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 |
|---|---|---|---|---|---|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
7,513
shares
|
$2.28 Million
0.82% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
7,455
shares
|
$2.26 Million
0.83% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
7,447
shares
|
$2.26 Million
0.1% of portfolio
|
Q2 2025
Added 6.39%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
7,427
shares
|
$2.25 Million
0.07% of portfolio
|
Q2 2024
Added 8.95%
|
|
|
Taylor Frigon Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
7,425
shares
|
$2.25 Million
1.3% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Walter & Keenan Wealth Management LLC
|
Aug 11, 2025 Q2 2025 |
7,415
shares
|
$2.25 Million
0.7% of portfolio
|
Q2 2025
Reduced 14.1%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
7,410
shares
|
$2.25 Million
0.77% of portfolio
|
Q2 2023
Reduced 0.58%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
7,409
shares
|
$2.25 Million
0.06% of portfolio
|
Q2 2025
Added 12.17%
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
7,351
shares
|
$2.23 Million
0.08% of portfolio
|
Q2 2025
Added 228.46%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
7,338
shares
|
$2.22 Million
1.07% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
7,332
shares
|
$2.22 Million
0.04% of portfolio
|
Q2 2025
Added 6.74%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
7,323
shares
|
$2.22 Million
0.49% of portfolio
|
Q2 2025
Added 12.44%
|
|
|
Birinyi Associates Inc
|
Jul 23, 2025 Q2 2025 |
7,295
shares
|
$2.21 Million
0.68% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
7,253
shares
|
$2.2 Million
0.05% of portfolio
|
Q2 2025
Added 9.64%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
7,243
shares
|
$2.2 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Aug 11, 2025 Q2 2025 |
7,217
shares
|
$2.19 Million
1.85% of portfolio
|
Q2 2025
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
7,213
shares
|
$2.19 Million
0.14% of portfolio
|
Q1 2025
Added 56.4%
|
|
|
Landscape Capital Management, L.L.C.
|
Aug 12, 2025 Q2 2025 |
7,212
shares
|
$2.19 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Jackson Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
7,188
shares
|
$2.18 Million
0.35% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Aug 05, 2025 Q2 2025 |
7,186
shares
|
$2.18 Million
0.51% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Gateway Investment Advisers LLC
|
Jul 09, 2025 Q2 2025 |
7,169
shares
|
$2.17 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Excalibur Management Corp
|
Aug 06, 2025 Q2 2025 |
7,159
shares
|
$2.17 Million
0.86% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
7,126
shares
|
$2.16 Million
0.08% of portfolio
|
Q2 2025
Reduced 6.8%
|
|
|
Arjuna Capital
|
Aug 13, 2025 Q2 2025 |
7,123
shares
|
$2.16 Million
0.62% of portfolio
|
Q2 2025
Reduced 5.19%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
7,106
shares
|
$2.15 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.99%
|