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 |
|---|---|---|---|---|---|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
3,841
shares
|
$1.16 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Benin Management Corp
|
Apr 10, 2025 Q1 2025 |
3,838
shares
|
$1.16 Million
0.3% of portfolio
|
Q1 2025
Reduced 7.43%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
3,828
shares
|
$1.16 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
3,822
shares
|
$1.16 Million
0.42% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
3,801
shares
|
$1.15 Million
0.06% of portfolio
|
Q3 2024
Reduced 13.02%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
3,799
shares
|
$1.15 Million
0.92% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
3,785
shares
|
$1.15 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
3,750
shares
|
$1.14 Million
0.12% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,746
shares
|
$1.13 Million
0.05% of portfolio
|
Q4 2023
Added 0.94%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Apr 30, 2025 Q1 2025 |
3,734
shares
|
$1.13 Million
0.49% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Sanders Morris Harris LLC
|
Apr 08, 2025 Q1 2025 |
3,731
shares
|
$1.13 Million
0.16% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
3,721
shares
|
$1.13 Million
0.1% of portfolio
|
Q1 2025
Reduced 17.37%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
May 06, 2025 Q1 2025 |
3,714
shares
|
$1.13 Million
0.16% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
May 08, 2025 Q1 2025 |
3,712
shares
|
$1.12 Million
0.98% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Skba Capital Management LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
3,707
shares
|
$1.12 Million
0.16% of portfolio
|
Q1 2025
Added 155.66%
|
|
|
Gsa Capital Partners LLP
London, X0 |
May 08, 2025 Q1 2025 |
3,699
shares
|
$1.12 Million
0.09% of portfolio
|
Q1 2025
Added 268.06%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
3,697
shares
|
$1.12 Million
0.06% of portfolio
|
Q1 2025
Reduced 56.05%
|
|
|
Tang Capital Management LLC
San Diego, CA |
May 15, 2025 Q1 2025 |
3,666
shares
|
$1.11 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
May 07, 2025 Q1 2025 |
3,662
shares
|
$1.11 Million
0.16% of portfolio
|
Q3 2022
Reduced 24.2%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
3,659
shares
|
$1.11 Million
0.03% of portfolio
|
Q1 2025
Reduced 41.13%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
3,659
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Added 64.01%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,651
shares
|
$1.11 Million
0.04% of portfolio
|
Q1 2025
Added 39.83%
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
3,642
shares
|
$1.1 Million
0.2% of portfolio
|
Q1 2025
Added 119.66%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
3,640
shares
|
$1.1 Million
0.04% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
3,621
shares
|
$1.1 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.22%
|