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 2,981 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 $188 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jul 14, 2025 Q2 2025 |
870
shares
|
$279,200
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Jul 09, 2025 Q2 2025 |
869
shares
|
$278,879
0.1% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
De Dora Capital, Inc.
|
May 06, 2025 Q1 2025 |
868
shares
|
$278,558
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
863
shares
|
$276,953
0.02% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
May 12, 2025 Q1 2025 |
863
shares
|
$276,953
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
May 08, 2025 Q1 2025 |
861
shares
|
$276,312
0.01% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
861
shares
|
$276,312
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
855
shares
|
$274,386
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Port Capital LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
853
shares
|
$273,744
0.01% of portfolio
|
Q1 2025
Reduced 6.98%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 07, 2025 Q1 2025 |
852
shares
|
$273,423
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
851
shares
|
$273,102
0.02% of portfolio
|
Q1 2025
Reduced 27.57%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
851
shares
|
$273,102
0.01% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Fi3 Financial Advisors, LLC
|
May 09, 2025 Q1 2025 |
851
shares
|
$273,102
0.09% of portfolio
|
Q1 2025
Reduced 11.54%
|
|
|
Goepper Burkhardt LLC
|
May 06, 2025 Q1 2025 |
850
shares
|
$272,782
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Jacobsen Capital Management
|
Apr 25, 2025 Q1 2025 |
850
shares
|
$272,782
0.1% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Apr 30, 2025 Q1 2025 |
850
shares
|
$272,782
0.25% of portfolio
|
Q1 2025
Reduced 19.05%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
848
shares
|
$272,140
0.04% of portfolio
|
Q1 2025
Reduced 8.03%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
847
shares
|
$271,819
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Apr 15, 2025 Q1 2025 |
847
shares
|
$271,819
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Management Nebraska
Norfolk, NE |
May 15, 2025 Q1 2025 |
844
shares
|
$270,856
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
842
shares
|
$270,214
0.14% of portfolio
|
Q1 2025
Reduced 6.34%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
841
shares
|
$269,893
0.13% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
840
shares
|
$269,572
0.02% of portfolio
|
Q4 2024
Reduced 48.97%
|
|
|
Financial Council Asset Management Inc
|
Apr 15, 2025 Q1 2025 |
838
shares
|
$268,930
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
835
shares
|
$267,968
0.02% of portfolio
|
Q2 2025
Reduced 83.42%
|