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 |
|---|---|---|---|---|---|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
9,310
shares
|
$2.82 Million
0.29% of portfolio
|
Q3 2022
Reduced 2.46%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
9,305
shares
|
$2.82 Million
0.14% of portfolio
|
Q1 2023
Added 26.68%
|
|
|
Focus Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
9,301
shares
|
$2.82 Million
1.7% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
9,300
shares
|
$2.82 Million
0.24% of portfolio
|
Q2 2025
Reduced 8.53%
|
|
|
Pettee Investors, Inc.
|
Aug 01, 2025 Q2 2025 |
9,213
shares
|
$2.79 Million
1.82% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Applied Capital Llc/Fl
Hollywood, FL |
Jul 24, 2025 Q2 2025 |
9,184
shares
|
$2.78 Million
2.13% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
9,153
shares
|
$2.78 Million
0.23% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
9,140
shares
|
$2.77 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
9,120
shares
|
$2.77 Million
0.09% of portfolio
|
Q2 2025
Reduced 15.24%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Jul 28, 2025 Q2 2025 |
9,087
shares
|
$2.76 Million
0.54% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Aug 08, 2025 Q2 2025 |
9,059
shares
|
$2.75 Million
2.97% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Rb Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
9,050
shares
|
$2.74 Million
0.69% of portfolio
|
Q2 2025
Added 18.52%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
9,043
shares
|
$2.74 Million
0.12% of portfolio
|
Q2 2024
Added 0.5%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
8,995
shares
|
$2.73 Million
0.09% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
8,986
shares
|
$2.72 Million
1.27% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
8,979
shares
|
$2.72 Million
0.64% of portfolio
|
Q2 2025
Reduced 42.95%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Jul 24, 2025 Q2 2025 |
8,963
shares
|
$2.72 Million
1.26% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
8,948
shares
|
$2.71 Million
0.1% of portfolio
|
Q2 2025
Reduced 12.62%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
8,928
shares
|
$2.71 Million
0.71% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
8,900
shares
|
$2.7 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Aug 07, 2025 Q2 2025 |
8,893
shares
|
$2.7 Million
1.29% of portfolio
|
Q2 2025
Added 9.32%
|
|
|
Pinnacle Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
8,890
shares
|
$2.7 Million
3.43% of portfolio
|
Q2 2025
Added 608.37%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
8,851
shares
|
$2.68 Million
0.12% of portfolio
|
Q4 2022
Added 0.01%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
8,848
shares
|
$2.68 Million
0.1% of portfolio
|
Q2 2025
Added 6.04%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Aug 11, 2025 Q2 2025 |
8,838
shares
|
$2.68 Million
0.92% of portfolio
|
Q2 2025
Added 1.3%
|