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 |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
19,461
shares
|
$6.64 Million
0.24% of portfolio
|
Q4 2025
Added 223.49%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
19,455
shares
|
$6.64 Million
0.38% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jan 12, 2026 Q4 2025 |
19,447
shares
|
$6.64 Million
0.17% of portfolio
|
Q4 2025
Reduced 18.28%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
19,430
shares
|
$6.63 Million
0.26% of portfolio
|
Q3 2025
Added 79.44%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Oct 27, 2025 Q3 2025 |
19,404
shares
|
$6.62 Million
0.24% of portfolio
|
Q3 2025
Added 5.55%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
19,329
shares
|
$6.6 Million
0.64% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
19,278
shares
|
$6.58 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 12, 2025 Q3 2025 |
19,262
shares
|
$6.57 Million
0.64% of portfolio
|
Q3 2025
Added 6.68%
|
|
|
Lincoln Capital LLC
|
Jan 08, 2026 Q4 2025 |
19,260
shares
|
$6.57 Million
1.26% of portfolio
|
Q4 2025
Added 0.7%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 27, 2025 Q3 2025 |
19,230
shares
|
$6.56 Million
1.49% of portfolio
|
Q3 2025
Reduced 34.79%
|
|
|
Beck Bode, LLC
|
Nov 14, 2025 Q3 2025 |
19,187
shares
|
$6.55 Million
1.11% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
19,102
shares
|
$6.52 Million
0.29% of portfolio
|
Q3 2025
Added 84.01%
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
18,866
shares
|
$6.44 Million
0.24% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Tkg Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
18,773
shares
|
$6.41 Million
2.75% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Mount Vernon Associates Inc
|
Oct 24, 2025 Q3 2025 |
18,652
shares
|
$6.36 Million
4.32% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 13, 2025 Q3 2025 |
18,644
shares
|
$6.36 Million
0.44% of portfolio
|
Q3 2025
Added 158.51%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
18,588
shares
|
$6.34 Million
0.18% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
18,568
shares
|
$6.34 Million
0.06% of portfolio
|
Q3 2025
Reduced 7.54%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
18,467
shares
|
$6.3 Million
0.18% of portfolio
|
Q2 2022
Added 9.66%
|
|
|
Selway Asset Management
Boise, ID |
Apr 09, 2025 Q1 2025 |
18,347
shares
|
$6.26 Million
2.07% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Oct 29, 2025 Q3 2025 |
18,302
shares
|
$6.25 Million
4.99% of portfolio
|
Q3 2025
Added 5.68%
|
|
|
Pacifica Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
18,020
shares
|
$6.15 Million
1.62% of portfolio
|
Q4 2023
Reduced 1.5%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
18,009
shares
|
$6.15 Million
0.08% of portfolio
|
Q3 2025
Reduced 7.87%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
17,987
shares
|
$6.14 Million
0.09% of portfolio
|
Q1 2024
Reduced 5.28%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
17,965
shares
|
$6.13 Million
0.14% of portfolio
|
Q3 2025
Added 0.44%
|
|