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 |
|---|---|---|---|---|---|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
1,739
shares
|
$527,282
0.11% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
1,738
shares
|
$526,978
0.17% of portfolio
|
Q2 2025
Added 13.0%
|
|
|
Barton Investment Management
|
Jul 21, 2025 Q2 2025 |
1,735
shares
|
$526,069
0.06% of portfolio
|
Q4 2024
Reduced 8.68%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
1,732
shares
|
$525,159
0.04% of portfolio
|
Q3 2022
Reduced 12.44%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jul 14, 2025 Q2 2025 |
1,731
shares
|
$524,856
0.11% of portfolio
|
Q2 2025
Reduced 15.19%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
1,725
shares
|
$523,037
0.08% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
1,725
shares
|
$523,037
0.15% of portfolio
|
Q2 2025
Reduced 13.36%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
1,724
shares
|
$522,734
0.03% of portfolio
|
Q2 2025
Added 107.46%
|
|
|
Carter Financial Group, Inc.
Barrington, IL |
Aug 22, 2025 Q2 2025 |
1,724
shares
|
$522,734
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
1,720
shares
|
$521,521
0.09% of portfolio
|
Q2 2025
Added 121.08%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
1,717
shares
|
$520,611
0.09% of portfolio
|
Q2 2025
Added 57.52%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
1,712
shares
|
$519,095
0.47% of portfolio
|
Q2 2025
Added 12.26%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
1,709
shares
|
$518,185
0.08% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Future Fund LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
1,709
shares
|
$518,185
0.25% of portfolio
|
Q2 2025
Reduced 41.49%
|
|
|
Cache Advisors, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,708
shares
|
$517,882
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Jul 29, 2025 Q2 2025 |
1,704
shares
|
$516,669
0.07% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
1,702
shares
|
$516,063
0.27% of portfolio
|
Q2 2025
Added 28.74%
|
|
|
Zevenbergen Capital Investments LLC
Seattle, WA |
Jul 07, 2025 Q2 2025 |
1,700
shares
|
$515,456
0.01% of portfolio
|
Q1 2022
Reduced 3.41%
|
|
|
Navellier & Associates Inc
Reno, NV |
Aug 07, 2025 Q2 2025 |
1,700
shares
|
$515,456
0.07% of portfolio
|
Q1 2025
Reduced 48.89%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Jul 25, 2025 Q2 2025 |
1,699
shares
|
$515,153
0.4% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Aug 14, 2025 Q2 2025 |
1,699
shares
|
$515,153
0.33% of portfolio
|
Q2 2025
Reduced 35.91%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
1,695
shares
|
$513,940
0.04% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
1,691
shares
|
$512,728
0.18% of portfolio
|
Q2 2025
Added 4.9%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
1,689
shares
|
$512,121
0.03% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jul 28, 2025 Q2 2025 |
1,687
shares
|
$511,515
0.06% of portfolio
|
Q3 2024
Reduced 4.85%
|