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 3,181 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 |
|---|---|---|---|---|---|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Jan 08, 2026 Q4 2025 |
600
shares
|
$204,750
0.1% of portfolio
|
Q4 2025
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
600
shares
|
$204,750
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Riversedge Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
596
shares
|
$203,385
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
593
shares
|
$202,361
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
590
shares
|
$201,337
0.07% of portfolio
|
Q3 2025
Reduced 74.81%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 12, 2026 Q4 2025 |
587
shares
|
$200,313
0.17% of portfolio
|
Q4 2025
New holding
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Jan 13, 2026 Q4 2025 |
586
shares
|
$199,972
0.16% of portfolio
|
Q4 2025
Reduced 9.15%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Dec 08, 2025 Q3 2025 |
584
shares
|
$199,290
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
583
shares
|
$198,948
0.02% of portfolio
|
Q3 2025
Reduced 15.51%
|
|
|
Forth Right Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
582
shares
|
$198,607
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
582
shares
|
$198,607
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
573
shares
|
$195,536
0.05% of portfolio
|
Q3 2025
Reduced 71.34%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
571
shares
|
$194,853
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Occidental Asset Management, LLC
|
Jan 07, 2026 Q4 2025 |
570
shares
|
$194,512
0.02% of portfolio
|
Q4 2025
Reduced 26.92%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jan 05, 2026 Q4 2025 |
570
shares
|
$194,512
0.12% of portfolio
|
Q4 2025
New holding
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
569
shares
|
$194,171
0.05% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Oct 29, 2025 Q3 2025 |
565
shares
|
$192,806
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 13, 2026 Q4 2025 |
564
shares
|
$192,465
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
563
shares
|
$192,123
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 13, 2026 Q4 2025 |
560
shares
|
$191,100
0.07% of portfolio
|
Q4 2025
Added 0.36%
|
|
|
Cherrydale Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
557
shares
|
$190,076
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Community Trust & Investment CO
|
Jan 09, 2026 Q4 2025 |
557
shares
|
$190,076
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 07, 2026 Q4 2025 |
557
shares
|
$190,076
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
556
shares
|
$189,735
0.06% of portfolio
|
Q3 2025
Added 1444.44%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
551
shares
|
$188,028
0.04% of portfolio
|
Q3 2025
Added 7.83%
|
|