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 |
|---|---|---|---|---|---|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
2,170
shares
|
$684,309
0.04% of portfolio
|
Q1 2025
Added 10.6%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
2,170
shares
|
$684,309
0.25% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
2,168
shares
|
$683,678
0.27% of portfolio
|
Q4 2022
Added 16.06%
|
|
|
Phoenix Wealth Advisors
|
May 14, 2025 Q1 2025 |
2,166
shares
|
$683,048
0.26% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Apr 29, 2025 Q1 2025 |
2,166
shares
|
$683,048
0.36% of portfolio
|
Q1 2025
Added 32.97%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
2,165
shares
|
$682,732
0.06% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,165
shares
|
$682,732
0.15% of portfolio
|
Q1 2025
Added 60.01%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
2,159
shares
|
$680,840
0.17% of portfolio
|
Q2 2025
Added 22.05%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
2,158
shares
|
$680,525
0.02% of portfolio
|
Q1 2025
Reduced 13.96%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
May 09, 2025 Q1 2025 |
2,153
shares
|
$678,948
0.45% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
2,151
shares
|
$678,317
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wela Strategies, Inc.
|
Jul 14, 2025 Q2 2025 |
2,149
shares
|
$677,687
0.27% of portfolio
|
Q2 2025
Added 5.76%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
2,145
shares
|
$676,425
0.3% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
Addison Capital CO
|
May 27, 2025 Q1 2025 |
2,144
shares
|
$676,110
0.24% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
2,137
shares
|
$673,902
0.08% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
2,134
shares
|
$672,956
0.25% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
May 14, 2025 Q1 2025 |
2,134
shares
|
$672,956
0.34% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
2,131
shares
|
$672,010
0.0% of portfolio
|
Q3 2024
Reduced 53.01%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
2,126
shares
|
$670,434
0.03% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Horizon Family Wealth, Inc.
|
May 09, 2025 Q1 2025 |
2,121
shares
|
$668,857
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
2,118
shares
|
$667,911
0.1% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
2,118
shares
|
$667,911
0.06% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
May 01, 2025 Q1 2025 |
2,118
shares
|
$667,911
0.34% of portfolio
|
Q1 2025
Added 170.15%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
2,117
shares
|
$667,595
0.16% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
2,116
shares
|
$667,280
0.09% of portfolio
|
Q1 2025
Added 0.19%
|