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 3,075 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 |
|---|---|---|---|---|---|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
4,783
shares
|
$1.45 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jul 25, 2025 Q2 2025 |
4,766
shares
|
$1.45 Million
1.21% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Jul 21, 2025 Q2 2025 |
4,758
shares
|
$1.44 Million
1.03% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
4,755
shares
|
$1.44 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
4,745
shares
|
$1.44 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.61%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
4,742
shares
|
$1.44 Million
0.37% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
4,742
shares
|
$1.44 Million
1.43% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
4,729
shares
|
$1.43 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
4,700
shares
|
$1.43 Million
0.13% of portfolio
|
Q2 2023
Reduced 0.25%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Aug 05, 2025 Q2 2025 |
4,698
shares
|
$1.42 Million
0.15% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
4,691
shares
|
$1.42 Million
0.09% of portfolio
|
Q2 2025
Added 16.81%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
4,685
shares
|
$1.42 Million
0.11% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Delphi Management Inc /Ma/
Boston, MA |
Jul 07, 2025 Q2 2025 |
4,683
shares
|
$1.42 Million
1.44% of portfolio
|
Q2 2025
Reduced 9.52%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
4,673
shares
|
$1.42 Million
0.11% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Leisure Capital Management
|
Aug 14, 2025 Q2 2025 |
4,655
shares
|
$1.41 Million
0.58% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jul 15, 2025 Q2 2025 |
4,653
shares
|
$1.41 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
4,636
shares
|
$1.41 Million
0.76% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
4,602
shares
|
$1.4 Million
0.66% of portfolio
|
Q1 2025
Reduced 16.87%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
4,600
shares
|
$1.39 Million
0.65% of portfolio
|
Q2 2023
Reduced 14.05%
|
|
|
Barden Capital Management, Inc.
|
Jul 28, 2025 Q2 2025 |
4,598
shares
|
$1.39 Million
1.29% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
4,597
shares
|
$1.39 Million
0.4% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
4,593
shares
|
$1.39 Million
0.01% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Sentry LLC
Memphis, TN |
Jul 30, 2025 Q2 2025 |
4,591
shares
|
$1.39 Million
0.29% of portfolio
|
Q4 2023
New holding
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
4,575
shares
|
$1.39 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Doliver Advisors, LP
Houston, TX |
Jul 02, 2025 Q2 2025 |
4,566
shares
|
$1.38 Million
0.42% of portfolio
|
Q2 2025
Added 6.16%
|