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 |
|---|---|---|---|---|---|
|
Qv Investors Inc.
|
Apr 09, 2025 Q1 2025 |
10,430
shares
|
$3.16 Million
0.28% of portfolio
|
Q1 2025
Reduced 7.04%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
10,429
shares
|
$3.16 Million
0.29% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Connable Office Inc
|
May 09, 2025 Q1 2025 |
10,414
shares
|
$3.16 Million
0.3% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
10,408
shares
|
$3.15 Million
0.07% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Northstar Advisory Group, LLC
|
Jul 08, 2025 Q2 2025 |
10,398
shares
|
$3.15 Million
1.66% of portfolio
|
Q2 2025
Added 18.09%
|
|
|
Peak Financial Advisors LLC
|
Jul 07, 2025 Q2 2025 |
10,385
shares
|
$3.15 Million
2.2% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
10,374
shares
|
$3.14 Million
0.09% of portfolio
|
Q1 2025
Added 7.3%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
10,362
shares
|
$3.14 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Ossiam
Paris, I0 |
May 14, 2025 Q1 2025 |
10,361
shares
|
$3.14 Million
0.04% of portfolio
|
Q1 2025
Reduced 28.18%
|
|
|
Carl P. Sherr & Co., LLC
|
May 08, 2025 Q1 2025 |
10,356
shares
|
$3.14 Million
1.54% of portfolio
|
Q1 2025
Added 11.34%
|
|
|
Eads & Heald Wealth Management
|
Apr 25, 2025 Q1 2025 |
10,290
shares
|
$3.12 Million
1.41% of portfolio
|
Q1 2025
Reduced 5.51%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
10,244
shares
|
$3.1 Million
0.26% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
10,240
shares
|
$3.1 Million
0.11% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
10,237
shares
|
$3.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 38.63%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
10,224
shares
|
$3.1 Million
0.13% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
10,210
shares
|
$3.09 Million
0.3% of portfolio
|
Q4 2024
Reduced 15.26%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
10,189
shares
|
$3.09 Million
0.06% of portfolio
|
Q2 2025
Added 56.13%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
10,176
shares
|
$3.08 Million
0.07% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
10,167
shares
|
$3.08 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
May 05, 2025 Q1 2025 |
10,159
shares
|
$3.08 Million
0.27% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
10,153
shares
|
$3.08 Million
0.34% of portfolio
|
Q2 2025
Reduced 15.38%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
10,139
shares
|
$3.07 Million
0.01% of portfolio
|
Q1 2025
Reduced 49.04%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
10,133
shares
|
$3.07 Million
0.01% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
10,132
shares
|
$3.07 Million
0.11% of portfolio
|
Q1 2025
Added 4.91%
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
10,095
shares
|
$3.06 Million
1.22% of portfolio
|
Q2 2025
Reduced 2.18%
|