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 3,061 institutions that hold shares in the stock, with a total of 597 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 |
|---|---|---|---|---|---|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
25
shares
|
$7,580
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
25
shares
|
$7,580
0.0% of portfolio
|
Q2 2025
Added 1150.0%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
24
shares
|
$7,277
0.0% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
24
shares
|
$7,277
0.01% of portfolio
|
Q3 2024
Reduced 60.66%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jul 22, 2025 Q2 2025 |
22
shares
|
$6,670
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
22
shares
|
$6,670
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
22
shares
|
$6,670
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
21
shares
|
$6,367
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifs Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
20
shares
|
$6,064
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Aug 08, 2025 Q2 2025 |
20
shares
|
$6,064
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
20
shares
|
$6,064
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
19
shares
|
$5,760
0.0% of portfolio
|
Q1 2025
Reduced 20.83%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
18
shares
|
$5,457
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
17
shares
|
$5,154
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
16
shares
|
$4,851
0.0% of portfolio
|
Q2 2025
Reduced 92.56%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
15
shares
|
$4,548
0.0% of portfolio
|
Q1 2022
Reduced 75.81%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
15
shares
|
$4,548
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
15
shares
|
$4,548
0.0% of portfolio
|
Q2 2025
Added 275.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
13
shares
|
$3,941
0.0% of portfolio
|
Q2 2025
Added 85.71%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
13
shares
|
$3,941
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
12
shares
|
$3,638
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
11
shares
|
$3,335
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
11
shares
|
$3,335
0.0% of portfolio
|
Q1 2025
Reduced 15.38%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
10
shares
|
$3,032
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 23, 2025 Q2 2025 |
10
shares
|
$3,032
0.16% of portfolio
|
Q2 2025
Reduced 23.08%
|