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 |
|---|---|---|---|---|---|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jul 01, 2025 Q2 2025 |
11,273
shares
|
$3.42 Million
0.51% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
11,261
shares
|
$3.41 Million
0.02% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Aug 14, 2025 Q2 2025 |
11,245
shares
|
$3.41 Million
2.26% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Herbst Group, LLC
Westport, CT |
Jul 15, 2025 Q2 2025 |
11,243
shares
|
$3.41 Million
2.39% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Aug 05, 2025 Q2 2025 |
11,220
shares
|
$3.4 Million
1.11% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Fruth Investment Management
|
Jul 11, 2025 Q2 2025 |
11,210
shares
|
$3.4 Million
0.97% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
11,198
shares
|
$3.4 Million
0.05% of portfolio
|
Q2 2025
Reduced 78.58%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 04, 2025 Q2 2025 |
11,189
shares
|
$3.39 Million
0.42% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
11,178
shares
|
$3.39 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Ahl Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
11,115
shares
|
$3.37 Million
2.37% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
11,110
shares
|
$3.37 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
11,060
shares
|
$3.35 Million
0.62% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
11,046
shares
|
$3.35 Million
0.18% of portfolio
|
Q3 2022
Reduced 0.3%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
11,013
shares
|
$3.34 Million
0.19% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Aug 13, 2025 Q2 2025 |
11,000
shares
|
$3.34 Million
0.81% of portfolio
|
Q1 2018
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
10,973
shares
|
$3.33 Million
0.09% of portfolio
|
Q2 2025
Reduced 14.23%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Aug 05, 2025 Q2 2025 |
10,964
shares
|
$3.32 Million
1.39% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
10,908
shares
|
$3.31 Million
0.07% of portfolio
|
Q2 2025
Added 14.28%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 14, 2025 Q2 2025 |
10,869
shares
|
$3.3 Million
0.03% of portfolio
|
Q2 2025
Added 42.41%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
10,828
shares
|
$3.28 Million
0.14% of portfolio
|
Q1 2025
Reduced 33.83%
|
|
|
St. Johns Investment Management Company, LLC
|
Jul 30, 2025 Q2 2025 |
10,793
shares
|
$3.27 Million
1.58% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
10,772
shares
|
$3.27 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Holocene Advisors, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
10,686
shares
|
$3.24 Million
0.01% of portfolio
|
Q2 2025
Reduced 51.68%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
10,645
shares
|
$3.23 Million
0.31% of portfolio
|
Q3 2023
Reduced 51.56%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
10,617
shares
|
$3.22 Million
0.64% of portfolio
|
Q2 2025
Added 9.54%
|