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 |
|---|---|---|---|---|---|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
4,986
shares
|
$1.51 Million
0.08% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
4,939
shares
|
$1.5 Million
0.19% of portfolio
|
Q2 2022
Reduced 3.52%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
4,931
shares
|
$1.49 Million
0.07% of portfolio
|
Q2 2025
Added 18.7%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
4,921
shares
|
$1.49 Million
0.04% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
May 09, 2025 Q1 2025 |
4,917
shares
|
$1.49 Million
0.15% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
4,898
shares
|
$1.48 Million
0.1% of portfolio
|
Q2 2023
Added 157.11%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
4,891
shares
|
$1.48 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Jul 10, 2025 Q2 2025 |
4,889
shares
|
$1.48 Million
1.2% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
4,869
shares
|
$1.48 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Gam Holding Ag
|
Apr 22, 2025 Q1 2025 |
4,862
shares
|
$1.47 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
4,845
shares
|
$1.47 Million
0.29% of portfolio
|
Q1 2025
Added 34.96%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
4,843
shares
|
$1.47 Million
0.1% of portfolio
|
Q1 2025
Reduced 11.07%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
4,843
shares
|
$1.47 Million
0.33% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Beaumont Asset Management, L.L.C.
|
May 08, 2025 Q1 2025 |
4,834
shares
|
$1.46 Million
0.8% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
4,830
shares
|
$1.46 Million
0.08% of portfolio
|
Q1 2025
Added 14.65%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
4,828
shares
|
$1.46 Million
0.14% of portfolio
|
Q1 2025
Reduced 14.38%
|
|
|
Woodstock Corp
|
Jul 09, 2025 Q2 2025 |
4,826
shares
|
$1.46 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
4,824
shares
|
$1.46 Million
0.2% of portfolio
|
Q1 2025
Added 18.0%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
4,804
shares
|
$1.46 Million
0.54% of portfolio
|
Q1 2025
Added 6.35%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jul 14, 2025 Q2 2025 |
4,792
shares
|
$1.45 Million
0.7% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
4,787
shares
|
$1.45 Million
0.45% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
4,786
shares
|
$1.45 Million
0.03% of portfolio
|
Q1 2025
Added 64.35%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
4,776
shares
|
$1.45 Million
0.27% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Leisure Capital Management
|
May 09, 2025 Q1 2025 |
4,767
shares
|
$1.44 Million
0.54% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Jul 21, 2025 Q2 2025 |
4,758
shares
|
$1.44 Million
1.03% of portfolio
|
Q1 2025
Reduced 0.56%
|