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 |
|---|---|---|---|---|---|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
309
shares
|
$105,446
0.03% of portfolio
|
Q3 2024
Added 24.1%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
308
shares
|
$105,105
0.08% of portfolio
|
Q3 2025
Added 10.0%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
302
shares
|
$103,057
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
301
shares
|
$102,716
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
300
shares
|
$102,375
0.06% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
296
shares
|
$101,010
0.01% of portfolio
|
Q3 2025
Added 18.88%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
294
shares
|
$100,327
0.03% of portfolio
|
Q4 2024
Reduced 23.44%
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
293
shares
|
$99,986
0.07% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
290
shares
|
$98,962
0.07% of portfolio
|
Q4 2024
Reduced 34.09%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
289
shares
|
$98,621
0.01% of portfolio
|
Q3 2025
Added 502.08%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
288
shares
|
$98,280
0.07% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
288
shares
|
$98,280
0.02% of portfolio
|
Q2 2025
Added 21.01%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
284
shares
|
$96,915
0.03% of portfolio
|
Q2 2025
Reduced 7.19%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
280
shares
|
$95,550
0.03% of portfolio
|
Q4 2025
Reduced 7.28%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
277
shares
|
$94,526
0.02% of portfolio
|
Q4 2025
Added 38.5%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
273
shares
|
$93,161
0.03% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
269
shares
|
$91,796
0.08% of portfolio
|
Q3 2025
Reduced 23.8%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
269
shares
|
$91,796
0.02% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
265
shares
|
$90,431
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
262
shares
|
$89,407
0.01% of portfolio
|
Q3 2025
Added 8633.33%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
253
shares
|
$86,336
0.01% of portfolio
|
Q3 2025
Added 5.86%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
251
shares
|
$85,653
0.06% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Founders Capital Management
|
Jan 15, 2026 Q4 2025 |
250
shares
|
$85,312
0.05% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
250
shares
|
$85,312
0.03% of portfolio
|
Q2 2024
Reduced 64.69%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
249
shares
|
$84,971
0.07% of portfolio
|
Q2 2025
New holding
|
|