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 3,153 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 |
|---|---|---|---|---|---|
|
Bka Wealth Consulting, Inc.
|
Oct 21, 2025 Q3 2025 |
806
shares
|
$275,047
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Iron Financial, LLC
|
Oct 24, 2025 Q3 2025 |
806
shares
|
$275,047
0.13% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Pacific Global Investment Management CO
|
Apr 24, 2025 Q1 2025 |
806
shares
|
$275,047
0.32% of portfolio
|
Q1 2025
Reduced 9.54%
|
|
|
Center For Asset Management LLC
|
Nov 19, 2025 Q3 2025 |
805
shares
|
$274,706
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
805
shares
|
$274,706
0.11% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Wallington Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
803
shares
|
$274,023
0.04% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 21, 2025 Q3 2025 |
803
shares
|
$274,023
0.19% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 12, 2025 Q3 2025 |
800
shares
|
$273,000
0.06% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
800
shares
|
$273,000
0.06% of portfolio
|
Q3 2025
Reduced 11.11%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2025 Q3 2025 |
800
shares
|
$273,000
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
800
shares
|
$273,000
0.14% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 13, 2025 Q3 2025 |
800
shares
|
$273,000
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
798
shares
|
$272,317
0.02% of portfolio
|
Q3 2025
Reduced 10.03%
|
|
|
Elmwood Wealth Management, Inc.
|
Nov 06, 2025 Q3 2025 |
795
shares
|
$271,293
0.1% of portfolio
|
Q3 2025
Added 17.78%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Oct 14, 2025 Q3 2025 |
793
shares
|
$270,611
0.21% of portfolio
|
Q3 2025
Reduced 13.9%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
792
shares
|
$270,270
0.09% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Oct 21, 2025 Q3 2025 |
792
shares
|
$270,270
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 14, 2025 Q3 2025 |
791
shares
|
$269,928
0.08% of portfolio
|
Q3 2025
Added 5.75%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Nov 12, 2025 Q3 2025 |
791
shares
|
$269,928
0.03% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Nov 25, 2025 Q3 2025 |
790
shares
|
$269,587
0.02% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Nov 03, 2025 Q3 2025 |
788
shares
|
$268,905
0.15% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
787
shares
|
$268,563
0.05% of portfolio
|
Q3 2025
Reduced 40.74%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Oct 10, 2025 Q3 2025 |
787
shares
|
$268,563
0.06% of portfolio
|
Q3 2025
Reduced 19.12%
|
|
|
Sheets Smith Investment Management
Houston, TX |
Oct 08, 2025 Q3 2025 |
786
shares
|
$268,222
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Pvg Asset Management Corp
Golden, CO |
Dec 31, 2025 Q3 2025 |
786
shares
|
$268,222
1.17% of portfolio
|
Q1 2025
New holding
|
|