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 |
|---|---|---|---|---|---|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
5,633
shares
|
$1.71 Million
0.03% of portfolio
|
Q2 2025
Added 8.2%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
5,617
shares
|
$1.71 Million
0.21% of portfolio
|
Q1 2025
Reduced 37.93%
|
|
|
Hohimer Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
5,607
shares
|
$1.71 Million
0.31% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
5,568
shares
|
$1.69 Million
0.39% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
5,560
shares
|
$1.69 Million
0.05% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Krs Capital Management, LLC
|
Apr 11, 2025 Q1 2025 |
5,558
shares
|
$1.69 Million
1.19% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
5,543
shares
|
$1.69 Million
0.43% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
5,534
shares
|
$1.68 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Caxton Associates LLP
London, |
May 15, 2025 Q1 2025 |
5,532
shares
|
$1.68 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Apr 25, 2025 Q1 2025 |
5,527
shares
|
$1.68 Million
0.48% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
May 14, 2025 Q1 2025 |
5,500
shares
|
$1.67 Million
0.36% of portfolio
|
Q1 2023
New holding
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
5,499
shares
|
$1.67 Million
0.32% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
5,496
shares
|
$1.67 Million
0.24% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
5,479
shares
|
$1.67 Million
0.09% of portfolio
|
Q2 2023
Reduced 1.35%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
5,479
shares
|
$1.67 Million
0.09% of portfolio
|
Q2 2023
Reduced 1.35%
|
|
|
Argus Investors' Counsel, Inc.
|
Jul 17, 2025 Q2 2025 |
5,471
shares
|
$1.66 Million
1.29% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Bank Of Hawaii
Honolulu, HI |
May 14, 2025 Q1 2025 |
5,468
shares
|
$1.66 Million
0.08% of portfolio
|
Q1 2025
Reduced 6.63%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
5,457
shares
|
$1.66 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
5,447
shares
|
$1.66 Million
0.3% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
5,445
shares
|
$1.66 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Sirios Capital Management L P
Boston, MA |
May 15, 2025 Q1 2025 |
5,417
shares
|
$1.65 Million
0.3% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
5,408
shares
|
$1.64 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.26%
|
|
|
Lebenthal Global Advisors, LLC
|
May 14, 2025 Q1 2025 |
5,405
shares
|
$1.64 Million
0.28% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Strategic Advisors LLC
|
Apr 17, 2025 Q1 2025 |
5,401
shares
|
$1.64 Million
0.28% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Advisory Research Inc
Chicago, IL |
May 14, 2025 Q1 2025 |
5,389
shares
|
$1.64 Million
0.28% of portfolio
|
Q1 2025
Reduced 4.25%
|