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 |
|---|---|---|---|---|---|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
1,311
shares
|
$413,423
0.12% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
May 07, 2025 Q1 2025 |
1,309
shares
|
$412,793
0.13% of portfolio
|
Q1 2025
Added 45.44%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
1,309
shares
|
$412,793
0.23% of portfolio
|
Q1 2025
Reduced 61.0%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
1,306
shares
|
$411,847
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Alpha Family Trust
Los Angeles, CA |
May 13, 2025 Q1 2025 |
1,305
shares
|
$411,531
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
1,304
shares
|
$411,216
0.21% of portfolio
|
Q2 2025
Added 6.28%
|
|
|
Alta Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
1,300
shares
|
$409,955
0.16% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
1,300
shares
|
$409,955
0.06% of portfolio
|
Q3 2024
Reduced 21.69%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
1,298
shares
|
$409,324
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
1,297
shares
|
$409,008
0.04% of portfolio
|
Q2 2024
Reduced 6.35%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,297
shares
|
$409,008
0.29% of portfolio
|
Q4 2024
Reduced 39.95%
|
|
|
Vigilare Wealth Management
|
Jul 18, 2025 Q2 2025 |
1,291
shares
|
$407,116
0.16% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
1,289
shares
|
$406,486
0.22% of portfolio
|
Q2 2025
Added 59.33%
|
|
|
Ballast, Inc.
|
May 12, 2025 Q1 2025 |
1,288
shares
|
$406,170
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
1,287
shares
|
$405,855
0.13% of portfolio
|
Q2 2025
Added 44.77%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,287
shares
|
$405,855
0.07% of portfolio
|
Q2 2023
Added 97.09%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
1,285
shares
|
$405,224
0.08% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
1,280
shares
|
$403,648
0.01% of portfolio
|
Q2 2025
Reduced 31.18%
|
|
|
4 J Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
1,278
shares
|
$403,017
0.34% of portfolio
|
Q4 2023
New holding
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
May 14, 2025 Q1 2025 |
1,277
shares
|
$402,701
0.04% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
1,276
shares
|
$402,386
0.37% of portfolio
|
Q2 2025
Reduced 9.12%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
1,274
shares
|
$401,755
0.03% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
1,273
shares
|
$401,440
0.07% of portfolio
|
Q4 2024
Reduced 13.46%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
1,273
shares
|
$401,440
0.21% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Washington Trust Bank
|
Apr 29, 2025 Q1 2025 |
1,271
shares
|
$400,809
0.03% of portfolio
|
Q1 2025
Reduced 48.79%
|