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 |
|---|---|---|---|---|---|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
1,298
shares
|
$393,566
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
1,297
shares
|
$393,263
0.04% of portfolio
|
Q2 2024
Reduced 6.35%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,297
shares
|
$393,263
0.29% of portfolio
|
Q4 2024
Reduced 39.95%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Aug 12, 2025 Q2 2025 |
1,296
shares
|
$392,960
0.05% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Vigilare Wealth Management
|
Jul 18, 2025 Q2 2025 |
1,291
shares
|
$391,444
0.16% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
1,289
shares
|
$390,837
0.22% of portfolio
|
Q2 2025
Added 59.33%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Aug 07, 2025 Q2 2025 |
1,288
shares
|
$390,534
0.23% of portfolio
|
Q2 2025
Reduced 12.08%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
1,287
shares
|
$390,231
0.13% of portfolio
|
Q2 2025
Added 44.77%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,287
shares
|
$390,231
0.07% of portfolio
|
Q2 2023
Added 97.09%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
1,280
shares
|
$388,108
0.01% of portfolio
|
Q2 2025
Reduced 31.18%
|
|
|
Custom Index Systems, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
1,280
shares
|
$388,108
0.19% of portfolio
|
Q2 2025
Reduced 29.28%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
1,278
shares
|
$387,502
0.04% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
4 J Wealth Management LLC
|
Aug 04, 2025 Q2 2025 |
1,278
shares
|
$387,502
0.37% of portfolio
|
Q4 2023
New holding
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
1,276
shares
|
$386,895
0.02% of portfolio
|
Q2 2025
Added 5.19%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
1,276
shares
|
$386,895
0.37% of portfolio
|
Q2 2025
Reduced 9.12%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
1,273
shares
|
$385,986
0.07% of portfolio
|
Q4 2024
Reduced 13.46%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Jul 31, 2025 Q2 2025 |
1,273
shares
|
$385,986
0.12% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
David J Yvars Group
|
Jul 09, 2025 Q2 2025 |
1,270
shares
|
$385,076
0.24% of portfolio
|
Q2 2025
Added 63.87%
|
|
|
ETF Portfolio Partners, Inc.
|
Jul 23, 2025 Q2 2025 |
1,269
shares
|
$384,773
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
1,269
shares
|
$384,773
0.09% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
1,269
shares
|
$384,773
0.08% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Jul 15, 2025 Q2 2025 |
1,267
shares
|
$384,167
0.29% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Alta Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
1,263
shares
|
$382,954
0.19% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 14, 2025 Q2 2025 |
1,261
shares
|
$382,347
0.1% of portfolio
|
Q2 2025
Added 10.13%
|
|
|
Manchester Financial Inc
|
Jul 29, 2025 Q2 2025 |
1,257
shares
|
$381,134
0.09% of portfolio
|
Q3 2024
Reduced 0.55%
|