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 |
|---|---|---|---|---|---|
|
Marest Capital, LLC
Tarzana, CA |
Aug 05, 2025 Q2 2025 |
976
shares
|
$295,932
0.24% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2025 Q2 2025 |
974
shares
|
$295,326
0.12% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
974
shares
|
$295,326
0.03% of portfolio
|
Q2 2025
Reduced 9.23%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
973
shares
|
$295,023
0.08% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
972
shares
|
$294,720
0.24% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
970
shares
|
$294,113
0.09% of portfolio
|
Q2 2025
Reduced 28.73%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
970
shares
|
$294,113
0.08% of portfolio
|
Q2 2025
Added 7.42%
|
|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
967
shares
|
$293,204
0.03% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
967
shares
|
$293,204
0.26% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Aug 13, 2025 Q2 2025 |
966
shares
|
$292,900
0.0% of portfolio
|
Q2 2025
Added 10.27%
|
|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
965
shares
|
$292,597
0.04% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Wedge Capital Management L L P
|
Jul 11, 2025 Q2 2025 |
964
shares
|
$292,294
0.01% of portfolio
|
Q2 2025
Reduced 10.16%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Jun 17, 2025 Q1 2025 |
964
shares
|
$292,294
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
962
shares
|
$291,688
0.06% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Aug 13, 2025 Q2 2025 |
960
shares
|
$291,081
0.21% of portfolio
|
Q2 2025
Reduced 12.89%
|
|
|
Flc Capital Advisors
|
Jul 29, 2025 Q2 2025 |
956
shares
|
$289,868
0.06% of portfolio
|
Q2 2025
Reduced 17.23%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 11, 2025 Q2 2025 |
956
shares
|
$289,868
0.0% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jul 14, 2025 Q2 2025 |
953
shares
|
$288,959
0.1% of portfolio
|
Q1 2025
Reduced 9.15%
|
|
|
Jacobsen Capital Management
|
Jul 30, 2025 Q2 2025 |
952
shares
|
$288,655
0.11% of portfolio
|
Q2 2025
Added 12.0%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
951
shares
|
$288,352
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Aug 05, 2025 Q2 2025 |
950
shares
|
$288,049
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
948
shares
|
$287,443
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
946
shares
|
$286,836
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
945
shares
|
$286,533
0.03% of portfolio
|
Q2 2025
Reduced 18.6%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
944
shares
|
$286,230
0.03% of portfolio
|
Q2 2025
New holding
|