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 |
|---|---|---|---|---|---|
|
Dover Advisors, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
7,948
shares
|
$2.71 Million
1.05% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Nov 12, 2025 Q3 2025 |
7,929
shares
|
$2.71 Million
0.25% of portfolio
|
Q3 2025
Reduced 16.93%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
7,919
shares
|
$2.7 Million
0.14% of portfolio
|
Q3 2025
Added 15.07%
|
|
|
Wilkins Investment Counsel Inc
|
Oct 30, 2025 Q3 2025 |
7,907
shares
|
$2.7 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Signet Investment Advisory Group, Inc.
|
Nov 06, 2025 Q3 2025 |
7,905
shares
|
$2.7 Million
1.26% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
7,902
shares
|
$2.7 Million
0.71% of portfolio
|
Q4 2025
Reduced 0.05%
|
|
|
Gfg Capital, LLC
|
Jan 15, 2026 Q4 2025 |
7,894
shares
|
$2.69 Million
0.9% of portfolio
|
Q4 2025
Reduced 3.45%
|
|
|
Spears Abacus Advisors LLC
|
Nov 14, 2025 Q3 2025 |
7,859
shares
|
$2.68 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Signature Wealth Management Group
|
Jan 15, 2026 Q4 2025 |
7,855
shares
|
$2.68 Million
1.14% of portfolio
|
Q4 2025
Reduced 9.88%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
7,826
shares
|
$2.67 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Lazard Freres Gestion S.A.S.
|
Oct 21, 2025 Q3 2025 |
7,820
shares
|
$2.67 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.46%
|
|
|
Mengis Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
7,790
shares
|
$2.66 Million
0.53% of portfolio
|
Q2 2025
Reduced 14.11%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
7,786
shares
|
$2.66 Million
0.52% of portfolio
|
Q1 2023
Added 0.84%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
7,757
shares
|
$2.65 Million
0.53% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
7,745
shares
|
$2.64 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2026 Q4 2025 |
7,688
shares
|
$2.62 Million
0.8% of portfolio
|
Q4 2025
Added 2.33%
|
|
|
Moody National Bank Trust Division
|
Jan 12, 2026 Q4 2025 |
7,662
shares
|
$2.61 Million
0.27% of portfolio
|
Q4 2025
Reduced 37.49%
|
|
|
Berkshire Bank
|
Oct 24, 2025 Q3 2025 |
7,650
shares
|
$2.61 Million
0.57% of portfolio
|
Q3 2025
Reduced 5.38%
|
|
|
Sawgrass Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
7,647
shares
|
$2.61 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Red Cedar Investment Management, LLC
|
Oct 31, 2025 Q3 2025 |
7,628
shares
|
$2.6 Million
0.3% of portfolio
|
Q4 2024
Added 11.59%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
7,628
shares
|
$2.6 Million
0.18% of portfolio
|
Q3 2025
Reduced 10.06%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Oct 17, 2025 Q3 2025 |
7,627
shares
|
$2.6 Million
0.19% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
7,600
shares
|
$2.59 Million
0.67% of portfolio
|
Q2 2024
Added 2.58%
|
|
|
Walter & Keenan Wealth Management LLC
|
Nov 13, 2025 Q3 2025 |
7,505
shares
|
$2.56 Million
0.7% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
7,476
shares
|
$2.55 Million
0.05% of portfolio
|
Q4 2025
Reduced 49.82%
|
|