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 |
|---|---|---|---|---|---|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
4,387
shares
|
$1.33 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
4,384
shares
|
$1.33 Million
0.52% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
4,380
shares
|
$1.33 Million
0.22% of portfolio
|
Q1 2025
Added 12.02%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Apr 30, 2025 Q1 2025 |
4,377
shares
|
$1.33 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
4,377
shares
|
$1.33 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
4,362
shares
|
$1.32 Million
0.41% of portfolio
|
Q2 2025
Added 44.44%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
4,361
shares
|
$1.32 Million
0.1% of portfolio
|
Q2 2025
Added 8.05%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
4,357
shares
|
$1.32 Million
0.05% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
4,354
shares
|
$1.32 Million
0.16% of portfolio
|
Q2 2025
Added 9.78%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
4,344
shares
|
$1.32 Million
0.06% of portfolio
|
Q4 2022
Added 6.47%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
4,341
shares
|
$1.32 Million
0.07% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
4,336
shares
|
$1.31 Million
0.16% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
May 07, 2025 Q1 2025 |
4,321
shares
|
$1.31 Million
0.65% of portfolio
|
Q1 2025
Added 22.17%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
4,312
shares
|
$1.31 Million
0.16% of portfolio
|
Q2 2022
Reduced 0.23%
|
|
|
Schulhoff & CO Inc
|
May 07, 2025 Q1 2025 |
4,300
shares
|
$1.3 Million
0.55% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Alhambra Investment Partners LLC
|
Jul 15, 2025 Q2 2025 |
4,275
shares
|
$1.3 Million
0.69% of portfolio
|
Q2 2025
Added 11.01%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Apr 17, 2025 Q1 2025 |
4,268
shares
|
$1.29 Million
0.38% of portfolio
|
Q1 2025
Reduced 82.03%
|
|
|
Ervin Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
4,266
shares
|
$1.29 Million
0.92% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
4,262
shares
|
$1.29 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
4,244
shares
|
$1.29 Million
0.73% of portfolio
|
Q1 2025
Added 5.7%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
4,234
shares
|
$1.28 Million
0.17% of portfolio
|
Q1 2025
Reduced 6.66%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
4,234
shares
|
$1.28 Million
0.05% of portfolio
|
Q1 2025
Added 27.53%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
4,233
shares
|
$1.28 Million
0.1% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
4,230
shares
|
$1.28 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
4,205
shares
|
$1.27 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.32%
|