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 |
|---|---|---|---|---|---|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Jul 22, 2025 Q2 2025 |
3,684
shares
|
$1.12 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
3,678
shares
|
$1.12 Million
0.49% of portfolio
|
Q2 2025
Added 11.93%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
Aug 07, 2025 Q2 2025 |
3,662
shares
|
$1.11 Million
0.16% of portfolio
|
Q3 2022
Reduced 24.2%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
3,661
shares
|
$1.11 Million
0.09% of portfolio
|
Q2 2025
Added 66.18%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
3,655
shares
|
$1.11 Million
0.01% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
3,623
shares
|
$1.1 Million
0.07% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
3,620
shares
|
$1.1 Million
0.04% of portfolio
|
Q2 2025
Added 8.9%
|
|
|
Northside Capital Management, LLC
|
Jul 15, 2025 Q2 2025 |
3,613
shares
|
$1.1 Million
0.09% of portfolio
|
Q2 2025
Added 114.68%
|
|
|
Saybrook Capital
|
Jul 31, 2025 Q2 2025 |
3,600
shares
|
$1.09 Million
0.33% of portfolio
|
Q1 2022
Reduced 7.69%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Aug 13, 2025 Q2 2025 |
3,595
shares
|
$1.09 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
3,590
shares
|
$1.09 Million
0.12% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
3,585
shares
|
$1.09 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Oak Asset Management, LLC
|
Jul 11, 2025 Q2 2025 |
3,580
shares
|
$1.09 Million
0.41% of portfolio
|
Q3 2023
Added 66.82%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
3,555
shares
|
$1.08 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Delaney Dennis R
Boston, MA |
Jul 25, 2025 Q2 2025 |
3,542
shares
|
$1.07 Million
0.59% of portfolio
|
Q2 2025
Added 73.63%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
3,541
shares
|
$1.07 Million
0.02% of portfolio
|
Q2 2025
Added 32.32%
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
3,536
shares
|
$1.07 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
3,534
shares
|
$1.07 Million
0.08% of portfolio
|
Q2 2025
Reduced 48.26%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
3,508
shares
|
$1.06 Million
0.96% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
3,502
shares
|
$1.06 Million
0.31% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
3,497
shares
|
$1.06 Million
0.12% of portfolio
|
Q2 2025
Reduced 75.28%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Aug 14, 2025 Q2 2025 |
3,495
shares
|
$1.06 Million
0.28% of portfolio
|
Q2 2025
Added 3.83%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Aug 04, 2025 Q2 2025 |
3,488
shares
|
$1.06 Million
1.0% of portfolio
|
Q2 2025
Reduced 6.03%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
3,487
shares
|
$1.06 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
3,478
shares
|
$1.05 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.54%
|