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 |
|---|---|---|---|---|---|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
419
shares
|
$142,983
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Oct 29, 2025 Q3 2025 |
410
shares
|
$139,912
0.04% of portfolio
|
Q3 2025
Reduced 12.77%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
410
shares
|
$139,912
0.07% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
405
shares
|
$138,206
0.02% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
405
shares
|
$138,206
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Field & Main Bank
|
Nov 03, 2025 Q3 2025 |
400
shares
|
$136,500
0.04% of portfolio
|
Q3 2022
Reduced 5.44%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
394
shares
|
$134,452
0.03% of portfolio
|
Q3 2025
Added 3.96%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
392
shares
|
$133,770
0.03% of portfolio
|
Q3 2023
Reduced 0.25%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Jan 14, 2026 Q4 2025 |
387
shares
|
$132,063
0.14% of portfolio
|
Q4 2025
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
383
shares
|
$130,698
0.0% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jan 15, 2026 Q4 2025 |
367
shares
|
$125,238
0.06% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
364
shares
|
$124,215
0.0% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Tobam
|
Nov 07, 2025 Q3 2025 |
361
shares
|
$123,191
0.04% of portfolio
|
Q3 2025
Reduced 45.47%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
359
shares
|
$122,508
0.05% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Gleason Group, Inc.
|
Jan 15, 2026 Q4 2025 |
353
shares
|
$120,461
0.01% of portfolio
|
Q4 2025
Added 2.92%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
351
shares
|
$119,778
0.01% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
344
shares
|
$117,390
0.02% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
344
shares
|
$117,390
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
340
shares
|
$116,025
0.05% of portfolio
|
Q1 2025
Added 11.48%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
337
shares
|
$115,001
0.07% of portfolio
|
Q3 2025
Added 51.8%
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
334
shares
|
$113,977
0.03% of portfolio
|
Q2 2025
Added 11.33%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
331
shares
|
$112,953
0.03% of portfolio
|
Q1 2025
Reduced 10.54%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
320
shares
|
$109,200
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
313
shares
|
$106,811
0.11% of portfolio
|
Q2 2024
Reduced 64.75%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
312
shares
|
$106,470
0.02% of portfolio
|
Q1 2025
Added 4.35%
|
|