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 |
|---|---|---|---|---|---|
|
Bank Hapoalim Bm
|
Apr 30, 2025 Q1 2025 |
2,778
shares
|
$841,650
0.11% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
2,762
shares
|
$836,803
0.08% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
2,760
shares
|
$836,197
0.23% of portfolio
|
Q2 2025
Added 16.21%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
2,756
shares
|
$834,985
0.19% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
2,754
shares
|
$834,379
0.36% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
2,751
shares
|
$833,470
0.11% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
2,750
shares
|
$833,167
0.69% of portfolio
|
Q1 2025
Added 81.04%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
2,745
shares
|
$831,652
0.27% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Alta Advisers LTD
|
Apr 25, 2025 Q1 2025 |
2,742
shares
|
$830,743
0.32% of portfolio
|
Q1 2025
Added 48.86%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
2,740
shares
|
$830,137
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
2,740
shares
|
$830,137
0.11% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
2,740
shares
|
$830,137
0.11% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
2,733
shares
|
$828,017
0.46% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
May 08, 2025 Q1 2025 |
2,727
shares
|
$826,199
0.31% of portfolio
|
Q1 2025
Added 148.81%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
2,716
shares
|
$822,866
0.0% of portfolio
|
Q4 2022
Reduced 45.16%
|
|
|
Aft, Forsyth & Company, Inc.
|
May 12, 2025 Q1 2025 |
2,706
shares
|
$819,836
0.4% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
2,704
shares
|
$819,230
0.11% of portfolio
|
Q4 2024
Added 7.13%
|
|
|
Ecofi Investissements Sa
Nanterre, I0 |
May 14, 2025 Q1 2025 |
2,700
shares
|
$818,019
0.39% of portfolio
|
Q4 2024
Added 22.73%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
2,699
shares
|
$817,716
0.06% of portfolio
|
Q1 2025
Added 125.1%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
2,690
shares
|
$814,989
0.17% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
May 15, 2025 Q1 2025 |
2,687
shares
|
$814,080
0.26% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
2,683
shares
|
$812,868
0.08% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Bristol John W & CO Inc
|
May 14, 2025 Q1 2025 |
2,682
shares
|
$812,565
0.01% of portfolio
|
Q1 2025
Reduced 5.93%
|
|
|
Castleark Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,675
shares
|
$810,444
0.03% of portfolio
|
Q4 2024
Reduced 91.06%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
2,674
shares
|
$810,141
0.06% of portfolio
|
Q1 2025
Added 145.32%
|