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 |
|---|---|---|---|---|---|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
12,913
shares
|
$4.07 Million
0.56% of portfolio
|
Q1 2025
Added 9.85%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
12,899
shares
|
$4.07 Million
0.16% of portfolio
|
Q1 2025
Reduced 21.19%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jul 17, 2025 Q2 2025 |
12,898
shares
|
$4.07 Million
1.43% of portfolio
|
Q2 2025
Added 11.29%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
12,893
shares
|
$4.07 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
12,867
shares
|
$4.06 Million
1.08% of portfolio
|
Q1 2025
Reduced 15.23%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
12,834
shares
|
$4.05 Million
0.15% of portfolio
|
Q2 2025
Reduced 7.16%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
12,820
shares
|
$4.04 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
12,794
shares
|
$4.03 Million
0.11% of portfolio
|
Q4 2024
Added 8.81%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jul 17, 2025 Q2 2025 |
12,774
shares
|
$4.03 Million
1.52% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
Infusive Asset Management Inc.
New York, NY |
May 15, 2025 Q1 2025 |
12,761
shares
|
$4.02 Million
1.59% of portfolio
|
Q4 2024
New holding
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
12,699
shares
|
$4 Million
0.13% of portfolio
|
Q2 2022
Added 4.6%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Apr 29, 2025 Q1 2025 |
12,630
shares
|
$3.98 Million
0.69% of portfolio
|
Q1 2025
Added 7.67%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
12,592
shares
|
$3.97 Million
0.25% of portfolio
|
Q1 2025
Reduced 6.13%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
12,558
shares
|
$3.96 Million
0.12% of portfolio
|
Q2 2025
Added 153.54%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
12,540
shares
|
$3.95 Million
0.17% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
12,529
shares
|
$3.95 Million
0.51% of portfolio
|
Q2 2025
Reduced 11.21%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
12,524
shares
|
$3.95 Million
0.26% of portfolio
|
Q1 2025
Reduced 7.53%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
12,470
shares
|
$3.93 Million
0.11% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Cito Capital Group, LLC
Miami, FL |
May 15, 2025 Q1 2025 |
12,440
shares
|
$3.92 Million
1.27% of portfolio
|
Q1 2025
Added 19.16%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jul 14, 2025 Q2 2025 |
12,358
shares
|
$3.9 Million
0.64% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
12,346
shares
|
$3.89 Million
0.27% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
12,226
shares
|
$3.86 Million
0.14% of portfolio
|
Q3 2022
Reduced 4.68%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
12,183
shares
|
$3.84 Million
0.38% of portfolio
|
Q1 2025
Reduced 13.1%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
May 02, 2025 Q1 2025 |
12,179
shares
|
$3.84 Million
1.05% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
12,177
shares
|
$3.84 Million
0.15% of portfolio
|
Q1 2025
Reduced 5.93%
|