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 |
|---|---|---|---|---|---|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
243
shares
|
$82,923
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
241
shares
|
$82,241
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
239
shares
|
$81,558
0.02% of portfolio
|
Q3 2022
Reduced 1.65%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
239
shares
|
$81,558
0.01% of portfolio
|
Q2 2024
Reduced 4.78%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
236
shares
|
$80,535
0.03% of portfolio
|
Q3 2025
Added 3.96%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
234
shares
|
$79,852
0.02% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
231
shares
|
$78,828
0.02% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Oct 23, 2025 Q3 2025 |
226
shares
|
$77,122
0.05% of portfolio
|
Q2 2025
Reduced 25.41%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
224
shares
|
$76,440
0.04% of portfolio
|
Q1 2025
Reduced 8.2%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
220
shares
|
$75,075
0.06% of portfolio
|
Q1 2024
Reduced 56.86%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
214
shares
|
$73,027
0.01% of portfolio
|
Q3 2024
Reduced 78.79%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 15, 2026 Q4 2025 |
211
shares
|
$72,003
0.04% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
First Pacific Financial
|
Jan 16, 2026 Q4 2025 |
208
shares
|
$70,980
0.01% of portfolio
|
Q2 2025
Added 2500.0%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
203
shares
|
$69,273
0.02% of portfolio
|
Q1 2023
Added 6.84%
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
200
shares
|
$68,250
0.05% of portfolio
|
Q3 2022
Reduced 60.0%
|
|
|
Chelsea Counsel CO
|
Nov 24, 2025 Q3 2025 |
200
shares
|
$68,250
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
200
shares
|
$68,250
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Nov 14, 2025 Q3 2025 |
200
shares
|
$68,250
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
199
shares
|
$67,908
0.02% of portfolio
|
Q1 2024
Added 17.75%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
190
shares
|
$64,837
0.05% of portfolio
|
Q4 2025
Added 26.67%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
186
shares
|
$63,472
0.0% of portfolio
|
Q3 2023
Reduced 6.06%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
181
shares
|
$61,766
0.01% of portfolio
|
Q2 2025
Reduced 10.84%
|
|
|
Ironwood Wealth Management, Inc.
|
Jan 13, 2026 Q4 2025 |
180
shares
|
$61,425
0.03% of portfolio
|
Q4 2025
Reduced 52.25%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
179
shares
|
$61,083
0.02% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
178
shares
|
$60,742
0.01% of portfolio
|
Q3 2025
Reduced 1.11%
|
|