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 |
|---|---|---|---|---|---|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
1,730
shares
|
$545,555
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
1,728
shares
|
$544,924
0.14% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
1,715
shares
|
$540,825
0.08% of portfolio
|
Q1 2025
Added 8.68%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
1,712
shares
|
$539,879
0.47% of portfolio
|
Q2 2025
Added 12.26%
|
|
|
Amica Retiree Medical Trust
|
May 13, 2025 Q1 2025 |
1,706
shares
|
$537,987
0.7% of portfolio
|
Q1 2025
Reduced 46.1%
|
|
|
Zevenbergen Capital Investments LLC
Seattle, WA |
Jul 07, 2025 Q2 2025 |
1,700
shares
|
$536,095
0.01% of portfolio
|
Q1 2022
Reduced 3.41%
|
|
|
Navellier & Associates Inc
Reno, NV |
May 06, 2025 Q1 2025 |
1,700
shares
|
$536,095
0.07% of portfolio
|
Q1 2025
Reduced 48.89%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
1,699
shares
|
$535,779
0.08% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
1,695
shares
|
$534,518
0.04% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
1,692
shares
|
$533,572
0.05% of portfolio
|
Q1 2025
Added 10.95%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
1,691
shares
|
$533,256
0.18% of portfolio
|
Q2 2025
Added 4.9%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
1,689
shares
|
$532,626
0.02% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
1,687
shares
|
$531,995
0.03% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
1,687
shares
|
$531,995
0.04% of portfolio
|
Q1 2025
Reduced 13.26%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Apr 28, 2025 Q1 2025 |
1,687
shares
|
$531,995
0.05% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
Schubert & CO
|
May 07, 2025 Q1 2025 |
1,684
shares
|
$531,049
0.41% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,683
shares
|
$530,734
0.1% of portfolio
|
Q2 2025
Added 16.23%
|
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
1,681
shares
|
$530,103
0.09% of portfolio
|
Q1 2024
Reduced 22.85%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
1,676
shares
|
$528,526
0.19% of portfolio
|
Q3 2023
Added 9.33%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
1,674
shares
|
$527,895
0.07% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Apr 22, 2025 Q1 2025 |
1,673
shares
|
$527,580
0.38% of portfolio
|
Q1 2025
Reduced 32.97%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
1,671
shares
|
$526,949
0.03% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Jun 27, 2025 Q1 2025 |
1,671
shares
|
$526,949
0.38% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
1,664
shares
|
$524,742
0.03% of portfolio
|
Q1 2025
Reduced 26.63%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
1,664
shares
|
$524,742
0.02% of portfolio
|
Q1 2025
Added 7.08%
|