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 |
|---|---|---|---|---|---|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
1,004
shares
|
$304,422
0.03% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
1,002
shares
|
$303,816
0.06% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Close Asset Management LTD
|
Aug 12, 2025 Q2 2025 |
1,001
shares
|
$303,513
0.01% of portfolio
|
Q1 2021
Reduced 24.17%
|
|
|
Sierra Capital LLC
|
Aug 11, 2025 Q2 2025 |
1,001
shares
|
$303,513
0.04% of portfolio
|
Q1 2025
Reduced 46.27%
|
|
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
Jul 23, 2025 Q2 2025 |
1,000
shares
|
$303,210
0.01% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Wexford Capital LP
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
1,000
shares
|
$303,210
0.1% of portfolio
|
Q1 2025
Reduced 23.08%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,000
shares
|
$303,210
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
1,000
shares
|
$303,210
0.12% of portfolio
|
Q2 2025
Reduced 7.83%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Jul 24, 2025 Q2 2025 |
1,000
shares
|
$303,210
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
1,000
shares
|
$303,210
0.14% of portfolio
|
Q2 2025
Reduced 17.6%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
1,000
shares
|
$303,210
0.11% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Aug 05, 2025 Q2 2025 |
1,000
shares
|
$303,210
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Entry Point Capital, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
997
shares
|
$302,300
0.17% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Delta Financial Advisors LLC
|
Aug 07, 2025 Q2 2025 |
996
shares
|
$301,997
0.11% of portfolio
|
Q2 2025
Reduced 4.78%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
990
shares
|
$300,177
0.0% of portfolio
|
Q2 2025
Reduced 10.89%
|
|
|
Allied Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
989
shares
|
$299,874
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
987
shares
|
$299,268
0.1% of portfolio
|
Q4 2024
Reduced 5.64%
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
985
shares
|
$298,661
0.03% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
982
shares
|
$297,752
0.06% of portfolio
|
Q1 2025
Reduced 12.01%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Jul 24, 2025 Q2 2025 |
981
shares
|
$297,449
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
980
shares
|
$297,145
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
979
shares
|
$296,842
0.12% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Monument Capital Management
|
Jul 24, 2025 Q2 2025 |
978
shares
|
$296,539
0.08% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
977
shares
|
$296,236
0.01% of portfolio
|
Q2 2025
Added 133.17%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jul 14, 2025 Q2 2025 |
977
shares
|
$296,236
0.2% of portfolio
|
Q2 2025
New holding
|