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 |
|---|---|---|---|---|---|
|
Us Asset Management LLC
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
3,183
shares
|
$965,117
0.9% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
3,182
shares
|
$964,814
0.89% of portfolio
|
Q4 2022
Added 3.68%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
3,174
shares
|
$962,388
0.08% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Pekin Hardy Strauss, Inc.
|
Aug 06, 2025 Q2 2025 |
3,172
shares
|
$961,782
0.12% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Tang Capital Management LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
3,168
shares
|
$960,569
0.06% of portfolio
|
Q2 2025
Reduced 13.58%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
3,153
shares
|
$956,021
0.14% of portfolio
|
Q2 2025
Added 11.06%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
3,148
shares
|
$954,505
0.08% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
3,147
shares
|
$954,201
0.02% of portfolio
|
Q2 2025
Reduced 5.55%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
3,147
shares
|
$954,201
0.08% of portfolio
|
Q2 2025
Added 170.59%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
3,135
shares
|
$950,563
0.09% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
3,133
shares
|
$949,956
0.15% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,120
shares
|
$946,015
0.25% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
3,108
shares
|
$942,376
0.02% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
3,095
shares
|
$938,434
0.32% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
3,081
shares
|
$934,190
0.24% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
3,077
shares
|
$932,977
0.27% of portfolio
|
Q2 2025
Reduced 7.38%
|
|
|
Kidder Stephen W
|
Jul 23, 2025 Q2 2025 |
3,075
shares
|
$932,370
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
3,075
shares
|
$932,370
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
3,074
shares
|
$932,067
0.12% of portfolio
|
Q2 2024
Added 1.15%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jul 24, 2025 Q2 2025 |
3,071
shares
|
$931,157
0.68% of portfolio
|
Q2 2025
Reduced 7.33%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
3,062
shares
|
$928,429
0.04% of portfolio
|
Q2 2025
Reduced 15.88%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
3,060
shares
|
$927,822
0.09% of portfolio
|
Q2 2025
Added 122.38%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Jul 31, 2025 Q2 2025 |
3,050
shares
|
$924,790
0.43% of portfolio
|
Q4 2024
Added 20.13%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
3,045
shares
|
$923,274
0.05% of portfolio
|
Q4 2022
Reduced 3.55%
|
|
|
Ocean Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
3,042
shares
|
$922,364
0.22% of portfolio
|
Q2 2025
Reduced 6.97%
|