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 |
|---|---|---|---|---|---|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
10,110
shares
|
$3.07 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
10,095
shares
|
$3.06 Million
1.22% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Xcel Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
10,073
shares
|
$3.05 Million
0.96% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
10,066
shares
|
$3.05 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
10,053
shares
|
$3.05 Million
0.11% of portfolio
|
Q4 2022
Reduced 0.49%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
10,030
shares
|
$3.04 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Intrinsic Value Partners, LLC
|
Jul 21, 2025 Q2 2025 |
10,015
shares
|
$3.04 Million
2.94% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
May 14, 2025 Q1 2025 |
10,012
shares
|
$3.04 Million
1.72% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
10,001
shares
|
$3.03 Million
0.12% of portfolio
|
Q2 2025
Added 107.06%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
10,001
shares
|
$3.03 Million
0.78% of portfolio
|
Q2 2025
Added 46.71%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
9,990
shares
|
$3.03 Million
1.01% of portfolio
|
Q1 2025
Added 21.24%
|
|
|
Galilei Investment Office LLP
London, X0 |
Jul 28, 2025 Q2 2025 |
9,974
shares
|
$3.02 Million
1.62% of portfolio
|
Q4 2024
New holding
|
|
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
9,968
shares
|
$3.02 Million
1.11% of portfolio
|
Q1 2024
Added 24.6%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
9,907
shares
|
$3 Million
0.2% of portfolio
|
Q2 2025
Added 23.24%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
9,883
shares
|
$3 Million
0.37% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
9,881
shares
|
$3 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
9,879
shares
|
$3 Million
1.57% of portfolio
|
Q2 2025
Reduced 9.62%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
9,861
shares
|
$2.99 Million
2.21% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
9,846
shares
|
$2.99 Million
2.02% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Knuff & CO LLC
Foster City, CA |
Aug 13, 2025 Q2 2025 |
9,844
shares
|
$2.98 Million
1.0% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Aug 14, 2025 Q2 2025 |
9,821
shares
|
$2.98 Million
1.18% of portfolio
|
Q2 2025
New holding
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
9,818
shares
|
$2.98 Million
0.07% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
9,810
shares
|
$2.97 Million
0.8% of portfolio
|
Q2 2025
Reduced 35.73%
|
|
|
Inlet Private Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
9,795
shares
|
$2.97 Million
0.81% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
9,788
shares
|
$2.97 Million
0.36% of portfolio
|
Q2 2025
Added 1.97%
|