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 |
|---|---|---|---|---|---|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
10,359
shares
|
$3.54 Million
0.07% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
10,352
shares
|
$3.53 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 03, 2025 Q3 2025 |
10,300
shares
|
$3.51 Million
1.06% of portfolio
|
Q3 2025
Added 7.55%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
10,296
shares
|
$3.51 Million
0.11% of portfolio
|
Q3 2025
Reduced 9.88%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
10,288
shares
|
$3.51 Million
0.34% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 03, 2025 Q3 2025 |
10,241
shares
|
$3.49 Million
1.64% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Bank Ozk
|
Nov 13, 2025 Q3 2025 |
10,215
shares
|
$3.49 Million
1.26% of portfolio
|
Q3 2025
Added 9.49%
|
|
|
Lindsell Train LTD
London, X0 |
Nov 12, 2025 Q3 2025 |
10,200
shares
|
$3.48 Million
0.1% of portfolio
|
Q2 2025
Reduced 12.07%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
10,184
shares
|
$3.48 Million
0.03% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
10,172
shares
|
$3.47 Million
0.38% of portfolio
|
Q3 2025
Reduced 54.0%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
10,156
shares
|
$3.47 Million
0.01% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
10,125
shares
|
$3.46 Million
0.17% of portfolio
|
Q3 2025
Added 30.39%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
10,102
shares
|
$3.45 Million
0.08% of portfolio
|
Q3 2025
Added 96.46%
|
|
|
Sawyer & Company, Inc
|
Oct 07, 2025 Q3 2025 |
10,095
shares
|
$3.44 Million
1.21% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
10,093
shares
|
$3.44 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
10,090
shares
|
$3.44 Million
0.3% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
10,053
shares
|
$3.43 Million
0.11% of portfolio
|
Q4 2022
Reduced 0.49%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
10,046
shares
|
$3.43 Million
0.11% of portfolio
|
Q3 2025
Added 23.78%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2025 Q3 2025 |
10,026
shares
|
$3.42 Million
1.45% of portfolio
|
Q3 2025
Added 32.34%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
Nov 13, 2025 Q3 2025 |
10,012
shares
|
$3.42 Million
1.54% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Oct 30, 2025 Q3 2025 |
9,990
shares
|
$3.41 Million
0.97% of portfolio
|
Q1 2025
Added 21.24%
|
|
|
Galilei Investment Office LLP
London, X0 |
Nov 10, 2025 Q3 2025 |
9,974
shares
|
$3.4 Million
1.59% of portfolio
|
Q4 2024
New holding
|
|
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
Oct 30, 2025 Q3 2025 |
9,968
shares
|
$3.4 Million
1.07% of portfolio
|
Q1 2024
Added 24.6%
|
|
|
Xcel Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
9,943
shares
|
$3.39 Million
0.91% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
9,943
shares
|
$3.39 Million
0.15% of portfolio
|
Q3 2025
Added 4.14%
|
|