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 2,994 institutions that hold shares in the stock, with a total of 586 Million shares, which have been reported (via 13F filing form) to have a value of $178 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
8,068
shares
|
$2.44 Million
0.22% of portfolio
|
Q2 2025
Reduced 21.24%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
8,063
shares
|
$2.44 Million
0.02% of portfolio
|
Q1 2025
Added 357.6%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
8,031
shares
|
$2.43 Million
0.05% of portfolio
|
Q3 2021
Reduced 18.24%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
7,896
shares
|
$2.39 Million
0.14% of portfolio
|
Q1 2025
Reduced 7.52%
|
|
|
Townsend & Associates, Inc
|
Apr 25, 2025 Q1 2025 |
7,895
shares
|
$2.39 Million
0.22% of portfolio
|
Q1 2025
Reduced 37.95%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
7,887
shares
|
$2.39 Million
0.06% of portfolio
|
Q1 2025
Reduced 7.96%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
7,884
shares
|
$2.39 Million
0.66% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
7,828
shares
|
$2.37 Million
0.31% of portfolio
|
Q2 2025
Added 38.55%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
7,815
shares
|
$2.37 Million
0.07% of portfolio
|
Q1 2025
Added 119.46%
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
7,808
shares
|
$2.37 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
7,805
shares
|
$2.36 Million
0.45% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
7,786
shares
|
$2.36 Million
0.52% of portfolio
|
Q1 2023
Added 0.84%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
May 09, 2025 Q1 2025 |
7,762
shares
|
$2.35 Million
1.2% of portfolio
|
Q1 2025
Added 44.84%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
7,737
shares
|
$2.34 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Holderness Investments CO
Greensboro, NC |
May 13, 2025 Q1 2025 |
7,734
shares
|
$2.34 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
7,646
shares
|
$2.32 Million
0.09% of portfolio
|
Q1 2025
Reduced 11.05%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
7,632
shares
|
$2.31 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Red Cedar Investment Management, LLC
|
Apr 25, 2025 Q1 2025 |
7,628
shares
|
$2.31 Million
0.29% of portfolio
|
Q4 2024
Added 11.59%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
7,600
shares
|
$2.3 Million
0.67% of portfolio
|
Q2 2024
Added 2.58%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jul 16, 2025 Q2 2025 |
7,576
shares
|
$2.3 Million
1.3% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
May 13, 2025 Q1 2025 |
7,558
shares
|
$2.29 Million
1.44% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
Jun 04, 2025 Q1 2025 |
7,528
shares
|
$2.28 Million
1.11% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Arjuna Capital
|
May 09, 2025 Q1 2025 |
7,513
shares
|
$2.28 Million
0.58% of portfolio
|
Q1 2025
Reduced 54.16%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
7,513
shares
|
$2.28 Million
0.82% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
7,503
shares
|
$2.27 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.24%
|