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 |
|---|---|---|---|---|---|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
6,633
shares
|
$2.01 Million
0.12% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Inkwell Capital LLC
Miami, FL |
Aug 11, 2025 Q2 2025 |
6,601
shares
|
$2 Million
2.25% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Bnp Paribas
New York, NY |
Aug 14, 2025 Q2 2025 |
6,589
shares
|
$2 Million
0.07% of portfolio
|
Q2 2025
Added 1217.8%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
6,562
shares
|
$1.99 Million
0.12% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
6,553
shares
|
$1.99 Million
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Evelyn Partners Investment Management LLP
London, |
Aug 12, 2025 Q2 2025 |
6,541
shares
|
$1.98 Million
0.05% of portfolio
|
Q2 2025
Added 1291.7%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
6,539
shares
|
$1.98 Million
0.46% of portfolio
|
Q2 2025
Added 198.31%
|
|
|
Lee Danner & Bass Inc
|
Jul 31, 2025 Q2 2025 |
6,537
shares
|
$1.98 Million
0.16% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Eagle Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
6,518
shares
|
$1.98 Million
0.91% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
6,504
shares
|
$1.97 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
6,498
shares
|
$1.97 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
6,470
shares
|
$1.96 Million
0.07% of portfolio
|
Q2 2025
Added 29.12%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
6,451
shares
|
$1.96 Million
0.1% of portfolio
|
Q4 2024
Added 20.85%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Aug 13, 2025 Q2 2025 |
6,439
shares
|
$1.95 Million
0.35% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
6,437
shares
|
$1.95 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
6,429
shares
|
$1.95 Million
0.15% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
6,423
shares
|
$1.95 Million
0.18% of portfolio
|
Q2 2025
Reduced 13.23%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jul 23, 2025 Q2 2025 |
6,422
shares
|
$1.95 Million
0.15% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
6,402
shares
|
$1.94 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
6,392
shares
|
$1.94 Million
1.77% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
6,388
shares
|
$1.94 Million
0.02% of portfolio
|
Q2 2025
Added 5.2%
|
|
|
S&Co Inc
Boston, MA |
Aug 07, 2025 Q2 2025 |
6,386
shares
|
$1.94 Million
0.13% of portfolio
|
Q4 2022
Added 1.37%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
6,383
shares
|
$1.94 Million
0.21% of portfolio
|
Q2 2025
Added 9.9%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
6,378
shares
|
$1.93 Million
0.11% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Lebenthal Global Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
6,376
shares
|
$1.93 Million
0.39% of portfolio
|
Q2 2025
Added 17.96%
|