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 |
|---|---|---|---|---|---|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 07, 2025 Q3 2025 |
4,476
shares
|
$1.53 Million
0.43% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Nov 07, 2025 Q3 2025 |
4,474
shares
|
$1.53 Million
0.14% of portfolio
|
Q3 2025
Reduced 4.77%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
4,442
shares
|
$1.52 Million
0.12% of portfolio
|
Q2 2025
Added 49.87%
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
4,417
shares
|
$1.51 Million
0.43% of portfolio
|
Q2 2025
Added 1271.74%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
4,414
shares
|
$1.51 Million
0.18% of portfolio
|
Q1 2023
Added 46.01%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,414
shares
|
$1.51 Million
0.16% of portfolio
|
Q3 2025
Added 105.88%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 09, 2026 Q4 2025 |
4,400
shares
|
$1.5 Million
0.04% of portfolio
|
Q4 2025
Added 0.99%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
4,392
shares
|
$1.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.38%
|
|
|
Investment Research Partners LLC
Lemont, PA |
Dec 01, 2025 Q3 2025 |
4,391
shares
|
$1.5 Million
0.71% of portfolio
|
Q3 2025
New holding
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
4,380
shares
|
$1.49 Million
0.03% of portfolio
|
Q3 2025
Added 8.23%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
4,366
shares
|
$1.49 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
4,365
shares
|
$1.49 Million
0.58% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
4,355
shares
|
$1.49 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
4,354
shares
|
$1.49 Million
0.16% of portfolio
|
Q2 2025
Added 9.78%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
4,348
shares
|
$1.48 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
4,344
shares
|
$1.48 Million
0.18% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
4,344
shares
|
$1.48 Million
0.06% of portfolio
|
Q4 2022
Added 6.47%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
4,317
shares
|
$1.47 Million
0.07% of portfolio
|
Q3 2025
Added 169.98%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
4,312
shares
|
$1.47 Million
0.16% of portfolio
|
Q2 2022
Reduced 0.23%
|
|
|
Schulhoff & CO Inc
|
Nov 10, 2025 Q3 2025 |
4,300
shares
|
$1.47 Million
0.66% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
4,294
shares
|
$1.47 Million
0.05% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Nov 18, 2025 Q3 2025 |
4,258
shares
|
$1.45 Million
0.94% of portfolio
|
Q3 2025
Reduced 10.51%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
4,251
shares
|
$1.45 Million
0.18% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
4,245
shares
|
$1.45 Million
0.09% of portfolio
|
Q3 2025
Added 20.12%
|
|
|
Ifg Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
4,241
shares
|
$1.45 Million
0.25% of portfolio
|
Q4 2025
Added 0.09%
|
|