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 |
|---|---|---|---|---|---|
|
Buttonwood Financial Advisors Inc.
|
Oct 21, 2025 Q3 2025 |
8,684
shares
|
$2.96 Million
1.03% of portfolio
|
Q3 2025
Reduced 8.01%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
8,679
shares
|
$2.96 Million
1.18% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
8,677
shares
|
$2.96 Million
0.52% of portfolio
|
Q3 2025
Added 10.92%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
8,654
shares
|
$2.95 Million
0.13% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
8,652
shares
|
$2.95 Million
0.09% of portfolio
|
Q3 2025
Added 30.36%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
8,626
shares
|
$2.94 Million
0.06% of portfolio
|
Q3 2025
Added 18.93%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
8,609
shares
|
$2.94 Million
0.21% of portfolio
|
Q3 2025
Reduced 7.43%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
8,559
shares
|
$2.92 Million
0.3% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
8,554
shares
|
$2.92 Million
0.18% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 10, 2025 Q3 2025 |
8,540
shares
|
$2.91 Million
0.09% of portfolio
|
Q3 2025
Added 223.48%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 23, 2025 Q3 2025 |
8,530
shares
|
$2.91 Million
1.24% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
8,526
shares
|
$2.91 Million
0.19% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Hardy Reed LLC
|
Nov 07, 2025 Q3 2025 |
8,521
shares
|
$2.91 Million
0.21% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
8,512
shares
|
$2.9 Million
0.44% of portfolio
|
Q3 2025
Reduced 33.01%
|
|
|
Delta Accumulation, LLC
Sausalito, CA |
Nov 10, 2025 Q3 2025 |
8,500
shares
|
$2.9 Million
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
8,494
shares
|
$2.9 Million
0.21% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
8,455
shares
|
$2.89 Million
0.11% of portfolio
|
Q3 2023
Reduced 0.65%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
8,451
shares
|
$2.88 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
8,422
shares
|
$2.87 Million
1.3% of portfolio
|
Q2 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
8,418
shares
|
$2.87 Million
0.18% of portfolio
|
Q3 2025
Added 31.06%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 16, 2026 Q4 2025 |
8,406
shares
|
$2.87 Million
0.23% of portfolio
|
Q4 2025
Reduced 0.46%
|
|
|
Tealwood Asset Management Inc
|
Jan 07, 2026 Q4 2025 |
8,400
shares
|
$2.87 Million
1.39% of portfolio
|
Q4 2025
Added 0.06%
|
|
|
Twin Capital Management Inc
|
Nov 05, 2025 Q3 2025 |
8,393
shares
|
$2.86 Million
0.36% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 07, 2025 Q3 2025 |
8,371
shares
|
$2.86 Million
0.3% of portfolio
|
Q2 2025
Reduced 11.52%
|
|
|
New England Asset Management Inc
Farmington, CT |
Nov 14, 2025 Q3 2025 |
8,340
shares
|
$2.85 Million
0.38% of portfolio
|
Q1 2025
Reduced 29.8%
|
|