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 |
|---|---|---|---|---|---|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
5,370
shares
|
$1.63 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
5,368
shares
|
$1.63 Million
0.19% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Lawson Kroeker Investment Management Inc
|
Apr 28, 2025 Q1 2025 |
5,338
shares
|
$1.62 Million
0.28% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
William Allan, LLC
|
May 05, 2025 Q1 2025 |
5,332
shares
|
$1.62 Million
0.93% of portfolio
|
Q1 2025
Reduced 63.29%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
5,324
shares
|
$1.61 Million
0.16% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
5,318
shares
|
$1.61 Million
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
5,312
shares
|
$1.61 Million
0.14% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
U S Global Investors Inc
San Antonio, TX |
Apr 24, 2025 Q1 2025 |
5,305
shares
|
$1.61 Million
0.19% of portfolio
|
Q1 2025
Added 17.89%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
5,304
shares
|
$1.61 Million
0.17% of portfolio
|
Q1 2025
Reduced 36.13%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
5,295
shares
|
$1.6 Million
0.03% of portfolio
|
Q1 2025
Added 146.62%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
5,288
shares
|
$1.6 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
5,273
shares
|
$1.6 Million
1.26% of portfolio
|
Q3 2023
Added 0.02%
|
|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
5,271
shares
|
$1.6 Million
0.69% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
5,269
shares
|
$1.6 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
5,241
shares
|
$1.59 Million
0.06% of portfolio
|
Q3 2022
Reduced 3.59%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
5,236
shares
|
$1.59 Million
0.33% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
5,219
shares
|
$1.58 Million
1.31% of portfolio
|
Q2 2025
Reduced 7.78%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
May 07, 2025 Q1 2025 |
5,208
shares
|
$1.58 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Vectors Research Management, LLC
New York, NY |
Apr 23, 2025 Q1 2025 |
5,189
shares
|
$1.57 Million
0.49% of portfolio
|
Q2 2024
Reduced 1.89%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
5,188
shares
|
$1.57 Million
0.04% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jul 11, 2025 Q2 2025 |
5,183
shares
|
$1.57 Million
0.94% of portfolio
|
Q2 2025
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
5,178
shares
|
$1.57 Million
0.08% of portfolio
|
Q1 2025
Reduced 8.32%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
5,176
shares
|
$1.57 Million
0.24% of portfolio
|
Q3 2022
Reduced 5.58%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
5,174
shares
|
$1.57 Million
1.3% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
First Dallas Securities Inc.
|
May 15, 2025 Q1 2025 |
5,162
shares
|
$1.56 Million
0.59% of portfolio
|
Q1 2025
Reduced 4.62%
|