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 |
|---|---|---|---|---|---|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 02, 2026 Q4 2025 |
22,321
shares
|
$7.62 Million
0.96% of portfolio
|
Q4 2025
Reduced 2.97%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2025 Q3 2025 |
22,301
shares
|
$7.61 Million
1.3% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
22,300
shares
|
$7.61 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Alpen Global Capital LLC
Tahoe City, CA |
Aug 14, 2025 Q2 2025 |
22,295
shares
|
$7.61 Million
4.26% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Wisconsin Capital Management LLC
|
Nov 12, 2025 Q3 2025 |
22,246
shares
|
$7.59 Million
3.83% of portfolio
|
Q3 2025
Reduced 4.72%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
22,215
shares
|
$7.58 Million
0.26% of portfolio
|
Q3 2025
Added 625.51%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
22,190
shares
|
$7.57 Million
0.07% of portfolio
|
Q4 2025
Added 1.5%
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
22,188
shares
|
$7.57 Million
1.09% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Lgt Group Foundation
|
Nov 13, 2025 Q3 2025 |
22,177
shares
|
$7.57 Million
0.09% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jan 13, 2026 Q4 2025 |
22,117
shares
|
$7.55 Million
0.62% of portfolio
|
Q4 2025
Added 469.73%
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
22,060
shares
|
$7.53 Million
0.56% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
22,030
shares
|
$7.52 Million
0.29% of portfolio
|
Q3 2025
Reduced 8.42%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
21,965
shares
|
$7.5 Million
0.72% of portfolio
|
Q4 2020
Reduced 2.9%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
21,898
shares
|
$7.47 Million
0.11% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 08, 2026 Q4 2025 |
21,869
shares
|
$7.46 Million
0.18% of portfolio
|
Q4 2025
Reduced 73.22%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2025 Q3 2025 |
21,814
shares
|
$7.44 Million
0.41% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
F
|
Nov 13, 2025 Q3 2025 |
21,803
shares
|
$7.44 Million
0.31% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2025 Q3 2025 |
21,799
shares
|
$7.44 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Jan 15, 2026 Q4 2025 |
21,737
shares
|
$7.42 Million
0.41% of portfolio
|
Q4 2025
Reduced 0.69%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
21,673
shares
|
$7.4 Million
0.14% of portfolio
|
Q2 2025
Reduced 16.0%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
21,544
shares
|
$7.35 Million
0.11% of portfolio
|
Q3 2025
Added 15.71%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
21,536
shares
|
$7.35 Million
0.39% of portfolio
|
Q3 2023
Reduced 0.23%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
21,523
shares
|
$7.34 Million
0.64% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Nov 14, 2025 Q3 2025 |
21,510
shares
|
$7.34 Million
0.17% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
21,491
shares
|
$7.33 Million
0.03% of portfolio
|
Q3 2025
Added 26.76%
|
|