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 |
|---|---|---|---|---|---|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Nov 03, 2025 Q3 2025 |
9,038
shares
|
$3.08 Million
0.64% of portfolio
|
Q3 2025
Reduced 4.36%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
9,029
shares
|
$3.08 Million
0.8% of portfolio
|
Q3 2025
Added 609.27%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
8,986
shares
|
$3.07 Million
0.03% of portfolio
|
Q3 2025
Reduced 14.1%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
8,983
shares
|
$3.07 Million
0.69% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
8,965
shares
|
$3.06 Million
0.04% of portfolio
|
Q3 2025
Reduced 11.43%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 29, 2025 Q3 2025 |
8,956
shares
|
$3.06 Million
0.85% of portfolio
|
Q3 2025
Added 5.04%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
8,939
shares
|
$3.05 Million
0.08% of portfolio
|
Q4 2025
Reduced 3.55%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
8,908
shares
|
$3.04 Million
0.25% of portfolio
|
Q3 2025
Added 6.12%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
8,900
shares
|
$3.04 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
8,891
shares
|
$3.03 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.34%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 14, 2025 Q3 2025 |
8,885
shares
|
$3.03 Million
0.8% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Ossiam
Paris, I0 |
Nov 14, 2025 Q3 2025 |
8,858
shares
|
$3.02 Million
0.04% of portfolio
|
Q3 2025
Reduced 40.36%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
8,851
shares
|
$3.02 Million
0.12% of portfolio
|
Q4 2022
Added 0.01%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
8,845
shares
|
$3.02 Million
1.28% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
8,832
shares
|
$3.01 Million
0.82% of portfolio
|
Q1 2025
Reduced 20.85%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Nov 07, 2025 Q3 2025 |
8,797
shares
|
$3 Million
1.53% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
8,796
shares
|
$3 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2026 Q4 2025 |
8,782
shares
|
$3 Million
0.22% of portfolio
|
Q4 2025
Added 1.81%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
8,780
shares
|
$3 Million
0.16% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
8,769
shares
|
$2.99 Million
0.11% of portfolio
|
Q3 2022
Reduced 0.85%
|
|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
8,744
shares
|
$2.98 Million
0.53% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
8,737
shares
|
$2.98 Million
0.07% of portfolio
|
Q2 2025
Reduced 25.9%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
8,737
shares
|
$2.98 Million
0.21% of portfolio
|
Q3 2025
Added 97.18%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Jan 15, 2026 Q4 2025 |
8,718
shares
|
$2.98 Million
2.2% of portfolio
|
Q4 2025
Reduced 6.34%
|
|
|
Rational Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
8,704
shares
|
$2.97 Million
0.34% of portfolio
|
Q3 2025
Added 4735.56%
|
|