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 2,981 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 $188 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
982
shares
|
$315,143
0.11% of portfolio
|
Q1 2025
Reduced 9.41%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Apr 14, 2025 Q1 2025 |
981
shares
|
$314,822
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
979
shares
|
$314,180
0.12% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
977
shares
|
$313,538
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jul 14, 2025 Q2 2025 |
977
shares
|
$313,538
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
975
shares
|
$312,897
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Xy Capital LTD
Central, K3 |
May 12, 2025 Q1 2025 |
974
shares
|
$312,576
0.07% of portfolio
|
Q1 2025
Added 532.47%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
974
shares
|
$312,576
0.03% of portfolio
|
Q2 2025
Reduced 9.23%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
972
shares
|
$311,934
0.2% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
970
shares
|
$311,292
0.02% of portfolio
|
Q1 2025
Reduced 37.14%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
967
shares
|
$310,329
0.26% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
965
shares
|
$309,687
0.04% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Wedge Capital Management L L P
|
Jul 11, 2025 Q2 2025 |
964
shares
|
$309,366
0.01% of portfolio
|
Q2 2025
Reduced 10.16%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
964
shares
|
$309,366
0.03% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Jun 17, 2025 Q1 2025 |
964
shares
|
$309,366
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Tobam
|
Apr 16, 2025 Q1 2025 |
963
shares
|
$309,045
0.11% of portfolio
|
Q1 2025
Reduced 47.55%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
May 07, 2025 Q1 2025 |
963
shares
|
$309,045
0.18% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
962
shares
|
$308,725
0.06% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 11, 2025 Q2 2025 |
956
shares
|
$306,799
0.0% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jul 14, 2025 Q2 2025 |
953
shares
|
$305,836
0.1% of portfolio
|
Q1 2025
Reduced 9.15%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
951
shares
|
$305,194
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Acadian Asset Management LLC
Boston, MA |
May 21, 2025 Q1 2025 |
950
shares
|
$304,874
0.0% of portfolio
|
Q1 2025
Reduced 93.07%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
946
shares
|
$303,590
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ackerman Capital Advisors, LLC
|
May 09, 2025 Q1 2025 |
946
shares
|
$303,590
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Jun 23, 2025 Q1 2025 |
943
shares
|
$302,627
0.18% of portfolio
|
Q4 2024
New holding
|