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 3,080 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 $194 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Penn Davis Mcfarland Inc
|
Jul 15, 2025 Q2 2025 |
10,580
shares
|
$3.43 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
10,517
shares
|
$3.41 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Qv Investors Inc.
|
Jul 31, 2025 Q2 2025 |
10,500
shares
|
$3.41 Million
0.33% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
10,480
shares
|
$3.4 Million
1.03% of portfolio
|
Q2 2022
Reduced 14.76%
|
|
|
Asio Capital, LLC
|
Jul 17, 2025 Q2 2025 |
10,461
shares
|
$3.39 Million
0.6% of portfolio
|
Q2 2025
New holding
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
10,461
shares
|
$3.39 Million
0.04% of portfolio
|
Q2 2025
Reduced 22.8%
|
|
|
Connable Office Inc
|
Aug 05, 2025 Q2 2025 |
10,450
shares
|
$3.39 Million
0.33% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Northstar Advisory Group, LLC
|
Jul 08, 2025 Q2 2025 |
10,398
shares
|
$3.37 Million
1.66% of portfolio
|
Q2 2025
Added 18.09%
|
|
|
Peak Financial Advisors LLC
|
Jul 07, 2025 Q2 2025 |
10,385
shares
|
$3.37 Million
2.2% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Aug 08, 2025 Q2 2025 |
10,381
shares
|
$3.37 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
10,376
shares
|
$3.37 Million
0.12% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
10,362
shares
|
$3.36 Million
0.1% of portfolio
|
Q2 2025
Added 11.65%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
10,315
shares
|
$3.35 Million
0.07% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
10,270
shares
|
$3.33 Million
0.36% of portfolio
|
Q2 2025
Added 5.92%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
10,265
shares
|
$3.33 Million
0.03% of portfolio
|
Q2 2025
Added 27.31%
|
|
|
Carl P. Sherr & Co., LLC
|
Aug 08, 2025 Q2 2025 |
10,256
shares
|
$3.33 Million
1.67% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Lindsell Train LTD
London, X0 |
Aug 08, 2025 Q2 2025 |
10,200
shares
|
$3.31 Million
0.09% of portfolio
|
Q2 2025
Reduced 12.07%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
10,193
shares
|
$3.31 Million
0.12% of portfolio
|
Q2 2025
Added 18.43%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
10,189
shares
|
$3.3 Million
0.06% of portfolio
|
Q2 2025
Added 56.13%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
10,186
shares
|
$3.3 Million
0.45% of portfolio
|
Q2 2025
Added 345.39%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
10,153
shares
|
$3.29 Million
0.34% of portfolio
|
Q2 2025
Reduced 15.38%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
10,149
shares
|
$3.29 Million
0.04% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
10,122
shares
|
$3.28 Million
0.05% of portfolio
|
Q2 2025
Added 9.89%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
10,110
shares
|
$3.28 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
10,095
shares
|
$3.27 Million
1.22% of portfolio
|
Q2 2025
Reduced 2.18%
|