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 |
|---|---|---|---|---|---|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Oct 20, 2025 Q3 2025 |
786
shares
|
$268,222
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
785
shares
|
$267,881
0.05% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 05, 2025 Q3 2025 |
785
shares
|
$267,881
0.07% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
784
shares
|
$267,540
0.03% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Bellecapital International Ltd.
|
Oct 17, 2025 Q3 2025 |
783
shares
|
$267,198
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
782
shares
|
$266,857
0.02% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
782
shares
|
$266,857
0.02% of portfolio
|
Q3 2025
Reduced 99.59%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
782
shares
|
$266,857
0.01% of portfolio
|
Q3 2025
Reduced 21.01%
|
|
|
Occidental Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
780
shares
|
$266,175
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
780
shares
|
$266,175
0.06% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Smart Wealth LLC
Omaha, NE |
Nov 07, 2025 Q3 2025 |
780
shares
|
$266,175
0.1% of portfolio
|
Q3 2025
Added 21.88%
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 20, 2025 Q3 2025 |
778
shares
|
$265,492
0.1% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2025 Q3 2025 |
776
shares
|
$264,810
0.09% of portfolio
|
Q3 2025
Added 3.88%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Nov 03, 2025 Q3 2025 |
776
shares
|
$264,810
0.03% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
David J Yvars Group
|
Oct 27, 2025 Q3 2025 |
775
shares
|
$264,468
0.14% of portfolio
|
Q3 2025
Reduced 38.98%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
775
shares
|
$264,468
0.03% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
774
shares
|
$264,127
0.01% of portfolio
|
Q3 2025
Reduced 50.51%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Nov 14, 2025 Q3 2025 |
774
shares
|
$264,127
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
773
shares
|
$263,786
0.03% of portfolio
|
Q3 2022
Reduced 27.49%
|
|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
770
shares
|
$262,762
0.04% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Farmers National Bank
Danville, KY |
Dec 15, 2025 Q3 2025 |
770
shares
|
$262,762
0.06% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Fiducient Advisors LLC
|
Oct 30, 2025 Q3 2025 |
769
shares
|
$262,421
0.03% of portfolio
|
Q3 2025
Added 19.6%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Oct 17, 2025 Q3 2025 |
769
shares
|
$262,421
0.08% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Manske Wealth Management
Houston, TX |
Nov 12, 2025 Q3 2025 |
768
shares
|
$262,080
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 27, 2025 Q3 2025 |
767
shares
|
$261,738
0.06% of portfolio
|
Q2 2025
Reduced 24.73%
|
|