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 |
|---|---|---|---|---|---|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
6,338
shares
|
$2.16 Million
0.09% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
6,303
shares
|
$2.15 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
6,272
shares
|
$2.14 Million
0.4% of portfolio
|
Q1 2025
Added 41.74%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
6,269
shares
|
$2.14 Million
0.12% of portfolio
|
Q3 2025
Added 24.21%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
6,269
shares
|
$2.14 Million
0.01% of portfolio
|
Q3 2025
Added 50.99%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Nov 03, 2025 Q3 2025 |
6,260
shares
|
$2.14 Million
1.45% of portfolio
|
Q2 2025
Reduced 17.17%
|
|
|
Piscataqua Savings Bank
|
Jan 16, 2026 Q4 2025 |
6,212
shares
|
$2.12 Million
1.59% of portfolio
|
Q4 2025
Reduced 1.11%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
6,201
shares
|
$2.12 Million
0.61% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
6,194
shares
|
$2.11 Million
0.1% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 13, 2026 Q4 2025 |
6,183
shares
|
$2.11 Million
0.36% of portfolio
|
Q4 2025
Reduced 4.14%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 13, 2026 Q4 2025 |
6,182
shares
|
$2.11 Million
0.14% of portfolio
|
Q4 2025
Reduced 3.74%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Oct 29, 2025 Q3 2025 |
6,150
shares
|
$2.1 Million
0.68% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
6,122
shares
|
$2.09 Million
0.26% of portfolio
|
Q3 2025
Reduced 61.32%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jan 13, 2026 Q4 2025 |
6,101
shares
|
$2.08 Million
0.46% of portfolio
|
Q4 2025
Added 3.79%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
6,096
shares
|
$2.08 Million
0.07% of portfolio
|
Q3 2022
Added 0.18%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
6,079
shares
|
$2.07 Million
0.24% of portfolio
|
Q4 2025
Reduced 0.12%
|
|
|
First Bank & Trust
|
Jan 12, 2026 Q4 2025 |
6,065
shares
|
$2.07 Million
0.34% of portfolio
|
Q4 2025
New holding
|
|
|
Weil Company, Inc.
|
Jan 14, 2026 Q4 2025 |
6,055
shares
|
$2.07 Million
0.58% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
6,043
shares
|
$2.06 Million
0.2% of portfolio
|
Q3 2025
Added 7.81%
|
|
|
Monte Financial Group, LLC
|
Oct 31, 2025 Q3 2025 |
6,034
shares
|
$2.06 Million
0.74% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Citadel Investment Advisory, Inc.
|
Oct 21, 2025 Q3 2025 |
6,032
shares
|
$2.06 Million
0.92% of portfolio
|
Q2 2025
Reduced 10.09%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
6,010
shares
|
$2.05 Million
0.05% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
6,000
shares
|
$2.05 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 05, 2025 Q3 2025 |
5,999
shares
|
$2.05 Million
0.45% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
B&L Asset Management LLC
Boston, MA |
Oct 22, 2025 Q3 2025 |
5,997
shares
|
$2.05 Million
1.02% of portfolio
|
Q2 2025
Reduced 0.48%
|
|