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 |
|---|---|---|---|---|---|
|
Benedict Financial Advisors Inc
|
Nov 03, 2025 Q3 2025 |
14,846
shares
|
$5.07 Million
1.08% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Amica Mutual Insurance CO
|
Nov 07, 2025 Q3 2025 |
14,825
shares
|
$5.06 Million
0.45% of portfolio
|
Q3 2025
Reduced 12.26%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
14,808
shares
|
$5.05 Million
1.42% of portfolio
|
Q3 2025
Reduced 6.34%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
14,800
shares
|
$5.05 Million
0.35% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
14,762
shares
|
$5.04 Million
0.33% of portfolio
|
Q4 2025
Added 0.37%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
14,751
shares
|
$5.03 Million
1.62% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
14,651
shares
|
$5 Million
0.48% of portfolio
|
Q3 2025
Reduced 5.48%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Nov 10, 2025 Q3 2025 |
14,637
shares
|
$4.99 Million
0.31% of portfolio
|
Q3 2025
Added 19.33%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
14,614
shares
|
$4.99 Million
0.14% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
14,538
shares
|
$4.96 Million
0.61% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
14,457
shares
|
$4.93 Million
0.27% of portfolio
|
Q4 2025
Added 4.85%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
14,454
shares
|
$4.93 Million
0.33% of portfolio
|
Q3 2025
Reduced 4.11%
|
|
|
Mathes Company, Inc.
|
Nov 12, 2025 Q3 2025 |
14,438
shares
|
$4.93 Million
1.72% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 27, 2025 Q3 2025 |
14,252
shares
|
$4.86 Million
0.82% of portfolio
|
Q3 2025
Added 13.96%
|
|
|
Taurus Asset Management, LLC
New York, NY |
May 13, 2025 Q1 2025 |
14,198
shares
|
$4.85 Million
0.41% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
14,168
shares
|
$4.83 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
14,141
shares
|
$4.83 Million
0.07% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Oct 28, 2025 Q3 2025 |
14,106
shares
|
$4.81 Million
0.5% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
14,061
shares
|
$4.8 Million
0.07% of portfolio
|
Q3 2025
Added 106.87%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
13,976
shares
|
$4.77 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Jan 12, 2026 Q4 2025 |
13,976
shares
|
$4.77 Million
2.51% of portfolio
|
Q4 2025
Reduced 5.79%
|
|
|
Brendel Financial Advisors LLC
|
Oct 20, 2025 Q3 2025 |
13,960
shares
|
$4.76 Million
2.39% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
13,949
shares
|
$4.76 Million
0.09% of portfolio
|
Q4 2025
Reduced 5.12%
|
|
|
Chicago Capital, LLC
|
Oct 22, 2025 Q3 2025 |
13,898
shares
|
$4.74 Million
0.11% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
13,837
shares
|
$4.72 Million
1.67% of portfolio
|
Q1 2024
Added 0.63%
|
|