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 |
|---|---|---|---|---|---|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
May 14, 2025 Q1 2025 |
2,259
shares
|
$712,375
0.24% of portfolio
|
Q4 2021
Reduced 28.51%
|
|
|
Birch Hill Investment Advisors LLC
|
Apr 18, 2025 Q1 2025 |
2,250
shares
|
$709,537
0.03% of portfolio
|
Q1 2024
Reduced 4.62%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
2,246
shares
|
$708,276
0.05% of portfolio
|
Q4 2024
Reduced 14.92%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
2,244
shares
|
$707,645
0.14% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
2,241
shares
|
$706,699
0.02% of portfolio
|
Q2 2025
Reduced 95.31%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
2,240
shares
|
$706,384
0.04% of portfolio
|
Q1 2025
Added 20.56%
|
|
|
Lavaca Capital LLC
Houston, TX |
May 15, 2025 Q1 2025 |
2,238
shares
|
$705,753
0.25% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jul 08, 2025 Q2 2025 |
2,238
shares
|
$705,753
0.58% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
2,232
shares
|
$703,861
0.02% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Seven Mile Advisory
Ewing, NJ |
May 13, 2025 Q1 2025 |
2,230
shares
|
$703,230
0.4% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
2,227
shares
|
$702,284
0.07% of portfolio
|
Q1 2025
Added 108.13%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
May 14, 2025 Q1 2025 |
2,224
shares
|
$701,338
0.27% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Apr 11, 2025 Q1 2025 |
2,222
shares
|
$700,707
0.32% of portfolio
|
Q1 2025
Added 18.32%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
2,217
shares
|
$699,130
0.2% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
2,214
shares
|
$698,184
0.12% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
2,203
shares
|
$694,716
0.05% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
2,203
shares
|
$694,716
0.04% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Apr 29, 2025 Q1 2025 |
2,200
shares
|
$693,770
0.36% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,194
shares
|
$691,877
0.03% of portfolio
|
Q3 2024
Added 84.06%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
2,192
shares
|
$691,247
0.12% of portfolio
|
Q2 2022
Reduced 7.94%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Apr 15, 2025 Q1 2025 |
2,192
shares
|
$691,247
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
May 13, 2025 Q1 2025 |
2,190
shares
|
$690,616
0.23% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
2,187
shares
|
$689,670
0.05% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,177
shares
|
$686,516
0.04% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
2,170
shares
|
$684,309
0.13% of portfolio
|
Q3 2024
Added 0.05%
|