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 |
|---|---|---|---|---|---|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
228
shares
|
$75,531
0.04% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
227
shares
|
$75,200
0.03% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
226
shares
|
$74,869
0.05% of portfolio
|
Q2 2025
Reduced 25.41%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
224
shares
|
$74,206
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
224
shares
|
$74,206
0.04% of portfolio
|
Q1 2025
Reduced 8.2%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
222
shares
|
$73,544
0.05% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
220
shares
|
$72,881
0.06% of portfolio
|
Q1 2024
Reduced 56.86%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
214
shares
|
$70,893
0.01% of portfolio
|
Q3 2024
Reduced 78.79%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
209
shares
|
$69,237
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
208
shares
|
$68,906
0.01% of portfolio
|
Q2 2025
Added 2500.0%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
206
shares
|
$68,243
0.06% of portfolio
|
Q1 2025
Reduced 45.5%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
205
shares
|
$67,912
0.03% of portfolio
|
Q2 2025
Added 33.99%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
203
shares
|
$67,249
0.02% of portfolio
|
Q1 2023
Added 6.84%
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
200
shares
|
$66,256
0.05% of portfolio
|
Q3 2022
Reduced 60.0%
|
|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
200
shares
|
$66,256
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
200
shares
|
$66,256
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Aug 14, 2025 Q2 2025 |
200
shares
|
$66,256
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Aug 15, 2025 Q2 2025 |
200
shares
|
$66,256
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
199
shares
|
$65,924
0.02% of portfolio
|
Q1 2024
Added 17.75%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jul 30, 2025 Q2 2025 |
194
shares
|
$64,268
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
186
shares
|
$61,618
0.0% of portfolio
|
Q3 2023
Reduced 6.06%
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Aug 12, 2025 Q2 2025 |
184
shares
|
$60,955
0.02% of portfolio
|
Q2 2025
Reduced 94.44%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
181
shares
|
$59,961
0.01% of portfolio
|
Q2 2025
Reduced 10.84%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
180
shares
|
$59,630
0.01% of portfolio
|
Q2 2025
Reduced 71.34%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
180
shares
|
$59,630
0.01% of portfolio
|
Q2 2025
New holding
|