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 |
|---|---|---|---|---|---|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
2,438
shares
|
$768,823
0.16% of portfolio
|
Q2 2025
Added 32.93%
|
|
|
Waddell & Associates, LLC
|
May 14, 2025 Q1 2025 |
2,436
shares
|
$768,192
0.09% of portfolio
|
Q4 2024
Added 19.65%
|
|
|
Westbourne Investment Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
2,433
shares
|
$767,246
0.23% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
2,432
shares
|
$766,931
0.28% of portfolio
|
Q4 2023
Reduced 1.7%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
2,417
shares
|
$762,200
0.03% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
2,414
shares
|
$761,254
0.12% of portfolio
|
Q1 2025
Added 43.26%
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
2,406
shares
|
$758,732
0.12% of portfolio
|
Q2 2021
Reduced 84.44%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
2,404
shares
|
$758,101
0.02% of portfolio
|
Q1 2025
Added 43.35%
|
|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
2,403
shares
|
$757,786
0.17% of portfolio
|
Q1 2025
Added 13.67%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
2,400
shares
|
$756,840
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
2,400
shares
|
$756,840
0.01% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Paradigm Asset Management CO LLC
|
May 05, 2025 Q1 2025 |
2,400
shares
|
$756,840
0.26% of portfolio
|
Q4 2024
Reduced 41.46%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jul 10, 2025 Q2 2025 |
2,400
shares
|
$756,840
0.46% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
2,393
shares
|
$754,632
0.22% of portfolio
|
Q2 2023
Reduced 0.71%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
2,387
shares
|
$752,740
0.44% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,386
shares
|
$752,425
0.15% of portfolio
|
Q2 2025
Added 92.57%
|
|
|
Aviso Wealth Management
Bellevue, WA |
May 08, 2025 Q1 2025 |
2,386
shares
|
$752,425
0.34% of portfolio
|
Q1 2025
Added 8.06%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
2,384
shares
|
$751,794
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
2,382
shares
|
$751,163
2.2% of portfolio
|
Q1 2025
Added 1885.0%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
2,380
shares
|
$750,533
0.02% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Apr 29, 2025 Q1 2025 |
2,379
shares
|
$750,217
0.04% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
2,378
shares
|
$749,902
0.22% of portfolio
|
Q2 2023
Reduced 1.53%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
2,377
shares
|
$749,586
0.15% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Mwa Asset Management
Lexington, MA |
May 09, 2025 Q1 2025 |
2,377
shares
|
$749,586
0.44% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
2,375
shares
|
$748,956
0.17% of portfolio
|
Q2 2024
Reduced 1.33%
|