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 |
|---|---|---|---|---|---|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
5,605
shares
|
$1.82 Million
0.2% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Groupama Asset Managment
Paris, I0 |
Aug 13, 2025 Q2 2025 |
5,593
shares
|
$1.81 Million
0.03% of portfolio
|
Q2 2025
Reduced 22.8%
|
|
|
Hohimer Wealth Management, LLC
|
Aug 18, 2025 Q2 2025 |
5,581
shares
|
$1.81 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Jul 23, 2025 Q2 2025 |
5,578
shares
|
$1.81 Million
1.58% of portfolio
|
Q2 2025
Reduced 7.27%
|
|
|
Krs Capital Management, LLC
|
Jul 24, 2025 Q2 2025 |
5,560
shares
|
$1.8 Million
1.21% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
5,551
shares
|
$1.8 Million
0.14% of portfolio
|
Q2 2025
Added 21.76%
|
|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
5,539
shares
|
$1.8 Million
0.75% of portfolio
|
Q2 2025
Added 5.08%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
5,534
shares
|
$1.79 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Aug 05, 2025 Q2 2025 |
5,527
shares
|
$1.79 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
5,500
shares
|
$1.78 Million
0.42% of portfolio
|
Q1 2023
New holding
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
5,490
shares
|
$1.78 Million
0.24% of portfolio
|
Q2 2025
Added 17.66%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
5,479
shares
|
$1.78 Million
0.09% of portfolio
|
Q2 2023
Reduced 1.35%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
5,479
shares
|
$1.78 Million
0.09% of portfolio
|
Q2 2023
Reduced 1.35%
|
|
|
Argus Investors' Counsel, Inc.
|
Jul 17, 2025 Q2 2025 |
5,471
shares
|
$1.77 Million
1.29% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
5,464
shares
|
$1.77 Million
0.26% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
5,454
shares
|
$1.77 Million
0.03% of portfolio
|
Q2 2025
Added 18.85%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
5,447
shares
|
$1.77 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
|
$1.77 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
5,433
shares
|
$1.76 Million
0.16% of portfolio
|
Q2 2025
Added 8.9%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Aug 04, 2025 Q2 2025 |
5,423
shares
|
$1.76 Million
0.98% of portfolio
|
Q2 2025
Reduced 30.13%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
5,417
shares
|
$1.76 Million
0.2% of portfolio
|
Q2 2025
Added 11.25%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
5,381
shares
|
$1.75 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Sep 09, 2025 Q2 2025 |
5,379
shares
|
$1.74 Million
0.64% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
5,370
shares
|
$1.74 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
5,368
shares
|
$1.74 Million
0.19% of portfolio
|
Q2 2025
Added 3.45%
|