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 |
|---|---|---|---|---|---|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
3,856
shares
|
$1.17 Million
0.98% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
3,845
shares
|
$1.17 Million
0.04% of portfolio
|
Q4 2022
Added 11.0%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
3,841
shares
|
$1.16 Million
0.42% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
3,839
shares
|
$1.16 Million
0.07% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Notis Mc Conarty Edward
|
Jul 23, 2025 Q2 2025 |
3,832
shares
|
$1.16 Million
0.6% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
3,831
shares
|
$1.16 Million
0.16% of portfolio
|
Q2 2025
Reduced 56.38%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
3,822
shares
|
$1.16 Million
0.44% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
3,818
shares
|
$1.16 Million
0.02% of portfolio
|
Q2 2025
Added 16.12%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
3,814
shares
|
$1.16 Million
0.21% of portfolio
|
Q2 2025
Added 46.24%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
3,807
shares
|
$1.15 Million
0.05% of portfolio
|
Q2 2025
Added 19.91%
|
|
|
Pdt Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,800
shares
|
$1.15 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
3,799
shares
|
$1.15 Million
0.03% of portfolio
|
Q2 2025
Reduced 53.7%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Aug 08, 2025 Q2 2025 |
3,797
shares
|
$1.15 Million
0.1% of portfolio
|
Q2 2025
Reduced 8.17%
|
|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
3,796
shares
|
$1.15 Million
0.26% of portfolio
|
Q2 2025
Added 187.79%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
3,792
shares
|
$1.15 Million
0.05% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
3,790
shares
|
$1.15 Million
0.36% of portfolio
|
Q2 2025
Added 27.82%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
3,779
shares
|
$1.15 Million
0.15% of portfolio
|
Q2 2025
Reduced 4.38%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Aug 14, 2025 Q2 2025 |
3,752
shares
|
$1.14 Million
0.03% of portfolio
|
Q2 2025
Reduced 60.1%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
3,750
shares
|
$1.14 Million
0.12% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jul 29, 2025 Q2 2025 |
3,748
shares
|
$1.14 Million
0.55% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,746
shares
|
$1.14 Million
0.05% of portfolio
|
Q4 2023
Added 0.94%
|
|
|
Skba Capital Management LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
3,739
shares
|
$1.13 Million
0.18% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
3,709
shares
|
$1.12 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
3,698
shares
|
$1.12 Million
0.19% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Centiva Capital, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
3,688
shares
|
$1.12 Million
0.02% of portfolio
|
Q2 2025
Reduced 47.05%
|