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 |
|---|---|---|---|---|---|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
2,047
shares
|
$620,670
0.07% of portfolio
|
Q2 2025
Added 161.76%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 07, 2025 Q2 2025 |
2,044
shares
|
$619,761
0.27% of portfolio
|
Q2 2025
Reduced 8.09%
|
|
|
Clarendon Private LLC
Boston, MA |
Jul 25, 2025 Q2 2025 |
2,040
shares
|
$618,548
0.63% of portfolio
|
Q2 2025
Added 28.06%
|
|
|
Waters Parkerson & Co., LLC
|
Aug 14, 2025 Q2 2025 |
2,036
shares
|
$617,335
0.03% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jul 29, 2025 Q2 2025 |
2,035
shares
|
$617,032
0.12% of portfolio
|
Q2 2025
Reduced 19.44%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
2,035
shares
|
$617,032
0.31% of portfolio
|
Q1 2025
Added 56.06%
|
|
|
Atala Financial Inc
Calabasas, CA |
Aug 07, 2025 Q2 2025 |
2,032
shares
|
$616,122
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Wealth Management Partners, LLC
|
Jul 21, 2025 Q2 2025 |
2,029
shares
|
$615,213
0.38% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
2,025
shares
|
$614,000
0.05% of portfolio
|
Q2 2025
Added 37.2%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
2,025
shares
|
$614,000
0.18% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,025
shares
|
$614,000
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
2,024
shares
|
$613,697
0.21% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
2,023
shares
|
$613,393
0.08% of portfolio
|
Q2 2025
Added 7.15%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
2,020
shares
|
$612,484
0.16% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
David R. Rahn & Associates Inc.
|
Aug 07, 2025 Q2 2025 |
2,018
shares
|
$611,877
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Sunburst Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
2,012
shares
|
$610,058
0.15% of portfolio
|
Q1 2025
Reduced 9.04%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
2,011
shares
|
$609,755
0.11% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
2,007
shares
|
$608,542
0.19% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2,005
shares
|
$607,936
0.22% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
2,002
shares
|
$607,026
0.16% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Magnolia Capital Management LTD
|
Jul 23, 2025 Q2 2025 |
2,000
shares
|
$606,420
0.51% of portfolio
|
Q3 2021
New holding
|
|
|
Caerus Investment Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
2,000
shares
|
$606,420
0.62% of portfolio
|
Q3 2022
Reduced 23.08%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
2,000
shares
|
$606,420
0.11% of portfolio
|
Q2 2025
Reduced 32.55%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
2,000
shares
|
$606,420
0.19% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Harbor Advisors LLC
|
Aug 13, 2025 Q2 2025 |
2,000
shares
|
$606,420
0.11% of portfolio
|
Q3 2020
New holding
|