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 |
|---|---|---|---|---|---|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
9,692
shares
|
$2.94 Million
0.54% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
9,679
shares
|
$2.93 Million
0.38% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
9,658
shares
|
$2.93 Million
0.28% of portfolio
|
Q4 2024
Reduced 11.86%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
9,650
shares
|
$2.92 Million
2.21% of portfolio
|
Q4 2021
New holding
|
|
|
Aia Group LTD
Hong Kong, K3 |
May 12, 2025 Q1 2025 |
9,600
shares
|
$2.91 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
9,558
shares
|
$2.9 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
9,533
shares
|
$2.89 Million
0.12% of portfolio
|
Q2 2025
Added 8.58%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
May 01, 2025 Q1 2025 |
9,525
shares
|
$2.89 Million
0.65% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
9,519
shares
|
$2.88 Million
1.48% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
9,516
shares
|
$2.88 Million
0.08% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
9,499
shares
|
$2.88 Million
0.09% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Fire Capital Management LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
9,480
shares
|
$2.87 Million
1.88% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
9,461
shares
|
$2.87 Million
0.3% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
9,456
shares
|
$2.86 Million
0.11% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jul 15, 2025 Q2 2025 |
9,440
shares
|
$2.86 Million
1.25% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
9,440
shares
|
$2.86 Million
0.17% of portfolio
|
Q1 2025
Reduced 26.39%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Apr 25, 2025 Q1 2025 |
9,403
shares
|
$2.85 Million
0.89% of portfolio
|
Q1 2025
Added 11.97%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
9,403
shares
|
$2.85 Million
0.04% of portfolio
|
Q1 2025
Reduced 23.45%
|
|
|
Qtron Investments LLC
Boston, MA |
May 13, 2025 Q1 2025 |
9,352
shares
|
$2.83 Million
0.39% of portfolio
|
Q4 2024
Reduced 11.8%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
May 15, 2025 Q1 2025 |
9,328
shares
|
$2.83 Million
1.19% of portfolio
|
Q2 2023
Added 192.41%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
9,312
shares
|
$2.82 Million
0.13% of portfolio
|
Q1 2025
Reduced 3.96%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
9,310
shares
|
$2.82 Million
0.29% of portfolio
|
Q3 2022
Reduced 2.46%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
9,305
shares
|
$2.82 Million
0.14% of portfolio
|
Q1 2023
Added 26.68%
|
|
|
Focus Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
9,301
shares
|
$2.82 Million
1.7% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
9,281
shares
|
$2.81 Million
0.08% of portfolio
|
Q1 2025
Added 54.2%
|