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 2,992 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 $185 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
3,175
shares
|
$961,929
0.05% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
3,149
shares
|
$954,052
0.15% of portfolio
|
Q1 2025
Reduced 7.65%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
3,148
shares
|
$953,749
0.08% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
3,147
shares
|
$953,446
0.08% of portfolio
|
Q2 2025
Added 170.59%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
3,135
shares
|
$949,810
0.07% of portfolio
|
Q1 2025
Reduced 7.9%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,120
shares
|
$945,266
0.25% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
3,108
shares
|
$941,630
0.02% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
3,095
shares
|
$937,692
0.32% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
3,094
shares
|
$937,389
0.08% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
3,090
shares
|
$936,177
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
3,077
shares
|
$932,238
0.27% of portfolio
|
Q2 2025
Reduced 7.38%
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
3,075
shares
|
$931,632
1.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
3,074
shares
|
$931,329
0.12% of portfolio
|
Q2 2024
Added 1.15%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
3,072
shares
|
$930,723
0.22% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
3,063
shares
|
$927,997
0.08% of portfolio
|
Q4 2024
Added 13.23%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
3,060
shares
|
$927,088
0.09% of portfolio
|
Q2 2025
Added 122.38%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Apr 29, 2025 Q1 2025 |
3,050
shares
|
$924,058
0.38% of portfolio
|
Q4 2024
Added 20.13%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
3,045
shares
|
$922,543
0.05% of portfolio
|
Q4 2022
Reduced 3.55%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
3,040
shares
|
$921,028
0.05% of portfolio
|
Q2 2024
Reduced 1.52%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
May 12, 2025 Q1 2025 |
3,037
shares
|
$920,119
0.22% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
3,034
shares
|
$919,210
0.13% of portfolio
|
Q2 2025
Reduced 22.5%
|
|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,033
shares
|
$918,908
0.07% of portfolio
|
Q1 2025
Added 60.05%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
3,021
shares
|
$915,272
0.05% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Hendley & CO Inc
|
Apr 29, 2025 Q1 2025 |
3,015
shares
|
$913,454
0.28% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
3,012
shares
|
$912,545
0.12% of portfolio
|
Q2 2025
Added 10.86%
|