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 |
|---|---|---|---|---|---|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
2,131
shares
|
$646,140
0.0% of portfolio
|
Q3 2024
Reduced 53.01%
|
|
|
Horizon Family Wealth, Inc.
|
Aug 08, 2025 Q2 2025 |
2,128
shares
|
$645,230
0.45% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
2,118
shares
|
$642,198
0.07% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
2,116
shares
|
$641,592
0.01% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
2,116
shares
|
$641,592
0.09% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Members Trust CO
|
Jul 30, 2025 Q2 2025 |
2,111
shares
|
$640,076
0.02% of portfolio
|
Q2 2025
Added 31.04%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
2,108
shares
|
$639,166
0.12% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Macroview Investment Management LLC
|
Jul 22, 2025 Q2 2025 |
2,104
shares
|
$637,953
0.56% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
2,102
shares
|
$637,347
0.03% of portfolio
|
Q2 2025
Added 78.59%
|
|
|
Silver Lake Advisory, LLC
|
Jul 21, 2025 Q2 2025 |
2,101
shares
|
$637,044
0.29% of portfolio
|
Q2 2025
Reduced 8.17%
|
|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
2,100
shares
|
$636,741
0.09% of portfolio
|
Q2 2024
Reduced 2.33%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
2,090
shares
|
$633,708
0.08% of portfolio
|
Q2 2025
Added 9.42%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
2,082
shares
|
$631,283
0.18% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
2,077
shares
|
$629,767
0.09% of portfolio
|
Q2 2025
Added 227.09%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
2,076
shares
|
$629,463
0.06% of portfolio
|
Q2 2025
Added 11.02%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 14, 2025 Q2 2025 |
2,076
shares
|
$629,463
0.46% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
2,073
shares
|
$628,554
0.18% of portfolio
|
Q4 2024
Reduced 43.25%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
2,072
shares
|
$628,251
0.02% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
2,068
shares
|
$627,038
0.08% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
2,066
shares
|
$626,431
0.28% of portfolio
|
Q3 2022
Added 7.83%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
2,066
shares
|
$626,431
0.06% of portfolio
|
Q2 2025
Added 8.62%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
2,065
shares
|
$626,128
0.24% of portfolio
|
Q1 2025
Reduced 73.55%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Jul 31, 2025 Q2 2025 |
2,056
shares
|
$623,399
0.29% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
2,049
shares
|
$621,277
0.17% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
2,048
shares
|
$620,974
0.04% of portfolio
|
Q2 2025
Added 3.64%
|