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 |
|---|---|---|---|---|---|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
20,427
shares
|
$6.19 Million
2.67% of portfolio
|
Q1 2024
Added 0.99%
|
|
|
Generali Powszechne Towarzystwo Emerytalne
Warsaw, R9 |
Jul 30, 2025 Q2 2025 |
20,118
shares
|
$6.1 Million
1.33% of portfolio
|
Q1 2022
Added 6.44%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
20,082
shares
|
$6.09 Million
0.07% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
19,950
shares
|
$6.05 Million
0.32% of portfolio
|
Q2 2025
Reduced 12.12%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
19,921
shares
|
$6.04 Million
0.47% of portfolio
|
Q2 2025
Added 5.05%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
19,895
shares
|
$6.03 Million
0.06% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
19,770
shares
|
$5.99 Million
0.39% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
19,691
shares
|
$5.97 Million
0.08% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Aug 07, 2025 Q2 2025 |
19,640
shares
|
$5.96 Million
0.18% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
19,547
shares
|
$5.93 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Hi Line Capital Management, LLC
Watertown, SD |
Aug 04, 2025 Q2 2025 |
19,235
shares
|
$5.83 Million
2.63% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Impax Asset Management Group PLC
|
Aug 08, 2025 Q2 2025 |
19,218
shares
|
$5.83 Million
0.04% of portfolio
|
Q2 2025
Added 77.99%
|
|
|
Tkg Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
19,195
shares
|
$5.82 Million
2.85% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Lincoln Capital LLC
|
Jul 11, 2025 Q2 2025 |
19,174
shares
|
$5.81 Million
1.22% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Beck Bode, LLC
|
Aug 08, 2025 Q2 2025 |
19,158
shares
|
$5.81 Million
1.13% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
19,114
shares
|
$5.8 Million
0.11% of portfolio
|
Q2 2025
Added 23.13%
|
|
|
Jlb & Associates Inc
|
Jul 17, 2025 Q2 2025 |
19,083
shares
|
$5.79 Million
0.91% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
19,020
shares
|
$5.77 Million
0.3% of portfolio
|
Q2 2025
Added 18.97%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
18,949
shares
|
$5.75 Million
0.7% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Welch Group, LLC
|
Jul 25, 2025 Q2 2025 |
18,833
shares
|
$5.71 Million
0.25% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
18,619
shares
|
$5.65 Million
0.1% of portfolio
|
Q2 2025
Added 18.07%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
18,580
shares
|
$5.63 Million
0.2% of portfolio
|
Q2 2025
Added 6.78%
|
|
|
Mount Vernon Associates Inc
|
Jul 22, 2025 Q2 2025 |
18,567
shares
|
$5.63 Million
4.44% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
18,490
shares
|
$5.61 Million
0.07% of portfolio
|
Q2 2025
Added 85.51%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
18,467
shares
|
$5.6 Million
0.18% of portfolio
|
Q2 2022
Added 9.66%
|