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 |
|---|---|---|---|---|---|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jul 16, 2025 Q2 2025 |
1,257
shares
|
$381,134
0.21% of portfolio
|
Q4 2024
Added 31.62%
|
|
|
Bbr Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,257
shares
|
$381,134
0.03% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
1,256
shares
|
$380,831
0.14% of portfolio
|
Q2 2025
Added 4.15%
|
|
|
Libra Wealth LLC
|
Jul 25, 2025 Q2 2025 |
1,255
shares
|
$380,528
0.13% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
1,254
shares
|
$380,225
0.13% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Capital Markets Trading Uk LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
1,251
shares
|
$379,315
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kimelman & Baird, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
1,250
shares
|
$379,012
0.03% of portfolio
|
Q4 2024
Reduced 12.28%
|
|
|
Claret Asset Management Corp
|
Aug 13, 2025 Q2 2025 |
1,249
shares
|
$378,709
0.05% of portfolio
|
Q2 2025
Reduced 16.95%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
1,247
shares
|
$378,102
0.16% of portfolio
|
Q2 2023
Reduced 10.74%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
1,241
shares
|
$376,283
0.21% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Aug 13, 2025 Q2 2025 |
1,241
shares
|
$376,283
0.28% of portfolio
|
Q2 2025
Added 19.79%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jul 22, 2025 Q2 2025 |
1,240
shares
|
$375,980
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Aug 08, 2025 Q2 2025 |
1,239
shares
|
$375,677
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
1,238
shares
|
$375,373
0.11% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
1,237
shares
|
$375,070
0.03% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
North Dallas Bank & Trust CO
Dallas, TX |
Aug 20, 2025 Q2 2025 |
1,233
shares
|
$373,857
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Aug 14, 2025 Q2 2025 |
1,232
shares
|
$373,554
0.16% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
1,230
shares
|
$372,948
0.04% of portfolio
|
Q2 2025
Reduced 11.64%
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
1,227
shares
|
$372,038
0.15% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
1,226
shares
|
$371,735
0.03% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
1,225
shares
|
$371,432
0.03% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Jul 31, 2025 Q2 2025 |
1,225
shares
|
$371,432
0.07% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
1,225
shares
|
$371,432
0.1% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
1,224
shares
|
$371,129
0.22% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
1,223
shares
|
$370,825
0.13% of portfolio
|
Q4 2024
Added 1.07%
|