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 |
|---|---|---|---|---|---|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
12,183
shares
|
$4.16 Million
0.38% of portfolio
|
Q1 2025
Reduced 13.1%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
12,133
shares
|
$4.14 Million
0.22% of portfolio
|
Q3 2025
Added 175.88%
|
|
|
Bdf Gestion
Paris, I0 |
Jan 09, 2026 Q4 2025 |
12,086
shares
|
$4.12 Million
0.55% of portfolio
|
Q4 2025
Reduced 6.25%
|
|
|
Salvus Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
12,083
shares
|
$4.12 Million
2.53% of portfolio
|
Q4 2025
Added 0.54%
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
12,077
shares
|
$4.12 Million
1.59% of portfolio
|
Q3 2025
Reduced 7.54%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
12,002
shares
|
$4.1 Million
0.09% of portfolio
|
Q3 2025
Added 9.38%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
12,002
shares
|
$4.1 Million
0.15% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Independent Investors Inc
|
Jan 15, 2026 Q4 2025 |
12,000
shares
|
$4.1 Million
0.78% of portfolio
|
Q2 2022
Reduced 20.0%
|
|
|
Insight Inv LLC
El Segundo, CA |
Oct 28, 2025 Q3 2025 |
11,974
shares
|
$4.09 Million
2.36% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Infusive Asset Management Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
11,969
shares
|
$4.08 Million
1.82% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
11,966
shares
|
$4.08 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Nov 07, 2025 Q3 2025 |
11,962
shares
|
$4.08 Million
2.56% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Sargent Investment Group, LLC
|
Nov 14, 2025 Q3 2025 |
11,956
shares
|
$4.08 Million
0.58% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
11,922
shares
|
$4.07 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
11,921
shares
|
$4.07 Million
0.07% of portfolio
|
Q2 2020
Reduced 5.99%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
11,914
shares
|
$4.07 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
11,912
shares
|
$4.06 Million
0.31% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
11,907
shares
|
$4.06 Million
0.13% of portfolio
|
Q3 2025
Added 121.73%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
11,906
shares
|
$4.06 Million
0.01% of portfolio
|
Q4 2022
Reduced 3.59%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 04, 2025 Q3 2025 |
11,857
shares
|
$4.05 Million
0.74% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Profund Advisors LLC
|
Nov 05, 2025 Q3 2025 |
11,808
shares
|
$4.03 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
11,761
shares
|
$4.01 Million
0.4% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Plimoth Trust CO LLC
|
Oct 17, 2025 Q3 2025 |
11,742
shares
|
$4.01 Million
0.9% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Nov 12, 2025 Q3 2025 |
11,728
shares
|
$4 Million
0.43% of portfolio
|
Q3 2025
Added 4.82%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Oct 29, 2025 Q3 2025 |
11,713
shares
|
$4 Million
0.87% of portfolio
|
Q3 2025
Added 17.12%
|
|