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 |
|---|---|---|---|---|---|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
2,885
shares
|
$984,506
0.24% of portfolio
|
Q3 2023
Reduced 29.81%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,880
shares
|
$982,800
0.02% of portfolio
|
Q1 2024
Reduced 11.36%
|
|
|
One8zero8, LLC
Greensboro, NC |
Nov 03, 2025 Q3 2025 |
2,880
shares
|
$982,800
0.21% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 13, 2026 Q4 2025 |
2,873
shares
|
$980,411
0.25% of portfolio
|
Q4 2025
Reduced 1.07%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
2,866
shares
|
$978,022
0.08% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
2,864
shares
|
$977,340
0.29% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 15, 2026 Q4 2025 |
2,862
shares
|
$976,657
0.72% of portfolio
|
Q4 2025
Added 0.6%
|
|
|
Purus Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
2,859
shares
|
$975,633
0.32% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
2,856
shares
|
$974,610
0.07% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
2,852
shares
|
$973,245
0.07% of portfolio
|
Q2 2025
Reduced 11.95%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
2,852
shares
|
$973,245
0.25% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
2,849
shares
|
$972,221
0.29% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
2,837
shares
|
$968,126
0.09% of portfolio
|
Q2 2024
Reduced 6.74%
|
|
|
Ridgewood Investments LLC
|
Oct 30, 2025 Q3 2025 |
2,817
shares
|
$961,301
0.4% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
2,812
shares
|
$959,595
0.32% of portfolio
|
Q1 2023
Added 0.07%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Nov 14, 2025 Q3 2025 |
2,807
shares
|
$957,888
0.04% of portfolio
|
Q3 2025
Added 177.92%
|
|
|
Basepoint Wealth LLC
Cedar Rapids, IA |
Nov 13, 2025 Q3 2025 |
2,807
shares
|
$957,888
0.66% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Oct 24, 2025 Q3 2025 |
2,804
shares
|
$956,865
1.21% of portfolio
|
Q4 2024
Reduced 27.17%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
2,802
shares
|
$956,182
0.21% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
2,802
shares
|
$956,182
0.13% of portfolio
|
Q3 2023
Reduced 1.75%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
2,802
shares
|
$956,182
0.08% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Kearns & Associates LLC
|
Jan 08, 2026 Q4 2025 |
2,800
shares
|
$955,500
0.5% of portfolio
|
Q4 2022
New holding
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
2,800
shares
|
$955,500
0.53% of portfolio
|
Q2 2024
Added 12.0%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Nov 14, 2025 Q3 2025 |
2,800
shares
|
$955,500
0.22% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
2,793
shares
|
$953,111
0.04% of portfolio
|
Q3 2025
Reduced 5.13%
|
|