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 |
|---|---|---|---|---|---|
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
Aug 12, 2025 Q2 2025 |
4,200
shares
|
$1.27 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Inves Trust
Oklahoma City, OK |
Jul 02, 2025 Q2 2025 |
4,200
shares
|
$1.27 Million
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 22, 2025 Q2 2025 |
4,189
shares
|
$1.27 Million
0.19% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Jul 29, 2025 Q2 2025 |
4,185
shares
|
$1.27 Million
1.01% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jul 28, 2025 Q2 2025 |
4,166
shares
|
$1.26 Million
0.73% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Amarillo National Bank
|
Jul 16, 2025 Q2 2025 |
4,156
shares
|
$1.26 Million
0.25% of portfolio
|
Q2 2024
Reduced 50.01%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
4,152
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2025
Added 13.47%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
4,144
shares
|
$1.26 Million
0.06% of portfolio
|
Q2 2025
Reduced 29.93%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
4,142
shares
|
$1.26 Million
0.8% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
4,133
shares
|
$1.25 Million
0.18% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
4,133
shares
|
$1.25 Million
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
4,124
shares
|
$1.25 Million
0.46% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
4,122
shares
|
$1.25 Million
0.06% of portfolio
|
Q1 2025
Reduced 8.85%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
4,115
shares
|
$1.25 Million
0.05% of portfolio
|
Q2 2025
Added 25.88%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
4,100
shares
|
$1.24 Million
0.22% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
4,094
shares
|
$1.24 Million
0.16% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
4,089
shares
|
$1.24 Million
0.27% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
4,070
shares
|
$1.23 Million
0.22% of portfolio
|
Q2 2025
Added 29.78%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
4,058
shares
|
$1.23 Million
0.18% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
4,054
shares
|
$1.23 Million
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
4,047
shares
|
$1.23 Million
0.04% of portfolio
|
Q2 2025
Added 307.96%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
4,047
shares
|
$1.23 Million
0.53% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
4,041
shares
|
$1.23 Million
0.05% of portfolio
|
Q2 2025
Reduced 12.44%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
4,041
shares
|
$1.23 Million
0.08% of portfolio
|
Q2 2025
Reduced 8.41%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
4,040
shares
|
$1.22 Million
0.09% of portfolio
|
Q2 2025
Added 1.28%
|