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 3,080 institutions that hold shares in the stock, with a total of 597 Million shares, which have been reported (via 13F filing form) to have a value of $194 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
1,695
shares
|
$549,756
0.04% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
1,691
shares
|
$548,458
0.18% of portfolio
|
Q2 2025
Added 4.9%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
1,689
shares
|
$547,810
0.03% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jul 28, 2025 Q2 2025 |
1,687
shares
|
$547,161
0.06% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,683
shares
|
$545,864
0.1% of portfolio
|
Q2 2025
Added 16.23%
|
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
1,681
shares
|
$545,215
0.09% of portfolio
|
Q1 2024
Reduced 22.85%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
1,677
shares
|
$543,918
0.04% of portfolio
|
Q2 2025
Added 64.9%
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,676
shares
|
$543,593
0.05% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
1,676
shares
|
$543,593
0.19% of portfolio
|
Q3 2023
Added 9.33%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
1,675
shares
|
$543,269
0.08% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
1,674
shares
|
$542,945
0.07% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Jul 24, 2025 Q2 2025 |
1,673
shares
|
$542,620
0.2% of portfolio
|
Q2 2025
Added 18.99%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
1,671
shares
|
$541,972
0.03% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
1,668
shares
|
$540,999
0.05% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
1,658
shares
|
$537,755
0.02% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jul 30, 2025 Q2 2025 |
1,654
shares
|
$536,458
0.36% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
1,649
shares
|
$534,836
0.07% of portfolio
|
Q1 2025
Reduced 26.61%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
1,647
shares
|
$534,187
0.03% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Jul 18, 2025 Q2 2025 |
1,645
shares
|
$533,539
0.04% of portfolio
|
Q1 2025
Reduced 10.84%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,644
shares
|
$533,214
0.08% of portfolio
|
Q3 2024
Added 16.02%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
1,643
shares
|
$532,890
0.21% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
1,642
shares
|
$532,566
0.14% of portfolio
|
Q2 2025
Reduced 42.02%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
1,642
shares
|
$532,566
0.01% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Brown Miller Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,640
shares
|
$531,917
0.17% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
1,637
shares
|
$530,944
0.3% of portfolio
|
Q4 2024
Added 1.55%
|