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 |
|---|---|---|---|---|---|
|
Lebenthal Global Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
6,376
shares
|
$1.93 Million
0.39% of portfolio
|
Q2 2025
Added 17.96%
|
|
|
Parisi Gray Wealth Management
|
Jul 08, 2025 Q2 2025 |
6,373
shares
|
$1.93 Million
0.59% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
6,350
shares
|
$1.93 Million
0.19% of portfolio
|
Q2 2025
Reduced 29.62%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
6,322
shares
|
$1.92 Million
0.04% of portfolio
|
Q2 2025
Added 162.98%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
6,295
shares
|
$1.91 Million
0.04% of portfolio
|
Q2 2025
Added 18.89%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
6,272
shares
|
$1.9 Million
0.4% of portfolio
|
Q1 2025
Added 41.74%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jul 28, 2025 Q2 2025 |
6,260
shares
|
$1.9 Million
1.43% of portfolio
|
Q2 2025
Reduced 17.17%
|
|
|
Main Street Investment Advisors LLC
|
Aug 11, 2025 Q2 2025 |
6,253
shares
|
$1.9 Million
0.28% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
6,237
shares
|
$1.89 Million
0.25% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
6,232
shares
|
$1.89 Million
0.06% of portfolio
|
Q2 2025
Reduced 10.02%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Jul 23, 2025 Q2 2025 |
6,199
shares
|
$1.88 Million
0.73% of portfolio
|
Q2 2025
Added 9.27%
|
|
|
Solitude Financial Services
|
Jul 23, 2025 Q2 2025 |
6,193
shares
|
$1.88 Million
0.72% of portfolio
|
Q2 2025
Added 20.89%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
6,185
shares
|
$1.88 Million
0.1% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
6,170
shares
|
$1.87 Million
0.53% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Abundance Wealth Counselors
|
Jul 21, 2025 Q2 2025 |
6,159
shares
|
$1.87 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
6,120
shares
|
$1.86 Million
0.09% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
6,112
shares
|
$1.85 Million
0.07% of portfolio
|
Q2 2025
Reduced 21.79%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
6,106
shares
|
$1.85 Million
0.38% of portfolio
|
Q2 2025
Added 11.04%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
6,106
shares
|
$1.85 Million
0.16% of portfolio
|
Q2 2025
Reduced 12.98%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
6,096
shares
|
$1.85 Million
0.07% of portfolio
|
Q3 2022
Added 0.18%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
6,084
shares
|
$1.84 Million
0.47% of portfolio
|
Q2 2025
Reduced 6.27%
|
|
|
Weil Company, Inc.
|
Aug 07, 2025 Q2 2025 |
6,039
shares
|
$1.83 Million
0.61% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Citadel Investment Advisory, Inc.
|
Aug 05, 2025 Q2 2025 |
6,032
shares
|
$1.83 Million
0.9% of portfolio
|
Q2 2025
Reduced 10.09%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Jul 31, 2025 Q2 2025 |
6,000
shares
|
$1.82 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
B&L Asset Management LLC
Boston, MA |
Aug 04, 2025 Q2 2025 |
5,997
shares
|
$1.82 Million
1.09% of portfolio
|
Q2 2025
Reduced 0.48%
|