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 |
|---|---|---|---|---|---|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
4,700
shares
|
$1.6 Million
0.13% of portfolio
|
Q2 2023
Reduced 0.25%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
4,691
shares
|
$1.6 Million
0.09% of portfolio
|
Q2 2025
Added 16.81%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
4,688
shares
|
$1.6 Million
0.1% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Barden Capital Management, Inc.
|
Jan 06, 2026 Q4 2025 |
4,687
shares
|
$1.6 Million
1.33% of portfolio
|
Q4 2025
Added 1.49%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
4,672
shares
|
$1.59 Million
0.03% of portfolio
|
Q4 2025
Added 3.41%
|
|
|
Rockland Trust CO
|
Jan 15, 2026 Q4 2025 |
4,656
shares
|
$1.59 Million
0.06% of portfolio
|
Q4 2025
Reduced 6.54%
|
|
|
Leisure Capital Management
|
Nov 06, 2025 Q3 2025 |
4,655
shares
|
$1.59 Million
0.56% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Woodstock Corp
|
Jan 14, 2026 Q4 2025 |
4,652
shares
|
$1.59 Million
0.14% of portfolio
|
Q4 2025
Reduced 0.09%
|
|
|
Delphi Management Inc /Ma/
Boston, MA |
Oct 15, 2025 Q3 2025 |
4,641
shares
|
$1.58 Million
1.43% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
4,636
shares
|
$1.58 Million
0.73% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Nov 03, 2025 Q3 2025 |
4,633
shares
|
$1.58 Million
0.25% of portfolio
|
Q3 2025
Added 40.91%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
4,600
shares
|
$1.57 Million
0.65% of portfolio
|
Q2 2023
Reduced 14.05%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
4,597
shares
|
$1.57 Million
0.39% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Guardian Investment Management
|
Nov 13, 2025 Q3 2025 |
4,592
shares
|
$1.57 Million
1.35% of portfolio
|
Q3 2025
New holding
|
|
|
Sentry LLC
Memphis, TN |
Jan 16, 2026 Q4 2025 |
4,591
shares
|
$1.57 Million
0.46% of portfolio
|
Q4 2023
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
4,580
shares
|
$1.56 Million
0.33% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
4,575
shares
|
$1.56 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 13, 2026 Q4 2025 |
4,561
shares
|
$1.56 Million
0.13% of portfolio
|
Q4 2025
Reduced 1.26%
|
|
|
Iron Oak Wealth Llc.
Cedar Park, TX |
Jul 14, 2025 Q2 2025 |
4,538
shares
|
$1.55 Million
1.41% of portfolio
|
Q2 2025
Reduced 45.76%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
4,529
shares
|
$1.55 Million
0.53% of portfolio
|
Q3 2025
Added 11.91%
|
|
|
Tufton Capital Management
|
Oct 31, 2025 Q3 2025 |
4,513
shares
|
$1.54 Million
0.27% of portfolio
|
Q3 2025
Added 40.46%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,512
shares
|
$1.54 Million
0.06% of portfolio
|
Q3 2025
Added 151.93%
|
|
|
Elefante Mark B
Boston, MA |
Nov 07, 2025 Q3 2025 |
4,508
shares
|
$1.54 Million
0.96% of portfolio
|
Q3 2025
Added 72.79%
|
|
|
Papp L Roy & Associates
|
Oct 09, 2025 Q3 2025 |
4,500
shares
|
$1.54 Million
0.18% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
Nov 03, 2025 Q3 2025 |
4,500
shares
|
$1.54 Million
0.79% of portfolio
|
Q3 2025
Reduced 10.0%
|
|