1 2025 |
14,638
shares
|
$4.62 Million
0.92% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
14,614
shares
|
$4.61 Million
0.14% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
14,605
shares
|
$4.61 Million
0.35% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
14,530
shares
|
$4.58 Million
0.58% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
14,417
shares
|
$4.55 Million
0.59% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
14,390
shares
|
$4.54 Million
0.18% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
14,302
shares
|
$4.51 Million
0.14% of portfolio
|
Q4 2024
Reduced 15.42%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
14,238
shares
|
$4.49 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Taurus Asset Management, LLC
New York, NY |
May 13, 2025 Q1 2025 |
14,198
shares
|
$4.48 Million
0.41% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
14,146
shares
|
$4.46 Million
0.49% of portfolio
|
Q1 2025
Added 8.14%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
14,090
shares
|
$4.44 Million
0.11% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
14,014
shares
|
$4.42 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Brendel Financial Advisors LLC
|
Jul 11, 2025 Q2 2025 |
13,960
shares
|
$4.4 Million
2.49% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
13,898
shares
|
$4.38 Million
0.11% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
13,837
shares
|
$4.36 Million
1.67% of portfolio
|
Q1 2024
Added 0.63%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
13,827
shares
|
$4.36 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
13,783
shares
|
$4.35 Million
0.08% of portfolio
|
Q1 2025
Reduced 7.74%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
13,775
shares
|
$4.34 Million
0.22% of portfolio
|
Q1 2025
Added 1.68%
|