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 |
|---|---|---|---|---|---|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
2,475
shares
|
$750,444
0.07% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
2,472
shares
|
$749,535
0.21% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Outfitter Financial LLC
|
Aug 06, 2025 Q2 2025 |
2,460
shares
|
$745,896
0.67% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,457
shares
|
$744,986
0.02% of portfolio
|
Q2 2025
Reduced 30.71%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
2,454
shares
|
$744,077
0.19% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
2,438
shares
|
$739,225
0.16% of portfolio
|
Q2 2025
Added 32.93%
|
|
|
Westbourne Investment Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
2,433
shares
|
$737,709
0.24% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
2,432
shares
|
$737,406
0.28% of portfolio
|
Q4 2023
Reduced 1.7%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
2,430
shares
|
$736,800
0.09% of portfolio
|
Q2 2025
Added 37.99%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Aug 07, 2025 Q2 2025 |
2,410
shares
|
$730,736
0.0% of portfolio
|
Q2 2025
Added 153.68%
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
2,406
shares
|
$729,523
0.12% of portfolio
|
Q2 2021
Reduced 84.44%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
2,400
shares
|
$727,704
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
2,400
shares
|
$727,704
0.01% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jul 10, 2025 Q2 2025 |
2,400
shares
|
$727,704
0.46% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Delta Investment Management, LLC
|
Jul 31, 2025 Q2 2025 |
2,399
shares
|
$727,400
0.18% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Aug 12, 2025 Q2 2025 |
2,397
shares
|
$726,794
0.35% of portfolio
|
Q2 2025
Reduced 6.44%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Aug 11, 2025 Q2 2025 |
2,397
shares
|
$726,794
0.37% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
2,393
shares
|
$725,581
0.22% of portfolio
|
Q2 2023
Reduced 0.71%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
2,387
shares
|
$723,762
0.52% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,386
shares
|
$723,459
0.15% of portfolio
|
Q2 2025
Added 92.57%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
2,382
shares
|
$722,246
2.39% of portfolio
|
Q1 2025
Added 1885.0%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
2,378
shares
|
$721,033
0.22% of portfolio
|
Q2 2023
Reduced 1.53%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
2,377
shares
|
$720,730
0.15% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
2,375
shares
|
$720,123
0.19% of portfolio
|
Q2 2024
Reduced 1.33%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
2,362
shares
|
$716,182
0.11% of portfolio
|
Q1 2025
Reduced 18.89%
|