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 |
|---|---|---|---|---|---|
|
Ariston Services Group
San Diego, CA |
May 14, 2025 Q1 2025 |
1,099
shares
|
$346,569
0.25% of portfolio
|
Q4 2024
Reduced 27.7%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
1,097
shares
|
$345,938
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,095
shares
|
$345,308
0.03% of portfolio
|
Q1 2025
Added 141.72%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jul 15, 2025 Q2 2025 |
1,090
shares
|
$343,731
0.13% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
1,090
shares
|
$343,731
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,088
shares
|
$343,100
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
1,087
shares
|
$342,785
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,085
shares
|
$342,154
0.11% of portfolio
|
Q4 2023
Reduced 8.98%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Apr 23, 2025 Q1 2025 |
1,085
shares
|
$342,154
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
1,084
shares
|
$341,839
0.03% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Jul 16, 2025 Q2 2025 |
1,084
shares
|
$341,839
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
1,081
shares
|
$340,893
0.03% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
1,080
shares
|
$340,578
0.02% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
1,078
shares
|
$339,947
0.27% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
1,076
shares
|
$339,316
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
1,076
shares
|
$339,316
0.03% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
1,073
shares
|
$338,370
0.08% of portfolio
|
Q2 2025
Added 130.26%
|
|
|
Humankind Investments LLC
|
May 14, 2025 Q1 2025 |
1,073
shares
|
$338,370
0.08% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Ndvr, Inc.
Boston, MA |
May 15, 2025 Q1 2025 |
1,073
shares
|
$338,370
0.29% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
1,070
shares
|
$337,424
0.1% of portfolio
|
Q1 2025
Added 8.08%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,068
shares
|
$336,793
0.07% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
1,067
shares
|
$336,478
0.18% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
May 12, 2025 Q1 2025 |
1,060
shares
|
$334,271
0.06% of portfolio
|
Q1 2025
Reduced 35.56%
|
|
|
Planning Alternatives LTD
|
May 09, 2025 Q1 2025 |
1,058
shares
|
$333,640
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
1,057
shares
|
$333,324
0.17% of portfolio
|
Q2 2024
Added 9.08%
|