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 |
|---|---|---|---|---|---|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
3,960
shares
|
$1.35 Million
0.08% of portfolio
|
Q3 2025
Reduced 9.2%
|
|
|
Great Banc Trust CO
Lisle, IL |
Nov 14, 2025 Q3 2025 |
3,953
shares
|
$1.35 Million
0.9% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
3,949
shares
|
$1.35 Million
0.08% of portfolio
|
Q3 2025
Added 9.0%
|
|
|
Evelyn Partners Investment Management LLP
London, |
Nov 14, 2025 Q3 2025 |
3,949
shares
|
$1.35 Million
0.04% of portfolio
|
Q4 2024
Added 16.08%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
3,948
shares
|
$1.35 Million
0.27% of portfolio
|
Q2 2022
Added 105.84%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 16, 2026 Q4 2025 |
3,939
shares
|
$1.34 Million
0.15% of portfolio
|
Q4 2025
Added 3.74%
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
3,929
shares
|
$1.34 Million
0.01% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
Nov 12, 2025 Q3 2025 |
3,925
shares
|
$1.34 Million
0.01% of portfolio
|
Q3 2025
Added 182.58%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,921
shares
|
$1.34 Million
0.08% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
3,916
shares
|
$1.34 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Culbertson A N & CO Inc
|
Oct 24, 2025 Q3 2025 |
3,913
shares
|
$1.34 Million
0.19% of portfolio
|
Q4 2023
Added 0.51%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
3,897
shares
|
$1.33 Million
0.26% of portfolio
|
Q3 2025
Reduced 12.23%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
3,880
shares
|
$1.32 Million
0.44% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
3,872
shares
|
$1.32 Million
0.19% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
3,871
shares
|
$1.32 Million
0.4% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
3,864
shares
|
$1.32 Million
0.69% of portfolio
|
Q3 2022
Reduced 2.52%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
3,860
shares
|
$1.32 Million
0.05% of portfolio
|
Q3 2025
Added 6.63%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Nov 14, 2025 Q3 2025 |
3,858
shares
|
$1.32 Million
1.0% of portfolio
|
Q3 2025
Added 9.98%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
3,857
shares
|
$1.32 Million
0.49% of portfolio
|
Q3 2025
Added 4.87%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
3,845
shares
|
$1.31 Million
0.04% of portfolio
|
Q4 2022
Added 11.0%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
3,834
shares
|
$1.31 Million
0.16% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Oct 21, 2025 Q3 2025 |
3,815
shares
|
$1.3 Million
0.38% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
3,811
shares
|
$1.3 Million
0.26% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Pdt Partners, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,800
shares
|
$1.3 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Bochk Asset Management LTD
Hong Kong, K3 |
Nov 12, 2025 Q3 2025 |
3,800
shares
|
$1.3 Million
0.33% of portfolio
|
Q3 2025
New holding
|
|