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 |
|---|---|---|---|---|---|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
4,205
shares
|
$1.27 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
4,204
shares
|
$1.27 Million
0.08% of portfolio
|
Q2 2025
Reduced 17.58%
|
|
|
Inves Trust
Oklahoma City, OK |
Jul 02, 2025 Q2 2025 |
4,200
shares
|
$1.27 Million
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 22, 2025 Q2 2025 |
4,189
shares
|
$1.27 Million
0.19% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,171
shares
|
$1.26 Million
0.07% of portfolio
|
Q1 2025
Added 16.97%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Apr 14, 2025 Q1 2025 |
4,166
shares
|
$1.26 Million
0.67% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
4,161
shares
|
$1.26 Million
0.1% of portfolio
|
Q1 2025
Reduced 10.13%
|
|
|
Amarillo National Bank
|
Jul 16, 2025 Q2 2025 |
4,156
shares
|
$1.26 Million
0.25% of portfolio
|
Q2 2024
Reduced 50.01%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
4,135
shares
|
$1.25 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
4,133
shares
|
$1.25 Million
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
4,124
shares
|
$1.25 Million
0.46% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
4,122
shares
|
$1.25 Million
0.06% of portfolio
|
Q1 2025
Reduced 8.85%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
4,105
shares
|
$1.24 Million
0.3% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
May 07, 2025 Q1 2025 |
4,089
shares
|
$1.24 Million
0.25% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
4,070
shares
|
$1.23 Million
0.22% of portfolio
|
Q2 2025
Added 29.78%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
4,058
shares
|
$1.23 Million
0.18% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
4,054
shares
|
$1.23 Million
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
4,047
shares
|
$1.23 Million
0.04% of portfolio
|
Q2 2025
Added 307.96%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
4,047
shares
|
$1.23 Million
0.53% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
4,044
shares
|
$1.23 Million
0.05% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
4,041
shares
|
$1.22 Million
0.05% of portfolio
|
Q2 2025
Reduced 12.44%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
4,041
shares
|
$1.22 Million
0.08% of portfolio
|
Q2 2025
Reduced 8.41%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
4,040
shares
|
$1.22 Million
0.09% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2025 Q2 2025 |
4,036
shares
|
$1.22 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
May 15, 2025 Q1 2025 |
4,036
shares
|
$1.22 Million
0.7% of portfolio
|
Q1 2025
Reduced 3.93%
|