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 |
|---|---|---|---|---|---|
|
Wbi Investments, Inc.
|
Aug 11, 2025 Q2 2025 |
3,040
shares
|
$921,758
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
3,040
shares
|
$921,758
0.05% of portfolio
|
Q2 2024
Reduced 1.52%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
3,034
shares
|
$919,939
0.13% of portfolio
|
Q2 2025
Reduced 22.5%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
3,027
shares
|
$917,816
0.05% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
3,017
shares
|
$914,784
0.24% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
3,012
shares
|
$913,268
0.12% of portfolio
|
Q2 2025
Added 10.86%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Aug 12, 2025 Q2 2025 |
3,008
shares
|
$912,055
0.51% of portfolio
|
Q2 2025
Reduced 30.39%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
3,007
shares
|
$911,752
0.25% of portfolio
|
Q1 2024
Reduced 3.31%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Aug 15, 2025 Q2 2025 |
3,000
shares
|
$909,629
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jul 01, 2025 Q2 2025 |
3,000
shares
|
$909,629
0.29% of portfolio
|
Q4 2019
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,984
shares
|
$904,778
0.52% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
2,953
shares
|
$895,379
0.8% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
2,952
shares
|
$895,075
0.03% of portfolio
|
Q2 2025
Added 24.03%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
2,944
shares
|
$892,650
0.04% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
2,937
shares
|
$890,527
0.3% of portfolio
|
Q4 2023
Added 9.63%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,937
shares
|
$890,527
0.29% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
2,931
shares
|
$888,708
0.39% of portfolio
|
Q2 2024
Added 2.13%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
2,927
shares
|
$887,495
0.03% of portfolio
|
Q3 2022
Reduced 0.58%
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
2,925
shares
|
$886,889
0.51% of portfolio
|
Q1 2025
Reduced 23.01%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
2,910
shares
|
$882,341
0.2% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
2,907
shares
|
$881,431
0.06% of portfolio
|
Q2 2025
Added 27.89%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
2,900
shares
|
$879,308
0.22% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
2,900
shares
|
$879,308
0.28% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
2,898
shares
|
$878,702
0.03% of portfolio
|
Q2 2025
Added 19.9%
|
|
|
Bath Savings Trust CO
|
Jul 10, 2025 Q2 2025 |
2,891
shares
|
$876,580
0.09% of portfolio
|
Q2 2025
Reduced 0.86%
|