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 |
|---|---|---|---|---|---|
|
Vinva Investment Management LTD
Sydney, C3 |
Aug 12, 2025 Q2 2025 |
14,459
shares
|
$4.38 Million
0.12% of portfolio
|
Q2 2025
Added 31.0%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
14,457
shares
|
$4.38 Million
0.13% of portfolio
|
Q2 2025
Reduced 16.46%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
14,442
shares
|
$4.38 Million
0.05% of portfolio
|
Q2 2025
Reduced 13.06%
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
14,417
shares
|
$4.37 Million
0.59% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
14,302
shares
|
$4.34 Million
0.14% of portfolio
|
Q4 2024
Reduced 15.42%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
14,255
shares
|
$4.32 Million
0.04% of portfolio
|
Q2 2025
Added 11.19%
|
|
|
Taurus Asset Management, LLC
New York, NY |
May 13, 2025 Q1 2025 |
14,198
shares
|
$4.3 Million
0.41% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
14,183
shares
|
$4.3 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Jennison Associates LLC
|
Aug 01, 2025 Q2 2025 |
14,153
shares
|
$4.29 Million
0.0% of portfolio
|
Q2 2025
Added 45.13%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
14,090
shares
|
$4.27 Million
0.11% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
14,014
shares
|
$4.25 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Jul 29, 2025 Q2 2025 |
14,005
shares
|
$4.25 Million
0.52% of portfolio
|
Q2 2025
Reduced 8.18%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
13,996
shares
|
$4.24 Million
0.13% of portfolio
|
Q2 2025
Added 8.2%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
13,995
shares
|
$4.24 Million
0.36% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Brendel Financial Advisors LLC
|
Jul 11, 2025 Q2 2025 |
13,960
shares
|
$4.23 Million
2.49% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
13,898
shares
|
$4.21 Million
0.11% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
13,837
shares
|
$4.2 Million
1.67% of portfolio
|
Q1 2024
Added 0.63%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
13,777
shares
|
$4.18 Million
0.14% of portfolio
|
Q2 2025
Added 20.14%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
13,710
shares
|
$4.16 Million
0.18% of portfolio
|
Q2 2025
Added 9.33%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Jul 29, 2025 Q2 2025 |
13,700
shares
|
$4.15 Million
1.94% of portfolio
|
Q2 2025
Reduced 10.84%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
13,669
shares
|
$4.14 Million
0.07% of portfolio
|
Q4 2023
Added 8.77%
|
|
|
Tom Russo
Gardner Russo & Quinn LLC
|
Aug 13, 2025 Q2 2025 |
13,634
shares
|
$4.13 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
13,592
shares
|
$4.12 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Aug 08, 2025 Q2 2025 |
13,569
shares
|
$4.11 Million
1.03% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
13,525
shares
|
$4.1 Million
0.27% of portfolio
|
Q3 2022
Reduced 22.32%
|