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 |
|---|---|---|---|---|---|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 14, 2025 Q3 2025 |
6,685
shares
|
$2.28 Million
0.19% of portfolio
|
Q3 2024
Reduced 11.64%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
6,681
shares
|
$2.28 Million
0.35% of portfolio
|
Q4 2025
Added 8.99%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
6,670
shares
|
$2.28 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 13, 2025 Q3 2025 |
6,666
shares
|
$2.27 Million
0.06% of portfolio
|
Q3 2025
Reduced 43.84%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 13, 2025 Q3 2025 |
6,661
shares
|
$2.27 Million
0.01% of portfolio
|
Q3 2025
Added 1981.56%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
6,628
shares
|
$2.26 Million
0.21% of portfolio
|
Q3 2025
Reduced 4.15%
|
|
|
Kidder Stephen W
|
Nov 07, 2025 Q3 2025 |
6,616
shares
|
$2.26 Million
0.63% of portfolio
|
Q3 2025
Added 115.15%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
6,614
shares
|
$2.26 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Inkwell Capital LLC
Miami, FL |
Nov 10, 2025 Q3 2025 |
6,601
shares
|
$2.25 Million
2.24% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
6,591
shares
|
$2.25 Million
0.15% of portfolio
|
Q3 2025
Added 405.83%
|
|
|
Wbi Investments, Inc.
|
Nov 20, 2025 Q3 2025 |
6,581
shares
|
$2.25 Million
0.6% of portfolio
|
Q3 2025
Added 116.48%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
6,563
shares
|
$2.24 Million
0.1% of portfolio
|
Q3 2025
Added 866.57%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
6,553
shares
|
$2.24 Million
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
6,552
shares
|
$2.24 Million
0.21% of portfolio
|
Q4 2025
Added 32.47%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
6,552
shares
|
$2.24 Million
0.27% of portfolio
|
Q3 2025
Reduced 16.25%
|
|
|
Bnp Paribas
New York, NY |
Nov 14, 2025 Q3 2025 |
6,546
shares
|
$2.23 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
6,509
shares
|
$2.22 Million
0.13% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Weiss Asset Management LP
Boston, MA |
Nov 14, 2025 Q3 2025 |
6,505
shares
|
$2.22 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Lee Danner & Bass Inc
|
Oct 29, 2025 Q3 2025 |
6,502
shares
|
$2.22 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Solitude Financial Services
|
Jan 15, 2026 Q4 2025 |
6,473
shares
|
$2.21 Million
0.71% of portfolio
|
Q4 2025
Added 10.01%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
6,452
shares
|
$2.2 Million
0.04% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
6,451
shares
|
$2.2 Million
0.1% of portfolio
|
Q4 2024
Added 20.85%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
6,419
shares
|
$2.19 Million
0.04% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
S&Co Inc
Boston, MA |
Nov 06, 2025 Q3 2025 |
6,386
shares
|
$2.18 Million
0.13% of portfolio
|
Q4 2022
Added 1.37%
|
|
|
Parisi Gray Wealth Management
|
Jan 07, 2026 Q4 2025 |
6,373
shares
|
$2.17 Million
0.55% of portfolio
|
Q4 2025
Added 0.05%
|
|