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 3,171 institutions that hold shares in the stock, with a total of 585 Million shares, which have been reported (via 13F filing form) to have a value of $200 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
638
shares
|
$217,717
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
637
shares
|
$217,376
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
637
shares
|
$217,376
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
636
shares
|
$217,035
0.03% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
635
shares
|
$216,693
0.02% of portfolio
|
Q2 2023
Added 0.16%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
634
shares
|
$216,352
0.01% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 21, 2025 Q3 2025 |
634
shares
|
$216,352
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Ewa, LLC
Pittsbugh, PA |
Oct 31, 2025 Q3 2025 |
634
shares
|
$216,352
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 07, 2025 Q3 2025 |
633
shares
|
$216,011
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Canal Capital Management, LLC
|
Jan 06, 2026 Q4 2025 |
632
shares
|
$215,670
0.03% of portfolio
|
Q4 2025
Added 0.16%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Oct 15, 2025 Q3 2025 |
631
shares
|
$215,328
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Lee Financial CO
Dallas, TX |
Nov 04, 2025 Q3 2025 |
629
shares
|
$214,646
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2025 Q3 2025 |
628
shares
|
$214,305
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
627
shares
|
$213,963
0.16% of portfolio
|
Q1 2025
Added 7.92%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Nov 13, 2025 Q3 2025 |
626
shares
|
$213,622
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Heartland Bank & Trust CO
|
Nov 10, 2025 Q3 2025 |
625
shares
|
$213,281
0.09% of portfolio
|
Q3 2025
Reduced 48.77%
|
|
|
Nichols & Pratt Advisers LLP
|
Nov 04, 2025 Q3 2025 |
625
shares
|
$213,281
0.01% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
625
shares
|
$213,281
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
621
shares
|
$211,916
0.05% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 08, 2026 Q4 2025 |
621
shares
|
$211,916
0.09% of portfolio
|
Q4 2025
Added 0.98%
|
|
|
Professional Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
620
shares
|
$211,575
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 13, 2026 Q4 2025 |
619
shares
|
$211,233
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
619
shares
|
$211,233
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
618
shares
|
$210,892
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
616
shares
|
$210,210
0.05% of portfolio
|
Q3 2025
Reduced 3.75%
|
|