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 |
|---|---|---|---|---|---|
|
Peterson Wealth Services
|
Jul 31, 2025 Q2 2025 |
1,615
shares
|
$489,684
0.14% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
1,615
shares
|
$489,684
0.06% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
1,614
shares
|
$489,380
0.25% of portfolio
|
Q2 2025
Added 11.0%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Aug 07, 2025 Q2 2025 |
1,613
shares
|
$489,077
0.02% of portfolio
|
Q2 2025
Reduced 36.27%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
1,610
shares
|
$488,168
0.17% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,610
shares
|
$488,168
0.17% of portfolio
|
Q2 2022
Reduced 39.99%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
1,609
shares
|
$487,864
0.02% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
1,609
shares
|
$487,864
0.05% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
1,603
shares
|
$486,045
0.09% of portfolio
|
Q1 2025
Reduced 49.95%
|
|
|
Westwood Management Corp
|
Jan 29, 2024 Q4 2023 |
1,600
shares
|
$485,135
0.11% of portfolio
|
Q2 2023
Reduced 67.35%
|
|
|
Paradigm Asset Management CO LLC
|
Aug 06, 2025 Q2 2025 |
1,600
shares
|
$485,135
0.19% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,599
shares
|
$484,832
0.08% of portfolio
|
Q2 2025
Added 12.29%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
1,599
shares
|
$484,832
0.03% of portfolio
|
Q2 2025
Reduced 25.66%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
1,598
shares
|
$484,529
0.01% of portfolio
|
Q2 2025
Added 8.49%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
1,598
shares
|
$484,529
0.04% of portfolio
|
Q1 2025
Reduced 8.58%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
1,593
shares
|
$483,013
0.1% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,592
shares
|
$482,710
0.03% of portfolio
|
Q3 2022
Added 0.7%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1,591
shares
|
$482,407
0.19% of portfolio
|
Q2 2025
Reduced 11.07%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
1,589
shares
|
$481,800
0.16% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
1,588
shares
|
$481,497
0.09% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
1,585
shares
|
$480,587
0.04% of portfolio
|
Q2 2025
Added 6.81%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
1,585
shares
|
$480,587
0.03% of portfolio
|
Q1 2025
Reduced 10.75%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Aug 15, 2025 Q2 2025 |
1,580
shares
|
$479,071
0.28% of portfolio
|
Q1 2025
Added 10.49%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
1,575
shares
|
$477,555
0.02% of portfolio
|
Q3 2022
Reduced 19.52%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
1,570
shares
|
$476,039
0.13% of portfolio
|
Q1 2025
Added 0.13%
|