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 |
|---|---|---|---|---|---|
|
Mqs Management LLC
|
May 01, 2025 Q1 2025 |
2,652
shares
|
$836,308
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Strive Asset Management, LLC
Dublin, OH |
May 15, 2025 Q1 2025 |
2,651
shares
|
$835,992
0.5% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
2,648
shares
|
$835,046
0.06% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
2,647
shares
|
$834,731
0.32% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
2,640
shares
|
$832,524
0.06% of portfolio
|
Q1 2025
Added 7.06%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
2,640
shares
|
$832,524
0.04% of portfolio
|
Q1 2025
Added 1047.83%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
2,639
shares
|
$832,208
0.03% of portfolio
|
Q2 2022
Added 0.23%
|
|
|
Unified Investment Management
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
2,629
shares
|
$829,055
0.9% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,625
shares
|
$827,793
0.12% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
2,625
shares
|
$827,793
0.09% of portfolio
|
Q4 2022
Added 3.96%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
2,608
shares
|
$822,432
0.18% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
2,608
shares
|
$822,432
0.15% of portfolio
|
Q1 2025
Added 722.71%
|
|
|
Klk Capital Management LLC
Los Angeles, CA |
Nov 14, 2023 Q3 2023 |
2,604
shares
|
$821,171
0.51% of portfolio
|
Q3 2023
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
2,600
shares
|
$819,910
0.03% of portfolio
|
Q2 2023
Added 4.0%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
2,600
shares
|
$819,910
0.14% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
May 01, 2025 Q1 2025 |
2,600
shares
|
$819,910
0.19% of portfolio
|
Q4 2022
Reduced 4.59%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
2,600
shares
|
$819,910
0.24% of portfolio
|
Q2 2025
Added 6.47%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
May 22, 2025 Q1 2025 |
2,592
shares
|
$817,387
0.49% of portfolio
|
Q1 2025
Reduced 5.16%
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
2,591
shares
|
$817,071
0.14% of portfolio
|
Q1 2025
Added 62.85%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
2,584
shares
|
$814,864
0.13% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
2,579
shares
|
$813,287
0.25% of portfolio
|
Q2 2024
Reduced 0.62%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
2,578
shares
|
$812,972
0.1% of portfolio
|
Q1 2025
Added 23.17%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,572
shares
|
$811,080
0.04% of portfolio
|
Q4 2023
Added 0.78%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
May 30, 2025 Q4 2024 |
2,570
shares
|
$810,449
0.12% of portfolio
|
Q4 2024
Added 6.07%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
2,562
shares
|
$807,926
0.35% of portfolio
|
Q1 2025
Reduced 5.11%
|