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 |
|---|---|---|---|---|---|
|
Omnia Family Wealth, LLC
|
Apr 23, 2025 Q1 2025 |
905
shares
|
$290,432
0.1% of portfolio
|
Q1 2025
Added 30.22%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
May 14, 2025 Q1 2025 |
904
shares
|
$290,111
0.0% of portfolio
|
Q1 2025
Added 23.33%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
903
shares
|
$289,790
0.08% of portfolio
|
Q2 2025
Added 9.45%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
903
shares
|
$289,790
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Apr 29, 2025 Q1 2025 |
903
shares
|
$289,790
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
903
shares
|
$289,790
0.07% of portfolio
|
Q1 2025
Reduced 8.51%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
901
shares
|
$289,148
0.22% of portfolio
|
Q1 2025
Added 19.5%
|
|
|
Talbot Financial, LLC
Bellevue, WA |
Apr 09, 2025 Q1 2025 |
900
shares
|
$288,828
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
897
shares
|
$287,865
0.1% of portfolio
|
Q1 2025
Reduced 8.19%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Apr 28, 2025 Q1 2025 |
896
shares
|
$287,544
0.03% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
892
shares
|
$286,260
0.06% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
891
shares
|
$285,939
0.04% of portfolio
|
Q1 2025
Added 9.73%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
889
shares
|
$285,297
0.08% of portfolio
|
Q1 2025
Reduced 49.08%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Apr 17, 2025 Q1 2025 |
889
shares
|
$285,297
0.17% of portfolio
|
Q1 2025
Reduced 84.41%
|
|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
886
shares
|
$284,335
0.03% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Ellenbecker Investment Group
|
Apr 15, 2025 Q1 2025 |
883
shares
|
$283,372
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
882
shares
|
$283,051
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
880
shares
|
$282,409
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
879
shares
|
$282,088
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
877
shares
|
$281,446
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Acorns Advisers, LLC
Irvine, CA |
May 20, 2025 Q1 2025 |
876
shares
|
$281,125
0.0% of portfolio
|
Q1 2025
Added 15.42%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
872
shares
|
$279,842
0.03% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
872
shares
|
$279,842
0.02% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
May 02, 2025 Q1 2025 |
871
shares
|
$279,521
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Apr 21, 2025 Q1 2025 |
870
shares
|
$279,200
0.1% of portfolio
|
Q2 2024
New holding
|