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 |
|---|---|---|---|---|---|
|
Sirios Capital Management L P
Boston, MA |
Aug 14, 2025 Q2 2025 |
5,367
shares
|
$1.63 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
5,359
shares
|
$1.62 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
5,341
shares
|
$1.62 Million
0.05% of portfolio
|
Q2 2025
Added 8.53%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
5,339
shares
|
$1.62 Million
0.09% of portfolio
|
Q2 2025
Reduced 13.29%
|
|
|
Lawson Kroeker Investment Management Inc
|
Jul 25, 2025 Q2 2025 |
5,338
shares
|
$1.62 Million
0.34% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
William Allan, LLC
|
Aug 01, 2025 Q2 2025 |
5,332
shares
|
$1.62 Million
1.01% of portfolio
|
Q1 2025
Reduced 63.29%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
5,328
shares
|
$1.62 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
5,318
shares
|
$1.61 Million
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
5,309
shares
|
$1.61 Million
0.09% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Advisory Research Inc
Chicago, IL |
Aug 13, 2025 Q2 2025 |
5,301
shares
|
$1.61 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
5,273
shares
|
$1.6 Million
1.26% of portfolio
|
Q3 2023
Added 0.02%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
5,246
shares
|
$1.59 Million
0.32% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
5,241
shares
|
$1.59 Million
0.06% of portfolio
|
Q3 2022
Reduced 3.59%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Aug 13, 2025 Q2 2025 |
5,233
shares
|
$1.59 Million
0.58% of portfolio
|
Q2 2025
Added 16.78%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
5,227
shares
|
$1.58 Million
0.14% of portfolio
|
Q2 2025
Added 8.26%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
5,224
shares
|
$1.58 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
5,219
shares
|
$1.58 Million
1.31% of portfolio
|
Q2 2025
Reduced 7.78%
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
5,214
shares
|
$1.58 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Jul 24, 2025 Q2 2025 |
5,208
shares
|
$1.58 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
5,195
shares
|
$1.58 Million
0.04% of portfolio
|
Q2 2025
Added 41.98%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Aug 04, 2025 Q2 2025 |
5,193
shares
|
$1.57 Million
1.56% of portfolio
|
Q2 2025
New holding
|
|
|
Vectors Research Management, LLC
New York, NY |
Jul 29, 2025 Q2 2025 |
5,189
shares
|
$1.57 Million
0.57% of portfolio
|
Q2 2024
Reduced 1.89%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jul 11, 2025 Q2 2025 |
5,183
shares
|
$1.57 Million
0.94% of portfolio
|
Q2 2025
New holding
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
5,176
shares
|
$1.57 Million
0.24% of portfolio
|
Q3 2022
Reduced 5.58%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
5,161
shares
|
$1.56 Million
0.06% of portfolio
|
Q2 2025
Added 10.11%
|