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 |
|---|---|---|---|---|---|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 15, 2026 Q4 2025 |
2,669
shares
|
$910,796
0.13% of portfolio
|
Q4 2025
Reduced 8.28%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
2,667
shares
|
$910,113
0.28% of portfolio
|
Q3 2025
Added 22.9%
|
|
|
Lgt Fund Management CO Ltd.
|
Nov 13, 2025 Q3 2025 |
2,665
shares
|
$909,431
0.08% of portfolio
|
Q3 2025
Added 38.8%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
2,664
shares
|
$909,090
0.11% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
2,663
shares
|
$908,748
0.07% of portfolio
|
Q2 2025
Reduced 13.06%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
2,659
shares
|
$907,383
0.05% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
2,658
shares
|
$907,042
0.39% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 07, 2025 Q3 2025 |
2,651
shares
|
$904,653
0.24% of portfolio
|
Q3 2025
Reduced 5.86%
|
|
|
Numerai Gp LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
2,649
shares
|
$903,971
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
2,646
shares
|
$902,947
0.19% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
Jan 12, 2026 Q4 2025 |
2,645
shares
|
$902,606
0.57% of portfolio
|
Q3 2025
Added 46.94%
|
|
|
Triangle Securities Wealth Management
|
Jan 13, 2026 Q4 2025 |
2,642
shares
|
$901,582
0.21% of portfolio
|
Q4 2025
Reduced 1.71%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
2,639
shares
|
$900,558
0.03% of portfolio
|
Q2 2022
Added 0.23%
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
2,638
shares
|
$900,217
0.08% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
2,635
shares
|
$899,193
0.24% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
2,627
shares
|
$896,463
0.06% of portfolio
|
Q4 2025
Added 42.46%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 14, 2026 Q4 2025 |
2,626
shares
|
$896,122
0.06% of portfolio
|
Q4 2025
Reduced 25.1%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,625
shares
|
$895,781
0.12% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
2,625
shares
|
$895,781
0.09% of portfolio
|
Q4 2022
Added 3.96%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
2,621
shares
|
$894,416
0.18% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Central Bank & Trust CO
|
Jan 09, 2026 Q4 2025 |
2,620
shares
|
$894,075
0.14% of portfolio
|
Q4 2025
Added 1.12%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 07, 2025 Q3 2025 |
2,616
shares
|
$892,710
0.42% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 12, 2026 Q4 2025 |
2,616
shares
|
$892,710
0.67% of portfolio
|
Q4 2025
Reduced 2.35%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 08, 2026 Q4 2025 |
2,610
shares
|
$890,662
0.1% of portfolio
|
Q4 2025
Reduced 5.09%
|
|
|
Klk Capital Management LLC
Los Angeles, CA |
Nov 14, 2023 Q3 2023 |
2,604
shares
|
$888,615
0.51% of portfolio
|
Q3 2023
New holding
|
|