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 |
|---|---|---|---|---|---|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
1,482
shares
|
$449,357
0.1% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
1,481
shares
|
$449,054
0.04% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Jul 28, 2025 Q2 2025 |
1,480
shares
|
$448,750
0.1% of portfolio
|
Q1 2025
Reduced 7.9%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
1,477
shares
|
$447,841
0.34% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Amica Retiree Medical Trust
|
Aug 07, 2025 Q2 2025 |
1,476
shares
|
$447,537
0.68% of portfolio
|
Q2 2025
Reduced 13.48%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
1,474
shares
|
$446,931
0.01% of portfolio
|
Q2 2025
Reduced 84.37%
|
|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
1,473
shares
|
$446,628
0.14% of portfolio
|
Q2 2025
Reduced 70.3%
|
|
|
First Business Financial Services, Inc.
|
Jul 31, 2025 Q2 2025 |
1,468
shares
|
$445,112
0.04% of portfolio
|
Q2 2024
Added 1.45%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
1,467
shares
|
$444,809
0.02% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Crew Capital Management, Ltd.
|
Jul 14, 2025 Q2 2025 |
1,460
shares
|
$442,686
0.38% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
1,459
shares
|
$442,383
0.08% of portfolio
|
Q2 2025
Added 10.7%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
1,453
shares
|
$440,564
0.08% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
1,452
shares
|
$440,260
0.06% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
1,447
shares
|
$438,744
0.1% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
1,446
shares
|
$438,441
0.05% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Center Book Partners LP
Greenwich, CT |
Aug 12, 2025 Q2 2025 |
1,446
shares
|
$438,441
0.03% of portfolio
|
Q2 2025
Reduced 93.95%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
1,444
shares
|
$437,835
0.22% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Aug 14, 2025 Q2 2025 |
1,442
shares
|
$437,228
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Advisors, LLC
Andover, MA |
Jul 29, 2025 Q2 2025 |
1,440
shares
|
$436,622
0.09% of portfolio
|
Q3 2023
Reduced 25.77%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,440
shares
|
$436,622
0.09% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
1,438
shares
|
$436,015
0.03% of portfolio
|
Q1 2025
Reduced 10.4%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
1,432
shares
|
$434,196
0.17% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
1,431
shares
|
$433,893
0.1% of portfolio
|
Q2 2025
Added 28.23%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
1,429
shares
|
$433,287
0.09% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Shulman De Meo Asset Management LLC
|
Jul 15, 2025 Q2 2025 |
1,427
shares
|
$432,680
0.11% of portfolio
|
Q2 2025
Reduced 8.47%
|