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 |
|---|---|---|---|---|---|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
1,414
shares
|
$445,904
0.04% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Tfr Capital, Llc.
Plano, TX |
May 01, 2025 Q1 2025 |
1,406
shares
|
$443,382
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
1,405
shares
|
$443,066
0.07% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,403
shares
|
$442,436
0.07% of portfolio
|
Q2 2025
Added 14.16%
|
|
|
Garner Asset Management Corp
|
May 05, 2025 Q1 2025 |
1,402
shares
|
$442,120
0.17% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Hemenway Trust CO LLC
|
Apr 18, 2025 Q1 2025 |
1,400
shares
|
$441,490
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
1,400
shares
|
$441,490
0.05% of portfolio
|
Q3 2023
Added 16.67%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
1,394
shares
|
$439,597
0.06% of portfolio
|
Q2 2025
Reduced 39.55%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
1,392
shares
|
$438,967
0.04% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
1,390
shares
|
$438,336
0.07% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
1,390
shares
|
$438,336
0.03% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Willner & Heller, LLC
|
May 05, 2025 Q1 2025 |
1,384
shares
|
$436,444
0.36% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Hyperion Capital Advisors LP
New York, NY |
May 14, 2025 Q1 2025 |
1,380
shares
|
$435,183
0.21% of portfolio
|
Q4 2024
Reduced 17.86%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
1,379
shares
|
$434,867
0.0% of portfolio
|
Q2 2025
Reduced 9.63%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
1,375
shares
|
$433,606
0.19% of portfolio
|
Q3 2023
Reduced 21.43%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
May 14, 2025 Q1 2025 |
1,373
shares
|
$432,975
0.2% of portfolio
|
Q4 2024
Added 47.95%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
1,372
shares
|
$432,660
0.1% of portfolio
|
Q2 2024
Reduced 9.62%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
1,371
shares
|
$432,344
0.04% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Apr 23, 2025 Q1 2025 |
1,371
shares
|
$432,344
0.08% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
1,368
shares
|
$431,398
0.24% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
1,367
shares
|
$431,083
0.04% of portfolio
|
Q2 2025
Added 6.96%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
1,365
shares
|
$430,452
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
1,361
shares
|
$429,191
0.1% of portfolio
|
Q1 2025
Added 9.76%
|
|
|
Klcm Advisors, Inc.
|
May 13, 2025 Q1 2025 |
1,358
shares
|
$428,245
0.04% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
1,358
shares
|
$428,245
0.08% of portfolio
|
Q1 2025
Added 2.72%
|