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 |
|---|---|---|---|---|---|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
2,361
shares
|
$715,878
0.05% of portfolio
|
Q4 2023
Added 9.51%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
2,358
shares
|
$714,969
0.16% of portfolio
|
Q4 2024
Reduced 27.85%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2025 Q2 2025 |
2,355
shares
|
$714,059
0.06% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
2,353
shares
|
$713,453
0.41% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
Bristol John W & CO Inc
|
Aug 13, 2025 Q2 2025 |
2,351
shares
|
$712,846
0.01% of portfolio
|
Q2 2025
Reduced 12.34%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
2,350
shares
|
$712,543
0.11% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
2,349
shares
|
$712,240
0.3% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
2,348
shares
|
$711,937
0.1% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
2,344
shares
|
$710,724
0.06% of portfolio
|
Q1 2025
Added 8.66%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,340
shares
|
$709,511
0.1% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Aug 13, 2025 Q2 2025 |
2,339
shares
|
$709,208
0.19% of portfolio
|
Q2 2025
Added 30.23%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
2,326
shares
|
$705,266
0.17% of portfolio
|
Q2 2025
Added 10.13%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
2,324
shares
|
$704,660
0.06% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Aug 12, 2025 Q2 2025 |
2,315
shares
|
$701,931
0.29% of portfolio
|
Q1 2025
Reduced 14.92%
|
|
|
Mwa Asset Management
Lexington, MA |
Aug 12, 2025 Q2 2025 |
2,313
shares
|
$701,324
0.45% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
2,312
shares
|
$701,021
0.05% of portfolio
|
Q2 2025
Reduced 63.24%
|
|
|
Integrated Quantitative Investments LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
2,311
shares
|
$700,718
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
2,309
shares
|
$700,111
0.02% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
2,306
shares
|
$699,202
0.02% of portfolio
|
Q3 2022
Added 38.83%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
2,302
shares
|
$697,989
0.13% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Aug 14, 2025 Q2 2025 |
2,286
shares
|
$693,138
0.44% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Nine Masts Capital LTD
|
Aug 13, 2025 Q2 2025 |
2,284
shares
|
$692,531
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,281
shares
|
$691,622
0.06% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Aug 05, 2025 Q2 2025 |
2,279
shares
|
$691,015
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
2,278
shares
|
$690,712
0.14% of portfolio
|
Q2 2025
Added 14.07%
|