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 |
|---|---|---|---|---|---|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
5,677
shares
|
$1.94 Million
0.17% of portfolio
|
Q4 2022
Reduced 4.88%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
5,673
shares
|
$1.94 Million
0.1% of portfolio
|
Q3 2025
Reduced 11.05%
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
5,655
shares
|
$1.93 Million
0.58% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
5,652
shares
|
$1.93 Million
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
5,646
shares
|
$1.93 Million
0.41% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Neo Ivy Capital Management
New York, NY |
Nov 12, 2025 Q3 2025 |
5,640
shares
|
$1.92 Million
0.49% of portfolio
|
Q3 2025
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
5,633
shares
|
$1.92 Million
0.03% of portfolio
|
Q2 2025
Added 8.2%
|
|
|
Crewe Advisors LLC
|
Jan 16, 2026 Q4 2025 |
5,632
shares
|
$1.92 Million
0.19% of portfolio
|
Q4 2025
Reduced 0.04%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
5,626
shares
|
$1.92 Million
0.07% of portfolio
|
Q3 2025
Added 27.95%
|
|
|
Krs Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
5,598
shares
|
$1.91 Million
1.12% of portfolio
|
Q4 2025
Reduced 0.07%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
5,574
shares
|
$1.9 Million
0.17% of portfolio
|
Q3 2025
Reduced 13.41%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
5,534
shares
|
$1.89 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
5,528
shares
|
$1.89 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
5,528
shares
|
$1.89 Million
0.05% of portfolio
|
Q3 2025
Added 23.42%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 04, 2025 Q3 2025 |
5,527
shares
|
$1.89 Million
0.54% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2026 Q4 2025 |
5,523
shares
|
$1.88 Million
0.09% of portfolio
|
Q4 2025
Added 6.15%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
5,510
shares
|
$1.88 Million
0.62% of portfolio
|
Q3 2025
Added 11.83%
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Nov 17, 2025 Q3 2025 |
5,500
shares
|
$1.88 Million
0.42% of portfolio
|
Q1 2023
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
5,485
shares
|
$1.87 Million
0.15% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
5,484
shares
|
$1.87 Million
0.23% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
5,482
shares
|
$1.87 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
5,479
shares
|
$1.87 Million
0.09% of portfolio
|
Q2 2023
Reduced 1.35%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
5,479
shares
|
$1.87 Million
0.09% of portfolio
|
Q2 2023
Reduced 1.35%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
5,467
shares
|
$1.87 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Abundance Wealth Counselors
|
Oct 22, 2025 Q3 2025 |
5,453
shares
|
$1.86 Million
0.35% of portfolio
|
Q3 2025
Reduced 11.46%
|
|