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 |
|---|---|---|---|---|---|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
1,877
shares
|
$569,125
0.04% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
1,876
shares
|
$568,821
0.26% of portfolio
|
Q1 2025
Added 6.59%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
1,874
shares
|
$568,215
0.0% of portfolio
|
Q2 2025
Added 142.75%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
1,872
shares
|
$567,609
0.02% of portfolio
|
Q3 2023
Added 11.23%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
1,872
shares
|
$567,609
0.14% of portfolio
|
Q1 2025
Added 15.63%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jul 15, 2025 Q2 2025 |
1,870
shares
|
$567,002
0.32% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Jul 22, 2025 Q2 2025 |
1,865
shares
|
$565,486
0.54% of portfolio
|
Q2 2025
Added 12.28%
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
1,862
shares
|
$564,577
0.24% of portfolio
|
Q2 2025
Reduced 32.04%
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
1,860
shares
|
$563,970
0.11% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Davis R M Inc
Portland, ME |
Aug 07, 2025 Q2 2025 |
1,854
shares
|
$562,151
0.01% of portfolio
|
Q2 2025
Added 21.02%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
1,851
shares
|
$561,241
0.26% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
1,846
shares
|
$559,725
0.09% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 14, 2025 Q2 2025 |
1,845
shares
|
$559,422
0.16% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
1,843
shares
|
$558,816
0.08% of portfolio
|
Q2 2023
Added 5.86%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jul 14, 2025 Q2 2025 |
1,839
shares
|
$557,603
0.06% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
1,838
shares
|
$557,299
0.27% of portfolio
|
Q2 2025
Added 20.29%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
1,835
shares
|
$556,390
0.05% of portfolio
|
Q1 2023
Reduced 3.37%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
1,834
shares
|
$556,087
0.19% of portfolio
|
Q1 2025
Added 33.97%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jul 24, 2025 Q2 2025 |
1,829
shares
|
$554,571
0.04% of portfolio
|
Q2 2025
Reduced 7.77%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
1,829
shares
|
$554,571
0.2% of portfolio
|
Q1 2025
Added 48.82%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
1,829
shares
|
$554,571
0.01% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Schubert & CO
|
Jul 29, 2025 Q2 2025 |
1,826
shares
|
$553,661
0.5% of portfolio
|
Q2 2025
Added 8.43%
|
|
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
Aug 07, 2025 Q2 2025 |
1,825
shares
|
$553,358
0.32% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Blue Fin Capital, Inc.
|
Aug 13, 2025 Q2 2025 |
1,824
shares
|
$553,055
0.1% of portfolio
|
Q1 2024
Reduced 0.49%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
1,822
shares
|
$552,448
0.19% of portfolio
|
Q2 2025
Reduced 0.33%
|