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 |
|---|---|---|---|---|---|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
31
shares
|
$10,269
0.0% of portfolio
|
Q1 2025
Reduced 59.21%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
30
shares
|
$9,938
0.0% of portfolio
|
Q3 2024
Reduced 71.43%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
30
shares
|
$9,938
0.0% of portfolio
|
Q4 2024
Reduced 76.56%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
29
shares
|
$9,607
0.01% of portfolio
|
Q1 2025
Reduced 51.67%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
28
shares
|
$9,275
0.0% of portfolio
|
Q1 2024
Reduced 39.13%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
28
shares
|
$9,275
0.0% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
28
shares
|
$9,275
0.01% of portfolio
|
Q4 2024
Reduced 31.71%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
27
shares
|
$8,944
0.0% of portfolio
|
Q2 2024
Reduced 32.5%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
27
shares
|
$8,944
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
27
shares
|
$8,944
0.0% of portfolio
|
Q4 2024
Reduced 87.5%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
25
shares
|
$8,282
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
25
shares
|
$8,282
0.0% of portfolio
|
Q2 2025
Added 1150.0%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
24
shares
|
$7,950
0.0% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
24
shares
|
$7,950
0.01% of portfolio
|
Q3 2024
Reduced 60.66%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jul 22, 2025 Q2 2025 |
22
shares
|
$7,288
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
22
shares
|
$7,288
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
22
shares
|
$7,288
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
21
shares
|
$6,956
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
21
shares
|
$6,956
0.0% of portfolio
|
Q2 2025
Reduced 41.67%
|
|
|
Ifs Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
20
shares
|
$6,625
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Aug 08, 2025 Q2 2025 |
20
shares
|
$6,625
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
20
shares
|
$6,625
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
19
shares
|
$6,294
0.0% of portfolio
|
Q1 2025
Reduced 20.83%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
18
shares
|
$5,963
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
18
shares
|
$5,963
0.0% of portfolio
|
Q2 2025
Added 200.0%
|