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 |
|---|---|---|---|---|---|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
2,277
shares
|
$690,409
0.02% of portfolio
|
Q2 2025
Added 22.42%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
2,277
shares
|
$690,409
0.19% of portfolio
|
Q4 2023
Added 5.32%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
Aug 13, 2025 Q2 2025 |
2,263
shares
|
$686,164
0.55% of portfolio
|
Q1 2025
New holding
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Aug 08, 2025 Q2 2025 |
2,262
shares
|
$685,861
0.38% of portfolio
|
Q2 2025
Reduced 10.02%
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
2,260
shares
|
$685,254
0.09% of portfolio
|
Q2 2025
Reduced 19.17%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Aug 12, 2025 Q2 2025 |
2,259
shares
|
$684,951
0.26% of portfolio
|
Q4 2021
Reduced 28.51%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
2,256
shares
|
$684,041
0.03% of portfolio
|
Q2 2025
Added 16.71%
|
|
|
Birch Hill Investment Advisors LLC
|
Jul 30, 2025 Q2 2025 |
2,250
shares
|
$682,222
0.03% of portfolio
|
Q1 2024
Reduced 4.62%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
2,246
shares
|
$681,009
0.05% of portfolio
|
Q4 2024
Reduced 14.92%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
2,244
shares
|
$680,403
0.14% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
2,241
shares
|
$679,493
0.02% of portfolio
|
Q2 2025
Reduced 95.31%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jul 08, 2025 Q2 2025 |
2,238
shares
|
$678,583
0.58% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Jul 23, 2025 Q2 2025 |
2,237
shares
|
$678,280
0.34% of portfolio
|
Q2 2025
Added 173.14%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
2,232
shares
|
$676,764
0.12% of portfolio
|
Q2 2025
Reduced 7.54%
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
2,227
shares
|
$675,248
0.07% of portfolio
|
Q1 2025
Added 108.13%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
2,218
shares
|
$672,519
0.05% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
2,217
shares
|
$672,216
0.2% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
2,216
shares
|
$671,913
0.03% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
2,216
shares
|
$671,913
0.01% of portfolio
|
Q2 2025
Added 37.47%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
2,215
shares
|
$671,610
0.29% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
2,214
shares
|
$671,306
0.12% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Jul 28, 2025 Q2 2025 |
2,212
shares
|
$670,700
0.42% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
2,201
shares
|
$667,365
0.06% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Aug 15, 2025 Q2 2025 |
2,200
shares
|
$667,062
0.41% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Aug 12, 2025 Q2 2025 |
2,196
shares
|
$665,849
0.38% of portfolio
|
Q2 2025
Added 2.91%
|