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 |
|---|---|---|---|---|---|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Nov 07, 2025 Q3 2025 |
3,453
shares
|
$1.18 Million
0.95% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Defined Wealth Management, LLC
|
Jan 14, 2026 Q4 2025 |
3,452
shares
|
$1.18 Million
0.72% of portfolio
|
Q4 2025
Added 0.55%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
3,449
shares
|
$1.18 Million
0.16% of portfolio
|
Q3 2025
Added 10.09%
|
|
|
Oak Asset Management, LLC
|
Jan 14, 2026 Q4 2025 |
3,442
shares
|
$1.17 Million
0.41% of portfolio
|
Q4 2025
Reduced 3.85%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
3,426
shares
|
$1.17 Million
0.09% of portfolio
|
Q1 2025
Reduced 6.37%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
3,417
shares
|
$1.17 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Nov 21, 2025 Q3 2025 |
3,417
shares
|
$1.17 Million
0.17% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
3,415
shares
|
$1.17 Million
0.06% of portfolio
|
Q3 2025
Added 98.09%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
3,404
shares
|
$1.16 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
3,404
shares
|
$1.16 Million
0.29% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
3,394
shares
|
$1.16 Million
0.24% of portfolio
|
Q3 2025
Added 10.16%
|
|
|
Hendley & CO Inc
|
Nov 13, 2025 Q3 2025 |
3,390
shares
|
$1.16 Million
0.37% of portfolio
|
Q2 2025
Added 12.44%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 14, 2026 Q4 2025 |
3,385
shares
|
$1.16 Million
0.15% of portfolio
|
Q4 2025
Reduced 0.32%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
3,384
shares
|
$1.15 Million
0.18% of portfolio
|
Q3 2025
Reduced 12.92%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
3,378
shares
|
$1.15 Million
0.06% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Conway Capital Management, Inc.
Burbank, CA |
Oct 23, 2025 Q3 2025 |
3,375
shares
|
$1.15 Million
0.47% of portfolio
|
Q1 2025
Added 221.43%
|
|
|
Rexford Capital Inc
Bellaire, TX |
Oct 21, 2025 Q3 2025 |
3,367
shares
|
$1.15 Million
0.86% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 05, 2025 Q3 2025 |
3,357
shares
|
$1.15 Million
0.27% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Lvw Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
3,356
shares
|
$1.15 Million
0.13% of portfolio
|
Q4 2025
Reduced 3.54%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
3,355
shares
|
$1.14 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
3,324
shares
|
$1.13 Million
0.09% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Volterra Technologies LP
New York, NY |
Nov 13, 2025 Q3 2025 |
3,324
shares
|
$1.13 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 12, 2026 Q4 2025 |
3,323
shares
|
$1.13 Million
0.17% of portfolio
|
Q4 2025
Added 40.92%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
3,320
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2025
Added 5.5%
|
|
|
Values First Advisors, Inc.
|
Oct 21, 2025 Q3 2025 |
3,316
shares
|
$1.13 Million
0.62% of portfolio
|
Q3 2025
Added 18.6%
|
|