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 |
|---|---|---|---|---|---|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jan 15, 2026 Q4 2025 |
5,445
shares
|
$1.86 Million
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
5,430
shares
|
$1.85 Million
0.22% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Jan 09, 2026 Q4 2025 |
5,427
shares
|
$1.85 Million
0.58% of portfolio
|
Q4 2025
Added 0.87%
|
|
|
Strategic Advisors LLC
|
Nov 03, 2025 Q3 2025 |
5,426
shares
|
$1.85 Million
0.3% of portfolio
|
Q3 2025
Added 23.18%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
5,422
shares
|
$1.85 Million
0.05% of portfolio
|
Q3 2025
Reduced 40.55%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
5,415
shares
|
$1.85 Million
0.1% of portfolio
|
Q3 2025
Reduced 9.46%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Nov 12, 2025 Q3 2025 |
5,404
shares
|
$1.84 Million
0.94% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
5,386
shares
|
$1.84 Million
0.07% of portfolio
|
Q4 2025
Added 3.14%
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
5,376
shares
|
$1.83 Million
0.47% of portfolio
|
Q3 2025
Added 23.25%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
5,366
shares
|
$1.83 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Northstar Advisory Group, LLC
|
Jan 15, 2026 Q4 2025 |
5,343
shares
|
$1.82 Million
0.65% of portfolio
|
Q4 2025
Reduced 1.95%
|
|
|
Lawson Kroeker Investment Management Inc
|
Oct 20, 2025 Q3 2025 |
5,338
shares
|
$1.82 Million
0.34% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
5,338
shares
|
$1.82 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
5,330
shares
|
$1.82 Million
0.11% of portfolio
|
Q3 2025
Added 21.5%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2026 Q4 2025 |
5,329
shares
|
$1.82 Million
0.48% of portfolio
|
Q4 2025
Added 17.56%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
5,320
shares
|
$1.82 Million
0.31% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
5,318
shares
|
$1.81 Million
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
5,310
shares
|
$1.81 Million
0.19% of portfolio
|
Q4 2025
Added 1.63%
|
|
|
Notis Mc Conarty Edward
|
Nov 07, 2025 Q3 2025 |
5,304
shares
|
$1.81 Million
0.82% of portfolio
|
Q3 2025
Added 38.41%
|
|
|
Vectors Research Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
5,289
shares
|
$1.8 Million
0.55% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
5,273
shares
|
$1.8 Million
1.26% of portfolio
|
Q3 2023
Added 0.02%
|
|
|
Winton Group LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
5,270
shares
|
$1.8 Million
0.07% of portfolio
|
Q3 2025
Reduced 79.94%
|
|
|
Sirios Capital Management L P
Boston, MA |
Nov 14, 2025 Q3 2025 |
5,269
shares
|
$1.8 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Rydar Equities, Inc.
Weatherford, TX |
Oct 09, 2025 Q3 2025 |
5,263
shares
|
$1.8 Million
1.39% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
First International Bank & Trust
Watford City, ND |
Oct 07, 2025 Q3 2025 |
5,255
shares
|
$1.79 Million
0.61% of portfolio
|
Q3 2025
Added 3.63%
|
|