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 |
|---|---|---|---|---|---|
|
Spirit Of America Management Corp
|
Jul 29, 2025 Q2 2025 |
5,000
shares
|
$1.52 Million
0.34% of portfolio
|
Q1 2022
Reduced 26.47%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
Jul 31, 2025 Q2 2025 |
5,000
shares
|
$1.52 Million
0.83% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
4,999
shares
|
$1.52 Million
0.47% of portfolio
|
Q2 2025
Added 8.3%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
4,993
shares
|
$1.51 Million
0.07% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
4,986
shares
|
$1.51 Million
0.08% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
4,967
shares
|
$1.51 Million
0.09% of portfolio
|
Q2 2025
Added 14.42%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
4,939
shares
|
$1.5 Million
0.19% of portfolio
|
Q2 2022
Reduced 3.52%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
4,935
shares
|
$1.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 92.75%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
4,931
shares
|
$1.5 Million
0.07% of portfolio
|
Q2 2025
Added 18.7%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
4,927
shares
|
$1.49 Million
0.61% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
4,908
shares
|
$1.49 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.4%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
4,898
shares
|
$1.49 Million
0.1% of portfolio
|
Q2 2023
Added 157.11%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
4,891
shares
|
$1.48 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Jul 10, 2025 Q2 2025 |
4,889
shares
|
$1.48 Million
1.2% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
First Dallas Securities Inc.
|
Aug 07, 2025 Q2 2025 |
4,873
shares
|
$1.48 Million
0.63% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
4,858
shares
|
$1.47 Million
0.08% of portfolio
|
Q2 2025
Added 16.47%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
4,845
shares
|
$1.47 Million
0.31% of portfolio
|
Q2 2025
Added 48.21%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
4,843
shares
|
$1.47 Million
0.33% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
4,840
shares
|
$1.47 Million
0.27% of portfolio
|
Q2 2025
Added 10.5%
|
|
|
Beaumont Asset Management, L.L.C.
|
Jul 23, 2025 Q2 2025 |
4,838
shares
|
$1.47 Million
0.85% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
4,832
shares
|
$1.47 Million
0.23% of portfolio
|
Q2 2025
Added 26.23%
|
|
|
Woodstock Corp
|
Jul 09, 2025 Q2 2025 |
4,826
shares
|
$1.46 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
4,823
shares
|
$1.46 Million
0.29% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jul 14, 2025 Q2 2025 |
4,792
shares
|
$1.45 Million
0.7% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
4,787
shares
|
$1.45 Million
0.45% of portfolio
|
Q2 2025
Added 0.63%
|