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 2,992 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 $185 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
3,012
shares
|
$912,545
0.16% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
3,010
shares
|
$911,939
0.28% of portfolio
|
Q1 2025
Reduced 83.26%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
3,007
shares
|
$911,030
0.25% of portfolio
|
Q1 2024
Reduced 3.31%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
3,003
shares
|
$909,818
0.04% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
May 15, 2025 Q1 2025 |
3,000
shares
|
$908,910
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jul 01, 2025 Q2 2025 |
3,000
shares
|
$908,910
0.29% of portfolio
|
Q4 2019
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,984
shares
|
$904,062
0.52% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
May 08, 2025 Q1 2025 |
2,975
shares
|
$901,335
0.28% of portfolio
|
Q1 2025
Added 14.03%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
2,969
shares
|
$899,517
0.18% of portfolio
|
Q1 2025
Added 50.56%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
May 07, 2025 Q1 2025 |
2,965
shares
|
$898,306
0.25% of portfolio
|
Q1 2025
Added 27.8%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
2,964
shares
|
$898,003
0.27% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Srn Advisors, LLC
Huntingdon Valley, PA |
May 15, 2025 Q1 2025 |
2,950
shares
|
$893,761
0.89% of portfolio
|
Q1 2025
Reduced 31.24%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
2,937
shares
|
$889,822
0.3% of portfolio
|
Q4 2023
Added 9.63%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
2,931
shares
|
$888,005
0.38% of portfolio
|
Q2 2024
Added 2.13%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
2,927
shares
|
$886,793
0.03% of portfolio
|
Q3 2022
Reduced 0.58%
|
|
|
Sentry Investment Management LLC
|
Apr 09, 2025 Q1 2025 |
2,925
shares
|
$886,187
0.46% of portfolio
|
Q1 2025
Reduced 23.01%
|
|
|
Future Fund LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,921
shares
|
$884,975
1.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
2,910
shares
|
$881,642
0.2% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Puzo Michael J
|
Apr 18, 2025 Q1 2025 |
2,903
shares
|
$879,521
0.23% of portfolio
|
Q1 2025
Added 123.31%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
2,900
shares
|
$878,613
0.22% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
2,900
shares
|
$878,613
0.28% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Purus Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
2,894
shares
|
$876,795
0.35% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Bath Savings Trust CO
|
Jul 10, 2025 Q2 2025 |
2,891
shares
|
$875,886
0.09% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
2,885
shares
|
$874,068
0.24% of portfolio
|
Q3 2023
Reduced 29.81%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
2,881
shares
|
$872,856
0.14% of portfolio
|
Q2 2025
Reduced 13.95%
|