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 |
|---|---|---|---|---|---|
|
Pettee Investors, Inc.
|
May 02, 2025 Q1 2025 |
9,273
shares
|
$2.92 Million
1.52% of portfolio
|
Q1 2025
Reduced 36.94%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Apr 17, 2025 Q1 2025 |
9,218
shares
|
$2.91 Million
1.24% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
9,211
shares
|
$2.9 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.81%
|
|
|
Guardian Capital LP
Toronto, A6 |
May 14, 2025 Q1 2025 |
9,188
shares
|
$2.9 Million
0.11% of portfolio
|
Q4 2024
Reduced 11.55%
|
|
|
Applied Capital Llc/Fl
Hollywood, FL |
May 01, 2025 Q1 2025 |
9,175
shares
|
$2.89 Million
1.94% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
May 15, 2025 Q1 2025 |
9,167
shares
|
$2.89 Million
0.05% of portfolio
|
Q1 2025
Added 12.76%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
9,153
shares
|
$2.89 Million
0.23% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
May 15, 2025 Q1 2025 |
9,125
shares
|
$2.88 Million
0.01% of portfolio
|
Q1 2025
Reduced 96.92%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
9,100
shares
|
$2.87 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Mengis Capital Management, Inc.
|
May 08, 2025 Q1 2025 |
9,070
shares
|
$2.86 Million
0.52% of portfolio
|
Q2 2024
Reduced 7.51%
|
|
|
Rb Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
9,050
shares
|
$2.85 Million
0.69% of portfolio
|
Q2 2025
Added 18.52%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
9,043
shares
|
$2.85 Million
0.12% of portfolio
|
Q2 2024
Added 0.5%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
9,043
shares
|
$2.85 Million
0.51% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
9,016
shares
|
$2.84 Million
0.19% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
8,995
shares
|
$2.84 Million
0.09% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
8,986
shares
|
$2.83 Million
1.27% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
8,979
shares
|
$2.83 Million
0.64% of portfolio
|
Q2 2025
Reduced 42.95%
|
|
|
Bank Ozk
|
May 13, 2025 Q1 2025 |
8,964
shares
|
$2.83 Million
1.05% of portfolio
|
Q1 2025
Added 20.44%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
8,928
shares
|
$2.82 Million
0.71% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Signature Wealth Management Group
|
Apr 17, 2025 Q1 2025 |
8,902
shares
|
$2.81 Million
0.98% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
8,877
shares
|
$2.8 Million
1.97% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Coastal Bridge Advisors, LLC
|
May 08, 2025 Q1 2025 |
8,875
shares
|
$2.8 Million
0.71% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
8,851
shares
|
$2.79 Million
0.12% of portfolio
|
Q4 2022
Added 0.01%
|
|
|
Jpb Foundation
New York, NY |
May 15, 2025 Q1 2025 |
8,851
shares
|
$2.79 Million
0.31% of portfolio
|
Q4 2024
Reduced 79.82%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
8,832
shares
|
$2.79 Million
0.82% of portfolio
|
Q1 2025
Reduced 20.85%
|