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 3,192 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 20, 2026 Q4 2025 |
208
shares
|
$70,980
0.03% of portfolio
|
Q4 2025
Added 383.72%
|
|
|
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
|
Jan 21, 2026 Q4 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%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
176
shares
|
$60,060
0.02% of portfolio
|
Q4 2025
Added 1.73%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
175
shares
|
$59,718
0.01% of portfolio
|
Q3 2023
Added 2.34%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
173
shares
|
$59,036
0.06% of portfolio
|
Q1 2025
Added 540.74%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
170
shares
|
$58,012
0.36% of portfolio
|
Q2 2025
Reduced 17.48%
|
|
|
Riverview Trust CO
|
Oct 22, 2025 Q3 2025 |
169
shares
|
$57,671
0.09% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
168
shares
|
$57,330
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
167
shares
|
$56,988
0.01% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
165
shares
|
$56,306
0.02% of portfolio
|
Q3 2024
Reduced 50.6%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 20, 2026 Q4 2025 |
163
shares
|
$55,623
0.02% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
162
shares
|
$55,282
0.02% of portfolio
|
Q2 2025
Added 0.62%
|
|