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 |
|---|---|---|---|---|---|
|
Allen Investment Management LLC
|
May 07, 2025 Q1 2025 |
1,976
shares
|
$623,131
0.01% of portfolio
|
Q3 2023
Added 1.8%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
1,976
shares
|
$623,131
0.04% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
1,963
shares
|
$619,032
0.12% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Davidson Trust CO
|
Apr 28, 2025 Q1 2025 |
1,959
shares
|
$617,770
0.25% of portfolio
|
Q1 2025
Added 18.8%
|
|
|
Pictet & Cie (Europe) Sa
|
Jul 16, 2025 Q2 2025 |
1,945
shares
|
$613,355
0.01% of portfolio
|
Q2 2025
Reduced 37.06%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
1,944
shares
|
$613,040
0.03% of portfolio
|
Q1 2025
Reduced 83.26%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
1,933
shares
|
$609,571
0.02% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Independent Family Office, LLC
|
May 13, 2025 Q1 2025 |
1,932
shares
|
$609,256
0.28% of portfolio
|
Q4 2020
New holding
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
1,930
shares
|
$608,625
0.12% of portfolio
|
Q1 2025
Added 107.53%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Apr 14, 2025 Q1 2025 |
1,930
shares
|
$608,625
0.08% of portfolio
|
Q1 2025
Reduced 30.45%
|
|
|
Keudell
|
Apr 22, 2025 Q1 2025 |
1,927
shares
|
$607,679
0.12% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
|
Lgt Fund Management CO Ltd.
|
May 13, 2025 Q1 2025 |
1,920
shares
|
$605,472
0.05% of portfolio
|
Q1 2025
Reduced 50.14%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
1,910
shares
|
$602,318
0.06% of portfolio
|
Q1 2025
Reduced 9.22%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
1,910
shares
|
$602,318
0.35% of portfolio
|
Q1 2025
Reduced 8.79%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
May 14, 2025 Q1 2025 |
1,909
shares
|
$602,003
0.5% of portfolio
|
Q1 2025
Reduced 50.21%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
1,900
shares
|
$599,165
0.06% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Cairn Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
1,900
shares
|
$599,165
0.32% of portfolio
|
Q2 2022
New holding
|
|
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
May 09, 2025 Q1 2025 |
1,900
shares
|
$599,165
0.28% of portfolio
|
Q1 2025
Reduced 21.16%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
1,896
shares
|
$597,903
0.08% of portfolio
|
Q3 2023
Added 11.99%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
1,893
shares
|
$596,957
0.04% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
R Squared LTD
Central, K3 |
May 09, 2025 Q1 2025 |
1,890
shares
|
$596,011
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
May 09, 2025 Q1 2025 |
1,889
shares
|
$595,696
0.62% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
1,888
shares
|
$595,380
0.07% of portfolio
|
Q1 2025
Added 64.17%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
1,877
shares
|
$591,911
0.04% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Mechanics Financial Corp
|
May 02, 2025 Q1 2025 |
1,876
shares
|
$591,596
0.23% of portfolio
|
Q1 2025
Added 6.59%
|