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 |
|---|---|---|---|---|---|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
3,035
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Oct 29, 2025 Q3 2025 |
3,017
shares
|
$1.03 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 05, 2026 Q4 2025 |
3,015
shares
|
$1.03 Million
0.3% of portfolio
|
Q4 2025
Added 0.5%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2025 Q3 2025 |
3,010
shares
|
$1.03 Million
0.46% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
3,009
shares
|
$1.03 Million
0.11% of portfolio
|
Q3 2025
Added 14.24%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
3,007
shares
|
$1.03 Million
0.25% of portfolio
|
Q1 2024
Reduced 3.31%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2025 Q3 2025 |
3,004
shares
|
$1.03 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
West Branch Capital LLC
|
Jan 16, 2026 Q4 2025 |
3,002
shares
|
$1.02 Million
0.28% of portfolio
|
Q4 2025
Added 58.33%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
3,000
shares
|
$1.02 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Ocean Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
2,995
shares
|
$1.02 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
2,955
shares
|
$1.01 Million
0.06% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
2,953
shares
|
$1.01 Million
0.68% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
2,952
shares
|
$1.01 Million
0.08% of portfolio
|
Q3 2025
Reduced 5.84%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
2,952
shares
|
$1.01 Million
0.16% of portfolio
|
Q3 2025
Reduced 9.45%
|
|
|
Trust CO Of Virginia
|
Oct 23, 2025 Q3 2025 |
2,949
shares
|
$1.01 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.63%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 21, 2025 Q3 2025 |
2,940
shares
|
$1 Million
0.12% of portfolio
|
Q3 2025
Added 16.57%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
2,937
shares
|
$1 Million
0.3% of portfolio
|
Q4 2023
Added 9.63%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
2,933
shares
|
$1 Million
0.16% of portfolio
|
Q3 2025
Reduced 23.1%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
2,931
shares
|
$1 Million
0.38% of portfolio
|
Q2 2024
Added 2.13%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
2,927
shares
|
$998,838
0.03% of portfolio
|
Q3 2022
Reduced 0.58%
|
|
|
Bath Savings Trust CO
|
Jan 12, 2026 Q4 2025 |
2,923
shares
|
$997,473
0.1% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
2,920
shares
|
$996,450
0.04% of portfolio
|
Q3 2025
Reduced 17.86%
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
2,910
shares
|
$993,037
0.2% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Dec 12, 2025 Q3 2025 |
2,900
shares
|
$989,625
1.55% of portfolio
|
Q3 2025
Added 195.92%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,895
shares
|
$987,918
0.15% of portfolio
|
Q3 2025
New holding
|
|