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 |
|---|---|---|---|---|---|
|
Winebrenner Capital Management LLC
Louisville, KY |
Aug 01, 2025 Q2 2025 |
4,037
shares
|
$1.22 Million
1.04% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2025 Q2 2025 |
4,036
shares
|
$1.22 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
4,011
shares
|
$1.22 Million
0.53% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
4,008
shares
|
$1.22 Million
0.48% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
4,007
shares
|
$1.21 Million
0.04% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Whelan Financial
|
Jul 21, 2025 Q2 2025 |
4,005
shares
|
$1.21 Million
0.46% of portfolio
|
Q2 2025
Added 42.27%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
4,004
shares
|
$1.21 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
4,000
shares
|
$1.21 Million
0.54% of portfolio
|
Q2 2025
New holding
|
|
|
Ulysses Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,000
shares
|
$1.21 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
3,991
shares
|
$1.21 Million
0.44% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Aug 11, 2025 Q2 2025 |
3,991
shares
|
$1.21 Million
0.77% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
3,989
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2022
Reduced 64.06%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Aug 14, 2025 Q2 2025 |
3,965
shares
|
$1.2 Million
0.12% of portfolio
|
Q2 2025
Reduced 16.51%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
3,948
shares
|
$1.2 Million
0.27% of portfolio
|
Q2 2022
Added 105.84%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Aug 13, 2025 Q2 2025 |
3,945
shares
|
$1.2 Million
0.68% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Brooks, Moore & Associates, Inc.
|
Aug 15, 2025 Q2 2025 |
3,923
shares
|
$1.19 Million
0.69% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,921
shares
|
$1.19 Million
0.08% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
3,920
shares
|
$1.19 Million
0.3% of portfolio
|
Q2 2025
Reduced 14.15%
|
|
|
Culbertson A N & CO Inc
|
Aug 11, 2025 Q2 2025 |
3,913
shares
|
$1.19 Million
0.19% of portfolio
|
Q4 2023
Added 0.51%
|
|
|
Seaview Investment Managers LLC
|
Aug 13, 2025 Q2 2025 |
3,886
shares
|
$1.18 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
3,886
shares
|
$1.18 Million
0.13% of portfolio
|
Q2 2025
Reduced 87.67%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Aug 13, 2025 Q2 2025 |
3,877
shares
|
$1.18 Million
0.4% of portfolio
|
Q2 2025
Added 42.17%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
3,864
shares
|
$1.17 Million
0.69% of portfolio
|
Q3 2022
Reduced 2.52%
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
3,864
shares
|
$1.17 Million
0.02% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2025 Q2 2025 |
3,857
shares
|
$1.17 Million
0.31% of portfolio
|
Q2 2025
Reduced 5.0%
|