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 |
|---|---|---|---|---|---|
|
David J Yvars Group
|
Jul 09, 2025 Q2 2025 |
1,270
shares
|
$400,494
0.24% of portfolio
|
Q2 2025
Added 63.87%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
May 15, 2025 Q1 2025 |
1,270
shares
|
$400,494
0.15% of portfolio
|
Q4 2024
Reduced 34.7%
|
|
|
ETF Portfolio Partners, Inc.
|
Apr 09, 2025 Q1 2025 |
1,269
shares
|
$400,179
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
1,269
shares
|
$400,179
0.08% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Jul 15, 2025 Q2 2025 |
1,267
shares
|
$399,548
0.29% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Bbr Partners, LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,264
shares
|
$398,602
0.02% of portfolio
|
Q1 2025
Reduced 29.82%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
1,264
shares
|
$398,602
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Manchester Financial Inc
|
May 13, 2025 Q1 2025 |
1,257
shares
|
$396,394
0.08% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jul 16, 2025 Q2 2025 |
1,257
shares
|
$396,394
0.21% of portfolio
|
Q4 2024
Added 31.62%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
May 08, 2025 Q1 2025 |
1,256
shares
|
$396,079
0.01% of portfolio
|
Q1 2025
Added 44.53%
|
|
|
Pinnacle Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
1,255
shares
|
$395,764
0.58% of portfolio
|
Q1 2025
Reduced 85.17%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
1,254
shares
|
$395,448
0.13% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
May 13, 2025 Q1 2025 |
1,252
shares
|
$394,818
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Kimelman & Baird, LLC
New York, NY |
May 13, 2025 Q1 2025 |
1,250
shares
|
$394,187
0.03% of portfolio
|
Q4 2024
Reduced 12.28%
|
|
|
Capital Square, LLC
|
May 14, 2025 Q1 2025 |
1,249
shares
|
$393,872
0.2% of portfolio
|
Q1 2025
Reduced 16.12%
|
|
|
Mendel Capital Management LLC
|
Apr 24, 2025 Q1 2025 |
1,247
shares
|
$393,241
0.2% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
1,247
shares
|
$393,241
0.15% of portfolio
|
Q2 2023
Reduced 10.74%
|
|
|
Libra Wealth LLC
|
Apr 25, 2025 Q1 2025 |
1,245
shares
|
$392,610
0.13% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
May 01, 2025 Q1 2025 |
1,240
shares
|
$391,034
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
1,238
shares
|
$390,403
0.11% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
1,236
shares
|
$389,772
0.03% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
1,234
shares
|
$389,141
0.07% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
1,231
shares
|
$388,195
0.0% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Apr 30, 2025 Q1 2025 |
1,231
shares
|
$388,195
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
May 15, 2025 Q1 2025 |
1,231
shares
|
$388,195
0.04% of portfolio
|
Q1 2025
Added 0.08%
|