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 |
|---|---|---|---|---|---|
|
Efg Asset Management (North America) Corp.
|
Aug 05, 2025 Q2 2025 |
8,837
shares
|
$2.68 Million
0.42% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
8,832
shares
|
$2.68 Million
0.82% of portfolio
|
Q1 2025
Reduced 20.85%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
8,826
shares
|
$2.68 Million
0.19% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
8,819
shares
|
$2.67 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.02%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
8,796
shares
|
$2.67 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Signature Wealth Management Group
|
Jul 31, 2025 Q2 2025 |
8,795
shares
|
$2.67 Million
1.17% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Jul 23, 2025 Q2 2025 |
8,788
shares
|
$2.66 Million
2.1% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
8,780
shares
|
$2.66 Million
0.16% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
8,772
shares
|
$2.66 Million
0.09% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
8,769
shares
|
$2.66 Million
0.11% of portfolio
|
Q3 2022
Reduced 0.85%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
8,750
shares
|
$2.65 Million
0.22% of portfolio
|
Q2 2025
Added 8.45%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
8,737
shares
|
$2.65 Million
0.07% of portfolio
|
Q2 2025
Reduced 25.9%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
8,735
shares
|
$2.65 Million
0.2% of portfolio
|
Q2 2025
Reduced 34.81%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
8,631
shares
|
$2.62 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
8,592
shares
|
$2.61 Million
0.14% of portfolio
|
Q2 2025
Added 31.36%
|
|
|
Twin Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
8,551
shares
|
$2.59 Million
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Investors Asset Management Of Georgia Inc
|
Jul 22, 2025 Q2 2025 |
8,530
shares
|
$2.59 Million
1.29% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jul 30, 2025 Q2 2025 |
8,526
shares
|
$2.59 Million
0.89% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Tealwood Asset Management Inc
|
Jul 17, 2025 Q2 2025 |
8,510
shares
|
$2.58 Million
1.21% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
8,490
shares
|
$2.57 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
8,481
shares
|
$2.57 Million
0.2% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
8,481
shares
|
$2.57 Million
0.2% of portfolio
|
Q2 2025
Reduced 18.15%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
8,473
shares
|
$2.57 Million
0.17% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
8,455
shares
|
$2.56 Million
0.11% of portfolio
|
Q3 2023
Reduced 0.65%
|
|
|
Howard Capital Management Group, LLC
|
Jul 16, 2025 Q2 2025 |
8,426
shares
|
$2.55 Million
0.19% of portfolio
|
Q4 2024
Reduced 2.19%
|