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 |
---|---|---|---|---|---|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
652
shares
|
$209,239
0.02% of portfolio
|
Q2 2025
New holding
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
651
shares
|
$208,918
0.07% of portfolio
|
Q2 2025
Added 0.77%
|
|
Congress Park Capital LLC
|
Jul 11, 2025 Q2 2025 |
648
shares
|
$207,956
0.07% of portfolio
|
Q2 2025
New holding
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
648
shares
|
$207,956
0.03% of portfolio
|
Q2 2022
Reduced 44.43%
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
645
shares
|
$206,993
0.22% of portfolio
|
Q2 2025
New holding
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
644
shares
|
$206,672
0.02% of portfolio
|
Q1 2025
New holding
|
|
Chickasaw Capital Management LLC
|
Jul 09, 2025 Q2 2025 |
640
shares
|
$205,388
0.01% of portfolio
|
Q2 2025
New holding
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
640
shares
|
$205,388
0.1% of portfolio
|
Q4 2023
Reduced 26.01%
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
639
shares
|
$205,067
0.14% of portfolio
|
Q4 2024
Added 1.59%
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
639
shares
|
$205,067
0.03% of portfolio
|
Q2 2025
New holding
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
638
shares
|
$204,746
0.11% of portfolio
|
Q4 2023
New holding
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
637
shares
|
$204,426
0.06% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
637
shares
|
$204,426
0.15% of portfolio
|
Q2 2025
Added 10.02%
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
635
shares
|
$203,784
0.02% of portfolio
|
Q2 2023
Added 0.16%
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
635
shares
|
$203,784
0.09% of portfolio
|
Q1 2025
Added 24.75%
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
635
shares
|
$203,784
0.02% of portfolio
|
Q1 2025
New holding
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
634
shares
|
$203,463
0.2% of portfolio
|
Q4 2023
New holding
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
631
shares
|
$202,500
0.03% of portfolio
|
Q2 2025
New holding
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
May 14, 2025 Q1 2025 |
631
shares
|
$202,500
0.01% of portfolio
|
Q1 2025
Reduced 9.86%
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
628
shares
|
$201,537
0.02% of portfolio
|
Q1 2025
Added 0.16%
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
627
shares
|
$201,216
0.15% of portfolio
|
Q1 2025
Added 7.92%
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
626
shares
|
$200,895
0.06% of portfolio
|
Q1 2025
Added 4.86%
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
621
shares
|
$199,291
0.04% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
616
shares
|
$197,686
0.03% of portfolio
|
Q2 2024
Reduced 7.51%
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
610
shares
|
$195,761
0.16% of portfolio
|
Q4 2024
Reduced 10.95%
|