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 |
|---|---|---|---|---|---|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
3,621
shares
|
$1.1 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Northside Capital Management, LLC
|
Jul 15, 2025 Q2 2025 |
3,613
shares
|
$1.09 Million
0.09% of portfolio
|
Q2 2025
Added 114.68%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
3,603
shares
|
$1.09 Million
0.16% of portfolio
|
Q1 2025
Added 6.35%
|
|
|
Saybrook Capital
|
Apr 23, 2025 Q1 2025 |
3,600
shares
|
$1.09 Million
0.28% of portfolio
|
Q1 2022
Reduced 7.69%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
May 13, 2025 Q1 2025 |
3,595
shares
|
$1.09 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Oak Asset Management, LLC
|
Jul 11, 2025 Q2 2025 |
3,580
shares
|
$1.08 Million
0.41% of portfolio
|
Q3 2023
Added 66.82%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
3,567
shares
|
$1.08 Million
0.09% of portfolio
|
Q1 2025
Reduced 8.16%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
3,549
shares
|
$1.08 Million
0.04% of portfolio
|
Q1 2025
Added 22.17%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
3,548
shares
|
$1.07 Million
0.96% of portfolio
|
Q1 2025
Added 368.69%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
3,546
shares
|
$1.07 Million
0.17% of portfolio
|
Q1 2025
Added 12.86%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
3,546
shares
|
$1.07 Million
0.02% of portfolio
|
Q1 2025
Added 18.36%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
3,541
shares
|
$1.07 Million
0.02% of portfolio
|
Q2 2025
Added 32.32%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
3,501
shares
|
$1.06 Million
0.29% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
3,487
shares
|
$1.06 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
3,478
shares
|
$1.05 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
May 01, 2025 Q1 2025 |
3,474
shares
|
$1.05 Million
0.4% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Alerus Financial Na
Grand Forks, ND |
May 13, 2025 Q1 2025 |
3,473
shares
|
$1.05 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
3,468
shares
|
$1.05 Million
0.1% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
3,464
shares
|
$1.05 Million
0.52% of portfolio
|
Q2 2025
Added 19.28%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
3,451
shares
|
$1.05 Million
0.13% of portfolio
|
Q2 2025
Added 7.71%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
3,441
shares
|
$1.04 Million
0.4% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
3,438
shares
|
$1.04 Million
0.08% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
3,430
shares
|
$1.04 Million
0.36% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
3,428
shares
|
$1.04 Million
0.7% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
3,426
shares
|
$1.04 Million
0.09% of portfolio
|
Q1 2025
Reduced 6.37%
|