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 |
|---|---|---|---|---|---|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
May 12, 2025 Q1 2025 |
1,357
shares
|
$427,929
0.16% of portfolio
|
Q3 2023
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
1,356
shares
|
$427,614
0.03% of portfolio
|
Q2 2024
Reduced 1.31%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
1,352
shares
|
$426,353
0.06% of portfolio
|
Q2 2025
Added 13.52%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
1,350
shares
|
$425,722
0.05% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Northstar Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
1,350
shares
|
$425,722
0.09% of portfolio
|
Q4 2024
Reduced 8.47%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
1,348
shares
|
$425,091
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
1,347
shares
|
$424,776
0.07% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
1,345
shares
|
$424,145
0.03% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
1,345
shares
|
$424,145
0.31% of portfolio
|
Q1 2025
Added 21.28%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
1,339
shares
|
$422,253
0.05% of portfolio
|
Q1 2025
Added 71.01%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
1,336
shares
|
$421,307
0.03% of portfolio
|
Q1 2025
Added 9.69%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jul 03, 2025 Q2 2025 |
1,336
shares
|
$421,307
0.08% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
1,330
shares
|
$419,415
0.02% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
1,328
shares
|
$418,784
0.09% of portfolio
|
Q2 2025
Reduced 8.79%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Apr 25, 2025 Q1 2025 |
1,326
shares
|
$418,154
0.17% of portfolio
|
Q1 2025
Added 27.38%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
1,325
shares
|
$417,838
0.16% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
1,322
shares
|
$416,892
0.1% of portfolio
|
Q2 2025
Reduced 9.95%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
1,322
shares
|
$416,892
0.17% of portfolio
|
Q1 2025
Added 34.9%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
1,322
shares
|
$416,892
0.45% of portfolio
|
Q3 2023
New holding
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
1,320
shares
|
$416,262
0.06% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
1,319
shares
|
$415,946
0.1% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
1,318
shares
|
$415,631
0.06% of portfolio
|
Q1 2025
Added 12.46%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
1,316
shares
|
$415,000
0.12% of portfolio
|
Q1 2025
Added 11.81%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
1,315
shares
|
$414,685
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
1,311
shares
|
$413,423
0.05% of portfolio
|
Q1 2025
Reduced 0.46%
|