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 |
|---|---|---|---|---|---|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
943
shares
|
$302,627
0.07% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Smith Chas P & Associates Pa Cpas
|
May 08, 2025 Q1 2025 |
942
shares
|
$302,306
0.01% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
940
shares
|
$301,664
0.04% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
939
shares
|
$301,343
0.06% of portfolio
|
Q1 2025
Reduced 17.85%
|
|
|
Marest Capital, LLC
Tarzana, CA |
Apr 18, 2025 Q1 2025 |
938
shares
|
$301,022
0.21% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Hc Advisors, LLC
|
May 13, 2025 Q1 2025 |
937
shares
|
$300,702
0.2% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
936
shares
|
$300,381
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
936
shares
|
$300,381
0.01% of portfolio
|
Q1 2025
Added 20.46%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
935
shares
|
$300,060
0.06% of portfolio
|
Q1 2023
Added 2.19%
|
|
|
Lokken Investment Group LLC
|
May 01, 2025 Q1 2025 |
935
shares
|
$300,060
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
934
shares
|
$299,739
0.03% of portfolio
|
Q1 2025
Added 13.76%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
934
shares
|
$299,739
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
May 14, 2025 Q1 2025 |
932
shares
|
$299,097
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Apr 14, 2025 Q1 2025 |
929
shares
|
$298,134
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
925
shares
|
$296,851
0.03% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Apr 23, 2025 Q1 2025 |
925
shares
|
$296,851
0.26% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
923
shares
|
$296,209
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Edgemoor Investment Advisors, Inc.
|
May 05, 2025 Q1 2025 |
921
shares
|
$295,567
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Apr 16, 2025 Q1 2025 |
920
shares
|
$295,246
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
919
shares
|
$294,925
0.09% of portfolio
|
Q2 2025
Added 20.13%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
May 07, 2025 Q1 2025 |
918
shares
|
$294,604
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
918
shares
|
$294,604
0.13% of portfolio
|
Q2 2025
Added 17.24%
|
|
|
Asb Consultores, LLC
Aventura, FL |
May 13, 2025 Q1 2025 |
917
shares
|
$294,283
0.16% of portfolio
|
Q1 2025
Reduced 63.7%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
915
shares
|
$293,641
0.0% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
909
shares
|
$291,716
0.02% of portfolio
|
Q1 2025
Reduced 2.15%
|