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 2,997 institutions that hold shares in the stock, with a total of 587 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 |
|---|---|---|---|---|---|
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
Jun 04, 2025 Q1 2025 |
7,528
shares
|
$2.29 Million
1.11% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Arjuna Capital
|
May 09, 2025 Q1 2025 |
7,513
shares
|
$2.29 Million
0.58% of portfolio
|
Q1 2025
Reduced 54.16%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
7,513
shares
|
$2.29 Million
0.82% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
7,503
shares
|
$2.28 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
7,465
shares
|
$2.27 Million
0.08% of portfolio
|
Q1 2025
Reduced 13.05%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
7,455
shares
|
$2.27 Million
0.83% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
7,427
shares
|
$2.26 Million
0.07% of portfolio
|
Q2 2024
Added 8.95%
|
|
|
Taylor Frigon Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
7,425
shares
|
$2.26 Million
1.3% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
7,410
shares
|
$2.25 Million
0.77% of portfolio
|
Q2 2023
Reduced 0.58%
|
|
|
Sciencast Management LP
|
May 15, 2025 Q1 2025 |
7,405
shares
|
$2.25 Million
0.49% of portfolio
|
Q1 2025
Reduced 27.77%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
7,402
shares
|
$2.25 Million
0.19% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Apr 10, 2025 Q1 2025 |
7,344
shares
|
$2.23 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
7,338
shares
|
$2.23 Million
1.07% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
7,334
shares
|
$2.23 Million
0.03% of portfolio
|
Q1 2025
Added 13.44%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
May 15, 2025 Q1 2025 |
7,323
shares
|
$2.23 Million
0.97% of portfolio
|
Q1 2025
New holding
|
|
|
Birinyi Associates Inc
|
Jul 23, 2025 Q2 2025 |
7,295
shares
|
$2.22 Million
0.68% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Palisade Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
7,295
shares
|
$2.22 Million
0.2% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Groupama Asset Managment
Paris, I0 |
May 14, 2025 Q1 2025 |
7,245
shares
|
$2.2 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
7,243
shares
|
$2.2 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
7,213
shares
|
$2.19 Million
0.14% of portfolio
|
Q1 2025
Added 56.4%
|
|
|
Excalibur Management Corp
|
May 08, 2025 Q1 2025 |
7,210
shares
|
$2.19 Million
0.77% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Jackson Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
7,188
shares
|
$2.19 Million
0.35% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Apr 11, 2025 Q1 2025 |
7,185
shares
|
$2.19 Million
0.49% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Gateway Investment Advisers LLC
|
Jul 09, 2025 Q2 2025 |
7,169
shares
|
$2.18 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
7,156
shares
|
$2.18 Million
0.49% of portfolio
|
Q1 2025
Reduced 1.02%
|