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 2,993 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 |
|---|---|---|---|---|---|
|
Parisi Gray Wealth Management
|
Jul 08, 2025 Q2 2025 |
6,373
shares
|
$1.94 Million
0.59% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
6,350
shares
|
$1.93 Million
0.19% of portfolio
|
Q2 2025
Reduced 29.62%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
6,290
shares
|
$1.91 Million
0.11% of portfolio
|
Q1 2025
Added 144.08%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
6,287
shares
|
$1.91 Million
0.52% of portfolio
|
Q1 2025
Reduced 11.23%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
6,272
shares
|
$1.91 Million
0.4% of portfolio
|
Q1 2025
Added 41.74%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
6,244
shares
|
$1.9 Million
0.3% of portfolio
|
Q1 2025
Reduced 10.69%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
6,243
shares
|
$1.9 Million
0.15% of portfolio
|
Q1 2025
Added 17.04%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
6,237
shares
|
$1.9 Million
0.25% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Capital International Sarl
Los Angeles, CA |
May 12, 2025 Q1 2025 |
6,227
shares
|
$1.89 Million
0.04% of portfolio
|
Q1 2025
Added 69.53%
|
|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
6,223
shares
|
$1.89 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.8%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
6,170
shares
|
$1.88 Million
0.53% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Abundance Wealth Counselors
|
Jul 21, 2025 Q2 2025 |
6,159
shares
|
$1.87 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
6,157
shares
|
$1.87 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
6,106
shares
|
$1.86 Million
0.16% of portfolio
|
Q2 2025
Reduced 12.98%
|
|
|
Main Street Investment Advisors LLC
|
Apr 30, 2025 Q1 2025 |
6,104
shares
|
$1.86 Million
0.25% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
6,104
shares
|
$1.86 Million
0.09% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
6,096
shares
|
$1.85 Million
0.07% of portfolio
|
Q3 2022
Added 0.18%
|
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
6,037
shares
|
$1.84 Million
0.58% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Weil Company, Inc.
|
Apr 30, 2025 Q1 2025 |
6,035
shares
|
$1.84 Million
0.54% of portfolio
|
Q1 2024
Added 0.58%
|
|
|
B&L Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
6,026
shares
|
$1.83 Million
1.06% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
6,019
shares
|
$1.83 Million
0.03% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
May 07, 2025 Q1 2025 |
6,015
shares
|
$1.83 Million
0.47% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Apr 10, 2025 Q1 2025 |
6,015
shares
|
$1.83 Million
1.56% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
5,978
shares
|
$1.82 Million
0.15% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
5,968
shares
|
$1.82 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.07%
|