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 |
|---|---|---|---|---|---|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
29,700
shares
|
$10.1 Million
0.54% of portfolio
|
Q3 2025
Reduced 32.6%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
29,608
shares
|
$10.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 49.44%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
29,405
shares
|
$10 Million
0.17% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Pavion Blue Capital, LLC
|
Nov 06, 2025 Q3 2025 |
29,342
shares
|
$10 Million
4.23% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2025 Q3 2025 |
29,253
shares
|
$9.98 Million
0.16% of portfolio
|
Q3 2025
Added 39.43%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
29,239
shares
|
$9.98 Million
0.82% of portfolio
|
Q3 2025
Added 202.37%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 12, 2026 Q4 2025 |
29,133
shares
|
$9.94 Million
2.06% of portfolio
|
Q4 2025
Reduced 3.72%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
29,130
shares
|
$9.94 Million
0.94% of portfolio
|
Q3 2024
New holding
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
28,953
shares
|
$9.88 Million
0.23% of portfolio
|
Q1 2024
Reduced 25.54%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
28,642
shares
|
$9.77 Million
0.26% of portfolio
|
Q3 2025
Reduced 18.17%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
28,467
shares
|
$9.71 Million
0.5% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jan 14, 2026 Q4 2025 |
28,432
shares
|
$9.7 Million
2.13% of portfolio
|
Q4 2025
Added 3.13%
|
|
|
Gulf International Bank (Uk) LTD
|
Nov 13, 2025 Q3 2025 |
28,423
shares
|
$9.7 Million
0.31% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
28,406
shares
|
$9.69 Million
1.23% of portfolio
|
Q1 2023
Added 8.06%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
28,297
shares
|
$9.66 Million
0.16% of portfolio
|
Q4 2025
Added 356.04%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
28,283
shares
|
$9.65 Million
1.19% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Nov 14, 2025 Q3 2025 |
28,279
shares
|
$9.65 Million
0.41% of portfolio
|
Q3 2025
Reduced 33.68%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
28,245
shares
|
$9.64 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Nov 05, 2025 Q3 2025 |
28,159
shares
|
$9.61 Million
3.18% of portfolio
|
Q3 2025
Reduced 5.4%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 14, 2025 Q3 2025 |
28,141
shares
|
$9.6 Million
1.98% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
28,138
shares
|
$9.6 Million
0.11% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Nov 12, 2025 Q3 2025 |
27,894
shares
|
$9.52 Million
1.59% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Thames Capital Management LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
27,784
shares
|
$9.48 Million
1.63% of portfolio
|
Q3 2025
Reduced 33.17%
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
27,615
shares
|
$9.42 Million
2.77% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
L1 Capital International Pty LTD
Sydney Nsw 2000, C3 |
Nov 14, 2025 Q3 2025 |
27,585
shares
|
$9.41 Million
1.91% of portfolio
|
Q3 2025
Reduced 32.04%
|
|