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 |
|---|---|---|---|---|---|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,702
shares
|
$819,273
0.09% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
2,694
shares
|
$816,847
0.1% of portfolio
|
Q1 2025
Reduced 17.69%
|
|
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
Aug 14, 2025 Q2 2025 |
2,687
shares
|
$814,725
0.3% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Castleark Management LLC
Chicago, IL |
Aug 15, 2025 Q2 2025 |
2,675
shares
|
$811,086
0.03% of portfolio
|
Q4 2024
Reduced 91.06%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
2,668
shares
|
$808,964
0.19% of portfolio
|
Q2 2025
Reduced 10.14%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
2,663
shares
|
$807,448
0.08% of portfolio
|
Q2 2025
Reduced 13.06%
|
|
|
Aft, Forsyth & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
2,656
shares
|
$805,325
0.44% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
2,648
shares
|
$802,900
0.06% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
2,646
shares
|
$802,293
0.2% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
2,644
shares
|
$801,687
0.37% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
2,640
shares
|
$800,474
0.04% of portfolio
|
Q1 2025
Added 1047.83%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
2,639
shares
|
$800,171
0.03% of portfolio
|
Q2 2022
Added 0.23%
|
|
|
Arrow Financial Corp
|
Aug 11, 2025 Q2 2025 |
2,634
shares
|
$798,655
0.09% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
2,633
shares
|
$798,351
0.02% of portfolio
|
Q2 2025
Added 12.09%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Jul 28, 2025 Q2 2025 |
2,629
shares
|
$797,139
0.05% of portfolio
|
Q2 2025
Added 10.51%
|
|
|
Unified Investment Management
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
2,629
shares
|
$797,139
0.9% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Waddell & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
2,628
shares
|
$796,835
0.09% of portfolio
|
Q2 2025
Added 7.88%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,625
shares
|
$795,926
0.12% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
2,625
shares
|
$795,926
0.09% of portfolio
|
Q4 2022
Added 3.96%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Aug 12, 2025 Q2 2025 |
2,619
shares
|
$794,106
0.25% of portfolio
|
Q2 2025
Added 12.94%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
2,618
shares
|
$793,803
0.06% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Inceptionr LLC
Lafayette, CA |
Aug 12, 2025 Q2 2025 |
2,610
shares
|
$791,378
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Elefante Mark B
Boston, MA |
Jul 25, 2025 Q2 2025 |
2,609
shares
|
$791,074
0.63% of portfolio
|
Q2 2025
Added 231.93%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
2,608
shares
|
$790,771
0.18% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Klk Capital Management LLC
Los Angeles, CA |
Nov 14, 2023 Q3 2023 |
2,604
shares
|
$789,558
0.51% of portfolio
|
Q3 2023
New holding
|