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 |
|---|---|---|---|---|---|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jul 31, 2025 Q2 2025 |
3,321
shares
|
$1.01 Million
0.15% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Aug 08, 2025 Q2 2025 |
3,318
shares
|
$1.01 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
3,315
shares
|
$1.01 Million
0.22% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,311
shares
|
$1 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Richwood Investment Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
3,292
shares
|
$998,167
0.86% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
3,292
shares
|
$998,167
0.14% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Bahl & Gaynor Inc
|
Aug 12, 2025 Q2 2025 |
3,291
shares
|
$997,864
0.01% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Jul 15, 2025 Q2 2025 |
3,288
shares
|
$996,954
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
3,282
shares
|
$995,135
0.09% of portfolio
|
Q2 2025
Reduced 7.99%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
3,264
shares
|
$989,677
0.12% of portfolio
|
Q2 2025
Added 8.58%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
3,260
shares
|
$988,464
0.2% of portfolio
|
Q2 2025
Added 8.23%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 06, 2025 Q2 2025 |
3,260
shares
|
$988,464
0.62% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
3,256
shares
|
$987,251
0.31% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
3,254
shares
|
$986,645
0.07% of portfolio
|
Q3 2022
Added 1.15%
|
|
|
Cfo4 Life Group, LLC
|
Aug 08, 2025 Q2 2025 |
3,247
shares
|
$984,522
0.17% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jul 30, 2025 Q2 2025 |
3,242
shares
|
$983,006
0.54% of portfolio
|
Q2 2025
Added 49.68%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
3,238
shares
|
$981,793
0.09% of portfolio
|
Q1 2025
Reduced 10.82%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Aug 13, 2025 Q2 2025 |
3,216
shares
|
$975,123
0.11% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
May 12, 2025 Q1 2025 |
3,214
shares
|
$974,516
0.05% of portfolio
|
Q1 2025
Added 6.11%
|
|
|
Tufton Capital Management
|
Aug 05, 2025 Q2 2025 |
3,213
shares
|
$974,213
0.19% of portfolio
|
Q2 2025
Reduced 29.57%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
3,207
shares
|
$972,394
0.29% of portfolio
|
Q2 2025
Reduced 10.27%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
3,202
shares
|
$970,878
0.02% of portfolio
|
Q1 2023
Reduced 19.99%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
3,197
shares
|
$969,362
0.02% of portfolio
|
Q2 2025
Reduced 33.2%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
3,193
shares
|
$968,149
0.34% of portfolio
|
Q1 2024
Added 80.29%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
3,192
shares
|
$967,846
0.06% of portfolio
|
Q4 2023
Reduced 3.3%
|