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 |
|---|---|---|---|---|---|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
5,158
shares
|
$1.56 Million
0.08% of portfolio
|
Q2 2025
Reduced 8.43%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
5,151
shares
|
$1.56 Million
0.06% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
5,149
shares
|
$1.56 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Weik Capital Management
Wyomissing, PA |
May 13, 2025 Q1 2025 |
5,138
shares
|
$1.56 Million
0.57% of portfolio
|
Q1 2025
Reduced 10.85%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
5,128
shares
|
$1.55 Million
0.56% of portfolio
|
Q4 2023
New holding
|
|
|
Solitude Financial Services
|
May 09, 2025 Q1 2025 |
5,123
shares
|
$1.55 Million
0.54% of portfolio
|
Q1 2025
Added 28.3%
|
|
|
Pecaut & Co.
|
May 02, 2025 Q1 2025 |
5,119
shares
|
$1.55 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
5,112
shares
|
$1.55 Million
0.82% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
5,112
shares
|
$1.55 Million
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Factorial Partners, LLC
|
May 09, 2025 Q1 2025 |
5,100
shares
|
$1.55 Million
0.92% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
5,090
shares
|
$1.54 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
5,083
shares
|
$1.54 Million
0.43% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Bradyco, Inc.
Cambridge, MA |
Apr 15, 2025 Q1 2025 |
5,074
shares
|
$1.54 Million
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
First International Bank & Trust
Watford City, ND |
Jul 08, 2025 Q2 2025 |
5,071
shares
|
$1.54 Million
0.56% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
5,044
shares
|
$1.53 Million
0.12% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Apr 14, 2025 Q1 2025 |
5,028
shares
|
$1.52 Million
0.84% of portfolio
|
Q1 2025
Added 13.81%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
5,025
shares
|
$1.52 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
5,017
shares
|
$1.52 Million
0.39% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
5,016
shares
|
$1.52 Million
0.47% of portfolio
|
Q3 2021
Reduced 0.5%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
5,011
shares
|
$1.52 Million
0.05% of portfolio
|
Q1 2025
Added 7.28%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
5,007
shares
|
$1.52 Million
0.03% of portfolio
|
Q4 2023
Reduced 24.77%
|
|
|
Spirit Of America Management Corp
|
Apr 21, 2025 Q1 2025 |
5,000
shares
|
$1.51 Million
0.28% of portfolio
|
Q1 2022
Reduced 26.47%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
4,993
shares
|
$1.51 Million
0.07% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Axs Investments LLC
Port Chester, NY |
May 09, 2025 Q1 2025 |
4,991
shares
|
$1.51 Million
0.4% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
4,989
shares
|
$1.51 Million
0.14% of portfolio
|
Q1 2025
Added 32.83%
|