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 |
|---|---|---|---|---|---|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
4,007
shares
|
$1.21 Million
0.04% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Whelan Financial
|
Jul 21, 2025 Q2 2025 |
4,005
shares
|
$1.21 Million
0.46% of portfolio
|
Q2 2025
Added 42.27%
|
|
|
Moment Partners, LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
4,004
shares
|
$1.21 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
May 09, 2025 Q1 2025 |
4,000
shares
|
$1.21 Million
0.64% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Ulysses Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,000
shares
|
$1.21 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
3,991
shares
|
$1.21 Million
0.44% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
3,989
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2022
Reduced 64.06%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
3,987
shares
|
$1.21 Million
0.15% of portfolio
|
Q1 2025
Reduced 9.24%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
3,983
shares
|
$1.21 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
3,952
shares
|
$1.2 Million
0.16% of portfolio
|
Q1 2025
Reduced 54.48%
|
|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
3,949
shares
|
$1.2 Million
0.12% of portfolio
|
Q2 2024
Added 0.61%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
3,948
shares
|
$1.2 Million
0.27% of portfolio
|
Q2 2022
Added 105.84%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
3,926
shares
|
$1.19 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Brooks, Moore & Associates, Inc.
|
May 14, 2025 Q1 2025 |
3,923
shares
|
$1.19 Million
0.6% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,921
shares
|
$1.19 Million
0.08% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
3,919
shares
|
$1.19 Million
0.65% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Culbertson A N & CO Inc
|
May 15, 2025 Q1 2025 |
3,913
shares
|
$1.19 Million
0.17% of portfolio
|
Q4 2023
Added 0.51%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
3,907
shares
|
$1.18 Million
0.5% of portfolio
|
Q1 2025
Added 5.45%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
3,898
shares
|
$1.18 Million
0.74% of portfolio
|
Q1 2025
Added 38.97%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
3,894
shares
|
$1.18 Million
0.49% of portfolio
|
Q1 2025
Added 15.65%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
3,864
shares
|
$1.17 Million
0.69% of portfolio
|
Q3 2022
Reduced 2.52%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2025 Q2 2025 |
3,857
shares
|
$1.17 Million
0.31% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
3,856
shares
|
$1.17 Million
0.98% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
3,846
shares
|
$1.17 Million
0.02% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
3,845
shares
|
$1.16 Million
0.04% of portfolio
|
Q4 2022
Added 11.0%
|