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 |
|---|---|---|---|---|---|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
90
shares
|
$29,815
0.0% of portfolio
|
Q2 2025
Reduced 81.63%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
89
shares
|
$29,483
0.0% of portfolio
|
Q1 2025
Reduced 53.65%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
89
shares
|
$29,483
0.01% of portfolio
|
Q2 2025
Reduced 45.06%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
88
shares
|
$29,152
0.04% of portfolio
|
Q4 2024
Reduced 48.24%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
86
shares
|
$28,490
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
85
shares
|
$28,158
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
83
shares
|
$27,496
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Access Investment Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
82
shares
|
$27,164
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
78
shares
|
$25,839
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
76
shares
|
$25,177
0.01% of portfolio
|
Q2 2025
Reduced 34.48%
|
|
|
Estabrook Capital Management
New York, NY |
Aug 13, 2025 Q2 2025 |
74
shares
|
$24,514
0.0% of portfolio
|
Q1 2025
Reduced 11.9%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
69
shares
|
$22,858
0.01% of portfolio
|
Q1 2025
Reduced 31.0%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
69
shares
|
$22,858
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
69
shares
|
$22,858
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
68
shares
|
$22,527
0.01% of portfolio
|
Q2 2025
Added 15.25%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
66
shares
|
$21,864
0.0% of portfolio
|
Q3 2021
Reduced 34.65%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
66
shares
|
$21,864
0.0% of portfolio
|
Q1 2025
Reduced 27.47%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
66
shares
|
$21,864
0.01% of portfolio
|
Q2 2025
Added 1550.0%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Aug 06, 2025 Q2 2025 |
64
shares
|
$21,201
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
63
shares
|
$20,870
0.01% of portfolio
|
Q2 2025
Added 46.51%
|
|
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
Aug 13, 2025 Q2 2025 |
61
shares
|
$20,208
0.03% of portfolio
|
Q1 2025
Reduced 21.79%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
60
shares
|
$19,876
0.01% of portfolio
|
Q2 2024
Reduced 26.83%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
57
shares
|
$18,882
0.01% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
52
shares
|
$17,226
0.0% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Esl Trust Services, LLC
|
Aug 13, 2025 Q2 2025 |
50
shares
|
$16,564
0.0% of portfolio
|
Q1 2024
New holding
|