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 |
|---|---|---|---|---|---|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
6,648
shares
|
$2.02 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
6,633
shares
|
$2.02 Million
0.12% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
6,615
shares
|
$2.01 Million
0.05% of portfolio
|
Q1 2025
Added 9.21%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
6,615
shares
|
$2.01 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
6,605
shares
|
$2.01 Million
0.05% of portfolio
|
Q1 2025
Reduced 20.03%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
6,562
shares
|
$2 Million
0.12% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
6,553
shares
|
$1.99 Million
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
6,542
shares
|
$1.99 Million
1.41% of portfolio
|
Q1 2025
Reduced 80.84%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
6,541
shares
|
$1.99 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
6,539
shares
|
$1.99 Million
0.46% of portfolio
|
Q2 2025
Added 198.31%
|
|
|
Lee Danner & Bass Inc
|
Apr 29, 2025 Q1 2025 |
6,537
shares
|
$1.99 Million
0.14% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Hall Capital Management CO Inc
|
May 08, 2025 Q1 2025 |
6,529
shares
|
$1.99 Million
0.82% of portfolio
|
Q1 2025
Added 33.87%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
6,522
shares
|
$1.98 Million
0.19% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Eagle Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
6,518
shares
|
$1.98 Million
0.91% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
6,515
shares
|
$1.98 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
6,513
shares
|
$1.98 Million
0.44% of portfolio
|
Q1 2025
Added 14.4%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
6,491
shares
|
$1.97 Million
0.46% of portfolio
|
Q1 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
6,456
shares
|
$1.96 Million
0.07% of portfolio
|
Q1 2025
Reduced 8.85%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
6,451
shares
|
$1.96 Million
0.1% of portfolio
|
Q4 2024
Added 20.85%
|
|
|
Trust Asset Management LLC
Houston, TX |
May 12, 2025 Q1 2025 |
6,422
shares
|
$1.95 Million
0.14% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
6,418
shares
|
$1.95 Million
0.08% of portfolio
|
Q1 2025
Reduced 93.67%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
6,392
shares
|
$1.94 Million
1.77% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
6,388
shares
|
$1.94 Million
0.02% of portfolio
|
Q2 2025
Added 5.2%
|
|
|
S&Co Inc
Boston, MA |
May 08, 2025 Q1 2025 |
6,386
shares
|
$1.94 Million
0.12% of portfolio
|
Q4 2022
Added 1.37%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
6,378
shares
|
$1.94 Million
0.11% of portfolio
|
Q2 2025
Added 1.08%
|