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 |
|---|---|---|---|---|---|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
1,054
shares
|
$332,378
0.08% of portfolio
|
Q1 2025
Reduced 22.5%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
1,052
shares
|
$331,748
0.14% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
1,051
shares
|
$331,432
0.01% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
1,050
shares
|
$331,117
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Apr 22, 2025 Q1 2025 |
1,049
shares
|
$330,802
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Obsidian Personal Planning Solutions LLC
|
May 16, 2025 Q1 2025 |
1,046
shares
|
$329,856
0.13% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Delta Financial Advisors LLC
|
May 13, 2025 Q1 2025 |
1,046
shares
|
$329,856
0.11% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
1,045
shares
|
$329,540
0.03% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Veery Capital, LLC
|
Jul 07, 2025 Q2 2025 |
1,044
shares
|
$329,225
0.12% of portfolio
|
Q2 2025
Added 38.65%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
1,042
shares
|
$328,594
0.03% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jul 10, 2025 Q2 2025 |
1,042
shares
|
$328,594
0.31% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
1,041
shares
|
$328,279
0.05% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
May 15, 2025 Q1 2025 |
1,041
shares
|
$328,279
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Investment Counsel, LLC
|
Apr 21, 2025 Q1 2025 |
1,040
shares
|
$327,964
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,039
shares
|
$327,648
0.06% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
1,039
shares
|
$327,648
0.07% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
May 12, 2025 Q1 2025 |
1,038
shares
|
$327,333
0.02% of portfolio
|
Q1 2025
Reduced 25.54%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Apr 14, 2025 Q1 2025 |
1,036
shares
|
$326,702
0.21% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
1,036
shares
|
$326,702
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
111 Capital
Paris, I0 |
May 15, 2025 Q1 2025 |
1,033
shares
|
$325,756
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
1,032
shares
|
$325,441
0.02% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Entry Point Capital, LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,032
shares
|
$325,441
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
1,029
shares
|
$324,495
0.1% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
1,025
shares
|
$323,233
0.11% of portfolio
|
Q1 2025
Added 24.24%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
1,025
shares
|
$323,233
0.04% of portfolio
|
Q1 2025
Reduced 0.1%
|