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 |
|---|---|---|---|---|---|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
1,331
shares
|
$403,572
0.04% of portfolio
|
Q2 2025
Added 63.92%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
1,328
shares
|
$402,662
0.09% of portfolio
|
Q2 2025
Reduced 8.79%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
1,326
shares
|
$402,056
0.18% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Aug 13, 2025 Q2 2025 |
1,326
shares
|
$402,056
0.26% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Prostatis Group LLC
Hanover, MD |
Jul 25, 2025 Q2 2025 |
1,325
shares
|
$401,753
0.12% of portfolio
|
Q2 2025
Reduced 33.32%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
1,322
shares
|
$400,843
0.1% of portfolio
|
Q2 2025
Reduced 9.95%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
1,322
shares
|
$400,843
0.45% of portfolio
|
Q3 2023
New holding
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
1,320
shares
|
$400,237
0.06% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jul 31, 2025 Q2 2025 |
1,320
shares
|
$400,237
0.44% of portfolio
|
Q2 2025
Added 15.08%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
1,320
shares
|
$400,237
0.05% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
1,318
shares
|
$399,630
0.05% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Mendel Capital Management LLC
|
Aug 14, 2025 Q2 2025 |
1,317
shares
|
$399,327
0.24% of portfolio
|
Q2 2025
Added 5.61%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
1,317
shares
|
$399,327
0.04% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
1,312
shares
|
$397,811
0.02% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jul 29, 2025 Q2 2025 |
1,309
shares
|
$396,901
0.14% of portfolio
|
Q1 2025
Added 45.44%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
1,306
shares
|
$395,992
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Pine Bridge Investments, L.P.
|
Aug 13, 2025 Q2 2025 |
1,305
shares
|
$395,689
0.0% of portfolio
|
Q2 2025
Reduced 98.68%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
1,305
shares
|
$395,689
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,304
shares
|
$395,385
0.06% of portfolio
|
Q2 2025
Added 16.95%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
1,304
shares
|
$395,385
0.21% of portfolio
|
Q2 2025
Added 6.28%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
1,303
shares
|
$395,082
0.04% of portfolio
|
Q2 2025
Added 25.05%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
1,303
shares
|
$395,082
0.03% of portfolio
|
Q2 2025
Added 7.24%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
1,303
shares
|
$395,082
0.09% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
1,301
shares
|
$394,476
0.08% of portfolio
|
Q2 2025
Reduced 5.11%
|
|
|
Fagan Associates, Inc.
|
Aug 07, 2025 Q2 2025 |
1,300
shares
|
$394,173
0.07% of portfolio
|
Q3 2024
Reduced 21.69%
|