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 |
|---|---|---|---|---|---|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
943
shares
|
$285,927
0.03% of portfolio
|
Q2 2025
Added 8.14%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
943
shares
|
$285,927
0.11% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
942
shares
|
$285,623
0.02% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
941
shares
|
$285,320
0.05% of portfolio
|
Q2 2025
Added 7.05%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
940
shares
|
$285,017
0.12% of portfolio
|
Q2 2025
Added 13.25%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Aug 11, 2025 Q2 2025 |
938
shares
|
$284,410
0.03% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
937
shares
|
$284,107
0.01% of portfolio
|
Q2 2025
Reduced 29.55%
|
|
|
Hc Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
937
shares
|
$284,107
0.22% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
936
shares
|
$283,804
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
935
shares
|
$283,501
0.06% of portfolio
|
Q1 2023
Added 2.19%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Aug 05, 2025 Q2 2025 |
934
shares
|
$283,198
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
934
shares
|
$283,198
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
933
shares
|
$282,894
0.03% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
Aug 13, 2025 Q2 2025 |
932
shares
|
$282,591
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Traynor Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
928
shares
|
$281,378
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
927
shares
|
$281,075
0.03% of portfolio
|
Q2 2025
Added 27.51%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
926
shares
|
$280,772
0.17% of portfolio
|
Q2 2025
Added 29.33%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
925
shares
|
$280,469
0.04% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
Jul 16, 2025 Q2 2025 |
924
shares
|
$280,166
0.18% of portfolio
|
Q2 2025
Reduced 16.91%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
923
shares
|
$279,862
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Jul 22, 2025 Q2 2025 |
921
shares
|
$279,256
0.25% of portfolio
|
Q2 2025
Added 15.41%
|
|
|
Ackerman Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
920
shares
|
$278,953
0.07% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
919
shares
|
$278,649
0.09% of portfolio
|
Q2 2025
Added 20.13%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
919
shares
|
$278,649
0.04% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Aug 08, 2025 Q2 2025 |
918
shares
|
$278,346
0.18% of portfolio
|
Q1 2024
New holding
|