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 |
|---|---|---|---|---|---|
|
Sippican Capital Advisors
|
Apr 28, 2025 Q1 2025 |
2,559
shares
|
$806,980
0.56% of portfolio
|
Q1 2024
Reduced 45.07%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Apr 14, 2025 Q1 2025 |
2,557
shares
|
$806,349
0.39% of portfolio
|
Q4 2024
Reduced 6.23%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
2,554
shares
|
$805,403
0.08% of portfolio
|
Q1 2025
Reduced 6.45%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
2,547
shares
|
$803,196
0.12% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
2,531
shares
|
$798,150
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Readystate Asset Management LP
Chicago, IL |
May 06, 2025 Q1 2025 |
2,531
shares
|
$798,150
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Apr 16, 2025 Q1 2025 |
2,526
shares
|
$796,574
0.13% of portfolio
|
Q1 2025
Added 22.86%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Jul 21, 2025 Q2 2025 |
2,522
shares
|
$795,312
0.1% of portfolio
|
Q2 2025
Added 19.7%
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
2,521
shares
|
$794,997
0.19% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
May 12, 2025 Q1 2025 |
2,514
shares
|
$792,789
0.33% of portfolio
|
Q1 2025
Reduced 8.68%
|
|
|
Meridian Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
2,508
shares
|
$790,897
0.13% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
May 16, 2025 Q1 2025 |
2,506
shares
|
$790,267
0.3% of portfolio
|
Q4 2022
New holding
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
2,501
shares
|
$788,690
0.27% of portfolio
|
Q1 2025
Added 102.51%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
May 15, 2025 Q1 2025 |
2,494
shares
|
$786,482
0.36% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
2,485
shares
|
$783,644
0.05% of portfolio
|
Q1 2025
Added 14.73%
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
2,483
shares
|
$783,014
0.36% of portfolio
|
Q1 2025
Added 6.75%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
2,475
shares
|
$780,491
0.06% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
2,472
shares
|
$779,545
0.21% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
2,471
shares
|
$779,229
0.05% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
2,468
shares
|
$778,283
0.07% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Outfitter Financial LLC
|
May 05, 2025 Q1 2025 |
2,460
shares
|
$775,761
0.6% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Broderick Brian C
|
Apr 18, 2025 Q1 2025 |
2,457
shares
|
$774,814
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
2,454
shares
|
$773,868
0.19% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
2,448
shares
|
$771,976
0.17% of portfolio
|
Q1 2025
Reduced 12.67%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
2,448
shares
|
$771,976
0.04% of portfolio
|
Q1 2025
Reduced 14.17%
|