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 |
|---|---|---|---|---|---|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
13,514
shares
|
$4.1 Million
0.32% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Banyan Capital Management, Inc.
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
13,430
shares
|
$4.07 Million
2.7% of portfolio
|
Q2 2025
Reduced 55.45%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
13,355
shares
|
$4.05 Million
0.03% of portfolio
|
Q2 2022
Reduced 4.98%
|
|
|
Grandfield & Dodd, LLC
|
Aug 08, 2025 Q2 2025 |
13,270
shares
|
$4.02 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
13,222
shares
|
$4.01 Million
0.44% of portfolio
|
Q3 2023
Added 1.26%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
13,200
shares
|
$4 Million
0.47% of portfolio
|
Q2 2023
Reduced 0.6%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
13,191
shares
|
$4 Million
0.6% of portfolio
|
Q3 2023
Reduced 0.03%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
13,171
shares
|
$3.99 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Buckhead Capital Management LLC
|
Aug 04, 2025 Q2 2025 |
13,157
shares
|
$3.99 Million
1.71% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
13,157
shares
|
$3.99 Million
0.31% of portfolio
|
Q2 2025
Added 17.12%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
13,130
shares
|
$3.98 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Greenfield Savings Bank
|
Jul 07, 2025 Q2 2025 |
13,116
shares
|
$3.98 Million
1.92% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
13,062
shares
|
$3.96 Million
1.63% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Aug 06, 2025 Q2 2025 |
13,010
shares
|
$3.94 Million
1.83% of portfolio
|
Q2 2025
Reduced 13.74%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
12,937
shares
|
$3.92 Million
0.08% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jul 17, 2025 Q2 2025 |
12,898
shares
|
$3.91 Million
1.43% of portfolio
|
Q2 2025
Added 11.29%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
12,855
shares
|
$3.9 Million
1.13% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
12,834
shares
|
$3.89 Million
0.15% of portfolio
|
Q2 2025
Reduced 7.16%
|
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
12,828
shares
|
$3.89 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
12,806
shares
|
$3.88 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jul 17, 2025 Q2 2025 |
12,774
shares
|
$3.87 Million
1.52% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
12,706
shares
|
$3.85 Million
0.59% of portfolio
|
Q2 2025
Reduced 29.46%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
12,699
shares
|
$3.85 Million
0.13% of portfolio
|
Q2 2022
Added 4.6%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
12,558
shares
|
$3.81 Million
0.12% of portfolio
|
Q2 2025
Added 153.54%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Aug 11, 2025 Q2 2025 |
12,533
shares
|
$3.8 Million
1.09% of portfolio
|
Q2 2025
Added 2.91%
|