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 |
|---|---|---|---|---|---|
|
Mendel Money Management
Northbrook, IL |
Aug 01, 2025 Q2 2025 |
731
shares
|
$237,874
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Hall Laurie J Trustee
|
Jul 15, 2025 Q2 2025 |
729
shares
|
$237,223
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Willner & Heller, LLC
|
Jul 21, 2025 Q2 2025 |
728
shares
|
$236,898
0.2% of portfolio
|
Q2 2025
Reduced 47.4%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Aug 12, 2025 Q2 2025 |
728
shares
|
$236,898
0.16% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
726
shares
|
$236,247
0.01% of portfolio
|
Q2 2025
Reduced 12.11%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Aug 12, 2025 Q2 2025 |
726
shares
|
$236,247
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 14, 2025 Q2 2025 |
725
shares
|
$235,922
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
724
shares
|
$235,596
0.06% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
722
shares
|
$234,946
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Qvr LLC
|
Aug 12, 2025 Q2 2025 |
721
shares
|
$234,620
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
721
shares
|
$234,620
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Aug 19, 2025 Q2 2025 |
718
shares
|
$233,644
0.19% of portfolio
|
Q2 2024
Added 51.8%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
718
shares
|
$233,644
0.17% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
715
shares
|
$232,668
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
712
shares
|
$231,691
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Stiles Financial Services Inc
|
Jul 24, 2025 Q2 2025 |
710
shares
|
$231,041
0.08% of portfolio
|
Q2 2025
Reduced 12.13%
|
|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
709
shares
|
$230,715
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
707
shares
|
$230,064
0.08% of portfolio
|
Q2 2025
Added 12.94%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Aug 04, 2025 Q2 2025 |
706
shares
|
$229,739
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
702
shares
|
$228,437
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
701
shares
|
$228,112
0.07% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
701
shares
|
$228,112
0.15% of portfolio
|
Q2 2025
Reduced 10.59%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
700
shares
|
$227,787
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 12, 2025 Q2 2025 |
700
shares
|
$227,787
0.06% of portfolio
|
Q2 2025
Reduced 29.72%
|
|
|
Pointe Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
699
shares
|
$227,461
0.12% of portfolio
|
Q2 2025
New holding
|