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 |
|---|---|---|---|---|---|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
918
shares
|
$278,346
0.13% of portfolio
|
Q2 2025
Added 17.24%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Jul 17, 2025 Q2 2025 |
916
shares
|
$277,740
0.26% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
915
shares
|
$277,437
0.07% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Meritage Portfolio Management
|
Jul 25, 2025 Q2 2025 |
909
shares
|
$275,617
0.02% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
908
shares
|
$275,314
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
904
shares
|
$274,101
0.11% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
903
shares
|
$273,798
0.08% of portfolio
|
Q2 2025
Added 9.45%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
903
shares
|
$273,798
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
900
shares
|
$272,889
0.07% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Talbot Financial, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
900
shares
|
$272,889
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
One Day In July LLC
|
Aug 04, 2025 Q2 2025 |
897
shares
|
$271,979
0.03% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
Jgp Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
896
shares
|
$271,676
0.04% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jul 29, 2025 Q2 2025 |
896
shares
|
$271,676
0.03% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Orca Wealth Management, LLC
New Port Richey, FL |
Jul 22, 2025 Q2 2025 |
896
shares
|
$271,676
0.24% of portfolio
|
Q2 2025
Reduced 25.7%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
895
shares
|
$271,372
0.01% of portfolio
|
Q2 2025
Added 13.29%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Aug 13, 2025 Q2 2025 |
893
shares
|
$270,766
0.19% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
892
shares
|
$270,463
0.06% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Pfg Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
887
shares
|
$268,947
0.17% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Adell Harriman & Carpenter Inc
|
Aug 04, 2025 Q2 2025 |
887
shares
|
$268,947
0.02% of portfolio
|
Q2 2025
Added 6.74%
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
887
shares
|
$268,947
0.02% of portfolio
|
Q2 2025
Reduced 20.73%
|
|
|
Accuvest Global Advisors
Provo, UT |
Aug 05, 2025 Q2 2025 |
886
shares
|
$268,644
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
885
shares
|
$268,340
0.04% of portfolio
|
Q2 2025
Added 12.17%
|
|
|
Ellenbecker Investment Group
|
Jul 22, 2025 Q2 2025 |
884
shares
|
$268,037
0.05% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Aug 14, 2025 Q2 2025 |
881
shares
|
$267,128
0.03% of portfolio
|
Q2 2025
Added 9.03%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Aug 05, 2025 Q2 2025 |
880
shares
|
$266,824
0.14% of portfolio
|
Q2 2025
Added 1.03%
|