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 2,993 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 |
|---|---|---|---|---|---|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
7,057
shares
|
$2.15 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
7,049
shares
|
$2.14 Million
0.01% of portfolio
|
Q3 2024
Added 30.59%
|
|
|
Scientech Research LLC
Jersey City, NJ |
May 15, 2025 Q1 2025 |
7,027
shares
|
$2.14 Million
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
7,003
shares
|
$2.13 Million
0.11% of portfolio
|
Q4 2023
Added 0.39%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
7,000
shares
|
$2.13 Million
0.08% of portfolio
|
Q1 2025
Reduced 9.98%
|
|
|
Centiva Capital, LP
New York, NY |
May 15, 2025 Q1 2025 |
6,965
shares
|
$2.12 Million
0.06% of portfolio
|
Q1 2025
Added 246.52%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
May 14, 2025 Q1 2025 |
6,957
shares
|
$2.12 Million
0.17% of portfolio
|
Q1 2025
Added 731.18%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
6,942
shares
|
$2.11 Million
0.03% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
6,939
shares
|
$2.11 Million
0.1% of portfolio
|
Q1 2025
Reduced 11.24%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
6,926
shares
|
$2.11 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
6,869
shares
|
$2.09 Million
0.04% of portfolio
|
Q1 2025
Added 11.38%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jun 23, 2025 Q1 2025 |
6,857
shares
|
$2.09 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
6,852
shares
|
$2.08 Million
1.36% of portfolio
|
Q2 2025
Added 6.46%
|
|
|
Inkwell Capital LLC
Miami, FL |
May 13, 2025 Q1 2025 |
6,851
shares
|
$2.08 Million
2.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dark Forest Capital Management LP
Weston, CT |
May 15, 2025 Q1 2025 |
6,850
shares
|
$2.08 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
6,830
shares
|
$2.08 Million
0.11% of portfolio
|
Q1 2025
Reduced 7.3%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
6,825
shares
|
$2.08 Million
1.14% of portfolio
|
Q3 2022
New holding
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
6,817
shares
|
$2.07 Million
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
6,741
shares
|
$2.05 Million
0.15% of portfolio
|
Q2 2025
Added 82.24%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
6,737
shares
|
$2.05 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Citadel Investment Advisory, Inc.
|
Apr 17, 2025 Q1 2025 |
6,709
shares
|
$2.04 Million
0.89% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
6,696
shares
|
$2.04 Million
0.14% of portfolio
|
Q3 2023
Added 3.69%
|
|
|
Baldwin Investment Management, LLC
|
May 07, 2025 Q1 2025 |
6,687
shares
|
$2.03 Million
0.22% of portfolio
|
Q1 2025
Added 44.21%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Jul 21, 2025 Q1 2025 |
6,685
shares
|
$2.03 Million
0.17% of portfolio
|
Q3 2024
Reduced 11.64%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
6,664
shares
|
$2.03 Million
0.23% of portfolio
|
Q1 2025
Reduced 1.42%
|