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 |
|---|---|---|---|---|---|
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
Jan 05, 2026 Q4 2025 |
550
shares
|
$187,687
0.12% of portfolio
|
Q4 2024
Added 27.27%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
546
shares
|
$186,322
0.04% of portfolio
|
Q4 2025
Added 0.92%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 16, 2026 Q4 2025 |
543
shares
|
$185,298
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
543
shares
|
$185,298
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 12, 2025 Q3 2025 |
541
shares
|
$184,616
0.01% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
535
shares
|
$182,568
0.15% of portfolio
|
Q4 2024
Reduced 41.85%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
533
shares
|
$181,886
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
531
shares
|
$181,203
0.06% of portfolio
|
Q3 2025
Reduced 48.75%
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 04, 2025 Q3 2025 |
528
shares
|
$180,180
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
528
shares
|
$180,180
0.1% of portfolio
|
Q3 2025
Added 131.58%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
509
shares
|
$173,696
0.11% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
501
shares
|
$170,966
0.04% of portfolio
|
Q3 2025
Added 7.05%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
500
shares
|
$170,625
0.06% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
First Community Trust Na
|
Jan 16, 2026 Q4 2025 |
475
shares
|
$162,093
0.12% of portfolio
|
Q4 2025
Reduced 13.64%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
475
shares
|
$162,093
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
464
shares
|
$158,340
0.02% of portfolio
|
Q3 2025
Reduced 14.71%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 30, 2025 Q3 2025 |
460
shares
|
$156,975
0.06% of portfolio
|
Q3 2025
Reduced 5.54%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
457
shares
|
$155,951
0.04% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
455
shares
|
$155,268
0.11% of portfolio
|
Q3 2025
Reduced 28.57%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
453
shares
|
$154,586
0.06% of portfolio
|
Q3 2025
Reduced 45.02%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
448
shares
|
$152,880
0.01% of portfolio
|
Q3 2025
Reduced 22.36%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
440
shares
|
$150,150
0.01% of portfolio
|
Q4 2023
Reduced 14.73%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
440
shares
|
$150,150
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
430
shares
|
$146,737
0.03% of portfolio
|
Q4 2025
Added 0.47%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
427
shares
|
$145,713
0.01% of portfolio
|
Q2 2025
Added 6.48%
|
|