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 |
|---|---|---|---|---|---|
|
Tag Stone Capital, Inc.
|
Aug 11, 2025 Q2 2025 |
9,757
shares
|
$2.96 Million
1.42% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
9,743
shares
|
$2.95 Million
0.1% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
9,739
shares
|
$2.95 Million
0.08% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
9,679
shares
|
$2.93 Million
0.38% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
9,670
shares
|
$2.93 Million
0.27% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
9,650
shares
|
$2.93 Million
2.21% of portfolio
|
Q4 2021
New holding
|
|
|
Eads & Heald Wealth Management
|
Jul 22, 2025 Q2 2025 |
9,649
shares
|
$2.93 Million
1.52% of portfolio
|
Q2 2025
Reduced 6.23%
|
|
|
Guardian Capital LP
Toronto, A6 |
Aug 07, 2025 Q2 2025 |
9,588
shares
|
$2.91 Million
0.12% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Aug 07, 2025 Q2 2025 |
9,577
shares
|
$2.9 Million
0.99% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
9,548
shares
|
$2.9 Million
0.15% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Aug 13, 2025 Q2 2025 |
9,545
shares
|
$2.89 Million
0.28% of portfolio
|
Q2 2025
Added 1051.39%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
9,533
shares
|
$2.89 Million
0.12% of portfolio
|
Q2 2025
Added 8.58%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
9,531
shares
|
$2.89 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.73%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
9,519
shares
|
$2.89 Million
1.48% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Jul 24, 2025 Q2 2025 |
9,450
shares
|
$2.87 Million
0.69% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jul 15, 2025 Q2 2025 |
9,440
shares
|
$2.86 Million
1.25% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
9,429
shares
|
$2.86 Million
0.02% of portfolio
|
Q2 2025
Reduced 60.32%
|
|
|
Fire Capital Management LLC
San Francisco, CA |
Aug 01, 2025 Q2 2025 |
9,427
shares
|
$2.86 Million
1.91% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
9,409
shares
|
$2.85 Million
0.26% of portfolio
|
Q2 2025
Reduced 9.78%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
9,393
shares
|
$2.85 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.24%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Aug 13, 2025 Q2 2025 |
9,375
shares
|
$2.84 Million
0.7% of portfolio
|
Q2 2025
Reduced 11.35%
|
|
|
Qtron Investments LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
9,352
shares
|
$2.84 Million
0.39% of portfolio
|
Q4 2024
Reduced 11.8%
|
|
|
Bank Ozk
|
Aug 12, 2025 Q2 2025 |
9,330
shares
|
$2.83 Million
1.2% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Aug 14, 2025 Q2 2025 |
9,329
shares
|
$2.83 Million
1.28% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Aug 05, 2025 Q2 2025 |
9,312
shares
|
$2.82 Million
1.76% of portfolio
|
Q2 2025
Reduced 15.71%
|