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 |
|---|---|---|---|---|---|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
23,461
shares
|
$8.01 Million
0.24% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
23,425
shares
|
$7.99 Million
0.23% of portfolio
|
Q2 2022
Reduced 4.64%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2025 Q3 2025 |
23,416
shares
|
$7.99 Million
0.05% of portfolio
|
Q3 2025
Added 7.45%
|
|
|
Adalta Capital Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
23,400
shares
|
$7.99 Million
3.96% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
23,361
shares
|
$7.97 Million
1.48% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
J. Goldman & CO LP
New York, NY |
Nov 14, 2025 Q3 2025 |
23,327
shares
|
$7.96 Million
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
23,272
shares
|
$7.94 Million
0.08% of portfolio
|
Q3 2025
Added 25.86%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
23,243
shares
|
$7.93 Million
0.85% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
23,183
shares
|
$7.91 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
23,128
shares
|
$7.89 Million
0.11% of portfolio
|
Q3 2025
Added 4.88%
|
|
|
Bretton Capital Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
23,100
shares
|
$7.88 Million
6.47% of portfolio
|
Q3 2024
New holding
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
23,000
shares
|
$7.85 Million
0.35% of portfolio
|
Q3 2020
Reduced 83.97%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
22,954
shares
|
$7.83 Million
0.25% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
22,871
shares
|
$7.8 Million
1.65% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
22,868
shares
|
$7.8 Million
0.61% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
22,786
shares
|
$7.78 Million
0.3% of portfolio
|
Q3 2025
Reduced 10.05%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
Nov 13, 2025 Q3 2025 |
22,682
shares
|
$7.74 Million
0.59% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
22,590
shares
|
$7.71 Million
0.43% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 23, 2025 Q3 2025 |
22,500
shares
|
$7.68 Million
0.64% of portfolio
|
Q2 2025
Reduced 18.18%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
22,473
shares
|
$7.67 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
22,396
shares
|
$7.64 Million
0.17% of portfolio
|
Q3 2025
Reduced 6.42%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
22,357
shares
|
$7.63 Million
0.17% of portfolio
|
Q3 2025
Reduced 18.48%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
22,356
shares
|
$7.63 Million
0.15% of portfolio
|
Q4 2025
Added 8.47%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
22,346
shares
|
$7.63 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
22,339
shares
|
$7.62 Million
0.24% of portfolio
|
Q3 2025
Reduced 4.67%
|
|