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 |
|---|---|---|---|---|---|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
1,662
shares
|
$524,111
0.17% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
1,661
shares
|
$523,796
0.07% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Apr 23, 2025 Q1 2025 |
1,661
shares
|
$523,796
0.49% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
1,659
shares
|
$523,165
0.07% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
1,654
shares
|
$521,588
0.34% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
May 01, 2025 Q1 2025 |
1,653
shares
|
$521,273
0.06% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
1,651
shares
|
$520,642
0.02% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
1,649
shares
|
$520,012
0.17% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
1,649
shares
|
$520,012
0.06% of portfolio
|
Q1 2025
Reduced 26.61%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
1,648
shares
|
$519,696
0.03% of portfolio
|
Q1 2025
Added 16.8%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
1,646
shares
|
$519,066
0.02% of portfolio
|
Q4 2024
Added 94.56%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Jul 18, 2025 Q2 2025 |
1,645
shares
|
$518,750
0.04% of portfolio
|
Q1 2025
Reduced 10.84%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
1,644
shares
|
$518,435
0.2% of portfolio
|
Q2 2024
Added 1.92%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,644
shares
|
$518,435
0.08% of portfolio
|
Q3 2024
Added 16.02%
|
|
|
Brown Financial Advisors
Milford, OH |
May 12, 2025 Q1 2025 |
1,641
shares
|
$517,489
0.18% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Brown Miller Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
1,640
shares
|
$517,174
0.16% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
1,637
shares
|
$516,227
0.3% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
1,634
shares
|
$515,281
0.05% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 14, 2025 Q1 2025 |
1,631
shares
|
$514,335
0.3% of portfolio
|
Q1 2025
Reduced 6.85%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
1,631
shares
|
$514,335
0.17% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
1,630
shares
|
$514,020
0.05% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
1,620
shares
|
$510,867
0.07% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
1,618
shares
|
$510,236
0.05% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
1,615
shares
|
$509,290
0.05% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
1,614
shares
|
$508,974
0.11% of portfolio
|
Q1 2025
Reduced 7.45%
|