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 |
|---|---|---|---|---|---|
|
Ariston Services Group
San Diego, CA |
Jul 29, 2025 Q2 2025 |
849
shares
|
$257,425
0.19% of portfolio
|
Q2 2025
Reduced 22.75%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
848
shares
|
$257,122
0.04% of portfolio
|
Q1 2025
Reduced 8.03%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jul 30, 2025 Q2 2025 |
847
shares
|
$256,818
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 16, 2025 Q2 2025 |
847
shares
|
$256,818
0.17% of portfolio
|
Q2 2025
Reduced 51.54%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jul 30, 2025 Q2 2025 |
847
shares
|
$256,818
0.13% of portfolio
|
Q2 2025
Added 9.15%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
846
shares
|
$256,515
0.07% of portfolio
|
Q2 2025
Added 12.95%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
841
shares
|
$254,999
0.13% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
840
shares
|
$254,696
0.02% of portfolio
|
Q4 2024
Reduced 48.97%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
840
shares
|
$254,696
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Council Asset Management Inc
|
Jul 21, 2025 Q2 2025 |
838
shares
|
$254,089
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
835
shares
|
$253,180
0.02% of portfolio
|
Q2 2025
Reduced 83.42%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Jul 24, 2025 Q2 2025 |
835
shares
|
$253,180
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
829
shares
|
$251,361
0.04% of portfolio
|
Q2 2025
Added 6.83%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
829
shares
|
$251,361
0.07% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
829
shares
|
$251,361
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 08, 2025 Q2 2025 |
825
shares
|
$250,148
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
825
shares
|
$250,148
0.09% of portfolio
|
Q2 2025
Added 39.12%
|
|
|
Wallington Asset Management, LLC
|
Jul 21, 2025 Q2 2025 |
822
shares
|
$249,238
0.04% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
822
shares
|
$249,238
0.02% of portfolio
|
Q2 2025
Added 6.48%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
822
shares
|
$249,238
0.15% of portfolio
|
Q2 2025
Added 9.6%
|
|
|
Fi3 Financial Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
820
shares
|
$248,632
0.09% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
820
shares
|
$248,632
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Jul 30, 2025 Q2 2025 |
820
shares
|
$248,632
0.02% of portfolio
|
Q2 2025
Reduced 98.76%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2025 Q2 2025 |
820
shares
|
$248,632
0.09% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Jul 22, 2025 Q2 2025 |
820
shares
|
$248,632
0.23% of portfolio
|
Q4 2024
New holding
|