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 |
|---|---|---|---|---|---|
|
Saybrook Capital
|
Oct 16, 2025 Q3 2025 |
3,600
shares
|
$1.23 Million
0.32% of portfolio
|
Q1 2022
Reduced 7.69%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
3,595
shares
|
$1.23 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 13, 2026 Q4 2025 |
3,585
shares
|
$1.22 Million
0.19% of portfolio
|
Q4 2025
Reduced 0.17%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
3,584
shares
|
$1.22 Million
0.36% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Bell Bank
|
Jan 14, 2026 Q4 2025 |
3,583
shares
|
$1.22 Million
0.05% of portfolio
|
Q4 2025
Added 7.5%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
3,570
shares
|
$1.22 Million
0.15% of portfolio
|
Q3 2025
Reduced 13.62%
|
|
|
Portus Wealth Advisors, LLC
Charlotte, NC |
Nov 20, 2025 Q3 2025 |
3,557
shares
|
$1.21 Million
1.18% of portfolio
|
Q3 2025
New holding
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
3,555
shares
|
$1.21 Million
0.56% of portfolio
|
Q3 2025
Added 9.65%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
3,554
shares
|
$1.21 Million
0.4% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
3,552
shares
|
$1.21 Million
0.06% of portfolio
|
Q3 2025
Reduced 7.48%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Nov 13, 2025 Q3 2025 |
3,547
shares
|
$1.21 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.46%
|
|
|
Profit Investment Management, LLC
|
Jan 08, 2026 Q4 2025 |
3,541
shares
|
$1.21 Million
4.98% of portfolio
|
Q3 2025
Reduced 21.61%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
3,539
shares
|
$1.21 Million
0.56% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
3,523
shares
|
$1.2 Million
0.04% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 15, 2026 Q4 2025 |
3,523
shares
|
$1.2 Million
0.11% of portfolio
|
Q4 2025
Added 9.17%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
3,517
shares
|
$1.2 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
3,502
shares
|
$1.2 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2025 Q3 2025 |
3,500
shares
|
$1.19 Million
0.38% of portfolio
|
Q3 2025
Reduced 9.72%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
3,487
shares
|
$1.19 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
3,467
shares
|
$1.18 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 05, 2025 Q3 2025 |
3,467
shares
|
$1.18 Million
0.4% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
3,466
shares
|
$1.18 Million
0.1% of portfolio
|
Q3 2025
Added 96.15%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
3,463
shares
|
$1.18 Million
0.09% of portfolio
|
Q3 2025
Reduced 12.66%
|
|
|
Crumly & Associates Inc.
|
Jan 14, 2026 Q4 2025 |
3,461
shares
|
$1.18 Million
0.31% of portfolio
|
Q4 2025
Reduced 1.56%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
3,460
shares
|
$1.18 Million
0.24% of portfolio
|
Q3 2025
Added 20.14%
|
|