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 |
|---|---|---|---|---|---|
|
Transatlantique Private Wealth LLC
|
Nov 10, 2025 Q3 2025 |
5,974
shares
|
$2.04 Million
0.66% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
5,961
shares
|
$2.03 Million
0.26% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
5,948
shares
|
$2.03 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
5,931
shares
|
$2.02 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 16, 2026 Q4 2025 |
5,917
shares
|
$2.02 Million
0.14% of portfolio
|
Q4 2025
Reduced 0.72%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
5,917
shares
|
$2.02 Million
0.16% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
5,906
shares
|
$2.02 Million
0.29% of portfolio
|
Q3 2025
Added 5.82%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 13, 2025 Q3 2025 |
5,901
shares
|
$2.01 Million
0.6% of portfolio
|
Q3 2025
Added 12.77%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
5,862
shares
|
$2 Million
0.05% of portfolio
|
Q3 2025
Reduced 5.94%
|
|
|
Main Street Investment Advisors LLC
|
Nov 10, 2025 Q3 2025 |
5,861
shares
|
$2 Million
0.27% of portfolio
|
Q3 2025
Reduced 6.27%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 15, 2026 Q4 2025 |
5,854
shares
|
$2 Million
0.61% of portfolio
|
Q4 2025
Added 0.33%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
5,845
shares
|
$1.99 Million
0.4% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
5,844
shares
|
$1.99 Million
0.18% of portfolio
|
Q3 2025
Reduced 8.44%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
5,821
shares
|
$1.99 Million
0.68% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
5,820
shares
|
$1.99 Million
0.03% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Oct 17, 2025 Q3 2025 |
5,790
shares
|
$1.98 Million
1.55% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
5,722
shares
|
$1.95 Million
0.26% of portfolio
|
Q3 2025
Added 20.34%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
5,717
shares
|
$1.95 Million
0.15% of portfolio
|
Q3 2025
Reduced 6.37%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
5,708
shares
|
$1.95 Million
0.46% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
5,698
shares
|
$1.94 Million
0.43% of portfolio
|
Q3 2025
Reduced 6.34%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
5,698
shares
|
$1.94 Million
0.19% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
5,692
shares
|
$1.94 Million
0.02% of portfolio
|
Q3 2025
Added 4.36%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
5,685
shares
|
$1.94 Million
0.65% of portfolio
|
Q1 2024
Reduced 7.83%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
5,682
shares
|
$1.94 Million
0.49% of portfolio
|
Q4 2025
Added 28.58%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
5,678
shares
|
$1.94 Million
0.21% of portfolio
|
Q1 2021
Reduced 32.63%
|
|