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 2,914 institutions that hold shares in the stock, with a total of 575 Million shares, which have been reported (via 13F filing form) to have a value of $144 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
579
shares
|
$145,508
0.12% of portfolio
|
Q1 2025
Reduced 6.91%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
570
shares
|
$143,246
0.05% of portfolio
|
Q4 2024
Reduced 8.36%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
569
shares
|
$142,995
0.05% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Feb 13, 2025 Q4 2024 |
565
shares
|
$141,990
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
560
shares
|
$140,733
0.02% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
545
shares
|
$136,963
0.03% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
535
shares
|
$134,450
0.15% of portfolio
|
Q4 2024
Reduced 41.85%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
533
shares
|
$133,948
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Feb 03, 2025 Q4 2024 |
509
shares
|
$127,916
0.07% of portfolio
|
Q4 2024
Reduced 12.24%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
505
shares
|
$126,911
0.01% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
501
shares
|
$125,906
0.03% of portfolio
|
Q1 2025
Added 82.85%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
500
shares
|
$125,655
0.06% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
498
shares
|
$125,152
0.06% of portfolio
|
Q4 2024
Reduced 8.12%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
490
shares
|
$123,141
0.09% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
490
shares
|
$123,141
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Jan 13, 2025 Q4 2024 |
470
shares
|
$118,115
0.06% of portfolio
|
N/A
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
466
shares
|
$117,110
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
462
shares
|
$116,105
0.07% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
458
shares
|
$115,099
0.06% of portfolio
|
Q2 2024
Reduced 39.58%
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
453
shares
|
$113,843
0.02% of portfolio
|
Q4 2024
Reduced 37.0%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
440
shares
|
$110,576
0.01% of portfolio
|
Q4 2023
Reduced 14.73%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
440
shares
|
$110,576
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Bnp Paribas
New York, NY |
Feb 14, 2025 Q4 2024 |
423
shares
|
$106,304
0.01% of portfolio
|
Q4 2024
Added 30.96%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
419
shares
|
$105,298
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
408
shares
|
$102,534
0.0% of portfolio
|
Q1 2024
Reduced 32.56%
|