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 |
|---|---|---|---|---|---|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
1,020
shares
|
$321,657
0.22% of portfolio
|
Q1 2025
Reduced 19.05%
|
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Jul 01, 2025 Q2 2025 |
1,020
shares
|
$321,657
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
1,017
shares
|
$320,710
0.03% of portfolio
|
Q1 2025
Reduced 46.59%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
May 06, 2025 Q1 2025 |
1,016
shares
|
$320,395
0.1% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jul 10, 2025 Q2 2025 |
1,015
shares
|
$320,080
0.09% of portfolio
|
Q1 2025
Reduced 39.04%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
1,014
shares
|
$319,764
0.03% of portfolio
|
Q1 2025
Reduced 20.6%
|
|
|
Buckley Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
1,013
shares
|
$319,449
0.09% of portfolio
|
Q1 2025
Reduced 6.55%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jul 16, 2025 Q2 2025 |
1,012
shares
|
$319,134
0.21% of portfolio
|
Q2 2025
Added 13.84%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
1,008
shares
|
$317,872
0.01% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
May 02, 2025 Q1 2025 |
1,007
shares
|
$317,557
0.13% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
1,005
shares
|
$316,926
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
1,004
shares
|
$316,611
0.02% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
1,002
shares
|
$315,980
0.06% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Close Asset Management LTD
|
May 06, 2025 Q1 2025 |
1,001
shares
|
$315,665
0.01% of portfolio
|
Q1 2021
Reduced 24.17%
|
|
|
Sierra Capital LLC
|
Apr 30, 2025 Q1 2025 |
1,001
shares
|
$315,665
0.03% of portfolio
|
Q1 2025
Reduced 46.27%
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
1,000
shares
|
$315,350
0.07% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Wexford Capital LP
Greenwich, CT |
May 15, 2025 Q1 2025 |
1,000
shares
|
$315,350
0.08% of portfolio
|
Q1 2025
Reduced 23.08%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
1,000
shares
|
$315,350
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
May 07, 2025 Q1 2025 |
1,000
shares
|
$315,350
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
1,000
shares
|
$315,350
0.14% of portfolio
|
Q1 2025
Added 68.63%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
1,000
shares
|
$315,350
0.1% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Apr 30, 2025 Q1 2025 |
1,000
shares
|
$315,350
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Monument Capital Management
|
Apr 25, 2025 Q1 2025 |
997
shares
|
$314,403
0.08% of portfolio
|
Q1 2025
Reduced 5.05%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Apr 30, 2025 Q1 2025 |
996
shares
|
$314,088
0.08% of portfolio
|
Q4 2024
Added 19.71%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
993
shares
|
$313,142
0.03% of portfolio
|
Q1 2025
Reduced 12.59%
|