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 3,075 institutions that hold shares in the stock, with a total of 596 Million shares, which have been reported (via 13F filing form) to have a value of $181 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
880
shares
|
$266,824
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jul 25, 2025 Q2 2025 |
879
shares
|
$266,521
0.08% of portfolio
|
Q2 2025
Added 19.75%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
878
shares
|
$266,218
0.03% of portfolio
|
Q2 2025
Reduced 43.39%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
877
shares
|
$265,915
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
877
shares
|
$265,915
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Renasant Bank
|
Aug 08, 2025 Q2 2025 |
876
shares
|
$265,611
0.21% of portfolio
|
Q2 2025
Added 13.77%
|
|
|
Humankind Investments LLC
|
Aug 14, 2025 Q2 2025 |
873
shares
|
$264,702
0.07% of portfolio
|
Q2 2025
Reduced 18.64%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
872
shares
|
$264,399
0.03% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Aug 13, 2025 Q2 2025 |
870
shares
|
$263,792
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jul 14, 2025 Q2 2025 |
870
shares
|
$263,792
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Planning Alternatives LTD
|
Aug 12, 2025 Q2 2025 |
869
shares
|
$263,489
0.04% of portfolio
|
Q2 2025
Reduced 17.86%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Jul 09, 2025 Q2 2025 |
869
shares
|
$263,489
0.1% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
De Dora Capital, Inc.
|
Jul 29, 2025 Q2 2025 |
868
shares
|
$263,186
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jul 17, 2025 Q2 2025 |
863
shares
|
$261,670
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
861
shares
|
$261,063
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
859
shares
|
$260,457
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Aug 08, 2025 Q2 2025 |
856
shares
|
$259,547
0.01% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
855
shares
|
$259,244
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Port Capital LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
853
shares
|
$258,638
0.01% of portfolio
|
Q1 2025
Reduced 6.98%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
851
shares
|
$258,031
0.01% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Aug 12, 2025 Q2 2025 |
851
shares
|
$258,031
0.21% of portfolio
|
Q2 2025
Reduced 5.55%
|
|
|
Goepper Burkhardt LLC
|
Aug 12, 2025 Q2 2025 |
850
shares
|
$257,728
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Jul 29, 2025 Q2 2025 |
850
shares
|
$257,728
0.28% of portfolio
|
Q1 2025
Reduced 19.05%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Jul 18, 2025 Q2 2025 |
850
shares
|
$257,728
0.17% of portfolio
|
Q2 2025
Reduced 8.5%
|
|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
849
shares
|
$257,425
0.06% of portfolio
|
Q2 2025
Added 6.39%
|