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 |
|---|---|---|---|---|---|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
2,025
shares
|
$638,583
0.05% of portfolio
|
Q2 2025
Added 37.2%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
2,025
shares
|
$638,583
0.18% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Kkm Financial LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,025
shares
|
$638,583
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
2,024
shares
|
$638,268
0.25% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
2,020
shares
|
$637,007
0.13% of portfolio
|
Q1 2025
Reduced 53.38%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
2,017
shares
|
$636,060
0.27% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Sunburst Financial Group, LLC
|
May 08, 2025 Q1 2025 |
2,012
shares
|
$634,484
0.14% of portfolio
|
Q1 2025
Reduced 9.04%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
2,011
shares
|
$634,168
0.11% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Signature Wealth Management Partners, LLC
|
May 08, 2025 Q1 2025 |
2,010
shares
|
$633,853
0.36% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2,005
shares
|
$632,276
0.22% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Magnolia Capital Management LTD
|
Apr 03, 2025 Q1 2025 |
2,000
shares
|
$630,700
0.46% of portfolio
|
Q3 2021
New holding
|
|
|
Caerus Investment Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
2,000
shares
|
$630,700
0.52% of portfolio
|
Q3 2022
Reduced 23.08%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
2,000
shares
|
$630,700
0.11% of portfolio
|
Q2 2025
Reduced 32.55%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
2,000
shares
|
$630,700
0.19% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Harbor Advisors LLC
|
May 15, 2025 Q1 2025 |
2,000
shares
|
$630,700
0.1% of portfolio
|
Q3 2020
New holding
|
|
|
Prospect Hill Management, LLC
|
May 05, 2025 Q1 2025 |
2,000
shares
|
$630,700
0.28% of portfolio
|
Q1 2025
Added 128.57%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
1,999
shares
|
$630,384
0.17% of portfolio
|
Q2 2025
Reduced 26.96%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
1,999
shares
|
$630,384
0.19% of portfolio
|
Q2 2025
Added 238.24%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
May 09, 2025 Q1 2025 |
1,997
shares
|
$629,753
0.12% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
1,991
shares
|
$627,861
0.13% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
1,990
shares
|
$627,546
0.17% of portfolio
|
Q1 2025
Reduced 17.67%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
1,990
shares
|
$627,546
0.28% of portfolio
|
Q2 2025
Reduced 8.21%
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
1,987
shares
|
$626,600
0.17% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Genesee Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,986
shares
|
$626,285
0.28% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Apr 10, 2025 Q1 2025 |
1,983
shares
|
$625,339
0.04% of portfolio
|
Q1 2025
Reduced 0.25%
|