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 |
|---|---|---|---|---|---|
|
Matthew Goff Investment Advisor, LLC
|
Jan 14, 2026 Q4 2025 |
51,925
shares
|
$17.7 Million
3.08% of portfolio
|
Q4 2025
Reduced 3.49%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 06, 2026 Q4 2025 |
51,533
shares
|
$17.6 Million
3.59% of portfolio
|
Q4 2025
Reduced 0.19%
|
|
|
Capital International, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
50,828
shares
|
$17.3 Million
0.14% of portfolio
|
Q3 2025
Added 28.46%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2025 Q3 2025 |
50,243
shares
|
$17.1 Million
2.6% of portfolio
|
Q3 2025
Reduced 24.55%
|
|
|
Mirova
Paris, I0 |
Dec 29, 2025 Q3 2025 |
50,012
shares
|
$17.1 Million
2.43% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
49,991
shares
|
$17.1 Million
0.14% of portfolio
|
Q2 2023
Added 3.35%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
49,795
shares
|
$17 Million
0.2% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
49,786
shares
|
$17 Million
0.57% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Eventide Asset Management, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
49,745
shares
|
$17 Million
0.3% of portfolio
|
Q3 2025
Added 22.19%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
49,337
shares
|
$16.8 Million
0.47% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Stanley Capital Management, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
48,830
shares
|
$16.7 Million
2.95% of portfolio
|
Q1 2025
Added 99.38%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jan 12, 2026 Q4 2025 |
48,724
shares
|
$16.6 Million
2.87% of portfolio
|
Q4 2025
Added 0.64%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Oct 20, 2025 Q3 2025 |
48,700
shares
|
$16.6 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
48,596
shares
|
$16.6 Million
0.59% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
48,406
shares
|
$16.5 Million
0.09% of portfolio
|
Q3 2025
Reduced 5.8%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jul 16, 2025 Q2 2025 |
48,024
shares
|
$16.4 Million
0.44% of portfolio
|
Q2 2025
Added 1191.66%
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
47,697
shares
|
$16.3 Million
2.38% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Cullinan Associates Inc
|
Oct 27, 2025 Q3 2025 |
47,613
shares
|
$16.2 Million
1.04% of portfolio
|
Q3 2025
Reduced 13.12%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
47,418
shares
|
$16.2 Million
0.21% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Sky Investment Group LLC
|
Jan 14, 2026 Q4 2025 |
47,295
shares
|
$16.1 Million
2.81% of portfolio
|
Q4 2025
Reduced 1.22%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
47,268
shares
|
$16.1 Million
1.02% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Fishman Jay A LTD
Troy, MI |
Nov 05, 2025 Q3 2025 |
47,266
shares
|
$16.1 Million
1.42% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
47,251
shares
|
$16.1 Million
0.05% of portfolio
|
Q3 2025
Reduced 12.59%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 03, 2025 Q3 2025 |
47,223
shares
|
$16.1 Million
0.93% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
47,194
shares
|
$16.1 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.22%
|
|