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 |
|---|---|---|---|---|---|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
51
shares
|
$17,403
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 15, 2026 Q4 2025 |
51
shares
|
$17,403
0.0% of portfolio
|
Q4 2025
Reduced 1.92%
|
|
|
Esl Trust Services, LLC
|
Nov 04, 2025 Q3 2025 |
50
shares
|
$17,062
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
50
shares
|
$17,062
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
50
shares
|
$17,062
0.01% of portfolio
|
Q1 2022
Reduced 98.48%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
50
shares
|
$17,062
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
50
shares
|
$17,062
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
49
shares
|
$16,721
0.0% of portfolio
|
Q3 2025
Added 32.43%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
47
shares
|
$16,038
0.02% of portfolio
|
Q3 2025
Added 571.43%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
46
shares
|
$15,697
0.01% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
44
shares
|
$15,015
0.01% of portfolio
|
Q3 2024
Added 175.0%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
44
shares
|
$15,015
0.0% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Horrell Capital Management, Inc.
|
Nov 07, 2025 Q3 2025 |
44
shares
|
$15,015
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
44
shares
|
$15,015
0.0% of portfolio
|
Q4 2025
Reduced 8.33%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
43
shares
|
$14,673
0.01% of portfolio
|
Q3 2025
Reduced 31.75%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
43
shares
|
$14,673
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
42
shares
|
$14,332
0.0% of portfolio
|
Q2 2023
Reduced 69.34%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
42
shares
|
$14,332
0.01% of portfolio
|
Q4 2025
Added 55.56%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
40
shares
|
$13,650
0.0% of portfolio
|
Q3 2025
Reduced 16.67%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
39
shares
|
$13,308
0.01% of portfolio
|
Q3 2025
Added 18.18%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
38
shares
|
$12,967
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Evelyn Partners Asset Management LTD
London, |
Nov 14, 2025 Q3 2025 |
38
shares
|
$12,967
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Nov 12, 2025 Q3 2025 |
37
shares
|
$12,626
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
36
shares
|
$12,285
0.01% of portfolio
|
Q3 2024
Added 414.29%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
35
shares
|
$11,943
0.0% of portfolio
|
Q3 2025
Added 45.83%
|
|