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 |
|---|---|---|---|---|---|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
1,872
shares
|
$590,335
0.02% of portfolio
|
Q3 2023
Added 11.23%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
1,872
shares
|
$590,335
0.14% of portfolio
|
Q1 2025
Added 15.63%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jul 15, 2025 Q2 2025 |
1,870
shares
|
$589,704
0.32% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
1,870
shares
|
$589,704
0.05% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
1,864
shares
|
$587,812
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
1,860
shares
|
$586,551
0.02% of portfolio
|
Q1 2025
Added 129.63%
|
|
|
Sage Private Wealth Group, LLC
|
May 02, 2025 Q1 2025 |
1,858
shares
|
$585,920
0.38% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
1,855
shares
|
$584,974
0.07% of portfolio
|
Q1 2025
Added 6.43%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
1,851
shares
|
$583,712
0.26% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
1,846
shares
|
$582,136
0.09% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 14, 2025 Q2 2025 |
1,845
shares
|
$581,820
0.16% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
1,843
shares
|
$581,190
0.08% of portfolio
|
Q2 2023
Added 5.86%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jul 14, 2025 Q2 2025 |
1,839
shares
|
$579,928
0.06% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
1,839
shares
|
$579,928
0.1% of portfolio
|
Q1 2025
Reduced 97.47%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
1,835
shares
|
$578,667
0.05% of portfolio
|
Q1 2023
Reduced 3.37%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
1,834
shares
|
$578,351
0.17% of portfolio
|
Q1 2025
Added 33.97%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
1,829
shares
|
$576,775
0.2% of portfolio
|
Q1 2025
Added 48.82%
|
|
|
Values First Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
1,826
shares
|
$575,829
0.3% of portfolio
|
Q1 2025
Added 51.28%
|
|
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
May 14, 2025 Q1 2025 |
1,825
shares
|
$575,513
0.32% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
1,824
shares
|
$575,198
0.1% of portfolio
|
Q1 2024
Reduced 0.49%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
1,822
shares
|
$574,567
0.19% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
1,822
shares
|
$574,567
0.01% of portfolio
|
Q1 2025
Reduced 5.05%
|
|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,810
shares
|
$570,783
0.25% of portfolio
|
Q1 2025
Reduced 31.28%
|
|
|
Flagship Private Wealth, LLC
|
Apr 14, 2025 Q1 2025 |
1,805
shares
|
$569,206
0.23% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
Jul 09, 2025 Q2 2025 |
1,800
shares
|
$567,630
0.39% of portfolio
|
Q2 2025
New holding
|