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 |
|---|---|---|---|---|---|
|
Marshall Financial Group LLC
|
Jan 08, 2026 Q4 2025 |
3,185
shares
|
$1.09 Million
0.24% of portfolio
|
Q4 2025
Added 243.21%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Nov 18, 2025 Q3 2025 |
3,183
shares
|
$1.09 Million
0.89% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
3,182
shares
|
$1.09 Million
0.89% of portfolio
|
Q4 2022
Added 3.68%
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
3,181
shares
|
$1.09 Million
0.12% of portfolio
|
Q4 2025
Added 6.1%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
3,179
shares
|
$1.08 Million
0.07% of portfolio
|
Q3 2025
Added 17.35%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 08, 2026 Q4 2025 |
3,158
shares
|
$1.08 Million
0.29% of portfolio
|
Q4 2025
Added 15.72%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
3,153
shares
|
$1.08 Million
0.14% of portfolio
|
Q2 2025
Added 11.06%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 15, 2026 Q4 2025 |
3,149
shares
|
$1.07 Million
0.47% of portfolio
|
Q4 2025
Reduced 6.45%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
3,148
shares
|
$1.07 Million
0.08% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
3,137
shares
|
$1.07 Million
0.03% of portfolio
|
Q3 2025
Reduced 17.43%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
3,126
shares
|
$1.07 Million
0.11% of portfolio
|
Q4 2025
Reduced 14.59%
|
|
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
Nov 12, 2025 Q3 2025 |
3,122
shares
|
$1.07 Million
0.68% of portfolio
|
Q3 2025
Added 75.1%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,120
shares
|
$1.06 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
3,108
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
3,107
shares
|
$1.06 Million
0.06% of portfolio
|
Q3 2025
Added 32.55%
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
3,095
shares
|
$1.06 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
3,094
shares
|
$1.06 Million
0.12% of portfolio
|
Q4 2025
Reduced 2.24%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
3,074
shares
|
$1.05 Million
0.12% of portfolio
|
Q2 2024
Added 1.15%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Jan 16, 2026 Q4 2025 |
3,066
shares
|
$1.05 Million
0.1% of portfolio
|
Q4 2025
Reduced 0.07%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
3,062
shares
|
$1.04 Million
0.16% of portfolio
|
Q3 2025
Added 33.95%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Dec 15, 2025 Q3 2025 |
3,050
shares
|
$1.04 Million
0.46% of portfolio
|
Q4 2024
Added 20.13%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 07, 2025 Q3 2025 |
3,049
shares
|
$1.04 Million
0.11% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
3,049
shares
|
$1.04 Million
0.05% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
3,045
shares
|
$1.04 Million
0.05% of portfolio
|
Q4 2022
Reduced 3.55%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
3,040
shares
|
$1.04 Million
0.05% of portfolio
|
Q2 2024
Reduced 1.52%
|
|