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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Sawgrass Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
8,373
shares
|
$2.54 Million
0.28% of portfolio
|
Q1 2025
Reduced 11.82%
|
|
|
Lazard Freres Gestion S.A.S.
|
May 07, 2025 Q1 2025 |
8,360
shares
|
$2.53 Million
0.05% of portfolio
|
Q1 2025
Added 15.18%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
8,356
shares
|
$2.53 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
8,344
shares
|
$2.53 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
New England Asset Management Inc
Farmington, CT |
May 15, 2025 Q1 2025 |
8,340
shares
|
$2.53 Million
0.39% of portfolio
|
Q1 2025
Reduced 29.8%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
8,302
shares
|
$2.52 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
8,290
shares
|
$2.51 Million
0.79% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Signet Investment Advisory Group, Inc.
|
May 05, 2025 Q1 2025 |
8,280
shares
|
$2.51 Million
1.12% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
8,253
shares
|
$2.5 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Spears Abacus Advisors LLC
|
May 14, 2025 Q1 2025 |
8,244
shares
|
$2.5 Million
0.05% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
8,244
shares
|
$2.5 Million
1.0% of portfolio
|
Q2 2024
Added 2196.38%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,222
shares
|
$2.49 Million
0.03% of portfolio
|
Q3 2022
Added 269.2%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
8,205
shares
|
$2.49 Million
0.08% of portfolio
|
Q1 2025
Reduced 40.62%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
May 09, 2025 Q1 2025 |
8,194
shares
|
$2.48 Million
1.27% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
8,182
shares
|
$2.48 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Natural Investments, LLC
|
May 09, 2025 Q1 2025 |
8,158
shares
|
$2.47 Million
0.62% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
8,154
shares
|
$2.47 Million
1.15% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Triad Investment Management
|
Apr 12, 2024 Q1 2024 |
8,138
shares
|
$2.47 Million
2.38% of portfolio
|
Q2 2020
Reduced 7.63%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
8,135
shares
|
$2.46 Million
1.07% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
8,114
shares
|
$2.46 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
8,090
shares
|
$2.45 Million
1.26% of portfolio
|
Q1 2023
Reduced 18.5%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
8,085
shares
|
$2.45 Million
0.6% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
8,068
shares
|
$2.44 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.15%
|