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 |
|---|---|---|---|---|---|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
12,529
shares
|
$3.8 Million
0.51% of portfolio
|
Q2 2025
Reduced 11.21%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Aug 07, 2025 Q2 2025 |
12,506
shares
|
$3.79 Million
0.77% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Infusive Asset Management Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
12,491
shares
|
$3.79 Million
1.78% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
12,479
shares
|
$3.78 Million
0.19% of portfolio
|
Q2 2025
Added 610.65%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
12,427
shares
|
$3.77 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
12,424
shares
|
$3.77 Million
0.15% of portfolio
|
Q2 2025
Added 6.39%
|
|
|
Constitution Capital LLC
Shelton, CT |
Aug 13, 2025 Q2 2025 |
12,375
shares
|
$3.75 Million
2.03% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jul 14, 2025 Q2 2025 |
12,358
shares
|
$3.75 Million
0.64% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
12,355
shares
|
$3.75 Million
1.37% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
12,266
shares
|
$3.72 Million
0.33% of portfolio
|
Q2 2025
Added 24.86%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
12,251
shares
|
$3.71 Million
0.06% of portfolio
|
Q2 2025
Added 897.64%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
12,233
shares
|
$3.71 Million
0.18% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Somerville Kurt F
|
Jul 23, 2025 Q2 2025 |
12,230
shares
|
$3.71 Million
0.67% of portfolio
|
Q2 2025
Added 272.3%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
12,226
shares
|
$3.71 Million
0.14% of portfolio
|
Q3 2022
Reduced 4.68%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
12,183
shares
|
$3.69 Million
0.38% of portfolio
|
Q1 2025
Reduced 13.1%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Aug 01, 2025 Q2 2025 |
12,090
shares
|
$3.67 Million
2.38% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
12,040
shares
|
$3.65 Million
0.17% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
12,026
shares
|
$3.65 Million
0.04% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Independent Investors Inc
|
Jul 18, 2025 Q2 2025 |
12,000
shares
|
$3.64 Million
0.84% of portfolio
|
Q2 2022
Reduced 20.0%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
11,966
shares
|
$3.63 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
11,934
shares
|
$3.62 Million
0.36% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
11,921
shares
|
$3.61 Million
0.07% of portfolio
|
Q2 2020
Reduced 5.99%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
11,906
shares
|
$3.61 Million
0.01% of portfolio
|
Q4 2022
Reduced 3.59%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Aug 06, 2025 Q2 2025 |
11,900
shares
|
$3.61 Million
0.09% of portfolio
|
Q2 2025
Added 23.96%
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
11,879
shares
|
$3.6 Million
2.04% of portfolio
|
Q2 2025
Reduced 10.68%
|