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 |
|---|---|---|---|---|---|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
4,398
shares
|
$1.33 Million
0.09% of portfolio
|
Q2 2025
Reduced 53.41%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
4,397
shares
|
$1.33 Million
0.06% of portfolio
|
Q2 2025
Added 8.73%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
4,387
shares
|
$1.33 Million
0.15% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
4,362
shares
|
$1.32 Million
0.41% of portfolio
|
Q2 2025
Added 44.44%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
4,361
shares
|
$1.32 Million
0.1% of portfolio
|
Q2 2025
Added 8.05%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
4,357
shares
|
$1.32 Million
0.05% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Jul 22, 2025 Q2 2025 |
4,355
shares
|
$1.32 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
4,354
shares
|
$1.32 Million
0.16% of portfolio
|
Q2 2025
Added 9.78%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
4,344
shares
|
$1.32 Million
0.06% of portfolio
|
Q4 2022
Added 6.47%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
4,340
shares
|
$1.32 Million
0.19% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
4,312
shares
|
$1.31 Million
0.16% of portfolio
|
Q2 2022
Reduced 0.23%
|
|
|
Vera Bank, N.A.
|
Aug 07, 2025 Q2 2025 |
4,304
shares
|
$1.31 Million
0.31% of portfolio
|
Q2 2025
Added 54.21%
|
|
|
Schulhoff & CO Inc
|
Jul 30, 2025 Q2 2025 |
4,300
shares
|
$1.3 Million
0.66% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Alhambra Investment Partners LLC
|
Jul 15, 2025 Q2 2025 |
4,275
shares
|
$1.3 Million
0.69% of portfolio
|
Q2 2025
Added 11.01%
|
|
|
Ervin Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
4,266
shares
|
$1.29 Million
0.92% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
4,262
shares
|
$1.29 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
4,254
shares
|
$1.29 Million
0.16% of portfolio
|
Q2 2025
Added 6.7%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
4,246
shares
|
$1.29 Million
0.09% of portfolio
|
Q2 2025
Added 30.37%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
4,244
shares
|
$1.29 Million
0.73% of portfolio
|
Q1 2025
Added 5.7%
|
|
|
S Bank Fund Management LTD
Helsinki, H9 |
Jul 29, 2025 Q2 2025 |
4,238
shares
|
$1.29 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
4,233
shares
|
$1.28 Million
0.1% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Ifg Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
4,233
shares
|
$1.28 Million
0.23% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
4,232
shares
|
$1.28 Million
0.31% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
4,205
shares
|
$1.27 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
4,204
shares
|
$1.27 Million
0.08% of portfolio
|
Q2 2025
Reduced 17.58%
|