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 |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
65,208
shares
|
$22.3 Million
0.15% of portfolio
|
Q3 2025
Added 8.71%
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 07, 2025 Q3 2025 |
65,097
shares
|
$22.2 Million
0.17% of portfolio
|
Q3 2025
Added 29.77%
|
|
|
Aquamarine Zurich Ag
Zurich, V8 |
Jan 15, 2026 Q4 2025 |
65,000
shares
|
$22.2 Million
16.3% of portfolio
|
Q4 2025
Reduced 69.05%
|
|
|
Elo Mutual Pension Insurance CO
|
Nov 12, 2025 Q3 2025 |
64,927
shares
|
$22.2 Million
0.36% of portfolio
|
Q3 2025
Added 14.59%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
64,754
shares
|
$22.1 Million
0.27% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
64,375
shares
|
$22 Million
0.94% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Oct 31, 2025 Q3 2025 |
64,258
shares
|
$21.9 Million
0.26% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Oct 23, 2025 Q3 2025 |
64,114
shares
|
$21.9 Million
0.67% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
Oct 28, 2025 Q3 2025 |
64,051
shares
|
$21.9 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Oct 28, 2025 Q3 2025 |
63,647
shares
|
$21.7 Million
0.85% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
62,993
shares
|
$21.5 Million
3.3% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 14, 2026 Q4 2025 |
62,908
shares
|
$21.5 Million
0.19% of portfolio
|
Q4 2025
Added 197.52%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
62,902
shares
|
$21.5 Million
0.29% of portfolio
|
Q4 2025
Added 8.77%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
62,450
shares
|
$21.3 Million
0.18% of portfolio
|
Q1 2025
Reduced 7.5%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
Nov 13, 2025 Q3 2025 |
62,345
shares
|
$21.3 Million
1.24% of portfolio
|
Q4 2024
Reduced 5.39%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
62,293
shares
|
$21.3 Million
0.03% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
62,291
shares
|
$21.3 Million
3.91% of portfolio
|
Q3 2022
Reduced 0.69%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
62,142
shares
|
$21.2 Million
0.27% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 23, 2025 Q3 2025 |
62,032
shares
|
$21.2 Million
0.27% of portfolio
|
Q3 2025
Added 29.92%
|
|
|
Birch Financial Group, LLC
Keene, NH |
Jan 15, 2026 Q4 2025 |
62,020
shares
|
$21.2 Million
13.08% of portfolio
|
Q4 2025
Added 0.0%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
61,736
shares
|
$21.1 Million
0.07% of portfolio
|
Q3 2025
Added 82.8%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
61,578
shares
|
$21 Million
0.14% of portfolio
|
Q3 2025
Added 45.47%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
61,400
shares
|
$21 Million
0.78% of portfolio
|
Q3 2025
Added 10.73%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
60,813
shares
|
$20.8 Million
0.26% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
60,773
shares
|
$20.7 Million
0.39% of portfolio
|
Q4 2025
Added 1.2%
|
|