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 |
|---|---|---|---|---|---|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
1,585
shares
|
$514,078
0.03% of portfolio
|
Q1 2025
Reduced 10.75%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Aug 15, 2025 Q2 2025 |
1,580
shares
|
$512,457
0.28% of portfolio
|
Q1 2025
Added 10.49%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
1,575
shares
|
$510,835
0.02% of portfolio
|
Q3 2022
Reduced 19.52%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
1,570
shares
|
$509,213
0.13% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jul 24, 2025 Q2 2025 |
1,570
shares
|
$509,213
0.21% of portfolio
|
Q1 2025
Reduced 8.72%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
1,570
shares
|
$509,213
0.06% of portfolio
|
Q2 2025
Reduced 24.3%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
1,565
shares
|
$507,592
0.2% of portfolio
|
Q2 2025
Reduced 38.17%
|
|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
1,564
shares
|
$507,267
0.02% of portfolio
|
Q2 2025
Reduced 7.4%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Aug 14, 2025 Q2 2025 |
1,560
shares
|
$505,970
0.3% of portfolio
|
Q4 2024
Added 18.54%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
1,558
shares
|
$505,321
0.05% of portfolio
|
Q2 2025
Reduced 7.65%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
1,555
shares
|
$504,348
0.43% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
1,553
shares
|
$503,700
0.06% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
1,551
shares
|
$503,051
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
1,541
shares
|
$499,807
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
1,540
shares
|
$499,483
0.05% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
First Bancorp, Inc
|
Jul 29, 2025 Q2 2025 |
1,537
shares
|
$498,510
0.28% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Armstrong Shaw Associates Inc
|
Oct 13, 2023 Q3 2023 |
1,534
shares
|
$497,537
0.24% of portfolio
|
Q1 2021
New holding
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
1,530
shares
|
$496,240
0.03% of portfolio
|
Q2 2025
Reduced 19.18%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
1,529
shares
|
$495,915
0.14% of portfolio
|
Q1 2025
Reduced 5.97%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
1,529
shares
|
$495,915
0.05% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Boit C F David
Boston, MA |
Jul 30, 2025 Q2 2025 |
1,525
shares
|
$494,618
0.24% of portfolio
|
Q4 2023
Added 281.25%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
1,524
shares
|
$494,294
0.1% of portfolio
|
Q1 2025
Reduced 10.04%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
1,522
shares
|
$493,645
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Centric Wealth Management
|
Aug 12, 2025 Q2 2025 |
1,519
shares
|
$492,672
0.12% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
1,519
shares
|
$492,672
0.02% of portfolio
|
Q2 2025
Reduced 65.46%
|