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 3,079 institutions that hold shares in the stock, with a total of 597 Million shares, which have been reported (via 13F filing form) to have a value of $194 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Aug 13, 2025 Q2 2025 |
800
shares
|
$260,328
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Compton Wealth Advisory Group, LLC
|
Jul 10, 2025 Q2 2025 |
793
shares
|
$258,050
0.07% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
793
shares
|
$258,050
0.08% of portfolio
|
Q2 2025
Reduced 7.58%
|
|
|
Iron Financial, LLC
|
Jul 24, 2025 Q2 2025 |
792
shares
|
$257,724
0.13% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
F Dx Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
789
shares
|
$256,748
0.08% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
788
shares
|
$256,423
0.08% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
787
shares
|
$256,097
0.04% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Pvg Asset Management Corp
Golden, CO |
Sep 02, 2025 Q2 2025 |
786
shares
|
$255,772
0.95% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
785
shares
|
$255,446
0.07% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Bellecapital International Ltd.
|
Jul 29, 2025 Q2 2025 |
783
shares
|
$254,796
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
783
shares
|
$254,796
0.07% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
782
shares
|
$254,470
0.02% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
780
shares
|
$253,819
0.03% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
779
shares
|
$253,494
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Consilium Wealth Advisory, LLC
|
Jul 21, 2025 Q2 2025 |
778
shares
|
$253,168
0.11% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
776
shares
|
$252,518
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
775
shares
|
$252,192
0.0% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
774
shares
|
$251,867
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Live Oak Private Wealth LLC
|
Aug 04, 2025 Q2 2025 |
773
shares
|
$251,541
0.04% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
773
shares
|
$251,541
0.03% of portfolio
|
Q3 2022
Reduced 27.49%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
771
shares
|
$250,891
0.15% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
770
shares
|
$250,565
0.04% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
770
shares
|
$250,565
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Jul 23, 2025 Q2 2025 |
768
shares
|
$249,914
0.03% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 13, 2025 Q2 2025 |
767
shares
|
$249,589
0.02% of portfolio
|
Q2 2025
New holding
|