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 |
|---|---|---|---|---|---|
|
Board Of The Pension Protection Fund
Croydon, X0 |
Apr 24, 2025 Q1 2025 |
1,800
shares
|
$567,630
0.55% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
1,799
shares
|
$567,314
0.11% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
1,796
shares
|
$566,368
0.19% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
1,793
shares
|
$565,422
0.08% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Apr 30, 2025 Q1 2025 |
1,793
shares
|
$565,422
0.32% of portfolio
|
Q2 2024
New holding
|
|
|
Rnc Capital Management LLC
|
May 15, 2025 Q1 2025 |
1,789
shares
|
$564,161
0.03% of portfolio
|
Q1 2025
Reduced 63.72%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
1,789
shares
|
$564,161
0.2% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
1,785
shares
|
$562,899
0.21% of portfolio
|
Q2 2025
Reduced 6.79%
|
|
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
May 15, 2025 Q1 2025 |
1,783
shares
|
$562,269
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
1,781
shares
|
$561,638
0.07% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
1,772
shares
|
$558,800
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
1,770
shares
|
$558,169
0.01% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
1,770
shares
|
$558,169
0.04% of portfolio
|
Q1 2025
Added 20.82%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
1,770
shares
|
$558,169
0.16% of portfolio
|
Q1 2025
Reduced 8.76%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
1,761
shares
|
$555,331
0.06% of portfolio
|
Q1 2025
Reduced 19.15%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
1,759
shares
|
$554,700
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
1,758
shares
|
$554,385
0.11% of portfolio
|
Q2 2025
Added 11.55%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
1,756
shares
|
$553,754
0.02% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
1,745
shares
|
$550,285
0.05% of portfolio
|
Q2 2025
Reduced 7.48%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
1,738
shares
|
$548,078
0.1% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
1,738
shares
|
$548,078
0.17% of portfolio
|
Q2 2025
Added 13.0%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
1,737
shares
|
$547,762
0.04% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Barton Investment Management
|
Apr 11, 2025 Q1 2025 |
1,735
shares
|
$547,132
0.06% of portfolio
|
Q4 2024
Reduced 8.68%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
1,732
shares
|
$546,186
0.04% of portfolio
|
Q3 2022
Reduced 12.44%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jul 14, 2025 Q2 2025 |
1,731
shares
|
$545,870
0.11% of portfolio
|
Q2 2025
Reduced 15.19%
|