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 3,159 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 |
|---|---|---|---|---|---|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
667
shares
|
$227,613
0.02% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Edge Rock Capital LLC
|
Oct 28, 2025 Q3 2025 |
667
shares
|
$227,613
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
666
shares
|
$227,272
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 27, 2025 Q3 2025 |
664
shares
|
$226,590
0.09% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
662
shares
|
$225,907
0.01% of portfolio
|
Q2 2023
Reduced 10.9%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
662
shares
|
$225,907
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Oct 21, 2025 Q3 2025 |
661
shares
|
$225,566
0.1% of portfolio
|
Q3 2025
Added 4.75%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
660
shares
|
$225,225
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Westchester Capital Management, Inc.
Omaha, NE |
Nov 07, 2025 Q3 2025 |
660
shares
|
$225,225
0.05% of portfolio
|
Q4 2024
Added 17.86%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
660
shares
|
$225,225
0.02% of portfolio
|
Q3 2025
Reduced 20.96%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
659
shares
|
$224,883
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Fusion Capital, LLC
|
Nov 05, 2025 Q3 2025 |
657
shares
|
$224,201
0.07% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
655
shares
|
$223,518
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Single Point Partners, LLC
|
Oct 20, 2025 Q3 2025 |
654
shares
|
$223,177
0.04% of portfolio
|
Q3 2025
Reduced 4.11%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
652
shares
|
$222,495
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Oct 09, 2025 Q3 2025 |
652
shares
|
$222,495
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Traynor Capital Management, Inc.
|
Nov 03, 2025 Q3 2025 |
651
shares
|
$222,153
0.01% of portfolio
|
Q3 2025
Reduced 29.85%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
651
shares
|
$222,153
0.06% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
Oct 10, 2025 Q3 2025 |
651
shares
|
$222,153
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Stegner Investment Associates Inc.
|
Nov 06, 2025 Q3 2025 |
650
shares
|
$221,812
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Front Street Capital Management, Inc.
|
Nov 14, 2025 Q3 2025 |
650
shares
|
$221,812
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Carson Advisory Inc.
|
Nov 06, 2025 Q3 2025 |
650
shares
|
$221,812
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Simplify Asset Management Inc.
New York, NY |
Oct 20, 2025 Q3 2025 |
650
shares
|
$221,812
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Oct 31, 2025 Q3 2025 |
650
shares
|
$221,812
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Potentia Wealth
San Jose, CA |
Nov 12, 2025 Q3 2025 |
650
shares
|
$221,812
0.08% of portfolio
|
Q3 2025
Added 0.15%
|
|