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 |
|---|---|---|---|---|---|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
13,669
shares
|
$4.31 Million
0.07% of portfolio
|
Q4 2023
Added 8.77%
|
|
|
Tom Russo
Gardner Russo & Quinn LLC
|
May 13, 2025 Q1 2025 |
13,658
shares
|
$4.31 Million
0.05% of portfolio
|
Q1 2025
Reduced 7.82%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
13,611
shares
|
$4.29 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
13,570
shares
|
$4.28 Million
0.93% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
13,550
shares
|
$4.27 Million
0.05% of portfolio
|
Q1 2025
Reduced 27.61%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
13,525
shares
|
$4.27 Million
0.27% of portfolio
|
Q3 2022
Reduced 22.32%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
13,514
shares
|
$4.26 Million
0.32% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Optimas Capital LTD
Central, K3 |
May 13, 2025 Q1 2025 |
13,500
shares
|
$4.26 Million
6.17% of portfolio
|
Q1 2025
Reduced 4.93%
|
|
|
Banyan Capital Management, Inc.
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
13,430
shares
|
$4.24 Million
2.7% of portfolio
|
Q2 2025
Reduced 55.45%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
13,400
shares
|
$4.23 Million
0.28% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Grandfield & Dodd, LLC
|
May 02, 2025 Q1 2025 |
13,363
shares
|
$4.21 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
13,355
shares
|
$4.21 Million
0.03% of portfolio
|
Q2 2022
Reduced 4.98%
|
|
|
Constitution Capital LLC
Shelton, CT |
Apr 11, 2025 Q1 2025 |
13,315
shares
|
$4.2 Million
2.0% of portfolio
|
Q1 2025
Added 7.38%
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
13,299
shares
|
$4.19 Million
2.19% of portfolio
|
Q1 2025
Reduced 29.94%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
13,222
shares
|
$4.17 Million
0.44% of portfolio
|
Q3 2023
Added 1.26%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
13,200
shares
|
$4.16 Million
0.47% of portfolio
|
Q2 2023
Reduced 0.6%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
13,200
shares
|
$4.16 Million
0.25% of portfolio
|
Q1 2025
Added 15.79%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
13,191
shares
|
$4.16 Million
0.6% of portfolio
|
Q3 2023
Reduced 0.03%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
13,171
shares
|
$4.15 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Richard Bernstein Advisors LLC
|
Apr 29, 2025 Q1 2025 |
13,148
shares
|
$4.15 Million
0.09% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Buckhead Capital Management LLC
|
May 05, 2025 Q1 2025 |
13,117
shares
|
$4.14 Million
1.19% of portfolio
|
Q1 2025
Reduced 7.83%
|
|
|
Greenfield Savings Bank
|
Jul 07, 2025 Q2 2025 |
13,116
shares
|
$4.14 Million
1.92% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
13,062
shares
|
$4.12 Million
1.63% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
12,937
shares
|
$4.08 Million
0.08% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
12,935
shares
|
$4.08 Million
0.12% of portfolio
|
Q1 2025
Added 0.93%
|