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 |
|---|---|---|---|---|---|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Aug 14, 2025 Q2 2025 |
699
shares
|
$227,461
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
698
shares
|
$227,136
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jul 09, 2025 Q2 2025 |
698
shares
|
$227,136
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Aug 06, 2025 Q2 2025 |
695
shares
|
$226,159
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
693
shares
|
$225,509
0.05% of portfolio
|
Q2 2025
Reduced 16.51%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
692
shares
|
$225,183
0.05% of portfolio
|
Q2 2025
Reduced 80.22%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
690
shares
|
$224,532
0.02% of portfolio
|
Q2 2025
Reduced 9.57%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
688
shares
|
$223,882
0.07% of portfolio
|
Q1 2024
Reduced 9.23%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
688
shares
|
$223,882
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
688
shares
|
$223,882
0.02% of portfolio
|
Q4 2022
Reduced 6.78%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jul 24, 2025 Q2 2025 |
688
shares
|
$223,882
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
686
shares
|
$223,231
0.03% of portfolio
|
Q2 2025
Reduced 23.01%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
683
shares
|
$222,255
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Single Point Partners, LLC
|
Jul 21, 2025 Q2 2025 |
682
shares
|
$221,929
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
682
shares
|
$221,929
0.05% of portfolio
|
Q3 2024
Reduced 67.77%
|
|
|
Somerset Trust CO
|
Jul 07, 2025 Q2 2025 |
681
shares
|
$221,604
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
680
shares
|
$221,278
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jul 22, 2025 Q2 2025 |
676
shares
|
$219,977
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Elmwood Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
675
shares
|
$219,651
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
674
shares
|
$219,326
0.01% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
672
shares
|
$218,675
0.04% of portfolio
|
Q2 2025
Reduced 53.04%
|
|
|
Portland Global Advisors LLC
|
Aug 13, 2025 Q2 2025 |
671
shares
|
$218,350
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Values Added Financial LLC
Washington, DC |
Jul 23, 2025 Q2 2025 |
671
shares
|
$218,350
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 15, 2025 Q2 2025 |
670
shares
|
$218,024
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
668
shares
|
$217,373
0.06% of portfolio
|
Q2 2025
New holding
|