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 |
|---|---|---|---|---|---|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
5,981
shares
|
$1.81 Million
0.1% of portfolio
|
Q2 2025
Reduced 50.03%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
5,978
shares
|
$1.81 Million
0.15% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
5,968
shares
|
$1.81 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
5,961
shares
|
$1.81 Million
0.26% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
5,946
shares
|
$1.8 Million
0.89% of portfolio
|
Q1 2025
New holding
|
|
|
Broderick Brian C
|
Jul 23, 2025 Q2 2025 |
5,868
shares
|
$1.78 Million
0.4% of portfolio
|
Q2 2025
Added 138.83%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
5,857
shares
|
$1.78 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
5,835
shares
|
$1.77 Million
0.55% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
5,808
shares
|
$1.76 Million
0.05% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Transatlantique Private Wealth LLC
|
Aug 05, 2025 Q2 2025 |
5,797
shares
|
$1.76 Million
0.7% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 05, 2025 Q2 2025 |
5,753
shares
|
$1.74 Million
0.03% of portfolio
|
Q2 2025
Reduced 17.13%
|
|
|
Monte Financial Group, LLC
|
Jul 23, 2025 Q2 2025 |
5,729
shares
|
$1.74 Million
0.72% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
5,698
shares
|
$1.73 Million
0.19% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
5,686
shares
|
$1.72 Million
0.47% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
5,685
shares
|
$1.72 Million
0.65% of portfolio
|
Q1 2024
Reduced 7.83%
|
|
|
Chesapeake Wealth Management
|
Jul 28, 2025 Q2 2025 |
5,681
shares
|
$1.72 Million
0.61% of portfolio
|
Q2 2025
Reduced 5.9%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
5,678
shares
|
$1.72 Million
0.21% of portfolio
|
Q1 2021
Reduced 32.63%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
5,677
shares
|
$1.72 Million
0.17% of portfolio
|
Q4 2022
Reduced 4.88%
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
5,673
shares
|
$1.72 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
5,669
shares
|
$1.72 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.81%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
5,661
shares
|
$1.72 Million
0.06% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
5,654
shares
|
$1.71 Million
0.43% of portfolio
|
Q2 2025
Added 2316.24%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
5,652
shares
|
$1.71 Million
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
5,638
shares
|
$1.71 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
5,638
shares
|
$1.71 Million
0.42% of portfolio
|
Q2 2025
Added 1.26%
|