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 |
|---|---|---|---|---|---|
|
Mirabaud Asset Management LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
25,014
shares
|
$8.54 Million
4.15% of portfolio
|
Q3 2025
Reduced 8.59%
|
|
|
New Mexico Educational Retirement Board
|
Dec 15, 2025 Q3 2025 |
24,963
shares
|
$8.52 Million
0.26% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
24,901
shares
|
$8.5 Million
0.36% of portfolio
|
Q3 2025
Added 30.92%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
24,890
shares
|
$8.49 Million
0.19% of portfolio
|
Q2 2025
Reduced 36.67%
|
|
|
Silvant Capital Management LLC
|
Nov 18, 2025 Q3 2025 |
24,816
shares
|
$8.47 Million
0.3% of portfolio
|
Q3 2025
Added 8.35%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
24,780
shares
|
$8.46 Million
0.3% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
24,632
shares
|
$8.41 Million
0.36% of portfolio
|
Q4 2025
Added 3.56%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
24,631
shares
|
$8.41 Million
0.53% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 07, 2025 Q3 2025 |
24,415
shares
|
$8.33 Million
0.45% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
24,404
shares
|
$8.33 Million
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Seaview Investment Managers LLC
|
Nov 06, 2025 Q3 2025 |
24,398
shares
|
$8.33 Million
3.16% of portfolio
|
Q3 2025
Added 527.84%
|
|
|
Commerzbank Aktiengesellschaft
|
Oct 31, 2025 Q3 2025 |
24,228
shares
|
$8.27 Million
0.17% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
24,045
shares
|
$8.21 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
23,989
shares
|
$8.19 Million
0.1% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
23,974
shares
|
$8.18 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Hendershot Investments Inc.
|
Nov 12, 2025 Q3 2025 |
23,919
shares
|
$8.16 Million
1.02% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
23,919
shares
|
$8.16 Million
0.33% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Artemis Investment Management LLP
|
Nov 13, 2025 Q3 2025 |
23,830
shares
|
$8.13 Million
0.11% of portfolio
|
Q3 2025
Reduced 26.39%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
23,754
shares
|
$8.11 Million
0.54% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
23,643
shares
|
$8.07 Million
0.01% of portfolio
|
Q3 2025
Reduced 26.48%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
23,558
shares
|
$8.04 Million
1.17% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
23,531
shares
|
$8.03 Million
0.19% of portfolio
|
Q3 2025
Added 8.91%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
23,524
shares
|
$8.03 Million
0.09% of portfolio
|
Q3 2022
Added 0.44%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
23,510
shares
|
$8.02 Million
1.35% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Arcadia Investment Management Corp
|
Oct 27, 2025 Q3 2025 |
23,509
shares
|
$8.02 Million
1.21% of portfolio
|
Q3 2025
Reduced 0.78%
|
|