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 |
|---|---|---|---|---|---|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
1,193
shares
|
$376,212
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
1,192
shares
|
$375,897
0.03% of portfolio
|
Q1 2025
Reduced 27.41%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
1,192
shares
|
$375,897
0.06% of portfolio
|
Q3 2024
Reduced 23.54%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
1,191
shares
|
$375,581
0.02% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
1,189
shares
|
$374,951
0.03% of portfolio
|
Q2 2025
Reduced 46.59%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
1,184
shares
|
$373,374
0.03% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
1,183
shares
|
$373,059
0.14% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
May 15, 2025 Q1 2025 |
1,181
shares
|
$372,428
0.09% of portfolio
|
Q1 2025
Reduced 5.82%
|
|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
1,177
shares
|
$371,166
0.04% of portfolio
|
Q3 2024
Added 10.31%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
1,177
shares
|
$371,166
0.03% of portfolio
|
Q1 2025
Added 24.55%
|
|
|
Montgomery Investment Management Inc
|
Jul 18, 2025 Q2 2025 |
1,175
shares
|
$370,536
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,174
shares
|
$370,220
0.04% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
1,172
shares
|
$369,590
0.04% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
1,165
shares
|
$367,382
0.07% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
1,164
shares
|
$367,067
0.05% of portfolio
|
Q1 2025
Added 34.41%
|
|
|
Berbice Capital Management LLC
Melville, NY |
May 01, 2025 Q1 2025 |
1,164
shares
|
$367,067
0.27% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
1,163
shares
|
$366,752
0.07% of portfolio
|
Q2 2025
Added 9.41%
|
|
|
Encompass Wealth Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,162
shares
|
$366,436
0.14% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Gitterman Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
1,161
shares
|
$366,121
0.1% of portfolio
|
Q1 2025
Reduced 31.14%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
1,161
shares
|
$366,121
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
1,158
shares
|
$365,175
0.0% of portfolio
|
Q1 2025
Reduced 99.83%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,155
shares
|
$364,229
0.07% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
1,155
shares
|
$364,229
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
1,151
shares
|
$362,967
0.1% of portfolio
|
Q2 2025
Reduced 7.99%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
1,148
shares
|
$362,021
0.05% of portfolio
|
Q1 2025
Reduced 0.78%
|