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 |
|---|---|---|---|---|---|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
4,916
shares
|
$1.68 Million
0.22% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
4,913
shares
|
$1.68 Million
0.29% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
4,905
shares
|
$1.67 Million
0.11% of portfolio
|
Q4 2025
Added 2.21%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
4,898
shares
|
$1.67 Million
0.1% of portfolio
|
Q2 2023
Added 157.11%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
4,891
shares
|
$1.67 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Beaumont Asset Management, L.L.C.
|
Oct 28, 2025 Q3 2025 |
4,884
shares
|
$1.67 Million
0.85% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 12, 2026 Q4 2025 |
4,839
shares
|
$1.65 Million
0.87% of portfolio
|
Q4 2025
Added 9.18%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
4,836
shares
|
$1.65 Million
0.06% of portfolio
|
Q3 2025
Added 9.73%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
4,802
shares
|
$1.64 Million
0.14% of portfolio
|
Q4 2025
Added 4.44%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jan 13, 2026 Q4 2025 |
4,794
shares
|
$1.64 Million
0.58% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
First Affirmative Financial Network
|
Nov 20, 2025 Q3 2025 |
4,792
shares
|
$1.64 Million
0.78% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
4,786
shares
|
$1.63 Million
0.24% of portfolio
|
Q4 2025
Added 7.33%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
4,779
shares
|
$1.63 Million
1.18% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
4,777
shares
|
$1.63 Million
0.62% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
4,777
shares
|
$1.63 Million
1.44% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
First Dallas Securities Inc.
|
Nov 05, 2025 Q3 2025 |
4,774
shares
|
$1.63 Million
0.61% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
4,774
shares
|
$1.63 Million
0.1% of portfolio
|
Q3 2025
Reduced 5.28%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 03, 2025 Q3 2025 |
4,765
shares
|
$1.63 Million
1.43% of portfolio
|
Q3 2025
Reduced 8.24%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
4,758
shares
|
$1.62 Million
0.63% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
4,750
shares
|
$1.62 Million
0.17% of portfolio
|
Q3 2025
Added 7.76%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
4,738
shares
|
$1.62 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
4,731
shares
|
$1.61 Million
0.1% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Jennison Associates LLC
|
Oct 30, 2025 Q3 2025 |
4,726
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2025
Reduced 66.61%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
4,712
shares
|
$1.61 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
4,706
shares
|
$1.61 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.13%
|
|