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 2,971 institutions that hold shares in the stock, with a total of 586 Million shares, which have been reported (via 13F filing form) to have a value of $188 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
770
shares
|
$247,108
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
May 07, 2025 Q1 2025 |
768
shares
|
$246,466
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
767
shares
|
$246,145
0.06% of portfolio
|
Q2 2025
Reduced 24.73%
|
|
|
Patton Albertson Miller Group, LLC
|
May 22, 2025 Q1 2025 |
765
shares
|
$245,503
0.03% of portfolio
|
Q1 2025
Reduced 10.11%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
763
shares
|
$244,861
0.02% of portfolio
|
Q1 2025
Added 13.71%
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
761
shares
|
$244,220
0.05% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
759
shares
|
$243,578
0.04% of portfolio
|
Q1 2025
Reduced 27.92%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
758
shares
|
$243,257
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
755
shares
|
$242,294
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
755
shares
|
$242,294
0.04% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
753
shares
|
$241,652
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wedgewood Investors Inc
|
Apr 29, 2025 Q1 2025 |
751
shares
|
$241,010
0.24% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
750
shares
|
$240,690
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Apr 03, 2025 Q4 2024 |
750
shares
|
$240,690
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
May 14, 2025 Q1 2025 |
749
shares
|
$240,369
0.04% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
May 07, 2025 Q1 2025 |
749
shares
|
$240,369
0.07% of portfolio
|
Q1 2025
Reduced 59.09%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
748
shares
|
$240,048
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Shilanski & Associates, Inc.
|
Apr 25, 2025 Q1 2025 |
747
shares
|
$239,727
0.06% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
745
shares
|
$239,085
0.15% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Jul 07, 2025 Q2 2025 |
743
shares
|
$238,443
0.19% of portfolio
|
Q2 2025
Reduced 4.99%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
741
shares
|
$237,801
0.11% of portfolio
|
Q2 2025
Reduced 4.51%
|
|
|
First City Capital Management, Inc.
|
Jul 15, 2025 Q2 2025 |
740
shares
|
$237,480
0.14% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
738
shares
|
$236,838
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
734
shares
|
$235,555
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Hall Laurie J Trustee
|
Jul 15, 2025 Q2 2025 |
729
shares
|
$233,950
0.08% of portfolio
|
Q2 2025
New holding
|