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 |
|---|---|---|---|---|---|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
1,509
shares
|
$475,863
0.07% of portfolio
|
Q3 2022
Reduced 3.82%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
1,504
shares
|
$474,286
0.09% of portfolio
|
Q2 2024
Added 36.36%
|
|
|
Claret Asset Management Corp
|
May 13, 2025 Q1 2025 |
1,504
shares
|
$474,286
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
1,503
shares
|
$473,971
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,501
shares
|
$473,340
0.12% of portfolio
|
Q4 2024
Reduced 62.3%
|
|
|
Professional Advisory Services Inc
|
Jul 11, 2025 Q2 2025 |
1,500
shares
|
$473,025
0.06% of portfolio
|
Q1 2021
New holding
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
1,500
shares
|
$473,025
0.05% of portfolio
|
Q2 2025
Added 14.42%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
1,500
shares
|
$473,025
0.09% of portfolio
|
Q2 2024
Reduced 11.45%
|
|
|
Asset Advisors Investment Management, LLC
|
May 02, 2025 Q1 2025 |
1,500
shares
|
$473,025
0.04% of portfolio
|
Q2 2024
Reduced 6.25%
|
|
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
May 12, 2025 Q1 2025 |
1,500
shares
|
$473,025
0.01% of portfolio
|
Q3 2024
Reduced 46.43%
|
|
|
Holowesko Partners Ltd.
Nassau, C5 |
May 13, 2025 Q1 2025 |
1,500
shares
|
$473,025
0.15% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
May 15, 2025 Q1 2025 |
1,500
shares
|
$473,025
0.22% of portfolio
|
Q2 2022
Reduced 1.96%
|
|
|
Bramshill Investments, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
1,500
shares
|
$473,025
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Brasada Capital Management, LP
Houston, TX |
May 15, 2025 Q1 2025 |
1,500
shares
|
$473,025
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
Feb 12, 2025 Q4 2024 |
1,500
shares
|
$473,025
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Walker Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,498
shares
|
$472,394
0.3% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Apr 22, 2025 Q1 2025 |
1,498
shares
|
$472,394
0.41% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
1,486
shares
|
$468,610
0.02% of portfolio
|
Q1 2025
Reduced 73.86%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
1,482
shares
|
$467,348
0.09% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
1,482
shares
|
$467,348
0.09% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
1,481
shares
|
$467,033
0.04% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
1,480
shares
|
$466,718
0.09% of portfolio
|
Q1 2025
Reduced 7.9%
|
|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
1,473
shares
|
$464,510
0.14% of portfolio
|
Q2 2025
Reduced 70.3%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
1,473
shares
|
$464,510
0.01% of portfolio
|
Q1 2025
Reduced 7.47%
|
|
|
First Business Financial Services, Inc.
|
May 02, 2025 Q1 2025 |
1,468
shares
|
$462,933
0.04% of portfolio
|
Q2 2024
Added 1.45%
|