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 |
|---|---|---|---|---|---|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
13,807
shares
|
$4.71 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
13,788
shares
|
$4.71 Million
0.29% of portfolio
|
Q3 2025
Added 57.85%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
13,775
shares
|
$4.7 Million
0.6% of portfolio
|
Q3 2025
Added 1243.9%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
13,774
shares
|
$4.7 Million
0.17% of portfolio
|
Q3 2025
Added 17.46%
|
|
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
Oct 24, 2025 Q3 2025 |
13,747
shares
|
$4.69 Million
0.45% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
13,709
shares
|
$4.68 Million
0.17% of portfolio
|
Q3 2025
Added 43.81%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
13,669
shares
|
$4.66 Million
0.07% of portfolio
|
Q4 2023
Added 8.77%
|
|
|
Tom Russo
Gardner Russo & Quinn LLC
|
Nov 12, 2025 Q3 2025 |
13,632
shares
|
$4.65 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
13,594
shares
|
$4.64 Million
0.23% of portfolio
|
Q4 2025
Reduced 1.71%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
13,541
shares
|
$4.62 Million
0.18% of portfolio
|
Q4 2025
Added 0.7%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
13,525
shares
|
$4.62 Million
0.27% of portfolio
|
Q3 2022
Reduced 22.32%
|
|
|
Clear Trail Advisors, LLC
Houston, TX |
Jan 09, 2026 Q4 2025 |
13,517
shares
|
$4.61 Million
1.16% of portfolio
|
Q4 2025
New holding
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
13,500
shares
|
$4.61 Million
2.07% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
13,475
shares
|
$4.6 Million
0.13% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
13,474
shares
|
$4.6 Million
0.11% of portfolio
|
Q3 2025
Reduced 49.91%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
13,361
shares
|
$4.56 Million
0.08% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
13,359
shares
|
$4.56 Million
0.18% of portfolio
|
Q3 2025
Added 9.2%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
13,355
shares
|
$4.56 Million
0.03% of portfolio
|
Q2 2022
Reduced 4.98%
|
|
|
Grandfield & Dodd, LLC
|
Oct 30, 2025 Q3 2025 |
13,310
shares
|
$4.54 Million
0.27% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
13,289
shares
|
$4.53 Million
0.6% of portfolio
|
Q4 2025
Added 6.14%
|
|
|
Constitution Capital LLC
Shelton, CT |
Jan 09, 2026 Q4 2025 |
13,275
shares
|
$4.53 Million
2.06% of portfolio
|
Q4 2025
Added 5.11%
|
|
|
Buckhead Capital Management LLC
|
Oct 09, 2025 Q3 2025 |
13,271
shares
|
$4.53 Million
1.69% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
13,222
shares
|
$4.51 Million
0.44% of portfolio
|
Q3 2023
Added 1.26%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
13,200
shares
|
$4.5 Million
0.47% of portfolio
|
Q2 2023
Reduced 0.6%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
13,191
shares
|
$4.5 Million
0.6% of portfolio
|
Q3 2023
Reduced 0.03%
|
|