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 |
|---|---|---|---|---|---|
|
Mattern Capital Management, LLC
Lakewood, CO |
Apr 23, 2025 Q1 2025 |
2,107
shares
|
$664,442
0.07% of portfolio
|
Q1 2025
Added 10.95%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
2,104
shares
|
$663,496
0.22% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
2,100
shares
|
$662,235
0.09% of portfolio
|
Q2 2024
Reduced 2.33%
|
|
|
Macroview Investment Management LLC
|
Apr 29, 2025 Q1 2025 |
2,100
shares
|
$662,235
0.55% of portfolio
|
Q2 2024
Reduced 0.62%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
2,096
shares
|
$660,973
0.07% of portfolio
|
Q1 2025
Reduced 63.64%
|
|
|
Waters Parkerson & Co., LLC
|
May 15, 2025 Q1 2025 |
2,095
shares
|
$660,658
0.03% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
2,084
shares
|
$657,189
0.01% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
2,082
shares
|
$656,558
0.18% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
2,082
shares
|
$656,558
0.02% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
2,080
shares
|
$655,928
0.1% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Camden National Bank
Camden, ME |
May 13, 2025 Q1 2025 |
2,079
shares
|
$655,612
0.09% of portfolio
|
Q1 2025
Added 8.73%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
2,078
shares
|
$655,297
0.06% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
May 16, 2025 Q1 2025 |
2,076
shares
|
$654,666
0.4% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
2,073
shares
|
$653,720
0.15% of portfolio
|
Q4 2024
Reduced 43.25%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
May 15, 2025 Q1 2025 |
2,073
shares
|
$653,720
0.04% of portfolio
|
Q1 2025
Reduced 35.14%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
2,066
shares
|
$651,513
0.28% of portfolio
|
Q3 2022
Added 7.83%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
2,066
shares
|
$651,513
0.06% of portfolio
|
Q2 2025
Added 8.62%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
2,065
shares
|
$651,197
0.24% of portfolio
|
Q1 2025
Reduced 73.55%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
May 09, 2025 Q1 2025 |
2,056
shares
|
$648,359
0.26% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
2,049
shares
|
$646,152
0.17% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
2,046
shares
|
$645,206
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Delaney Dennis R
Boston, MA |
May 06, 2025 Q1 2025 |
2,040
shares
|
$643,314
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
2,035
shares
|
$641,737
0.29% of portfolio
|
Q1 2025
Added 56.06%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
2,032
shares
|
$640,791
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
2,026
shares
|
$638,899
0.1% of portfolio
|
Q1 2025
Added 11.87%
|