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 |
|---|---|---|---|---|---|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
3,269
shares
|
$990,408
0.04% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
3,264
shares
|
$988,894
0.12% of portfolio
|
Q2 2025
Added 8.58%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
3,263
shares
|
$988,591
0.12% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
3,260
shares
|
$987,682
0.56% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
3,258
shares
|
$987,076
0.19% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
|
Bahl & Gaynor Inc
|
May 14, 2025 Q1 2025 |
3,258
shares
|
$987,076
0.0% of portfolio
|
Q1 2025
Added 117.49%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
3,257
shares
|
$986,773
0.09% of portfolio
|
Q1 2025
Added 38.13%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
3,254
shares
|
$985,864
0.07% of portfolio
|
Q3 2022
Added 1.15%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
3,253
shares
|
$985,561
0.33% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Apr 16, 2025 Q1 2025 |
3,241
shares
|
$981,925
0.08% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
3,239
shares
|
$981,319
0.08% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
3,238
shares
|
$981,016
0.09% of portfolio
|
Q1 2025
Reduced 10.82%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
May 05, 2025 Q1 2025 |
3,238
shares
|
$981,016
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
3,228
shares
|
$977,987
0.14% of portfolio
|
Q1 2025
Added 8.43%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
3,218
shares
|
$974,957
0.13% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
3,217
shares
|
$974,654
0.07% of portfolio
|
Q1 2025
Added 8.43%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
May 12, 2025 Q1 2025 |
3,214
shares
|
$973,745
0.05% of portfolio
|
Q1 2025
Added 6.11%
|
|
|
Strategic Wealth Investment Group, LLC
|
Apr 14, 2025 Q1 2025 |
3,207
shares
|
$971,624
1.58% of portfolio
|
Q1 2025
Reduced 92.33%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
3,207
shares
|
$971,624
0.29% of portfolio
|
Q2 2025
Reduced 10.27%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
3,202
shares
|
$970,109
0.02% of portfolio
|
Q1 2023
Reduced 19.99%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
3,193
shares
|
$967,383
0.34% of portfolio
|
Q1 2024
Added 80.29%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
3,192
shares
|
$967,080
0.06% of portfolio
|
Q4 2023
Reduced 3.3%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Apr 22, 2025 Q1 2025 |
3,187
shares
|
$965,565
0.1% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
3,183
shares
|
$964,353
0.9% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
3,182
shares
|
$964,050
0.89% of portfolio
|
Q4 2022
Added 3.68%
|