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 |
|---|---|---|---|---|---|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
4,563
shares
|
$1.38 Million
0.35% of portfolio
|
Q2 2025
Added 11.16%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
4,554
shares
|
$1.38 Million
0.02% of portfolio
|
Q2 2025
Reduced 46.97%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
4,549
shares
|
$1.38 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
4,544
shares
|
$1.38 Million
0.94% of portfolio
|
Q2 2025
Reduced 39.64%
|
|
|
Iron Oak Wealth Llc.
Cedar Park, TX |
Jul 14, 2025 Q2 2025 |
4,538
shares
|
$1.38 Million
1.41% of portfolio
|
Q2 2025
Reduced 45.76%
|
|
|
Profit Investment Management, LLC
|
Jul 11, 2025 Q2 2025 |
4,517
shares
|
$1.37 Million
1.29% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
4,508
shares
|
$1.37 Million
0.11% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Papp L Roy & Associates
|
Jul 24, 2025 Q2 2025 |
4,500
shares
|
$1.36 Million
0.18% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
4,481
shares
|
$1.36 Million
0.03% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Stance Capital LLC
Boston, MA |
Aug 22, 2025 Q2 2025 |
4,479
shares
|
$1.36 Million
0.54% of portfolio
|
Q2 2025
New holding
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
4,477
shares
|
$1.36 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
4,455
shares
|
$1.35 Million
0.45% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
4,442
shares
|
$1.35 Million
0.13% of portfolio
|
Q2 2025
Added 49.87%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
4,440
shares
|
$1.35 Million
0.31% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
Aug 14, 2025 Q2 2025 |
4,432
shares
|
$1.34 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
4,431
shares
|
$1.34 Million
0.12% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
4,427
shares
|
$1.34 Million
0.78% of portfolio
|
Q2 2025
Added 12.96%
|
|
|
Core Alternative Capital
|
Aug 05, 2025 Q2 2025 |
4,417
shares
|
$1.34 Million
0.39% of portfolio
|
Q2 2025
Added 1271.74%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
4,414
shares
|
$1.34 Million
0.18% of portfolio
|
Q1 2023
Added 46.01%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
4,414
shares
|
$1.34 Million
0.58% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
4,410
shares
|
$1.34 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.73%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jul 16, 2025 Q2 2025 |
4,408
shares
|
$1.34 Million
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
4,407
shares
|
$1.34 Million
0.06% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Strategic Advisors LLC
|
Aug 12, 2025 Q2 2025 |
4,405
shares
|
$1.34 Million
0.28% of portfolio
|
Q2 2025
Reduced 18.44%
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
4,400
shares
|
$1.33 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.11%
|