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 |
|---|---|---|---|---|---|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
366
shares
|
$121,211
0.01% of portfolio
|
Q2 2025
Added 30.25%
|
|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
365
shares
|
$120,880
0.01% of portfolio
|
Q2 2025
Reduced 98.15%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
359
shares
|
$118,893
0.04% of portfolio
|
Q1 2025
Added 28.67%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
349
shares
|
$115,581
0.01% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
348
shares
|
$115,250
0.05% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
346
shares
|
$114,588
0.02% of portfolio
|
Q2 2025
Reduced 12.41%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
346
shares
|
$114,588
0.03% of portfolio
|
Q2 2025
Added 948.48%
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
342
shares
|
$113,263
0.01% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
342
shares
|
$113,263
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
340
shares
|
$112,601
0.05% of portfolio
|
Q1 2025
Added 11.48%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
334
shares
|
$110,614
0.03% of portfolio
|
Q2 2025
Added 11.33%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
331
shares
|
$109,620
0.03% of portfolio
|
Q1 2025
Reduced 10.54%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
320
shares
|
$105,977
0.0% of portfolio
|
Q2 2025
Added 13.07%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
320
shares
|
$105,977
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
313
shares
|
$103,659
0.06% of portfolio
|
Q2 2024
Reduced 64.75%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
312
shares
|
$103,328
0.02% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
309
shares
|
$102,334
0.03% of portfolio
|
Q3 2024
Added 24.1%
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
302
shares
|
$100,016
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
302
shares
|
$100,016
0.03% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
301
shares
|
$99,685
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
294
shares
|
$97,366
0.03% of portfolio
|
Q4 2024
Reduced 23.44%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
292
shares
|
$96,704
0.06% of portfolio
|
Q2 2025
Added 12.74%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
290
shares
|
$96,042
0.05% of portfolio
|
Q2 2025
Reduced 8.81%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Aug 07, 2025 Q2 2025 |
290
shares
|
$96,042
0.07% of portfolio
|
Q4 2024
Reduced 34.09%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
288
shares
|
$95,379
0.07% of portfolio
|
Q2 2025
Reduced 1.03%
|