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 3,073 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 |
|---|---|---|---|---|---|
|
Maryland State Retirement & Pension System
|
Jul 23, 2025 Q2 2025 |
26,696
shares
|
$8.09 Million
0.19% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
26,654
shares
|
$8.08 Million
0.98% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
26,607
shares
|
$8.07 Million
0.11% of portfolio
|
Q2 2024
Added 0.55%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
26,498
shares
|
$8.03 Million
0.11% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jul 14, 2025 Q2 2025 |
26,407
shares
|
$8.01 Million
2.03% of portfolio
|
Q2 2025
Reduced 5.12%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
26,282
shares
|
$7.97 Million
0.14% of portfolio
|
Q1 2025
Reduced 12.02%
|
|
|
Winton Group LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
26,276
shares
|
$7.97 Million
0.49% of portfolio
|
Q2 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
26,219
shares
|
$7.95 Million
0.14% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
26,210
shares
|
$7.95 Million
0.3% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Reliant Investment Management, LLC
|
Jul 30, 2025 Q2 2025 |
26,189
shares
|
$7.94 Million
3.84% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
26,170
shares
|
$7.94 Million
0.05% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
26,164
shares
|
$7.93 Million
1.34% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
26,000
shares
|
$7.88 Million
0.2% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
New Mexico Educational Retirement Board
|
Jul 30, 2025 Q2 2025 |
25,963
shares
|
$7.87 Million
0.27% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
25,429
shares
|
$7.71 Million
2.25% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
25,335
shares
|
$7.68 Million
0.56% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
25,333
shares
|
$7.68 Million
0.35% of portfolio
|
Q2 2025
Added 59.53%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
25,202
shares
|
$7.64 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
25,166
shares
|
$7.63 Million
0.5% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Commerzbank Aktiengesellschaft
|
Jul 24, 2025 Q2 2025 |
25,042
shares
|
$7.59 Million
0.18% of portfolio
|
Q2 2025
Reduced 16.21%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
24,890
shares
|
$7.55 Million
0.19% of portfolio
|
Q2 2025
Reduced 36.67%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
24,751
shares
|
$7.5 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
24,725
shares
|
$7.5 Million
0.67% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
24,672
shares
|
$7.48 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
24,672
shares
|
$7.48 Million
0.54% of portfolio
|
Q2 2025
Added 0.43%
|