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 |
|---|---|---|---|---|---|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
3,417
shares
|
$1.04 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
3,398
shares
|
$1.03 Million
0.27% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
3,397
shares
|
$1.03 Million
0.16% of portfolio
|
Q2 2025
Added 7.26%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
3,384
shares
|
$1.03 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Conway Capital Management, Inc.
Burbank, CA |
Apr 17, 2025 Q1 2025 |
3,375
shares
|
$1.02 Million
0.45% of portfolio
|
Q1 2025
Added 221.43%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
May 16, 2025 Q1 2025 |
3,366
shares
|
$1.02 Million
0.28% of portfolio
|
Q1 2025
Added 11.42%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
3,348
shares
|
$1.01 Million
0.04% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
3,333
shares
|
$1.01 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
3,333
shares
|
$1.01 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
3,332
shares
|
$1.01 Million
0.02% of portfolio
|
Q1 2025
Added 9.68%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
3,324
shares
|
$1.01 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
3,318
shares
|
$1.01 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
3,315
shares
|
$1 Million
0.22% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
May 07, 2025 Q1 2025 |
3,314
shares
|
$1 Million
0.77% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,311
shares
|
$1 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
3,306
shares
|
$1 Million
0.06% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Apr 10, 2025 Q1 2025 |
3,300
shares
|
$999,801
0.14% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Richwood Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
3,291
shares
|
$997,074
0.75% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
3,288
shares
|
$996,165
0.02% of portfolio
|
Q1 2025
Reduced 12.46%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Jul 15, 2025 Q2 2025 |
3,288
shares
|
$996,165
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Seaview Investment Managers LLC
|
May 13, 2025 Q1 2025 |
3,286
shares
|
$995,559
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
May 20, 2025 Q1 2025 |
3,286
shares
|
$995,559
0.41% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Somerville Kurt F
|
May 06, 2025 Q1 2025 |
3,285
shares
|
$995,256
0.16% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
3,273
shares
|
$991,620
0.14% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
3,272
shares
|
$991,317
0.11% of portfolio
|
Q1 2025
Added 0.77%
|