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 |
|---|---|---|---|---|---|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jul 23, 2025 Q2 2025 |
2,788
shares
|
$845,349
0.67% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
2,787
shares
|
$845,046
0.12% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
2,786
shares
|
$844,743
0.07% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
2,785
shares
|
$844,439
0.19% of portfolio
|
Q2 2025
Reduced 82.4%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
2,781
shares
|
$843,227
0.07% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
2,781
shares
|
$843,227
0.09% of portfolio
|
Q2 2025
Added 8.89%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
2,781
shares
|
$843,227
0.3% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jul 09, 2025 Q2 2025 |
2,780
shares
|
$842,923
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
2,772
shares
|
$840,498
0.3% of portfolio
|
Q2 2025
Reduced 14.79%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
2,767
shares
|
$838,982
0.13% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Benin Management Corp
|
Jul 30, 2025 Q2 2025 |
2,763
shares
|
$837,769
0.23% of portfolio
|
Q2 2025
Reduced 28.01%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
2,762
shares
|
$837,466
0.08% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
2,760
shares
|
$836,859
0.23% of portfolio
|
Q2 2025
Added 16.21%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
2,751
shares
|
$834,130
0.11% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
2,748
shares
|
$833,221
0.12% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
2,745
shares
|
$832,311
0.29% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Alta Advisers LTD
|
Jul 25, 2025 Q2 2025 |
2,742
shares
|
$831,401
0.31% of portfolio
|
Q1 2025
Added 48.86%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
2,742
shares
|
$831,401
0.14% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
2,740
shares
|
$830,795
0.04% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
2,733
shares
|
$828,672
0.46% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
2,716
shares
|
$823,518
0.0% of portfolio
|
Q4 2022
Reduced 45.16%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
2,712
shares
|
$822,305
0.06% of portfolio
|
Q2 2025
Added 9.13%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
2,710
shares
|
$821,699
0.15% of portfolio
|
Q2 2025
Added 10.7%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
2,709
shares
|
$821,395
0.06% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
2,704
shares
|
$819,879
0.13% of portfolio
|
Q4 2024
Added 7.13%
|