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 |
|---|---|---|---|---|---|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Apr 14, 2025 Q1 2025 |
4,752
shares
|
$1.44 Million
1.09% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
4,749
shares
|
$1.44 Million
0.14% of portfolio
|
Q1 2025
Reduced 6.97%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
4,745
shares
|
$1.44 Million
0.05% of portfolio
|
Q1 2025
Reduced 18.88%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
May 14, 2025 Q1 2025 |
4,721
shares
|
$1.43 Million
1.27% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
4,717
shares
|
$1.43 Million
0.34% of portfolio
|
Q1 2025
Added 29.87%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
4,700
shares
|
$1.42 Million
0.13% of portfolio
|
Q2 2023
Reduced 0.25%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
4,691
shares
|
$1.42 Million
0.09% of portfolio
|
Q2 2025
Added 16.81%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
4,687
shares
|
$1.42 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.17%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
4,685
shares
|
$1.42 Million
0.11% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Delphi Management Inc /Ma/
Boston, MA |
Jul 07, 2025 Q2 2025 |
4,683
shares
|
$1.42 Million
1.44% of portfolio
|
Q2 2025
Reduced 9.52%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
4,673
shares
|
$1.42 Million
0.11% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
4,666
shares
|
$1.41 Million
0.2% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jul 15, 2025 Q2 2025 |
4,653
shares
|
$1.41 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
4,636
shares
|
$1.4 Million
0.76% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
4,629
shares
|
$1.4 Million
0.04% of portfolio
|
Q1 2025
Reduced 10.5%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
May 08, 2025 Q1 2025 |
4,616
shares
|
$1.4 Million
0.4% of portfolio
|
Q1 2025
Added 9.38%
|
|
|
Barden Capital Management, Inc.
|
Apr 14, 2025 Q1 2025 |
4,610
shares
|
$1.4 Million
1.1% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
4,602
shares
|
$1.39 Million
0.66% of portfolio
|
Q1 2025
Reduced 16.87%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
4,600
shares
|
$1.39 Million
0.65% of portfolio
|
Q2 2023
Reduced 14.05%
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
4,597
shares
|
$1.39 Million
0.4% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Sentry LLC
Memphis, TN |
Apr 17, 2025 Q1 2025 |
4,591
shares
|
$1.39 Million
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
4,589
shares
|
$1.39 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
4,575
shares
|
$1.39 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
4,566
shares
|
$1.38 Million
0.33% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jul 02, 2025 Q2 2025 |
4,566
shares
|
$1.38 Million
0.42% of portfolio
|
Q2 2025
Added 6.16%
|