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 |
|---|---|---|---|---|---|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
767
shares
|
$249,589
0.06% of portfolio
|
Q2 2025
Reduced 24.73%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Jul 30, 2025 Q2 2025 |
764
shares
|
$248,613
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Dimensions Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
761
shares
|
$247,637
0.05% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
760
shares
|
$247,311
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
758
shares
|
$246,660
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Aug 12, 2025 Q2 2025 |
758
shares
|
$246,660
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jul 30, 2025 Q2 2025 |
757
shares
|
$246,335
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
755
shares
|
$245,684
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Aug 07, 2025 Q2 2025 |
755
shares
|
$245,684
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
753
shares
|
$245,033
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
752
shares
|
$244,708
0.04% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Wedgewood Investors Inc
|
Jul 30, 2025 Q2 2025 |
751
shares
|
$244,382
0.28% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
750
shares
|
$244,057
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Aug 13, 2025 Q2 2025 |
750
shares
|
$244,057
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 13, 2025 Q2 2025 |
748
shares
|
$243,406
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
748
shares
|
$243,406
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Shilanski & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
747
shares
|
$243,081
0.07% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Aug 11, 2025 Q2 2025 |
747
shares
|
$243,081
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
743
shares
|
$241,779
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Jul 07, 2025 Q2 2025 |
743
shares
|
$241,779
0.19% of portfolio
|
Q2 2025
Reduced 4.99%
|
|
|
Atwater Malick LLC
|
Jul 21, 2025 Q2 2025 |
742
shares
|
$241,454
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
741
shares
|
$241,128
0.11% of portfolio
|
Q2 2025
Reduced 4.51%
|
|
|
First City Capital Management, Inc.
|
Jul 15, 2025 Q2 2025 |
740
shares
|
$240,803
0.14% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Consilio Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
740
shares
|
$240,803
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
W Advisors, LLC
Germantown, TN |
Aug 07, 2025 Q2 2025 |
737
shares
|
$239,827
0.14% of portfolio
|
Q2 2025
New holding
|