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 |
|---|---|---|---|---|---|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
10,946
shares
|
$3.74 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Oct 22, 2025 Q3 2025 |
10,911
shares
|
$3.72 Million
1.05% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Oct 23, 2025 Q3 2025 |
10,873
shares
|
$3.71 Million
1.37% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
10,837
shares
|
$3.7 Million
0.45% of portfolio
|
Q3 2025
Added 6.39%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
10,836
shares
|
$3.7 Million
0.07% of portfolio
|
Q3 2025
Added 10.37%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
10,756
shares
|
$3.67 Million
0.18% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Ahl Investment Management, Inc.
|
Oct 02, 2025 Q3 2025 |
10,755
shares
|
$3.67 Million
2.46% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
10,753
shares
|
$3.67 Million
0.37% of portfolio
|
Q3 2025
Added 4.7%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 14, 2025 Q3 2025 |
10,741
shares
|
$3.67 Million
0.16% of portfolio
|
Q3 2025
Reduced 7.66%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jan 12, 2026 Q4 2025 |
10,667
shares
|
$3.64 Million
0.52% of portfolio
|
Q4 2025
Reduced 4.74%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
10,645
shares
|
$3.63 Million
0.31% of portfolio
|
Q3 2023
Reduced 51.56%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
10,604
shares
|
$3.62 Million
0.14% of portfolio
|
Q3 2025
Reduced 9.77%
|
|
|
Private Wealth Partners, LLC
|
Nov 03, 2025 Q3 2025 |
10,603
shares
|
$3.62 Million
0.25% of portfolio
|
Q1 2025
Reduced 6.03%
|
|
|
Penn Davis Mcfarland Inc
|
Jan 16, 2026 Q4 2025 |
10,576
shares
|
$3.61 Million
0.36% of portfolio
|
Q4 2025
Reduced 0.04%
|
|
|
Puzo Michael J
|
Nov 07, 2025 Q3 2025 |
10,568
shares
|
$3.61 Million
0.97% of portfolio
|
Q3 2025
Added 36.03%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
10,534
shares
|
$3.59 Million
0.11% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
10,531
shares
|
$3.59 Million
0.09% of portfolio
|
Q3 2025
Added 8.09%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Oct 30, 2025 Q3 2025 |
10,502
shares
|
$3.58 Million
0.58% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Qv Investors Inc.
|
Oct 30, 2025 Q3 2025 |
10,500
shares
|
$3.58 Million
0.3% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
10,493
shares
|
$3.58 Million
0.16% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
10,480
shares
|
$3.58 Million
1.03% of portfolio
|
Q2 2022
Reduced 14.76%
|
|
|
Connable Office Inc
|
Nov 06, 2025 Q3 2025 |
10,463
shares
|
$3.57 Million
0.33% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
10,424
shares
|
$3.56 Million
0.09% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
10,389
shares
|
$3.55 Million
0.09% of portfolio
|
Q3 2025
Added 535.41%
|
|
|
Peoples Financial Services Corp.
|
Oct 28, 2025 Q3 2025 |
10,373
shares
|
$3.54 Million
1.57% of portfolio
|
Q3 2025
Added 5.0%
|
|