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 |
|---|---|---|---|---|---|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
722
shares
|
$231,704
0.06% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
721
shares
|
$231,383
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Apr 23, 2025 Q1 2025 |
718
shares
|
$230,420
0.15% of portfolio
|
Q2 2024
Added 51.8%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
717
shares
|
$230,099
0.15% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
716
shares
|
$229,778
0.14% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
715
shares
|
$229,457
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
712
shares
|
$228,495
0.04% of portfolio
|
Q2 2024
Added 2.74%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
712
shares
|
$228,495
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
703
shares
|
$225,606
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
702
shares
|
$225,285
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
701
shares
|
$224,964
0.07% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
May 13, 2025 Q1 2025 |
701
shares
|
$224,964
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jul 09, 2025 Q2 2025 |
698
shares
|
$224,002
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
688
shares
|
$220,792
0.07% of portfolio
|
Q1 2024
Reduced 9.23%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
688
shares
|
$220,792
0.02% of portfolio
|
Q4 2022
Reduced 6.78%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
687
shares
|
$220,472
0.01% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
682
shares
|
$218,867
0.04% of portfolio
|
Q3 2024
Reduced 67.77%
|
|
|
Somerset Trust CO
|
Jul 07, 2025 Q2 2025 |
681
shares
|
$218,546
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
680
shares
|
$218,225
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Kentucky Trust CO
Danville, KY |
Apr 21, 2025 Q1 2025 |
680
shares
|
$218,225
0.11% of portfolio
|
Q1 2025
Reduced 25.27%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
662
shares
|
$212,449
0.01% of portfolio
|
Q2 2023
Reduced 10.9%
|
|
|
Trinity Financial Advisors LLC
|
Jul 03, 2025 Q2 2025 |
660
shares
|
$211,807
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Westchester Capital Management, Inc.
Omaha, NE |
May 08, 2025 Q1 2025 |
660
shares
|
$211,807
0.04% of portfolio
|
Q4 2024
Added 17.86%
|
|
|
Am Investment Strategies LLC
|
Jul 15, 2025 Q2 2025 |
658
shares
|
$211,165
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
656
shares
|
$210,523
0.01% of portfolio
|
Q1 2025
Added 20.15%
|