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 |
|---|---|---|---|---|---|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
2,885
shares
|
$874,760
0.24% of portfolio
|
Q3 2023
Reduced 29.81%
|
|
|
Purus Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
2,881
shares
|
$873,548
0.34% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
2,881
shares
|
$873,548
0.14% of portfolio
|
Q2 2025
Reduced 13.95%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
2,880
shares
|
$873,244
0.22% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,880
shares
|
$873,244
0.02% of portfolio
|
Q1 2024
Reduced 11.36%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
2,858
shares
|
$866,574
0.12% of portfolio
|
Q2 2025
Added 26.63%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
2,852
shares
|
$864,754
0.07% of portfolio
|
Q2 2025
Reduced 11.95%
|
|
|
Legal Advantage Investments, Inc.
|
Jul 25, 2025 Q2 2025 |
2,850
shares
|
$864,148
0.45% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
2,837
shares
|
$860,206
0.09% of portfolio
|
Q2 2024
Reduced 6.74%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
2,834
shares
|
$859,297
0.08% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
2,825
shares
|
$856,568
0.03% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
2,823
shares
|
$855,961
0.27% of portfolio
|
Q2 2025
Added 115.33%
|
|
|
One8zero8, LLC
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
2,820
shares
|
$855,052
0.21% of portfolio
|
Q1 2025
Reduced 15.06%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Jul 30, 2025 Q2 2025 |
2,819
shares
|
$854,748
0.24% of portfolio
|
Q2 2025
Reduced 33.95%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
2,819
shares
|
$854,748
0.71% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
2,816
shares
|
$853,839
0.25% of portfolio
|
Q1 2025
Added 10.17%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
2,812
shares
|
$852,626
0.32% of portfolio
|
Q1 2023
Added 0.07%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
2,808
shares
|
$851,413
0.39% of portfolio
|
Q1 2025
Reduced 9.21%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
2,808
shares
|
$851,413
0.51% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Jul 29, 2025 Q2 2025 |
2,804
shares
|
$850,200
1.22% of portfolio
|
Q4 2024
Reduced 27.17%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
2,802
shares
|
$849,594
0.14% of portfolio
|
Q3 2023
Reduced 1.75%
|
|
|
Kearns & Associates LLC
|
Jul 09, 2025 Q2 2025 |
2,800
shares
|
$848,988
0.51% of portfolio
|
Q4 2022
New holding
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Aug 13, 2025 Q2 2025 |
2,800
shares
|
$848,988
0.54% of portfolio
|
Q2 2024
Added 12.0%
|
|
|
Values First Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
2,796
shares
|
$847,775
0.5% of portfolio
|
Q2 2025
Added 53.12%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
2,795
shares
|
$847,471
0.72% of portfolio
|
Q2 2025
Reduced 1.17%
|