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 |
|---|---|---|---|---|---|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,880
shares
|
$872,553
0.02% of portfolio
|
Q1 2024
Reduced 11.36%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
2,866
shares
|
$868,312
0.13% of portfolio
|
Q1 2025
Reduced 11.19%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
2,858
shares
|
$865,888
0.12% of portfolio
|
Q2 2025
Added 26.63%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Apr 16, 2025 Q1 2025 |
2,852
shares
|
$864,070
0.63% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Legal Advantage Investments, Inc.
|
May 13, 2025 Q1 2025 |
2,850
shares
|
$863,464
0.44% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
2,839
shares
|
$860,131
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
2,837
shares
|
$859,525
0.09% of portfolio
|
Q2 2024
Reduced 6.74%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
2,829
shares
|
$857,102
0.07% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
2,824
shares
|
$855,587
0.03% of portfolio
|
Q1 2025
Added 12.11%
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
2,820
shares
|
$854,375
0.18% of portfolio
|
Q1 2025
Reduced 15.06%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
2,819
shares
|
$854,072
0.71% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
2,816
shares
|
$853,163
0.25% of portfolio
|
Q1 2025
Added 10.17%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
2,812
shares
|
$851,951
0.32% of portfolio
|
Q1 2023
Added 0.07%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
2,809
shares
|
$851,042
0.07% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
2,808
shares
|
$850,739
0.39% of portfolio
|
Q1 2025
Reduced 9.21%
|
|
|
Core First Bank & Trust
Topeka, KS |
Apr 29, 2025 Q1 2025 |
2,808
shares
|
$850,739
0.49% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
2,805
shares
|
$849,830
0.07% of portfolio
|
Q1 2025
Added 36.36%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Apr 16, 2025 Q1 2025 |
2,804
shares
|
$849,527
1.11% of portfolio
|
Q4 2024
Reduced 27.17%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
2,802
shares
|
$848,921
0.13% of portfolio
|
Q3 2023
Reduced 1.75%
|
|
|
Kearns & Associates LLC
|
Jul 09, 2025 Q2 2025 |
2,800
shares
|
$848,316
0.51% of portfolio
|
Q4 2022
New holding
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
2,800
shares
|
$848,316
0.48% of portfolio
|
Q2 2024
Added 12.0%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
2,795
shares
|
$846,801
0.72% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Vera Bank, N.A.
|
May 09, 2025 Q1 2025 |
2,791
shares
|
$845,589
0.22% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
2,781
shares
|
$842,559
0.28% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jul 09, 2025 Q2 2025 |
2,780
shares
|
$842,256
0.05% of portfolio
|
Q2 2025
New holding
|