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 3,151 institutions that hold shares in the stock, with a total of 584 Million shares, which have been reported (via 13F filing form) to have a value of $199 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
869
shares
|
$296,546
0.23% of portfolio
|
Q3 2025
Reduced 10.13%
|
|
|
De Dora Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
868
shares
|
$296,205
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
866
shares
|
$295,522
0.02% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
865
shares
|
$295,181
0.04% of portfolio
|
Q3 2025
Added 26.09%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
865
shares
|
$295,181
0.05% of portfolio
|
Q3 2025
Reduced 4.74%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
864
shares
|
$294,840
0.04% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Oct 20, 2025 Q3 2025 |
863
shares
|
$294,498
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
862
shares
|
$294,157
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Oct 22, 2025 Q3 2025 |
858
shares
|
$292,792
0.46% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Council Asset Management Inc
|
Oct 15, 2025 Q3 2025 |
855
shares
|
$291,768
0.13% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
855
shares
|
$291,768
0.04% of portfolio
|
Q3 2025
Added 5.56%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
855
shares
|
$291,768
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
855
shares
|
$291,768
0.09% of portfolio
|
Q3 2025
Added 25.74%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 28, 2025 Q3 2025 |
854
shares
|
$291,427
0.08% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Oct 23, 2025 Q3 2025 |
854
shares
|
$291,427
0.07% of portfolio
|
Q3 2025
Reduced 5.43%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
851
shares
|
$290,403
0.05% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 19, 2025 Q3 2025 |
851
shares
|
$290,403
0.21% of portfolio
|
Q2 2025
Reduced 5.55%
|
|
|
Goepper Burkhardt LLC
|
Nov 14, 2025 Q3 2025 |
850
shares
|
$290,062
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Nov 13, 2025 Q3 2025 |
850
shares
|
$290,062
0.26% of portfolio
|
Q1 2025
Reduced 19.05%
|
|
|
Ariston Services Group
San Diego, CA |
Oct 28, 2025 Q3 2025 |
849
shares
|
$289,721
0.17% of portfolio
|
Q2 2025
Reduced 22.75%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Oct 21, 2025 Q3 2025 |
847
shares
|
$289,038
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Nov 10, 2025 Q3 2025 |
847
shares
|
$289,038
0.16% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
845
shares
|
$288,356
0.08% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
843
shares
|
$287,673
0.02% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
841
shares
|
$286,991
0.13% of portfolio
|
Q1 2025
Added 0.24%
|
|