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 |
|---|---|---|---|---|---|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
1,222
shares
|
$370,522
0.08% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
1,221
shares
|
$370,219
0.15% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
1,221
shares
|
$370,219
0.12% of portfolio
|
Q1 2025
Reduced 16.6%
|
|
|
Heartland Bank & Trust CO
|
Jul 25, 2025 Q2 2025 |
1,220
shares
|
$369,916
0.19% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
1,215
shares
|
$368,400
0.02% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Aug 01, 2025 Q2 2025 |
1,213
shares
|
$367,793
0.1% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
1,211
shares
|
$367,187
0.07% of portfolio
|
Q2 2025
Reduced 53.03%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
1,210
shares
|
$366,884
0.05% of portfolio
|
Q2 2025
Reduced 16.72%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jul 17, 2025 Q2 2025 |
1,208
shares
|
$366,277
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
1,207
shares
|
$365,974
0.28% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
1,203
shares
|
$364,761
0.06% of portfolio
|
Q2 2025
Added 4.79%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
1,202
shares
|
$364,458
0.16% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Aug 07, 2025 Q2 2025 |
1,202
shares
|
$364,458
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
1,200
shares
|
$363,852
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
1,198
shares
|
$363,245
0.08% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
1,197
shares
|
$362,942
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
1,197
shares
|
$362,942
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
1,193
shares
|
$361,729
0.04% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Jul 29, 2025 Q2 2025 |
1,193
shares
|
$361,729
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
1,192
shares
|
$361,426
0.06% of portfolio
|
Q3 2024
Reduced 23.54%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
1,191
shares
|
$361,123
0.02% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
1,189
shares
|
$360,516
0.03% of portfolio
|
Q2 2025
Reduced 46.59%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Aug 14, 2025 Q2 2025 |
1,183
shares
|
$358,697
0.04% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
1,183
shares
|
$358,697
0.14% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Aug 01, 2025 Q2 2025 |
1,178
shares
|
$357,181
0.12% of portfolio
|
Q2 2025
Added 14.48%
|