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 |
|---|---|---|---|---|---|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
2,600
shares
|
$788,346
0.03% of portfolio
|
Q2 2023
Added 4.0%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
2,600
shares
|
$788,346
0.15% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Aug 07, 2025 Q2 2025 |
2,600
shares
|
$788,346
0.22% of portfolio
|
Q4 2022
Reduced 4.59%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
2,600
shares
|
$788,346
0.24% of portfolio
|
Q2 2025
Added 6.47%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Jul 31, 2025 Q2 2025 |
2,596
shares
|
$787,133
0.52% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
2,596
shares
|
$787,133
0.13% of portfolio
|
Q2 2025
Added 39.27%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Aug 12, 2025 Q2 2025 |
2,593
shares
|
$786,223
0.07% of portfolio
|
Q2 2025
Reduced 19.99%
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
2,591
shares
|
$785,617
0.14% of portfolio
|
Q1 2025
Added 62.85%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
2,579
shares
|
$781,978
0.25% of portfolio
|
Q2 2024
Reduced 0.62%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
2,573
shares
|
$780,159
0.4% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,572
shares
|
$779,856
0.04% of portfolio
|
Q4 2023
Added 0.78%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
2,570
shares
|
$779,249
0.05% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
Sippican Capital Advisors
|
Jul 25, 2025 Q2 2025 |
2,559
shares
|
$775,914
0.64% of portfolio
|
Q1 2024
Reduced 45.07%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
2,558
shares
|
$775,611
0.41% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Soundwatch Capital LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
2,551
shares
|
$773,488
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
2,547
shares
|
$772,275
0.12% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
2,545
shares
|
$771,669
0.35% of portfolio
|
Q2 2025
Reduced 7.59%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Jul 21, 2025 Q2 2025 |
2,522
shares
|
$764,695
0.1% of portfolio
|
Q2 2025
Added 19.7%
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
2,521
shares
|
$764,392
0.19% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
2,519
shares
|
$763,785
0.07% of portfolio
|
Q2 2025
Added 45.02%
|
|
|
Meridian Wealth Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
2,508
shares
|
$760,450
0.14% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Aug 05, 2025 Q2 2025 |
2,506
shares
|
$759,844
0.33% of portfolio
|
Q4 2022
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
2,500
shares
|
$758,025
0.07% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jul 31, 2025 Q2 2025 |
2,500
shares
|
$758,025
0.38% of portfolio
|
Q2 2025
Added 16.55%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Aug 05, 2025 Q2 2025 |
2,495
shares
|
$756,508
0.38% of portfolio
|
Q2 2025
Added 0.04%
|