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 |
|---|---|---|---|---|---|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,311
shares
|
$1.13 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2025 Q3 2025 |
3,298
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
3,291
shares
|
$1.12 Million
0.86% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
3,285
shares
|
$1.12 Million
0.17% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
3,285
shares
|
$1.12 Million
0.21% of portfolio
|
Q3 2025
Added 19.02%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
3,268
shares
|
$1.12 Million
0.08% of portfolio
|
Q3 2025
Reduced 6.04%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
3,267
shares
|
$1.11 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
3,265
shares
|
$1.11 Million
0.21% of portfolio
|
Q3 2025
Added 17.24%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,260
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2025
Reduced 80.89%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Nov 13, 2025 Q3 2025 |
3,260
shares
|
$1.11 Million
0.61% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
3,256
shares
|
$1.11 Million
0.02% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
3,254
shares
|
$1.11 Million
0.07% of portfolio
|
Q3 2022
Added 1.15%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
3,252
shares
|
$1.11 Million
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
3,250
shares
|
$1.11 Million
0.08% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
3,238
shares
|
$1.1 Million
0.09% of portfolio
|
Q1 2025
Reduced 10.82%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
3,233
shares
|
$1.1 Million
0.03% of portfolio
|
Q3 2025
Added 41.99%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
3,233
shares
|
$1.1 Million
0.07% of portfolio
|
Q3 2025
Added 22.09%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 06, 2025 Q3 2025 |
3,226
shares
|
$1.1 Million
0.12% of portfolio
|
Q3 2025
Added 89.76%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
3,222
shares
|
$1.1 Million
0.07% of portfolio
|
Q3 2025
Added 23.07%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
3,202
shares
|
$1.09 Million
0.02% of portfolio
|
Q1 2023
Reduced 19.99%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
3,199
shares
|
$1.09 Million
0.32% of portfolio
|
Q3 2025
Added 149.92%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
3,193
shares
|
$1.09 Million
0.34% of portfolio
|
Q1 2024
Added 80.29%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
3,192
shares
|
$1.09 Million
0.06% of portfolio
|
Q4 2023
Reduced 3.3%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
3,188
shares
|
$1.09 Million
0.48% of portfolio
|
Q3 2025
Added 136.5%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
3,186
shares
|
$1.09 Million
0.19% of portfolio
|
Q3 2025
Added 22.54%
|
|