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 |
|---|---|---|---|---|---|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
4,076
shares
|
$1.39 Million
0.53% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
4,058
shares
|
$1.38 Million
0.14% of portfolio
|
Q3 2025
Reduced 9.36%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
4,054
shares
|
$1.38 Million
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
4,052
shares
|
$1.38 Million
0.09% of portfolio
|
Q3 2025
Reduced 10.12%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
4,041
shares
|
$1.38 Million
0.08% of portfolio
|
Q2 2025
Reduced 8.41%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
4,037
shares
|
$1.38 Million
1.0% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
4,034
shares
|
$1.38 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
4,031
shares
|
$1.38 Million
0.17% of portfolio
|
Q3 2025
Added 32.86%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 07, 2026 Q4 2025 |
4,028
shares
|
$1.37 Million
0.41% of portfolio
|
Q4 2025
Reduced 0.1%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
4,027
shares
|
$1.37 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Nov 18, 2025 Q3 2025 |
4,022
shares
|
$1.37 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jan 16, 2026 Q4 2025 |
4,016
shares
|
$1.37 Million
0.33% of portfolio
|
Q4 2025
Reduced 0.5%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 27, 2025 Q3 2025 |
4,008
shares
|
$1.37 Million
0.45% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
4,007
shares
|
$1.37 Million
0.04% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
4,006
shares
|
$1.37 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
4,003
shares
|
$1.37 Million
0.11% of portfolio
|
Q3 2025
Reduced 40.02%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Nov 06, 2025 Q3 2025 |
4,000
shares
|
$1.37 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
3,991
shares
|
$1.36 Million
0.76% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
3,990
shares
|
$1.36 Million
0.09% of portfolio
|
Q4 2025
Reduced 1.24%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
3,989
shares
|
$1.36 Million
0.25% of portfolio
|
Q3 2025
Added 14.13%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
3,989
shares
|
$1.36 Million
0.01% of portfolio
|
Q3 2022
Reduced 64.06%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 15, 2026 Q4 2025 |
3,974
shares
|
$1.36 Million
0.25% of portfolio
|
Q4 2025
Reduced 1.9%
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2026 Q4 2025 |
3,973
shares
|
$1.36 Million
0.66% of portfolio
|
Q4 2025
Added 6.17%
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
3,971
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
3,965
shares
|
$1.35 Million
0.23% of portfolio
|
Q3 2025
Reduced 3.03%
|
|