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 |
|---|---|---|---|---|---|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
1,570
shares
|
$495,099
0.06% of portfolio
|
Q2 2025
Reduced 24.3%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
1,568
shares
|
$494,468
0.19% of portfolio
|
Q1 2025
Reduced 29.31%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
May 01, 2025 Q1 2025 |
1,560
shares
|
$491,946
0.28% of portfolio
|
Q4 2024
Added 18.54%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
1,557
shares
|
$490,999
0.08% of portfolio
|
Q1 2025
Reduced 8.36%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
1,557
shares
|
$490,999
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
1,553
shares
|
$489,738
0.06% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
1,551
shares
|
$489,107
0.03% of portfolio
|
Q1 2025
Added 76.85%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
1,551
shares
|
$489,107
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
First Bancorp, Inc
|
Apr 22, 2025 Q1 2025 |
1,547
shares
|
$487,846
0.27% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
626 Financial, LLC
|
Apr 11, 2025 Q1 2025 |
1,542
shares
|
$486,269
0.23% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
1,540
shares
|
$485,639
0.05% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
1,534
shares
|
$483,746
0.12% of portfolio
|
Q1 2024
Added 9.49%
|
|
|
Armstrong Shaw Associates Inc
|
Oct 13, 2023 Q3 2023 |
1,534
shares
|
$483,746
0.24% of portfolio
|
Q1 2021
New holding
|
|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
1,532
shares
|
$483,116
0.01% of portfolio
|
Q1 2025
Added 109.29%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
1,529
shares
|
$482,170
0.14% of portfolio
|
Q1 2025
Reduced 5.97%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
May 06, 2025 Q1 2025 |
1,528
shares
|
$481,854
0.25% of portfolio
|
Q1 2025
Added 46.92%
|
|
|
Cinctive Capital Management LP
New York, NY |
May 15, 2025 Q1 2025 |
1,525
shares
|
$480,908
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Boit C F David
Boston, MA |
Apr 08, 2025 Q1 2025 |
1,525
shares
|
$480,908
0.21% of portfolio
|
Q4 2023
Added 281.25%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
1,524
shares
|
$480,593
0.1% of portfolio
|
Q1 2025
Reduced 10.04%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
1,522
shares
|
$479,962
0.05% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
1,522
shares
|
$479,962
0.15% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
1,517
shares
|
$478,385
0.04% of portfolio
|
Q1 2025
Reduced 76.29%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
1,515
shares
|
$477,755
0.26% of portfolio
|
Q2 2025
Reduced 20.14%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
1,510
shares
|
$476,178
0.06% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
1,510
shares
|
$476,178
0.03% of portfolio
|
Q4 2024
Added 2.37%
|