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 |
|---|---|---|---|---|---|
|
Quantessence Capital LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
11,698
shares
|
$3.99 Million
1.23% of portfolio
|
Q3 2025
New holding
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
11,668
shares
|
$3.98 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
11,608
shares
|
$3.96 Million
0.39% of portfolio
|
Q3 2025
Reduced 64.26%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Nov 12, 2025 Q3 2025 |
11,535
shares
|
$3.94 Million
0.08% of portfolio
|
Q3 2025
Reduced 20.22%
|
|
|
Aristotle Capital Management, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
11,530
shares
|
$3.93 Million
0.01% of portfolio
|
Q3 2022
Reduced 0.74%
|
|
|
Family Capital Trust CO
|
Oct 23, 2025 Q3 2025 |
11,447
shares
|
$3.91 Million
1.29% of portfolio
|
Q3 2025
Reduced 68.79%
|
|
|
Bull Street Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
11,430
shares
|
$3.9 Million
1.77% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
11,414
shares
|
$3.9 Million
0.24% of portfolio
|
Q3 2025
Reduced 8.15%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
11,392
shares
|
$3.89 Million
1.92% of portfolio
|
Q4 2025
Reduced 0.21%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
11,391
shares
|
$3.89 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
11,386
shares
|
$3.89 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Accuvest Global Advisors
Provo, UT |
Nov 12, 2025 Q3 2025 |
11,320
shares
|
$3.86 Million
2.4% of portfolio
|
Q3 2025
Added 1177.65%
|
|
|
Danske Bank A/S
Copenhagen K, G7 |
Nov 13, 2025 Q3 2025 |
11,283
shares
|
$3.85 Million
0.19% of portfolio
|
Q2 2025
Added 24.43%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
11,250
shares
|
$3.84 Million
0.13% of portfolio
|
Q4 2025
Reduced 1.38%
|
|
|
G&S Capital LLC
|
Oct 23, 2025 Q3 2025 |
11,244
shares
|
$3.84 Million
1.48% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2025 Q3 2025 |
11,185
shares
|
$3.82 Million
2.19% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Asio Capital, LLC
|
Oct 16, 2025 Q3 2025 |
11,181
shares
|
$3.82 Million
0.61% of portfolio
|
Q3 2025
Added 6.88%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 13, 2025 Q3 2025 |
11,121
shares
|
$3.8 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
11,111
shares
|
$3.79 Million
0.11% of portfolio
|
Q3 2025
Reduced 23.14%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
11,054
shares
|
$3.77 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
11,046
shares
|
$3.77 Million
0.18% of portfolio
|
Q3 2022
Reduced 0.3%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
11,018
shares
|
$3.76 Million
0.13% of portfolio
|
Q3 2025
Added 10.17%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Nov 03, 2025 Q3 2025 |
11,000
shares
|
$3.75 Million
0.77% of portfolio
|
Q1 2018
New holding
|
|
|
Fruth Investment Management
|
Oct 17, 2025 Q3 2025 |
10,980
shares
|
$3.75 Million
0.99% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
10,957
shares
|
$3.74 Million
1.55% of portfolio
|
Q3 2025
Added 1.52%
|
|