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 $198 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
636
shares
|
$210,630
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
636
shares
|
$210,630
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
635
shares
|
$210,299
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
635
shares
|
$210,299
0.02% of portfolio
|
Q2 2023
Added 0.16%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
634
shares
|
$209,968
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
634
shares
|
$209,968
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2025 Q2 2025 |
632
shares
|
$209,305
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
631
shares
|
$208,974
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Jul 30, 2025 Q2 2025 |
631
shares
|
$208,974
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
627
shares
|
$207,649
0.04% of portfolio
|
Q2 2025
Reduced 19.31%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
627
shares
|
$207,649
0.16% of portfolio
|
Q1 2025
Added 7.92%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
621
shares
|
$205,662
0.05% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
610
shares
|
$202,019
0.16% of portfolio
|
Q4 2024
Reduced 10.95%
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
605
shares
|
$200,363
0.11% of portfolio
|
Q2 2025
Reduced 11.03%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
602
shares
|
$199,370
0.01% of portfolio
|
Q2 2025
Added 49.01%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
600
shares
|
$198,708
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
582
shares
|
$192,746
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
577
shares
|
$191,090
0.01% of portfolio
|
Q2 2025
Reduced 12.04%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Aug 12, 2025 Q2 2025 |
565
shares
|
$187,116
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
560
shares
|
$185,460
0.05% of portfolio
|
Q2 2025
Reduced 6.51%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Aug 08, 2025 Q2 2025 |
560
shares
|
$185,460
0.01% of portfolio
|
Q2 2025
Reduced 11.25%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
544
shares
|
$180,161
0.03% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
543
shares
|
$179,830
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
535
shares
|
$177,181
0.15% of portfolio
|
Q4 2024
Reduced 41.85%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
533
shares
|
$176,518
0.06% of portfolio
|
Q4 2024
New holding
|