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 |
|---|---|---|---|---|---|
|
Northwest Quadrant Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
1,042
shares
|
$315,944
0.07% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jul 10, 2025 Q2 2025 |
1,042
shares
|
$315,944
0.31% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
1,041
shares
|
$315,641
0.05% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
1,040
shares
|
$315,338
0.02% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,039
shares
|
$315,035
0.06% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
1,036
shares
|
$314,125
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Ndvr, Inc.
Boston, MA |
Aug 12, 2025 Q2 2025 |
1,025
shares
|
$310,790
0.31% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
1,025
shares
|
$310,790
0.11% of portfolio
|
Q1 2025
Added 24.24%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
1,025
shares
|
$310,790
0.04% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
1,024
shares
|
$310,487
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Cottonwood Capital Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
1,020
shares
|
$309,274
0.24% of portfolio
|
Q1 2025
Reduced 19.05%
|
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Jul 01, 2025 Q2 2025 |
1,020
shares
|
$309,274
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Aug 06, 2025 Q2 2025 |
1,016
shares
|
$308,061
0.1% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jul 10, 2025 Q2 2025 |
1,015
shares
|
$307,758
0.09% of portfolio
|
Q1 2025
Reduced 39.04%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
1,014
shares
|
$307,454
0.01% of portfolio
|
Q2 2025
Reduced 28.99%
|
|
|
Buckley Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
1,013
shares
|
$307,151
0.1% of portfolio
|
Q1 2025
Reduced 6.55%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
1,013
shares
|
$307,151
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jul 16, 2025 Q2 2025 |
1,012
shares
|
$306,848
0.21% of portfolio
|
Q2 2025
Added 13.84%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
1,011
shares
|
$306,545
0.02% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
1,010
shares
|
$306,242
0.01% of portfolio
|
Q2 2025
Reduced 51.28%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jul 29, 2025 Q2 2025 |
1,010
shares
|
$306,242
0.14% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
1,008
shares
|
$305,635
0.01% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Jul 24, 2025 Q2 2025 |
1,008
shares
|
$305,635
0.24% of portfolio
|
Q2 2025
Added 31.25%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jul 23, 2025 Q2 2025 |
1,006
shares
|
$305,029
0.27% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
1,004
shares
|
$304,422
0.02% of portfolio
|
Q2 2025
Added 1.11%
|