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 |
|---|---|---|---|---|---|
|
Cito Capital Group, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
9,355
shares
|
$3.19 Million
0.9% of portfolio
|
Q3 2025
Reduced 24.28%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2025 Q3 2025 |
9,334
shares
|
$3.19 Million
1.27% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Tema Etfs LLC
New York, NY |
Jan 16, 2026 Q4 2025 |
9,322
shares
|
$3.18 Million
0.27% of portfolio
|
Q4 2025
Reduced 0.26%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Oct 27, 2025 Q3 2025 |
9,321
shares
|
$3.18 Million
1.26% of portfolio
|
Q3 2025
Reduced 5.09%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
9,310
shares
|
$3.18 Million
0.29% of portfolio
|
Q3 2022
Reduced 2.46%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
9,305
shares
|
$3.18 Million
0.14% of portfolio
|
Q1 2023
Added 26.68%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
9,302
shares
|
$3.17 Million
0.55% of portfolio
|
Q3 2025
Reduced 15.9%
|
|
|
Focus Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
9,272
shares
|
$3.16 Million
1.6% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Applied Capital Llc/Fl
Hollywood, FL |
Jan 16, 2026 Q4 2025 |
9,224
shares
|
$3.15 Million
2.02% of portfolio
|
Q4 2025
Added 0.33%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
9,205
shares
|
$3.14 Million
0.35% of portfolio
|
Q3 2025
Reduced 4.9%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
9,198
shares
|
$3.14 Million
1.72% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
9,196
shares
|
$3.14 Million
1.39% of portfolio
|
Q4 2025
Reduced 2.84%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
9,174
shares
|
$3.13 Million
0.09% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
9,163
shares
|
$3.13 Million
0.08% of portfolio
|
Q3 2025
Reduced 8.97%
|
|
|
Efg Asset Management (North America) Corp.
|
Nov 03, 2025 Q3 2025 |
9,155
shares
|
$3.12 Million
0.42% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
9,149
shares
|
$3.12 Million
0.25% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Nov 14, 2025 Q3 2025 |
9,145
shares
|
$3.12 Million
2.87% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Banque Pictet & Cie Sa
|
Jan 16, 2026 Q4 2025 |
9,141
shares
|
$3.12 Million
0.02% of portfolio
|
Q4 2025
Reduced 30.29%
|
|
|
Pettee Investors, Inc.
|
Nov 04, 2025 Q3 2025 |
9,118
shares
|
$3.11 Million
1.73% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
9,113
shares
|
$3.11 Million
0.39% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Nov 03, 2025 Q3 2025 |
9,096
shares
|
$3.1 Million
0.55% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
9,094
shares
|
$3.1 Million
0.01% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
9,067
shares
|
$3.09 Million
0.15% of portfolio
|
Q3 2025
Added 6.91%
|
|
|
Bell Asset Management LTD
Melbourne, C3 |
Nov 13, 2025 Q3 2025 |
9,050
shares
|
$3.09 Million
0.82% of portfolio
|
Q3 2025
Reduced 23.58%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
9,043
shares
|
$3.09 Million
0.12% of portfolio
|
Q2 2024
Added 0.5%
|
|