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 |
|---|---|---|---|---|---|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
819
shares
|
$248,328
0.12% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
818
shares
|
$248,025
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
817
shares
|
$247,722
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
816
shares
|
$247,419
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jul 29, 2025 Q2 2025 |
816
shares
|
$247,419
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
815
shares
|
$247,116
0.01% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
812
shares
|
$246,206
0.05% of portfolio
|
Q2 2025
Added 14.04%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Aug 14, 2025 Q2 2025 |
812
shares
|
$246,206
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
811
shares
|
$245,903
0.04% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
King Wealth
Saratoga Springs, NY |
Aug 08, 2025 Q2 2025 |
811
shares
|
$245,903
0.04% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
811
shares
|
$245,903
0.12% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
810
shares
|
$245,600
0.04% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
810
shares
|
$245,600
0.07% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Summa Corp.
Tomball, TX |
Jul 25, 2025 Q2 2025 |
810
shares
|
$245,600
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Pacific Global Investment Management CO
|
Apr 24, 2025 Q1 2025 |
806
shares
|
$244,387
0.32% of portfolio
|
Q1 2025
Reduced 9.54%
|
|
|
Center For Asset Management LLC
|
Jul 23, 2025 Q2 2025 |
805
shares
|
$244,084
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Aug 04, 2025 Q2 2025 |
802
shares
|
$243,174
0.21% of portfolio
|
Q2 2025
Reduced 25.6%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
801
shares
|
$242,871
0.03% of portfolio
|
Q2 2025
Added 4.71%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Aug 11, 2025 Q2 2025 |
800
shares
|
$242,567
0.07% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Aug 12, 2025 Q2 2025 |
800
shares
|
$242,567
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Elco Management Co., LLC
New York, NY |
Aug 04, 2025 Q2 2025 |
800
shares
|
$242,567
0.14% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Aug 13, 2025 Q2 2025 |
800
shares
|
$242,567
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Compton Wealth Advisory Group, LLC
|
Jul 10, 2025 Q2 2025 |
793
shares
|
$240,445
0.07% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
793
shares
|
$240,445
0.08% of portfolio
|
Q2 2025
Reduced 7.58%
|
|
|
Iron Financial, LLC
|
Jul 24, 2025 Q2 2025 |
792
shares
|
$240,142
0.13% of portfolio
|
Q2 2025
Added 0.13%
|