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 |
|---|---|---|---|---|---|
|
Nadler Financial Group, Inc.
|
Jul 25, 2025 Q2 2025 |
1,177
shares
|
$356,878
0.04% of portfolio
|
Q3 2024
Added 10.31%
|
|
|
Montgomery Investment Management Inc
|
Jul 18, 2025 Q2 2025 |
1,175
shares
|
$356,271
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,174
shares
|
$355,968
0.04% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
1,172
shares
|
$355,362
0.04% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Aug 08, 2025 Q2 2025 |
1,172
shares
|
$355,362
0.28% of portfolio
|
Q2 2025
Added 27.39%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Aug 05, 2025 Q2 2025 |
1,169
shares
|
$354,452
0.31% of portfolio
|
Q2 2025
Added 5.22%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,164
shares
|
$352,936
0.06% of portfolio
|
Q1 2025
Added 34.41%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Aug 13, 2025 Q2 2025 |
1,164
shares
|
$352,936
0.26% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
1,163
shares
|
$352,633
0.07% of portfolio
|
Q2 2025
Added 9.41%
|
|
|
Encompass Wealth Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,162
shares
|
$352,330
0.14% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
1,161
shares
|
$352,026
0.1% of portfolio
|
Q1 2025
Reduced 31.14%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
1,157
shares
|
$350,813
0.07% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,155
shares
|
$350,207
0.07% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Convergence Investment Partners, LLC
|
Aug 01, 2025 Q2 2025 |
1,152
shares
|
$349,297
0.1% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
1,151
shares
|
$348,994
0.1% of portfolio
|
Q2 2025
Reduced 7.99%
|
|
|
Middleton & CO Inc
|
Aug 06, 2025 Q2 2025 |
1,150
shares
|
$348,691
0.04% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Allstate Corp
Northbrook, IL |
Aug 05, 2025 Q2 2025 |
1,136
shares
|
$344,446
0.03% of portfolio
|
Q2 2025
Reduced 95.61%
|
|
|
Clifford Group, LLC
Wayland, MA |
Aug 14, 2025 Q2 2025 |
1,136
shares
|
$344,446
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Hudock, Inc.
|
Aug 08, 2025 Q2 2025 |
1,131
shares
|
$342,930
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jul 09, 2025 Q2 2025 |
1,129
shares
|
$342,324
0.07% of portfolio
|
Q2 2025
Reduced 15.24%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
1,128
shares
|
$342,020
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
1,127
shares
|
$341,717
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
1,126
shares
|
$341,414
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
1,126
shares
|
$341,414
0.09% of portfolio
|
Q2 2025
Reduced 4.66%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,123
shares
|
$340,504
0.02% of portfolio
|
Q2 2025
Added 30.13%
|