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 |
|---|---|---|---|---|---|
|
Xcel Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
10,073
shares
|
$3.18 Million
0.96% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
10,053
shares
|
$3.17 Million
0.11% of portfolio
|
Q4 2022
Reduced 0.49%
|
|
|
Intrinsic Value Partners, LLC
|
Jul 21, 2025 Q2 2025 |
10,015
shares
|
$3.16 Million
2.94% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
May 14, 2025 Q1 2025 |
10,012
shares
|
$3.16 Million
1.72% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
May 05, 2025 Q1 2025 |
9,990
shares
|
$3.15 Million
0.9% of portfolio
|
Q1 2025
Added 21.24%
|
|
|
Galilei Investment Office LLP
London, X0 |
May 08, 2025 Q1 2025 |
9,974
shares
|
$3.15 Million
1.45% of portfolio
|
Q4 2024
New holding
|
|
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
May 09, 2025 Q1 2025 |
9,968
shares
|
$3.14 Million
1.0% of portfolio
|
Q1 2024
Added 24.6%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
9,967
shares
|
$3.14 Million
0.07% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
9,955
shares
|
$3.14 Million
0.04% of portfolio
|
Q1 2025
Added 17.31%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
9,907
shares
|
$3.12 Million
0.2% of portfolio
|
Q2 2025
Added 23.24%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
9,883
shares
|
$3.12 Million
0.37% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
9,879
shares
|
$3.12 Million
1.57% of portfolio
|
Q2 2025
Reduced 9.62%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
May 14, 2025 Q1 2025 |
9,861
shares
|
$3.11 Million
2.08% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
9,846
shares
|
$3.1 Million
2.02% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Knuff & CO LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
9,844
shares
|
$3.1 Million
0.9% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Plimoth Trust CO LLC
|
Apr 21, 2025 Q1 2025 |
9,824
shares
|
$3.1 Million
0.7% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
May 13, 2025 Q1 2025 |
9,824
shares
|
$3.1 Million
0.31% of portfolio
|
Q1 2025
Added 19.57%
|
|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
9,819
shares
|
$3.1 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Inlet Private Wealth, LLC
|
May 07, 2025 Q1 2025 |
9,795
shares
|
$3.09 Million
0.72% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
9,788
shares
|
$3.09 Million
0.36% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Jennison Associates LLC
|
May 02, 2025 Q1 2025 |
9,752
shares
|
$3.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 34.93%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
9,739
shares
|
$3.07 Million
0.08% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
9,725
shares
|
$3.07 Million
0.55% of portfolio
|
Q1 2025
Added 328.6%
|
|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
9,704
shares
|
$3.06 Million
1.33% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
9,696
shares
|
$3.06 Million
0.34% of portfolio
|
Q1 2025
Added 3.48%
|