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 |
|---|---|---|---|---|---|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
1,510
shares
|
$457,847
0.05% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
1,510
shares
|
$457,847
0.06% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
1,510
shares
|
$457,847
0.03% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
1,510
shares
|
$457,847
0.1% of portfolio
|
Q2 2025
Reduced 6.44%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
1,509
shares
|
$457,543
0.09% of portfolio
|
Q3 2022
Reduced 3.82%
|
|
|
Clear Alpha Technologies LP
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
1,506
shares
|
$456,634
0.87% of portfolio
|
Q2 2025
New holding
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
1,504
shares
|
$456,027
0.09% of portfolio
|
Q2 2024
Added 36.36%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,501
shares
|
$455,118
0.12% of portfolio
|
Q4 2024
Reduced 62.3%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
1,501
shares
|
$455,118
0.03% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
1,500
shares
|
$454,814
0.04% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Professional Advisory Services Inc
|
Jul 11, 2025 Q2 2025 |
1,500
shares
|
$454,814
0.06% of portfolio
|
Q1 2021
New holding
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
1,500
shares
|
$454,814
0.05% of portfolio
|
Q2 2025
Added 14.42%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
1,500
shares
|
$454,814
0.09% of portfolio
|
Q2 2024
Reduced 11.45%
|
|
|
Asset Advisors Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
1,500
shares
|
$454,814
0.05% of portfolio
|
Q2 2024
Reduced 6.25%
|
|
|
Holowesko Partners Ltd.
Nassau, C5 |
Aug 12, 2025 Q2 2025 |
1,500
shares
|
$454,814
0.18% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Aug 14, 2025 Q2 2025 |
1,500
shares
|
$454,814
0.25% of portfolio
|
Q2 2022
Reduced 1.96%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Aug 14, 2025 Q2 2025 |
1,500
shares
|
$454,814
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
Feb 12, 2025 Q4 2024 |
1,500
shares
|
$454,814
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
1,499
shares
|
$454,511
0.05% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Walker Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,498
shares
|
$454,208
0.3% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
1,493
shares
|
$452,692
0.06% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Lcnb Corp
Lebanon, OH |
Aug 11, 2025 Q2 2025 |
1,492
shares
|
$452,389
0.17% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Aug 14, 2025 Q2 2025 |
1,490
shares
|
$451,782
0.3% of portfolio
|
Q2 2025
Reduced 8.65%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
1,489
shares
|
$451,479
0.1% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Aug 08, 2025 Q2 2025 |
1,488
shares
|
$451,176
0.08% of portfolio
|
Q2 2025
Added 2.41%
|