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 |
|---|---|---|---|---|---|
|
Wealthquest Corp
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
1,818
shares
|
$551,235
0.06% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
1,817
shares
|
$550,932
0.04% of portfolio
|
Q2 2025
Added 10.25%
|
|
|
Flagship Private Wealth, LLC
|
Aug 06, 2025 Q2 2025 |
1,806
shares
|
$547,597
0.25% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
1,806
shares
|
$547,597
0.2% of portfolio
|
Q2 2025
Added 8.66%
|
|
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
Jul 09, 2025 Q2 2025 |
1,800
shares
|
$545,778
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
1,799
shares
|
$545,474
0.11% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
1,798
shares
|
$545,171
0.04% of portfolio
|
Q2 2025
Reduced 19.73%
|
|
|
Tennessee Valley Asset Management Partners
|
Aug 14, 2025 Q2 2025 |
1,793
shares
|
$543,655
0.14% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
1,793
shares
|
$543,655
0.36% of portfolio
|
Q2 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
1,791
shares
|
$543,049
0.03% of portfolio
|
Q2 2025
Reduced 50.94%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
1,785
shares
|
$541,229
0.21% of portfolio
|
Q2 2025
Reduced 6.79%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
1,785
shares
|
$541,229
0.22% of portfolio
|
Q2 2025
Added 13.84%
|
|
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
Aug 13, 2025 Q2 2025 |
1,783
shares
|
$540,623
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
1,781
shares
|
$540,017
0.08% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Rnc Capital Management LLC
|
Jul 30, 2025 Q2 2025 |
1,780
shares
|
$539,713
0.03% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
1,778
shares
|
$539,107
0.14% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Sage Private Wealth Group, LLC
|
Jul 29, 2025 Q2 2025 |
1,771
shares
|
$536,984
0.36% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
1,770
shares
|
$536,681
0.04% of portfolio
|
Q1 2025
Added 20.82%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
1,767
shares
|
$535,772
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
1,764
shares
|
$534,862
0.12% of portfolio
|
Q2 2025
Added 9.5%
|
|
|
Srn Advisors, LLC
Huntingdon Valley, PA |
Aug 14, 2025 Q2 2025 |
1,764
shares
|
$534,862
0.51% of portfolio
|
Q2 2025
Reduced 40.2%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jul 23, 2025 Q2 2025 |
1,760
shares
|
$533,649
0.18% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
1,758
shares
|
$533,043
0.11% of portfolio
|
Q2 2025
Added 11.55%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
1,751
shares
|
$530,920
0.09% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
1,745
shares
|
$529,101
0.05% of portfolio
|
Q2 2025
Reduced 7.48%
|