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 |
|---|---|---|---|---|---|
|
Natural Investments, LLC
|
Oct 10, 2025 Q3 2025 |
8,320
shares
|
$2.84 Million
0.69% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Elite Wealth Management, Inc.
|
Oct 24, 2025 Q3 2025 |
8,318
shares
|
$2.84 Million
0.73% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
8,302
shares
|
$2.83 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Stockton
|
Oct 29, 2025 Q3 2025 |
8,290
shares
|
$2.83 Million
0.79% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
8,246
shares
|
$2.81 Million
0.09% of portfolio
|
Q3 2025
Reduced 6.8%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 12, 2026 Q4 2025 |
8,245
shares
|
$2.81 Million
0.05% of portfolio
|
Q4 2025
Reduced 14.1%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
8,244
shares
|
$2.81 Million
1.0% of portfolio
|
Q2 2024
Added 2196.38%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
8,240
shares
|
$2.81 Million
0.03% of portfolio
|
Q4 2025
Added 19.49%
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2026 Q4 2025 |
8,226
shares
|
$2.81 Million
0.18% of portfolio
|
Q4 2025
Reduced 2.37%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,222
shares
|
$2.81 Million
0.03% of portfolio
|
Q3 2022
Added 269.2%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
8,209
shares
|
$2.8 Million
0.13% of portfolio
|
Q2 2024
Reduced 32.92%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
8,207
shares
|
$2.8 Million
0.03% of portfolio
|
Q3 2025
Added 277.51%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 12, 2025 Q3 2025 |
8,194
shares
|
$2.8 Million
1.14% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
8,185
shares
|
$2.79 Million
0.08% of portfolio
|
Q3 2025
Reduced 6.69%
|
|
|
Triad Investment Management
|
Jan 15, 2026 Q4 2025 |
8,138
shares
|
$2.78 Million
3.3% of portfolio
|
Q2 2020
Reduced 7.63%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jan 15, 2026 Q4 2025 |
8,118
shares
|
$2.77 Million
0.05% of portfolio
|
Q4 2025
Added 476.97%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
8,090
shares
|
$2.76 Million
1.26% of portfolio
|
Q1 2023
Reduced 18.5%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
8,089
shares
|
$2.76 Million
0.04% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
8,063
shares
|
$2.75 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
8,062
shares
|
$2.75 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Oct 27, 2025 Q3 2025 |
8,052
shares
|
$2.75 Million
1.06% of portfolio
|
Q3 2025
Reduced 10.16%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
8,031
shares
|
$2.74 Million
0.05% of portfolio
|
Q3 2021
Reduced 18.24%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
8,017
shares
|
$2.74 Million
0.05% of portfolio
|
Q3 2025
Added 9.34%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
7,967
shares
|
$2.72 Million
0.6% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Pinnacle Wealth Management, LLC
|
Jan 15, 2026 Q4 2025 |
7,966
shares
|
$2.72 Million
3.35% of portfolio
|
Q4 2025
Added 1.4%
|
|