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 |
|---|---|---|---|---|---|
|
180 Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
4,240
shares
|
$1.45 Million
0.18% of portfolio
|
Q4 2025
Added 6.69%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
4,233
shares
|
$1.44 Million
0.1% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
4,232
shares
|
$1.44 Million
0.31% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
4,207
shares
|
$1.44 Million
0.05% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Atlas Brown,Inc.
|
Jan 09, 2026 Q4 2025 |
4,205
shares
|
$1.43 Million
0.44% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
4,205
shares
|
$1.43 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
S Bank Fund Management LTD
Helsinki, H9 |
Oct 27, 2025 Q3 2025 |
4,183
shares
|
$1.43 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Oct 21, 2025 Q3 2025 |
4,171
shares
|
$1.42 Million
0.97% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jul 28, 2025 Q2 2025 |
4,166
shares
|
$1.42 Million
0.73% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
4,161
shares
|
$1.42 Million
0.2% of portfolio
|
Q3 2025
Reduced 17.88%
|
|
|
Amarillo National Bank
|
Oct 16, 2025 Q3 2025 |
4,156
shares
|
$1.42 Million
0.24% of portfolio
|
Q2 2024
Reduced 50.01%
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
4,151
shares
|
$1.42 Million
0.05% of portfolio
|
Q3 2025
Reduced 19.57%
|
|
|
Vera Bank, N.A.
|
Nov 07, 2025 Q3 2025 |
4,147
shares
|
$1.42 Million
0.29% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Ervin Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
4,146
shares
|
$1.41 Million
0.85% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
4,146
shares
|
$1.41 Million
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
4,133
shares
|
$1.41 Million
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Tred Avon Family Wealth, LLC
Easton, MD |
Oct 29, 2025 Q3 2025 |
4,132
shares
|
$1.41 Million
0.47% of portfolio
|
Q3 2025
New holding
|
|
|
Stance Capital LLC
Boston, MA |
Nov 18, 2025 Q3 2025 |
4,131
shares
|
$1.41 Million
0.5% of portfolio
|
Q3 2025
Reduced 7.77%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 05, 2026 Q4 2025 |
4,129
shares
|
$1.41 Million
0.02% of portfolio
|
Q4 2025
Added 2652.67%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 15, 2026 Q4 2025 |
4,126
shares
|
$1.41 Million
0.19% of portfolio
|
Q4 2025
Reduced 2.23%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
4,125
shares
|
$1.41 Million
0.18% of portfolio
|
Q3 2025
Reduced 85.75%
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 17, 2025 Q3 2025 |
4,123
shares
|
$1.41 Million
0.67% of portfolio
|
Q3 2025
Added 5.1%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
4,121
shares
|
$1.41 Million
0.75% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 14, 2026 Q4 2025 |
4,120
shares
|
$1.41 Million
0.41% of portfolio
|
Q4 2025
Reduced 1.2%
|
|
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
Nov 14, 2025 Q3 2025 |
4,106
shares
|
$1.4 Million
0.17% of portfolio
|
Q3 2025
Reduced 7.36%
|
|