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 2,997 institutions that hold shares in the stock, with a total of 587 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 |
|---|---|---|---|---|---|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
3,441
shares
|
$1.05 Million
0.4% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
3,438
shares
|
$1.05 Million
0.08% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
3,430
shares
|
$1.04 Million
0.36% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
3,428
shares
|
$1.04 Million
0.7% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
3,426
shares
|
$1.04 Million
0.09% of portfolio
|
Q1 2025
Reduced 6.37%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
3,417
shares
|
$1.04 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
3,398
shares
|
$1.03 Million
0.27% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
3,397
shares
|
$1.03 Million
0.16% of portfolio
|
Q2 2025
Added 7.26%
|
|
|
Hendley & CO Inc
|
Jul 23, 2025 Q2 2025 |
3,390
shares
|
$1.03 Million
0.38% of portfolio
|
Q2 2025
Added 12.44%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
3,384
shares
|
$1.03 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Conway Capital Management, Inc.
Burbank, CA |
Apr 17, 2025 Q1 2025 |
3,375
shares
|
$1.03 Million
0.45% of portfolio
|
Q1 2025
Added 221.43%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
May 16, 2025 Q1 2025 |
3,366
shares
|
$1.02 Million
0.28% of portfolio
|
Q1 2025
Added 11.42%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
3,348
shares
|
$1.02 Million
0.04% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
3,333
shares
|
$1.01 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
3,333
shares
|
$1.01 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
3,332
shares
|
$1.01 Million
0.02% of portfolio
|
Q1 2025
Added 9.68%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
3,324
shares
|
$1.01 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jul 22, 2025 Q2 2025 |
3,321
shares
|
$1.01 Million
0.15% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
3,318
shares
|
$1.01 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
3,315
shares
|
$1.01 Million
0.22% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
May 07, 2025 Q1 2025 |
3,314
shares
|
$1.01 Million
0.77% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,311
shares
|
$1.01 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
3,306
shares
|
$1.01 Million
0.06% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Richwood Investment Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
3,292
shares
|
$1 Million
0.86% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
3,288
shares
|
$1 Million
0.02% of portfolio
|
Q1 2025
Reduced 12.46%
|