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 |
|---|---|---|---|---|---|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
2,792
shares
|
$952,770
0.11% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
2,791
shares
|
$952,428
0.7% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Benin Management Corp
|
Jan 12, 2026 Q4 2025 |
2,789
shares
|
$951,746
0.22% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
2,781
shares
|
$949,016
0.29% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 21, 2025 Q3 2025 |
2,780
shares
|
$948,675
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 08, 2026 Q4 2025 |
2,767
shares
|
$944,238
0.11% of portfolio
|
Q4 2025
Added 257.03%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
2,767
shares
|
$944,238
0.13% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
2,765
shares
|
$943,556
0.03% of portfolio
|
Q3 2025
Added 31.54%
|
|
|
Phoenix Wealth Advisors
|
Oct 28, 2025 Q3 2025 |
2,751
shares
|
$938,778
0.36% of portfolio
|
Q3 2025
Added 29.03%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
2,745
shares
|
$936,731
0.28% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Alta Advisers LTD
|
Oct 31, 2025 Q3 2025 |
2,742
shares
|
$935,707
0.28% of portfolio
|
Q1 2025
Added 48.86%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
2,742
shares
|
$935,707
0.13% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
2,739
shares
|
$934,683
0.05% of portfolio
|
Q3 2025
Added 89.42%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
2,738
shares
|
$934,342
0.05% of portfolio
|
Q3 2025
Added 103.12%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
2,733
shares
|
$932,636
0.43% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Mangrove Partners
New York, NY |
Nov 14, 2025 Q3 2025 |
2,725
shares
|
$929,906
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
2,716
shares
|
$926,835
0.0% of portfolio
|
Q4 2022
Reduced 45.16%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 12, 2025 Q3 2025 |
2,715
shares
|
$926,493
0.59% of portfolio
|
Q3 2025
Reduced 31.18%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
2,710
shares
|
$924,787
0.11% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 13, 2026 Q4 2025 |
2,708
shares
|
$924,105
0.12% of portfolio
|
Q4 2025
Added 1.04%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 30, 2025 Q3 2025 |
2,704
shares
|
$922,740
0.12% of portfolio
|
Q4 2024
Added 7.13%
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
2,696
shares
|
$920,010
0.26% of portfolio
|
Q3 2025
Reduced 17.2%
|
|
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
Oct 15, 2025 Q3 2025 |
2,687
shares
|
$916,938
0.29% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Ls Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
2,676
shares
|
$913,185
0.13% of portfolio
|
Q3 2025
Added 11.22%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
2,675
shares
|
$912,843
0.03% of portfolio
|
Q4 2024
Reduced 91.06%
|
|