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 |
|---|---|---|---|---|---|
|
B&L Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
6,026
shares
|
$1.83 Million
1.06% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
6,019
shares
|
$1.83 Million
0.03% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
May 07, 2025 Q1 2025 |
6,015
shares
|
$1.83 Million
0.47% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
5,978
shares
|
$1.82 Million
0.15% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
5,968
shares
|
$1.82 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
5,961
shares
|
$1.81 Million
0.26% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
5,957
shares
|
$1.81 Million
0.15% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
5,946
shares
|
$1.81 Million
0.89% of portfolio
|
Q1 2025
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
5,928
shares
|
$1.8 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
5,914
shares
|
$1.8 Million
0.07% of portfolio
|
Q1 2025
Reduced 20.61%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
5,894
shares
|
$1.79 Million
0.13% of portfolio
|
Q1 2025
Added 9.27%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
5,882
shares
|
$1.79 Million
0.44% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Broderick Brian C
|
Jul 23, 2025 Q2 2025 |
5,868
shares
|
$1.78 Million
0.4% of portfolio
|
Q2 2025
Added 138.83%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
5,865
shares
|
$1.78 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
5,835
shares
|
$1.77 Million
0.55% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
5,827
shares
|
$1.77 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
5,808
shares
|
$1.77 Million
0.18% of portfolio
|
Q1 2025
Added 9.11%
|
|
|
Highview Capital Management LLC
|
Apr 30, 2025 Q1 2025 |
5,776
shares
|
$1.76 Million
0.67% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
5,759
shares
|
$1.75 Million
0.06% of portfolio
|
Q1 2025
Added 36.53%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
5,737
shares
|
$1.74 Million
0.21% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Monte Financial Group, LLC
|
Jul 23, 2025 Q2 2025 |
5,729
shares
|
$1.74 Million
0.72% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
5,722
shares
|
$1.74 Million
0.2% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
5,698
shares
|
$1.73 Million
0.19% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
5,685
shares
|
$1.73 Million
0.65% of portfolio
|
Q1 2024
Reduced 7.83%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
5,678
shares
|
$1.73 Million
0.21% of portfolio
|
Q1 2021
Reduced 32.63%
|