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 |
|---|---|---|---|---|---|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
1,228
shares
|
$387,249
0.01% of portfolio
|
Q1 2025
Reduced 7.88%
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
1,227
shares
|
$386,934
0.15% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
1,225
shares
|
$386,303
0.09% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
May 09, 2025 Q1 2025 |
1,224
shares
|
$385,988
0.12% of portfolio
|
Q1 2025
Added 23.89%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
1,223
shares
|
$385,673
0.11% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
1,222
shares
|
$385,357
0.07% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
1,221
shares
|
$385,042
0.15% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
1,221
shares
|
$385,042
0.12% of portfolio
|
Q1 2025
Reduced 16.6%
|
|
|
Heartland Bank & Trust CO
|
Apr 22, 2025 Q1 2025 |
1,220
shares
|
$384,727
0.17% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Middleton & CO Inc
|
May 09, 2025 Q1 2025 |
1,219
shares
|
$384,411
0.04% of portfolio
|
Q2 2024
Reduced 3.94%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
1,215
shares
|
$383,150
0.03% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
1,214
shares
|
$382,834
0.02% of portfolio
|
Q1 2025
Added 8.88%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
1,214
shares
|
$382,834
0.08% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
1,213
shares
|
$382,519
0.03% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
May 15, 2025 Q1 2025 |
1,213
shares
|
$382,519
0.02% of portfolio
|
Q1 2025
Reduced 18.21%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jul 17, 2025 Q2 2025 |
1,208
shares
|
$380,942
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
1,208
shares
|
$380,942
0.01% of portfolio
|
Q1 2025
Reduced 36.15%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Apr 07, 2025 Q1 2025 |
1,207
shares
|
$380,627
0.25% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
1,206
shares
|
$380,312
0.13% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Orca Wealth Management, LLC
New Port Richey, FL |
May 08, 2025 Q1 2025 |
1,206
shares
|
$380,312
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
1,200
shares
|
$378,420
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
1,198
shares
|
$377,789
0.08% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
1,197
shares
|
$377,473
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Convergence Investment Partners, LLC
|
May 06, 2025 Q1 2025 |
1,197
shares
|
$377,473
0.09% of portfolio
|
Q1 2025
Reduced 11.79%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
1,196
shares
|
$377,158
0.14% of portfolio
|
Q1 2025
Added 17.37%
|