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 |
|---|---|---|---|---|---|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
1,365
shares
|
$413,881
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Aug 06, 2025 Q2 2025 |
1,364
shares
|
$413,578
0.38% of portfolio
|
Q2 2025
Added 7.91%
|
|
|
Klcm Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
1,358
shares
|
$411,759
0.05% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
1,357
shares
|
$411,455
0.16% of portfolio
|
Q2 2025
Reduced 6.61%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Aug 13, 2025 Q2 2025 |
1,357
shares
|
$411,455
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
1,356
shares
|
$411,152
0.04% of portfolio
|
Q2 2024
Reduced 1.31%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 14, 2025 Q2 2025 |
1,355
shares
|
$410,849
0.02% of portfolio
|
Q2 2025
Reduced 30.3%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
1,353
shares
|
$410,243
0.08% of portfolio
|
Q2 2025
Reduced 29.9%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
1,353
shares
|
$410,243
0.02% of portfolio
|
Q2 2025
Added 21.02%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
1,352
shares
|
$409,939
0.06% of portfolio
|
Q2 2025
Added 13.52%
|
|
|
Garner Asset Management Corp
|
Aug 12, 2025 Q2 2025 |
1,352
shares
|
$409,939
0.2% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
1,350
shares
|
$409,333
0.05% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Northstar Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
1,350
shares
|
$409,333
0.1% of portfolio
|
Q4 2024
Reduced 8.47%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
1,350
shares
|
$409,333
0.07% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
1,349
shares
|
$409,030
0.08% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
1,348
shares
|
$408,727
0.03% of portfolio
|
Q2 2025
Reduced 50.06%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
1,348
shares
|
$408,727
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
1,347
shares
|
$408,423
0.07% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
1,345
shares
|
$407,817
0.31% of portfolio
|
Q1 2025
Added 21.28%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
1,343
shares
|
$407,211
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Washington Trust Bank
|
Aug 06, 2025 Q2 2025 |
1,341
shares
|
$406,604
0.04% of portfolio
|
Q2 2025
Added 5.51%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
1,339
shares
|
$405,998
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Aug 08, 2025 Q2 2025 |
1,337
shares
|
$405,391
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of The South
Greensboro, NC |
Jul 03, 2025 Q2 2025 |
1,336
shares
|
$405,088
0.08% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Jul 24, 2025 Q2 2025 |
1,333
shares
|
$404,178
0.08% of portfolio
|
Q2 2025
New holding
|