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 |
|---|---|---|---|---|---|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
11,046
shares
|
$3.48 Million
0.18% of portfolio
|
Q3 2022
Reduced 0.3%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
May 13, 2025 Q1 2025 |
11,037
shares
|
$3.48 Million
0.12% of portfolio
|
Q1 2025
Added 12.21%
|
|
|
Gifford Fong Associates
Lafayette, CA |
May 12, 2025 Q1 2025 |
11,000
shares
|
$3.47 Million
0.74% of portfolio
|
Q1 2018
New holding
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
May 13, 2025 Q1 2025 |
10,938
shares
|
$3.45 Million
0.12% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
10,908
shares
|
$3.44 Million
0.07% of portfolio
|
Q2 2025
Added 14.28%
|
|
|
Texas Bank & Trust CO
Longview, TX |
May 15, 2025 Q1 2025 |
10,903
shares
|
$3.44 Million
1.24% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
10,846
shares
|
$3.42 Million
0.1% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
10,829
shares
|
$3.41 Million
0.16% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
10,828
shares
|
$3.41 Million
0.14% of portfolio
|
Q1 2025
Reduced 33.83%
|
|
|
Impax Asset Management Group PLC
|
Apr 29, 2025 Q1 2025 |
10,797
shares
|
$3.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
10,797
shares
|
$3.4 Million
0.01% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
10,776
shares
|
$3.4 Million
0.15% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
10,760
shares
|
$3.39 Million
0.09% of portfolio
|
Q1 2025
Added 122.5%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
10,717
shares
|
$3.38 Million
0.38% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
10,688
shares
|
$3.37 Million
0.42% of portfolio
|
Q1 2025
Reduced 59.14%
|
|
|
Valueworks LLC
New York, NY |
May 14, 2025 Q1 2025 |
10,687
shares
|
$3.37 Million
1.22% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
10,645
shares
|
$3.36 Million
0.31% of portfolio
|
Q3 2023
Reduced 51.56%
|
|
|
Private Wealth Partners, LLC
|
Apr 21, 2025 Q1 2025 |
10,603
shares
|
$3.34 Million
0.24% of portfolio
|
Q1 2025
Reduced 6.03%
|
|
|
Penn Davis Mcfarland Inc
|
Jul 15, 2025 Q2 2025 |
10,580
shares
|
$3.34 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
May 07, 2025 Q1 2025 |
10,575
shares
|
$3.33 Million
0.7% of portfolio
|
Q1 2025
New holding
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
10,572
shares
|
$3.33 Million
0.1% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
10,495
shares
|
$3.31 Million
0.03% of portfolio
|
Q1 2025
Added 9.98%
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
10,483
shares
|
$3.31 Million
1.4% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
10,480
shares
|
$3.3 Million
1.03% of portfolio
|
Q2 2022
Reduced 14.76%
|
|
|
Asio Capital, LLC
|
Jul 17, 2025 Q2 2025 |
10,461
shares
|
$3.3 Million
0.6% of portfolio
|
Q2 2025
New holding
|