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 |
|---|---|---|---|---|---|
|
Peterson Wealth Services
|
May 05, 2025 Q1 2025 |
1,613
shares
|
$508,659
0.13% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
1,612
shares
|
$508,344
0.01% of portfolio
|
Q1 2025
Added 11.1%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
1,612
shares
|
$508,344
0.01% of portfolio
|
Q1 2025
Added 14.16%
|
|
|
Members Trust CO
|
May 02, 2025 Q1 2025 |
1,611
shares
|
$508,028
0.02% of portfolio
|
Q1 2025
Reduced 14.22%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
1,611
shares
|
$508,028
0.1% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,610
shares
|
$507,713
0.17% of portfolio
|
Q2 2022
Reduced 39.99%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
1,607
shares
|
$506,767
0.15% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
1,603
shares
|
$505,506
0.08% of portfolio
|
Q1 2025
Reduced 49.95%
|
|
|
Westwood Management Corp
|
Jan 29, 2024 Q4 2023 |
1,600
shares
|
$504,560
0.11% of portfolio
|
Q2 2023
Reduced 67.35%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,599
shares
|
$504,244
0.08% of portfolio
|
Q2 2025
Added 12.29%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
1,598
shares
|
$503,929
0.04% of portfolio
|
Q1 2025
Reduced 8.58%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
1,596
shares
|
$503,298
0.09% of portfolio
|
Q1 2025
Added 18.66%
|
|
|
Clarendon Private LLC
Boston, MA |
May 07, 2025 Q1 2025 |
1,593
shares
|
$502,352
0.45% of portfolio
|
Q1 2025
Reduced 25.73%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,592
shares
|
$502,037
0.03% of portfolio
|
Q1 2025
Added 10.33%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,592
shares
|
$502,037
0.03% of portfolio
|
Q3 2022
Added 0.7%
|
|
|
Kfa Private Wealth Group, LLC
|
May 07, 2025 Q1 2025 |
1,589
shares
|
$501,091
0.15% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
1,585
shares
|
$499,829
0.08% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
1,585
shares
|
$499,829
0.04% of portfolio
|
Q2 2025
Added 6.81%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
1,585
shares
|
$499,829
0.03% of portfolio
|
Q1 2025
Reduced 10.75%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
1,581
shares
|
$498,568
0.03% of portfolio
|
Q1 2025
Added 21.8%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
May 13, 2025 Q1 2025 |
1,580
shares
|
$498,253
0.27% of portfolio
|
Q1 2025
Added 10.49%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
1,576
shares
|
$496,991
0.04% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
1,575
shares
|
$496,676
0.02% of portfolio
|
Q3 2022
Reduced 19.52%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
1,570
shares
|
$495,099
0.13% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Apr 04, 2025 Q1 2025 |
1,570
shares
|
$495,099
0.19% of portfolio
|
Q1 2025
Reduced 8.72%
|