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 |
|---|---|---|---|---|---|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
518
shares
|
$171,551
0.04% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
511
shares
|
$169,232
0.04% of portfolio
|
Q2 2025
Added 32.04%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
509
shares
|
$168,570
0.13% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
502
shares
|
$166,252
0.06% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
500
shares
|
$165,590
0.07% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
490
shares
|
$162,278
0.02% of portfolio
|
Q2 2025
Added 42.03%
|
|
|
Deseret Mutual Benefit Administrators
|
Aug 01, 2025 Q2 2025 |
487
shares
|
$161,284
0.07% of portfolio
|
Q2 2025
Reduced 23.31%
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
475
shares
|
$157,310
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
470
shares
|
$155,654
0.06% of portfolio
|
N/A
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
468
shares
|
$154,992
0.04% of portfolio
|
Q2 2025
Added 158.56%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
443
shares
|
$146,712
0.07% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
442
shares
|
$146,381
0.04% of portfolio
|
Q2 2025
Added 7.28%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
440
shares
|
$145,719
0.01% of portfolio
|
Q4 2023
Reduced 14.73%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
440
shares
|
$145,719
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
427
shares
|
$141,413
0.01% of portfolio
|
Q2 2025
Added 6.48%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
419
shares
|
$138,764
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
410
shares
|
$135,783
0.07% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Field & Main Bank
|
Aug 04, 2025 Q2 2025 |
400
shares
|
$132,472
0.04% of portfolio
|
Q3 2022
Reduced 5.44%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
395
shares
|
$130,816
0.02% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
392
shares
|
$129,822
0.03% of portfolio
|
Q3 2023
Reduced 0.25%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
379
shares
|
$125,517
0.03% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Ironwood Wealth Management, Inc.
|
Jul 15, 2025 Q2 2025 |
377
shares
|
$124,854
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
369
shares
|
$122,205
0.0% of portfolio
|
Q2 2025
Added 25.51%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
367
shares
|
$121,543
0.01% of portfolio
|
Q2 2025
Added 12.23%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
367
shares
|
$121,543
0.05% of portfolio
|
Q2 2025
Reduced 0.81%
|