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 |
|---|---|---|---|---|---|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
406
shares
|
$102,031
0.0% of portfolio
|
Q4 2024
Added 7.41%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
404
shares
|
$101,529
0.01% of portfolio
|
Q1 2025
Reduced 21.55%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
404
shares
|
$101,529
0.04% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
401
shares
|
$100,775
0.01% of portfolio
|
Q4 2024
Added 42.2%
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
400
shares
|
$100,524
0.04% of portfolio
|
Q3 2022
Reduced 5.44%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
392
shares
|
$98,513
0.03% of portfolio
|
Q3 2023
Reduced 0.25%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
378
shares
|
$94,995
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Ironwood Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
377
shares
|
$94,743
0.05% of portfolio
|
Q4 2020
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
374
shares
|
$93,989
0.03% of portfolio
|
Q1 2024
Added 15.08%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
373
shares
|
$93,738
0.02% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
370
shares
|
$92,984
0.03% of portfolio
|
Q4 2024
Reduced 17.78%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
370
shares
|
$92,984
0.05% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
350
shares
|
$87,958
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
345
shares
|
$86,701
0.01% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
344
shares
|
$86,450
0.02% of portfolio
|
Q1 2024
Reduced 40.48%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Apr 01, 2025 Q4 2024 |
342
shares
|
$85,948
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Gleason Group, Inc.
|
Apr 11, 2025 Q1 2025 |
341
shares
|
$85,696
0.02% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
330
shares
|
$82,932
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
327
shares
|
$82,178
0.0% of portfolio
|
Q1 2024
Reduced 87.43%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
326
shares
|
$81,927
0.02% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
320
shares
|
$80,419
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
317
shares
|
$79,665
0.01% of portfolio
|
Q4 2024
Added 15.27%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
317
shares
|
$79,665
0.02% of portfolio
|
Q3 2024
Reduced 22.11%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
313
shares
|
$78,660
0.04% of portfolio
|
Q2 2024
Reduced 64.75%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
311
shares
|
$78,157
0.01% of portfolio
|
Q4 2024
Reduced 5.47%
|