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 |
|---|---|---|---|---|---|
|
Capital International Sarl
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
7,455
shares
|
$2.54 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Taylor Frigon Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
7,431
shares
|
$2.54 Million
1.3% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
7,427
shares
|
$2.53 Million
0.07% of portfolio
|
Q2 2024
Added 8.95%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
7,411
shares
|
$2.53 Million
0.02% of portfolio
|
Q3 2025
Reduced 14.87%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
7,410
shares
|
$2.53 Million
0.77% of portfolio
|
Q2 2023
Reduced 0.58%
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
7,402
shares
|
$2.53 Million
0.81% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Jackson Wealth Management, LLC
|
Oct 03, 2025 Q3 2025 |
7,361
shares
|
$2.51 Million
0.34% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Broderick Brian C
|
Nov 07, 2025 Q3 2025 |
7,357
shares
|
$2.51 Million
0.5% of portfolio
|
Q3 2025
Added 25.37%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
7,353
shares
|
$2.51 Million
0.08% of portfolio
|
Q3 2025
Added 13.16%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
7,350
shares
|
$2.51 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
7,338
shares
|
$2.5 Million
1.04% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Caxton Associates LLP
London, |
Nov 17, 2025 Q3 2025 |
7,263
shares
|
$2.48 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Birinyi Associates Inc
|
Oct 29, 2025 Q3 2025 |
7,250
shares
|
$2.47 Million
0.62% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
7,223
shares
|
$2.46 Million
0.42% of portfolio
|
Q3 2025
Reduced 6.82%
|
|
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
7,219
shares
|
$2.46 Million
1.09% of portfolio
|
Q3 2025
Added 58.87%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
7,213
shares
|
$2.46 Million
0.13% of portfolio
|
Q1 2025
Added 56.4%
|
|
|
Lebenthal Global Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
7,212
shares
|
$2.46 Million
0.43% of portfolio
|
Q3 2025
Added 13.11%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jan 16, 2026 Q4 2025 |
7,206
shares
|
$2.46 Million
0.43% of portfolio
|
Q4 2025
Added 2.68%
|
|
|
Gateway Investment Advisers LLC
|
Oct 21, 2025 Q3 2025 |
7,200
shares
|
$2.46 Million
0.02% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Arjuna Capital
|
Nov 04, 2025 Q3 2025 |
7,191
shares
|
$2.45 Million
0.61% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
7,185
shares
|
$2.45 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Boltwood Capital Management
|
Jan 02, 2026 Q4 2025 |
7,135
shares
|
$2.43 Million
0.62% of portfolio
|
Q4 2025
Reduced 1.35%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
7,130
shares
|
$2.43 Million
0.08% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 12, 2026 Q4 2025 |
7,098
shares
|
$2.42 Million
1.37% of portfolio
|
Q4 2025
Added 3.27%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
7,083
shares
|
$2.42 Million
0.18% of portfolio
|
Q3 2025
Added 183.32%
|
|