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 |
|---|---|---|---|---|---|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
3,777
shares
|
$1.29 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Argus Investors' Counsel, Inc.
|
Oct 27, 2025 Q3 2025 |
3,773
shares
|
$1.29 Million
1.06% of portfolio
|
Q3 2025
Reduced 31.04%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2025 Q3 2025 |
3,773
shares
|
$1.29 Million
0.54% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Byrne Asset Management LLC
|
Jan 12, 2026 Q4 2025 |
3,765
shares
|
$1.28 Million
0.87% of portfolio
|
Q4 2025
Added 0.13%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 14, 2026 Q4 2025 |
3,750
shares
|
$1.28 Million
0.54% of portfolio
|
Q4 2025
Reduced 10.71%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
3,747
shares
|
$1.28 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
3,746
shares
|
$1.28 Million
0.05% of portfolio
|
Q4 2023
Added 0.94%
|
|
|
Financial Management Network Inc
|
Jan 08, 2026 Q4 2025 |
3,740
shares
|
$1.28 Million
0.25% of portfolio
|
Q4 2025
Added 0.78%
|
|
|
Skba Capital Management LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
3,739
shares
|
$1.28 Million
0.18% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Blackstone Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
3,737
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Whelan Financial
|
Oct 29, 2025 Q3 2025 |
3,736
shares
|
$1.27 Million
0.39% of portfolio
|
Q3 2025
Reduced 6.72%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
3,734
shares
|
$1.27 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
3,720
shares
|
$1.27 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 28, 2025 Q3 2025 |
3,712
shares
|
$1.27 Million
0.17% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
3,706
shares
|
$1.26 Million
0.09% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
3,694
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2025
Reduced 60.82%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
3,689
shares
|
$1.26 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
3,683
shares
|
$1.26 Million
0.89% of portfolio
|
Q3 2025
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
3,683
shares
|
$1.26 Million
0.16% of portfolio
|
Q3 2025
Reduced 33.65%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
Nov 06, 2025 Q3 2025 |
3,662
shares
|
$1.25 Million
0.16% of portfolio
|
Q3 2022
Reduced 24.2%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
3,647
shares
|
$1.24 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
3,646
shares
|
$1.24 Million
0.58% of portfolio
|
Q3 2025
Added 22.18%
|
|
|
Mjp Associates Inc
|
Nov 07, 2025 Q3 2025 |
3,645
shares
|
$1.24 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
3,641
shares
|
$1.24 Million
0.37% of portfolio
|
Q3 2025
Added 24.95%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 09, 2026 Q4 2025 |
3,626
shares
|
$1.24 Million
0.37% of portfolio
|
Q4 2025
Reduced 2.89%
|
|