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 |
|---|---|---|---|---|---|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,194
shares
|
$665,242
0.03% of portfolio
|
Q3 2024
Added 84.06%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
2,192
shares
|
$664,636
0.12% of portfolio
|
Q2 2022
Reduced 7.94%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Aug 04, 2025 Q2 2025 |
2,191
shares
|
$664,333
0.47% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Aug 12, 2025 Q2 2025 |
2,190
shares
|
$664,029
0.24% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Camden National Bank
Camden, ME |
Aug 12, 2025 Q2 2025 |
2,185
shares
|
$662,513
0.1% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,177
shares
|
$660,088
0.04% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
2,174
shares
|
$659,178
0.04% of portfolio
|
Q2 2025
Reduced 11.19%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
2,172
shares
|
$658,572
0.03% of portfolio
|
Q2 2025
Added 123.92%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
2,170
shares
|
$657,965
0.13% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
2,170
shares
|
$657,965
0.25% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
2,168
shares
|
$657,359
0.27% of portfolio
|
Q4 2022
Added 16.06%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
2,167
shares
|
$657,056
0.05% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
2,165
shares
|
$656,449
0.06% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
2,162
shares
|
$655,540
0.26% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
2,159
shares
|
$654,630
0.07% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
2,159
shares
|
$654,630
0.17% of portfolio
|
Q2 2025
Added 22.05%
|
|
|
Wela Strategies, Inc.
|
Jul 14, 2025 Q2 2025 |
2,149
shares
|
$651,598
0.27% of portfolio
|
Q2 2025
Added 5.76%
|
|
|
Addison Capital CO
|
Aug 11, 2025 Q2 2025 |
2,144
shares
|
$650,082
0.25% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,144
shares
|
$650,082
0.08% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
2,140
shares
|
$648,869
0.88% of portfolio
|
Q2 2025
Reduced 30.41%
|
|
|
Cypress Capital Group
|
Jul 25, 2025 Q2 2025 |
2,137
shares
|
$647,959
0.09% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Horizon Wealth Management, LLC
|
Aug 04, 2025 Q2 2025 |
2,137
shares
|
$647,959
0.13% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
2,134
shares
|
$647,050
0.25% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
2,133
shares
|
$646,746
0.07% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Phoenix Wealth Advisors
|
Aug 08, 2025 Q2 2025 |
2,132
shares
|
$646,443
0.29% of portfolio
|
Q2 2025
Reduced 1.57%
|