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 |
|---|---|---|---|---|---|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
1,084
shares
|
$328,679
0.07% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Jul 16, 2025 Q2 2025 |
1,084
shares
|
$328,679
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Lafayette Investments, Inc.
|
Jul 30, 2025 Q2 2025 |
1,081
shares
|
$327,770
0.07% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
1,080
shares
|
$327,466
0.02% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jul 28, 2025 Q2 2025 |
1,077
shares
|
$326,557
0.09% of portfolio
|
Q2 2025
Added 7.16%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
1,073
shares
|
$325,344
0.08% of portfolio
|
Q2 2025
Added 130.26%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,068
shares
|
$323,828
0.07% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
1,068
shares
|
$323,828
0.03% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
1,067
shares
|
$323,525
0.18% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2025 Q2 2025 |
1,064
shares
|
$322,615
0.1% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
1,063
shares
|
$322,312
0.22% of portfolio
|
Q2 2025
Reduced 18.79%
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
Aug 12, 2025 Q2 2025 |
1,060
shares
|
$321,402
0.07% of portfolio
|
Q1 2025
Reduced 35.56%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Aug 12, 2025 Q2 2025 |
1,058
shares
|
$320,796
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
1,057
shares
|
$320,492
0.01% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
1,057
shares
|
$320,492
0.17% of portfolio
|
Q2 2024
Added 9.08%
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
1,056
shares
|
$320,189
0.03% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
1,054
shares
|
$319,583
0.04% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Omnia Family Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
1,052
shares
|
$318,976
0.12% of portfolio
|
Q2 2025
Added 16.24%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
1,052
shares
|
$318,976
0.14% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,051
shares
|
$318,673
0.03% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
1,051
shares
|
$318,673
0.01% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Aug 14, 2025 Q2 2025 |
1,047
shares
|
$317,460
0.04% of portfolio
|
Q2 2025
Reduced 84.95%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Jul 25, 2025 Q2 2025 |
1,046
shares
|
$317,157
0.27% of portfolio
|
Q2 2025
Added 8.62%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Aug 13, 2025 Q2 2025 |
1,045
shares
|
$316,854
0.14% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Veery Capital, LLC
|
Jul 07, 2025 Q2 2025 |
1,044
shares
|
$316,551
0.12% of portfolio
|
Q2 2025
Added 38.65%
|