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 |
|---|---|---|---|---|---|
|
Tufton Capital Management
|
May 06, 2025 Q1 2025 |
4,562
shares
|
$1.38 Million
0.24% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
4,559
shares
|
$1.38 Million
0.18% of portfolio
|
Q1 2025
Reduced 22.2%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
4,549
shares
|
$1.38 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Iron Oak Wealth Llc.
Cedar Park, TX |
Jul 14, 2025 Q2 2025 |
4,538
shares
|
$1.37 Million
1.41% of portfolio
|
Q2 2025
Reduced 45.76%
|
|
|
Profit Investment Management, LLC
|
Jul 11, 2025 Q2 2025 |
4,517
shares
|
$1.37 Million
1.29% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Papp L Roy & Associates
|
Apr 10, 2025 Q1 2025 |
4,500
shares
|
$1.36 Million
0.16% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
4,500
shares
|
$1.36 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
May 09, 2025 Q1 2025 |
4,500
shares
|
$1.36 Million
0.77% of portfolio
|
Q1 2025
Added 15.38%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
4,491
shares
|
$1.36 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
May 14, 2025 Q1 2025 |
4,481
shares
|
$1.36 Million
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
4,477
shares
|
$1.36 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Twin Tree Management, LP
Dallas, TX |
May 15, 2025 Q1 2025 |
4,463
shares
|
$1.35 Million
0.0% of portfolio
|
Q1 2025
Reduced 78.18%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
4,455
shares
|
$1.35 Million
0.45% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
4,442
shares
|
$1.35 Million
0.13% of portfolio
|
Q2 2025
Added 49.87%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
4,440
shares
|
$1.35 Million
0.31% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
4,438
shares
|
$1.34 Million
0.1% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
May 15, 2025 Q1 2025 |
4,432
shares
|
$1.34 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
4,416
shares
|
$1.34 Million
0.03% of portfolio
|
Q1 2025
Reduced 10.44%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
4,414
shares
|
$1.34 Million
0.18% of portfolio
|
Q1 2023
Added 46.01%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jul 16, 2025 Q2 2025 |
4,408
shares
|
$1.34 Million
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
J. W. Coons Advisors, LLC
|
May 06, 2025 Q1 2025 |
4,407
shares
|
$1.34 Million
0.32% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
4,405
shares
|
$1.33 Million
0.17% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
4,398
shares
|
$1.33 Million
0.05% of portfolio
|
Q1 2025
Added 286.13%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
4,397
shares
|
$1.33 Million
0.03% of portfolio
|
Q1 2025
Added 266.42%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
4,387
shares
|
$1.33 Million
0.15% of portfolio
|
Q2 2025
Added 1.65%
|