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 3,078 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 |
|---|---|---|---|---|---|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2025 Q2 2025 |
287
shares
|
$95,077
0.01% of portfolio
|
Q2 2025
Reduced 87.88%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
284
shares
|
$94,083
0.03% of portfolio
|
Q2 2025
Reduced 7.19%
|
|
|
Hoese & CO LLP
|
Jul 29, 2025 Q2 2025 |
280
shares
|
$92,758
0.07% of portfolio
|
Q4 2021
Added 40.0%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
280
shares
|
$92,758
0.07% of portfolio
|
Q2 2025
Added 154.55%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
274
shares
|
$90,770
0.03% of portfolio
|
Q2 2025
Added 57.47%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
269
shares
|
$89,114
0.08% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
268
shares
|
$88,783
0.04% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
258
shares
|
$85,470
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
258
shares
|
$85,470
0.04% of portfolio
|
Q1 2025
Added 17.27%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
255
shares
|
$84,476
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
254
shares
|
$84,145
0.07% of portfolio
|
Q2 2025
Reduced 8.63%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
250
shares
|
$82,820
0.05% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
250
shares
|
$82,820
0.03% of portfolio
|
Q2 2024
Reduced 64.69%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
249
shares
|
$82,488
0.01% of portfolio
|
Q3 2024
Added 14.22%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
249
shares
|
$82,488
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
244
shares
|
$80,832
0.04% of portfolio
|
Q2 2025
Reduced 13.78%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
243
shares
|
$80,501
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
241
shares
|
$79,838
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
239
shares
|
$79,175
0.02% of portfolio
|
Q3 2022
Reduced 1.65%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
239
shares
|
$79,175
0.01% of portfolio
|
Q2 2024
Reduced 4.78%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
239
shares
|
$79,175
0.01% of portfolio
|
Q2 2025
Reduced 35.23%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
232
shares
|
$76,856
0.07% of portfolio
|
Q2 2025
Reduced 11.45%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
231
shares
|
$76,525
0.02% of portfolio
|
Q2 2025
Added 20.94%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
231
shares
|
$76,525
0.02% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
230
shares
|
$76,194
0.02% of portfolio
|
Q2 2025
New holding
|