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 |
|---|---|---|---|---|---|
|
Intrinsic Value Partners, LLC
|
Nov 14, 2025 Q3 2025 |
9,942
shares
|
$3.39 Million
2.77% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
9,906
shares
|
$3.38 Million
1.9% of portfolio
|
Q4 2025
Added 1.33%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
9,905
shares
|
$3.38 Million
0.23% of portfolio
|
Q3 2025
Added 5.27%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
9,878
shares
|
$3.37 Million
0.12% of portfolio
|
Q3 2025
Added 32.64%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
9,861
shares
|
$3.37 Million
2.08% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
9,857
shares
|
$3.36 Million
0.04% of portfolio
|
Q3 2025
Added 71.34%
|
|
|
Inlet Private Wealth, LLC
|
Oct 31, 2025 Q3 2025 |
9,845
shares
|
$3.36 Million
0.77% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 13, 2025 Q3 2025 |
9,844
shares
|
$3.36 Million
0.95% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 12, 2026 Q4 2025 |
9,764
shares
|
$3.33 Million
0.37% of portfolio
|
Q4 2025
Reduced 0.87%
|
|
|
Tag Stone Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
9,757
shares
|
$3.33 Million
1.41% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
9,740
shares
|
$3.32 Million
0.08% of portfolio
|
Q3 2025
Added 8.85%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
9,714
shares
|
$3.31 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
9,650
shares
|
$3.29 Million
2.21% of portfolio
|
Q4 2021
New holding
|
|
|
Rb Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
9,605
shares
|
$3.28 Million
0.71% of portfolio
|
Q3 2025
Added 6.13%
|
|
|
Guardian Capital LP
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
9,588
shares
|
$3.27 Million
0.11% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Australian Super Pty LTD
|
Nov 12, 2025 Q3 2025 |
9,560
shares
|
$3.26 Million
0.02% of portfolio
|
Q3 2025
Reduced 37.11%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
9,560
shares
|
$3.26 Million
0.76% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Jan 15, 2026 Q4 2025 |
9,545
shares
|
$3.26 Million
2.47% of portfolio
|
Q4 2025
Added 46.06%
|
|
|
Peak Financial Advisors LLC
|
Jan 12, 2026 Q4 2025 |
9,543
shares
|
$3.26 Million
2.13% of portfolio
|
Q4 2025
Reduced 7.59%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Nov 13, 2025 Q3 2025 |
9,541
shares
|
$3.26 Million
1.29% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2025 Q3 2025 |
9,530
shares
|
$3.25 Million
0.09% of portfolio
|
Q3 2025
Reduced 51.48%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2025 Q3 2025 |
9,521
shares
|
$3.25 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
9,509
shares
|
$3.24 Million
0.09% of portfolio
|
Q3 2025
Added 5.71%
|
|
|
Fire Capital Management LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
9,482
shares
|
$3.24 Million
1.81% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Eads & Heald Wealth Management
|
Oct 22, 2025 Q3 2025 |
9,369
shares
|
$3.2 Million
1.49% of portfolio
|
Q3 2025
Reduced 2.9%
|
|