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 |
|---|---|---|---|---|---|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
37,543
shares
|
$12.8 Million
0.61% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
37,432
shares
|
$12.8 Million
0.13% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
37,236
shares
|
$12.7 Million
0.3% of portfolio
|
Q4 2025
Reduced 11.87%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
37,222
shares
|
$12.7 Million
1.36% of portfolio
|
Q4 2023
Added 6.09%
|
|
|
Unison Asset Management LLC
|
Nov 13, 2025 Q3 2025 |
37,167
shares
|
$12.7 Million
5.77% of portfolio
|
Q3 2025
Added 4.75%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
37,125
shares
|
$12.7 Million
0.63% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Nov 13, 2025 Q3 2025 |
37,073
shares
|
$12.7 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
36,932
shares
|
$12.6 Million
6.89% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
36,850
shares
|
$12.6 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Rheos Capital Works Inc.
|
Oct 22, 2025 Q3 2025 |
36,700
shares
|
$12.5 Million
0.68% of portfolio
|
Q1 2025
Reduced 68.14%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
36,391
shares
|
$12.4 Million
0.8% of portfolio
|
Q2 2024
Reduced 1.66%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
36,238
shares
|
$12.4 Million
0.19% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Jan 14, 2026 Q4 2025 |
36,227
shares
|
$12.4 Million
1.03% of portfolio
|
Q4 2025
Added 6.25%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 07, 2025 Q3 2025 |
36,200
shares
|
$12.4 Million
0.4% of portfolio
|
Q2 2025
Added 13.84%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
35,700
shares
|
$12.2 Million
0.7% of portfolio
|
Q4 2025
Added 2.17%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
35,671
shares
|
$12.2 Million
0.02% of portfolio
|
Q3 2025
Reduced 41.07%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
35,610
shares
|
$12.2 Million
0.08% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
35,433
shares
|
$12.1 Million
1.94% of portfolio
|
Q1 2024
Reduced 1.86%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
35,372
shares
|
$12.1 Million
0.21% of portfolio
|
Q3 2023
Added 17.17%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
35,330
shares
|
$12.1 Million
0.06% of portfolio
|
Q3 2025
Added 244.18%
|
|
|
Stokes Capital Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
34,915
shares
|
$11.9 Million
2.9% of portfolio
|
Q4 2025
Reduced 1.07%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
34,773
shares
|
$11.9 Million
0.19% of portfolio
|
Q3 2025
Added 4.84%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2026 Q4 2025 |
34,579
shares
|
$11.8 Million
3.58% of portfolio
|
Q4 2025
Added 0.97%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
34,485
shares
|
$11.8 Million
0.33% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Meyer Handelman CO
|
Jan 15, 2026 Q4 2025 |
34,365
shares
|
$11.7 Million
0.38% of portfolio
|
Q4 2025
Reduced 0.28%
|
|