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 |
|---|---|---|---|---|---|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
3,468
shares
|
$1.05 Million
0.16% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
3,467
shares
|
$1.05 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
3,464
shares
|
$1.05 Million
0.52% of portfolio
|
Q2 2025
Added 19.28%
|
|
|
Dempze Nancy E
|
Jul 23, 2025 Q2 2025 |
3,459
shares
|
$1.05 Million
0.7% of portfolio
|
Q2 2025
Added 210.22%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
3,451
shares
|
$1.05 Million
0.13% of portfolio
|
Q2 2025
Added 7.71%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
3,441
shares
|
$1.04 Million
0.4% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
3,437
shares
|
$1.04 Million
0.15% of portfolio
|
Q2 2025
Added 6.81%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
3,436
shares
|
$1.04 Million
0.58% of portfolio
|
Q2 2025
Added 62.23%
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
3,430
shares
|
$1.04 Million
0.36% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
3,428
shares
|
$1.04 Million
0.7% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
3,426
shares
|
$1.04 Million
0.09% of portfolio
|
Q1 2025
Reduced 6.37%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
3,417
shares
|
$1.04 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Aug 05, 2025 Q2 2025 |
3,414
shares
|
$1.04 Million
0.41% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
3,397
shares
|
$1.03 Million
0.16% of portfolio
|
Q2 2025
Added 7.26%
|
|
|
Hendley & CO Inc
|
Jul 23, 2025 Q2 2025 |
3,390
shares
|
$1.03 Million
0.38% of portfolio
|
Q2 2025
Added 12.44%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
3,384
shares
|
$1.03 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
3,376
shares
|
$1.02 Million
0.06% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Conway Capital Management, Inc.
Burbank, CA |
Jul 29, 2025 Q2 2025 |
3,375
shares
|
$1.02 Million
0.48% of portfolio
|
Q1 2025
Added 221.43%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Aug 14, 2025 Q2 2025 |
3,363
shares
|
$1.02 Million
0.77% of portfolio
|
Q2 2025
Reduced 13.35%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Aug 21, 2025 Q2 2025 |
3,360
shares
|
$1.02 Million
0.35% of portfolio
|
Q2 2025
Added 12.94%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
3,358
shares
|
$1.02 Million
0.08% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Strategic Wealth Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
3,357
shares
|
$1.02 Million
1.64% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
3,348
shares
|
$1.02 Million
0.04% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Rexford Capital Inc
Bellaire, TX |
Aug 15, 2025 Q2 2025 |
3,341
shares
|
$1.01 Million
0.88% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
3,333
shares
|
$1.01 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.15%
|