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 2,994 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 $178 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
8,783
shares
|
$2.66 Million
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
8,780
shares
|
$2.66 Million
0.16% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
8,769
shares
|
$2.66 Million
0.11% of portfolio
|
Q3 2022
Reduced 0.85%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
May 14, 2025 Q1 2025 |
8,759
shares
|
$2.65 Million
2.63% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
8,750
shares
|
$2.65 Million
0.22% of portfolio
|
Q2 2025
Added 8.45%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
May 15, 2025 Q1 2025 |
8,725
shares
|
$2.64 Million
0.91% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
May 12, 2025 Q1 2025 |
8,665
shares
|
$2.63 Million
0.78% of portfolio
|
Q1 2025
New holding
|
|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
8,632
shares
|
$2.62 Million
0.7% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
8,631
shares
|
$2.61 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Efg Asset Management (North America) Corp.
|
May 14, 2025 Q1 2025 |
8,622
shares
|
$2.61 Million
0.4% of portfolio
|
Q1 2025
Reduced 13.35%
|
|
|
Ingalls & Snyder LLC
New York, NY |
May 12, 2025 Q1 2025 |
8,607
shares
|
$2.61 Million
0.08% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Gfg Capital, LLC
|
Apr 30, 2025 Q1 2025 |
8,602
shares
|
$2.61 Million
0.7% of portfolio
|
Q1 2025
Reduced 17.34%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
8,588
shares
|
$2.6 Million
0.04% of portfolio
|
Q1 2025
Added 10.67%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
8,542
shares
|
$2.59 Million
0.11% of portfolio
|
Q1 2025
Added 14.73%
|
|
|
Wilkins Investment Counsel Inc
|
May 06, 2025 Q1 2025 |
8,532
shares
|
$2.58 Million
0.34% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Tealwood Asset Management Inc
|
Jul 17, 2025 Q2 2025 |
8,510
shares
|
$2.58 Million
1.21% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
8,457
shares
|
$2.56 Million
0.2% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
8,455
shares
|
$2.56 Million
0.11% of portfolio
|
Q3 2023
Reduced 0.65%
|
|
|
Hardy Reed LLC
|
May 02, 2025 Q1 2025 |
8,430
shares
|
$2.55 Million
0.2% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Howard Capital Management Group, LLC
|
Jul 16, 2025 Q2 2025 |
8,426
shares
|
$2.55 Million
0.19% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
8,422
shares
|
$2.55 Million
1.3% of portfolio
|
Q2 2022
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
8,417
shares
|
$2.55 Million
0.3% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
8,402
shares
|
$2.55 Million
0.08% of portfolio
|
Q1 2025
Added 29.64%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
8,394
shares
|
$2.54 Million
0.25% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
8,387
shares
|
$2.54 Million
0.18% of portfolio
|
Q1 2025
Added 0.11%
|