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 |
|---|---|---|---|---|---|
|
Advisory Research Inc
Chicago, IL |
Nov 13, 2025 Q3 2025 |
5,071
shares
|
$1.73 Million
0.24% of portfolio
|
Q3 2025
Reduced 4.34%
|
|
|
Dempze Nancy E
|
Nov 07, 2025 Q3 2025 |
5,058
shares
|
$1.73 Million
1.0% of portfolio
|
Q3 2025
Added 46.23%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 16, 2026 Q4 2025 |
5,051
shares
|
$1.72 Million
0.07% of portfolio
|
Q4 2025
Reduced 0.16%
|
|
|
Pecaut & Co.
|
Nov 03, 2025 Q3 2025 |
5,050
shares
|
$1.72 Million
0.56% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Nov 12, 2025 Q3 2025 |
5,049
shares
|
$1.72 Million
0.96% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Blodgett Wealth Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
5,044
shares
|
$1.72 Million
1.2% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
5,044
shares
|
$1.72 Million
0.08% of portfolio
|
Q3 2025
Reduced 28.1%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
5,040
shares
|
$1.72 Million
0.08% of portfolio
|
Q3 2025
Reduced 5.95%
|
|
|
Weik Capital Management
Wyomissing, PA |
Nov 12, 2025 Q3 2025 |
5,038
shares
|
$1.72 Million
0.63% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
5,023
shares
|
$1.71 Million
0.08% of portfolio
|
Q3 2025
Reduced 5.39%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
5,019
shares
|
$1.71 Million
0.45% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 14, 2026 Q4 2025 |
5,019
shares
|
$1.71 Million
1.58% of portfolio
|
Q4 2025
Reduced 0.99%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
5,016
shares
|
$1.71 Million
0.47% of portfolio
|
Q3 2021
Reduced 0.5%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
5,008
shares
|
$1.71 Million
0.03% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
5,007
shares
|
$1.71 Million
0.03% of portfolio
|
Q4 2023
Reduced 24.77%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 12, 2025 Q3 2025 |
5,004
shares
|
$1.71 Million
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Spirit Of America Management Corp
|
Jan 15, 2026 Q4 2025 |
5,000
shares
|
$1.71 Million
0.37% of portfolio
|
Q1 2022
Reduced 26.47%
|
|
|
Ulysses Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,000
shares
|
$1.71 Million
0.12% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
4,996
shares
|
$1.7 Million
0.04% of portfolio
|
Q3 2025
Reduced 27.17%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
4,994
shares
|
$1.7 Million
0.08% of portfolio
|
Q3 2025
Reduced 6.46%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
4,968
shares
|
$1.7 Million
0.09% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
4,948
shares
|
$1.69 Million
0.05% of portfolio
|
Q3 2025
Reduced 5.28%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
4,939
shares
|
$1.69 Million
0.19% of portfolio
|
Q2 2022
Reduced 3.52%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
4,934
shares
|
$1.68 Million
0.06% of portfolio
|
Q4 2025
Reduced 4.14%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 08, 2026 Q4 2025 |
4,917
shares
|
$1.68 Million
0.48% of portfolio
|
Q4 2025
Added 0.68%
|
|