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 |
|---|---|---|---|---|---|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
1,123
shares
|
$340,504
0.08% of portfolio
|
Q2 2025
Added 27.32%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
1,121
shares
|
$339,898
0.07% of portfolio
|
Q2 2025
Reduced 88.47%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jul 08, 2025 Q2 2025 |
1,121
shares
|
$339,898
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
1,120
shares
|
$339,595
0.15% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
1,117
shares
|
$338,685
0.04% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
1,116
shares
|
$338,382
0.23% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
1,115
shares
|
$338,079
0.05% of portfolio
|
Q2 2025
Reduced 32.79%
|
|
|
Counterpoint Mutual Funds LLC
|
Jul 14, 2025 Q2 2025 |
1,114
shares
|
$337,775
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Aug 14, 2025 Q2 2025 |
1,114
shares
|
$337,775
0.35% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
1,107
shares
|
$335,653
0.15% of portfolio
|
Q3 2024
Reduced 19.9%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,105
shares
|
$335,047
0.02% of portfolio
|
Q3 2023
Reduced 83.68%
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
1,105
shares
|
$335,047
0.14% of portfolio
|
Q2 2025
Added 13.33%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
1,104
shares
|
$334,743
0.0% of portfolio
|
Q2 2025
Reduced 10.32%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
1,103
shares
|
$334,440
0.07% of portfolio
|
Q2 2025
Added 37.36%
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
1,101
shares
|
$333,834
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
1,096
shares
|
$332,318
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Aug 13, 2025 Q2 2025 |
1,095
shares
|
$332,014
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Aug 06, 2025 Q2 2025 |
1,095
shares
|
$332,014
0.26% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jul 15, 2025 Q2 2025 |
1,090
shares
|
$330,498
0.13% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,088
shares
|
$329,892
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
1,087
shares
|
$329,589
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
1,086
shares
|
$329,286
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
1,086
shares
|
$329,286
0.07% of portfolio
|
Q2 2025
Reduced 6.78%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
1,084
shares
|
$328,679
0.03% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
1,084
shares
|
$328,679
0.05% of portfolio
|
Q2 2025
Reduced 2.08%
|