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 |
|---|---|---|---|---|---|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
2,368
shares
|
$746,748
0.08% of portfolio
|
Q1 2025
Reduced 8.96%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
2,362
shares
|
$744,856
0.11% of portfolio
|
Q1 2025
Reduced 18.89%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
2,361
shares
|
$744,541
0.05% of portfolio
|
Q4 2023
Added 9.51%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
2,358
shares
|
$743,595
0.16% of portfolio
|
Q4 2024
Reduced 27.85%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
May 14, 2025 Q1 2025 |
2,356
shares
|
$742,964
0.05% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
2,353
shares
|
$742,018
0.41% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
2,353
shares
|
$742,018
0.3% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
2,350
shares
|
$741,072
0.11% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
May 12, 2025 Q1 2025 |
2,349
shares
|
$740,757
0.02% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
2,348
shares
|
$740,441
0.1% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,340
shares
|
$737,919
0.1% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
2,326
shares
|
$733,504
0.17% of portfolio
|
Q2 2025
Added 10.13%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
2,324
shares
|
$732,873
0.06% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
Umpqua Bank
Lake Oswego, OR |
May 13, 2025 Q1 2025 |
2,319
shares
|
$731,296
0.22% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
May 08, 2025 Q1 2025 |
2,315
shares
|
$730,035
0.28% of portfolio
|
Q1 2025
Reduced 14.92%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
2,306
shares
|
$727,197
0.02% of portfolio
|
Q3 2022
Added 38.83%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
2,302
shares
|
$725,935
0.13% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Silver Lake Advisory, LLC
|
Apr 23, 2025 Q1 2025 |
2,288
shares
|
$721,520
0.27% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
May 14, 2025 Q1 2025 |
2,287
shares
|
$721,205
0.15% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,281
shares
|
$719,313
0.06% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
2,277
shares
|
$718,051
0.19% of portfolio
|
Q4 2023
Added 5.32%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
2,275
shares
|
$717,421
0.28% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
2,273
shares
|
$716,790
0.05% of portfolio
|
Q1 2025
Added 11.42%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
May 13, 2025 Q1 2025 |
2,263
shares
|
$713,637
0.55% of portfolio
|
Q1 2025
New holding
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
2,260
shares
|
$712,691
0.09% of portfolio
|
Q2 2025
Reduced 19.17%
|