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 |
|---|---|---|---|---|---|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
130
shares
|
$43,066
0.02% of portfolio
|
Q3 2024
Reduced 70.05%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
129
shares
|
$42,735
0.03% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
128
shares
|
$42,403
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Nexus Investment Management Ulc
|
Jul 28, 2025 Q2 2025 |
125
shares
|
$41,410
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
125
shares
|
$41,410
0.01% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
122
shares
|
$40,416
0.0% of portfolio
|
Q2 2025
Added 510.0%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
121
shares
|
$40,084
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
119
shares
|
$39,422
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
119
shares
|
$39,422
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
118
shares
|
$39,091
0.01% of portfolio
|
Q2 2025
Reduced 7.81%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
116
shares
|
$38,428
0.02% of portfolio
|
Q2 2025
Added 14.85%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
115
shares
|
$38,097
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
108
shares
|
$35,778
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
107
shares
|
$35,446
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
105
shares
|
$34,784
0.01% of portfolio
|
Q1 2025
Added 20.69%
|
|
|
Granite Fo LLC
Bedford, NH |
Aug 14, 2025 Q2 2025 |
104
shares
|
$34,453
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
103
shares
|
$34,121
0.0% of portfolio
|
Q4 2024
Reduced 88.77%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
100
shares
|
$33,128
0.01% of portfolio
|
Q1 2024
Reduced 96.15%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
100
shares
|
$33,128
0.01% of portfolio
|
Q2 2023
Reduced 41.86%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
100
shares
|
$33,128
0.02% of portfolio
|
Q2 2022
Reduced 20.63%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
100
shares
|
$33,128
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Aug 15, 2025 Q2 2025 |
100
shares
|
$33,128
0.66% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
97
shares
|
$32,134
0.01% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Aug 07, 2025 Q2 2025 |
97
shares
|
$32,134
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
91
shares
|
$30,146
0.0% of portfolio
|
Q2 2024
Added 3.41%
|