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 |
|---|---|---|---|---|---|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
8,031
shares
|
$2.44 Million
0.05% of portfolio
|
Q3 2021
Reduced 18.24%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
7,967
shares
|
$2.42 Million
0.6% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
7,944
shares
|
$2.41 Million
0.04% of portfolio
|
Q2 2025
Added 19.49%
|
|
|
Wilkins Investment Counsel Inc
|
Aug 07, 2025 Q2 2025 |
7,932
shares
|
$2.41 Million
0.37% of portfolio
|
Q2 2025
Reduced 7.03%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
7,884
shares
|
$2.39 Million
0.66% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
7,842
shares
|
$2.38 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
7,828
shares
|
$2.37 Million
0.31% of portfolio
|
Q2 2025
Added 38.55%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
7,823
shares
|
$2.37 Million
0.22% of portfolio
|
Q2 2025
Reduced 59.48%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
7,823
shares
|
$2.37 Million
0.5% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Lazard Freres Gestion S.A.S.
|
Jul 31, 2025 Q2 2025 |
7,820
shares
|
$2.37 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.46%
|
|
|
Mengis Capital Management, Inc.
|
Jul 24, 2025 Q2 2025 |
7,790
shares
|
$2.36 Million
0.54% of portfolio
|
Q2 2025
Reduced 14.11%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
7,788
shares
|
$2.36 Million
0.21% of portfolio
|
Q2 2025
Reduced 7.91%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
7,786
shares
|
$2.36 Million
0.52% of portfolio
|
Q1 2023
Added 0.84%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Jul 29, 2025 Q2 2025 |
7,779
shares
|
$2.36 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Puzo Michael J
|
Jul 23, 2025 Q2 2025 |
7,769
shares
|
$2.36 Million
0.72% of portfolio
|
Q2 2025
Added 167.62%
|
|
|
Osborne Partners Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
7,765
shares
|
$2.35 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Capital International Sarl
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
7,760
shares
|
$2.35 Million
0.05% of portfolio
|
Q2 2025
Added 24.62%
|
|
|
Holderness Investments CO
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
7,756
shares
|
$2.35 Million
0.54% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Jul 29, 2025 Q2 2025 |
7,752
shares
|
$2.35 Million
0.46% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
7,736
shares
|
$2.35 Million
0.03% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Sawgrass Asset Management LLC
|
Aug 08, 2025 Q2 2025 |
7,682
shares
|
$2.33 Million
0.28% of portfolio
|
Q2 2025
Reduced 8.25%
|
|
|
Red Cedar Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
7,628
shares
|
$2.31 Million
0.31% of portfolio
|
Q4 2024
Added 11.59%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Aug 08, 2025 Q2 2025 |
7,627
shares
|
$2.31 Million
0.19% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
7,600
shares
|
$2.3 Million
0.67% of portfolio
|
Q2 2024
Added 2.58%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jul 16, 2025 Q2 2025 |
7,576
shares
|
$2.3 Million
1.3% of portfolio
|
Q2 2025
Added 1.2%
|