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 |
|---|---|---|---|---|---|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
10
shares
|
$3,032
0.0% of portfolio
|
Q2 2025
Reduced 37.5%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
9
shares
|
$2,728
0.0% of portfolio
|
Q1 2024
Reduced 40.0%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
7
shares
|
$2,122
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
7
shares
|
$2,122
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
6
shares
|
$1,819
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
6
shares
|
$1,819
0.0% of portfolio
|
Q1 2025
Reduced 60.0%
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
5
shares
|
$1,516
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
4
shares
|
$1,212
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
3
shares
|
$909
0.0% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
2
shares
|
$606
0.0% of portfolio
|
Q2 2025
Reduced 86.67%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
1
shares
|
$303
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
Oct 09, 2024 Q3 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
New holding
|