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 |
|---|---|---|---|---|---|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
8,422
shares
|
$2.55 Million
1.3% of portfolio
|
Q2 2022
New holding
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
8,420
shares
|
$2.55 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
8,417
shares
|
$2.55 Million
0.3% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
8,394
shares
|
$2.55 Million
0.25% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
8,371
shares
|
$2.54 Million
0.3% of portfolio
|
Q2 2025
Reduced 11.52%
|
|
|
New England Asset Management Inc
Farmington, CT |
Aug 14, 2025 Q2 2025 |
8,340
shares
|
$2.53 Million
0.44% of portfolio
|
Q1 2025
Reduced 29.8%
|
|
|
Natural Investments, LLC
|
Jul 24, 2025 Q2 2025 |
8,317
shares
|
$2.52 Million
0.69% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
8,302
shares
|
$2.52 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
8,290
shares
|
$2.51 Million
0.79% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
8,265
shares
|
$2.51 Million
0.18% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Signet Investment Advisory Group, Inc.
|
Aug 01, 2025 Q2 2025 |
8,260
shares
|
$2.5 Million
1.35% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
8,244
shares
|
$2.5 Million
1.0% of portfolio
|
Q2 2024
Added 2196.38%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
8,232
shares
|
$2.5 Million
0.2% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Gfg Capital, LLC
|
Jul 24, 2025 Q2 2025 |
8,223
shares
|
$2.49 Million
1.01% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,222
shares
|
$2.49 Million
0.03% of portfolio
|
Q3 2022
Added 269.2%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
8,205
shares
|
$2.49 Million
0.08% of portfolio
|
Q1 2025
Reduced 40.62%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
8,200
shares
|
$2.49 Million
0.14% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
8,154
shares
|
$2.47 Million
1.15% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Triad Investment Management
|
Apr 12, 2024 Q1 2024 |
8,138
shares
|
$2.47 Million
2.38% of portfolio
|
Q2 2020
Reduced 7.63%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
8,116
shares
|
$2.46 Million
0.1% of portfolio
|
Q2 2025
Reduced 14.17%
|
|
|
Spears Abacus Advisors LLC
|
Aug 14, 2025 Q2 2025 |
8,109
shares
|
$2.46 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
8,090
shares
|
$2.45 Million
1.26% of portfolio
|
Q1 2023
Reduced 18.5%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
8,085
shares
|
$2.45 Million
0.6% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
8,068
shares
|
$2.45 Million
0.22% of portfolio
|
Q2 2025
Reduced 21.24%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Aug 07, 2025 Q2 2025 |
8,044
shares
|
$2.44 Million
1.14% of portfolio
|
Q2 2025
Reduced 1.83%
|