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 |
|---|---|---|---|---|---|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
2,600
shares
|
$887,250
0.03% of portfolio
|
Q2 2023
Added 4.0%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Oct 23, 2025 Q3 2025 |
2,600
shares
|
$887,250
0.21% of portfolio
|
Q4 2022
Reduced 4.59%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Oct 20, 2025 Q3 2025 |
2,599
shares
|
$886,908
0.41% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
Oct 16, 2025 Q3 2025 |
2,596
shares
|
$885,885
0.67% of portfolio
|
Q3 2025
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
2,589
shares
|
$883,496
0.37% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Marino, Stram & Associates LLC
|
Jan 16, 2026 Q4 2025 |
2,582
shares
|
$881,107
0.16% of portfolio
|
Q4 2025
Added 8.62%
|
|
|
Oak Thistle LLC
|
Oct 06, 2025 Q3 2025 |
2,580
shares
|
$880,425
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 30, 2025 Q3 2025 |
2,580
shares
|
$880,425
0.4% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
2,579
shares
|
$880,083
0.25% of portfolio
|
Q2 2024
Reduced 0.62%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,572
shares
|
$877,695
0.04% of portfolio
|
Q4 2023
Added 0.78%
|
|
|
Unified Investment Management
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
2,561
shares
|
$873,941
0.85% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
2,558
shares
|
$872,917
0.41% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Legal Advantage Investments, Inc.
|
Jan 14, 2026 Q4 2025 |
2,550
shares
|
$870,187
0.43% of portfolio
|
Q4 2025
Reduced 10.53%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
2,545
shares
|
$868,481
0.35% of portfolio
|
Q2 2025
Reduced 7.59%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
2,538
shares
|
$866,092
0.02% of portfolio
|
Q3 2025
Reduced 10.16%
|
|
|
Burt Wealth Advisors
|
Nov 05, 2025 Q3 2025 |
2,521
shares
|
$860,291
0.21% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
2,520
shares
|
$859,950
0.03% of portfolio
|
Q3 2025
Added 11.7%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Oct 14, 2025 Q3 2025 |
2,515
shares
|
$858,243
0.12% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
2,508
shares
|
$855,855
0.46% of portfolio
|
Q3 2025
Reduced 10.68%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
2,506
shares
|
$855,172
0.33% of portfolio
|
Q4 2022
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 06, 2025 Q3 2025 |
2,496
shares
|
$851,760
0.05% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Northside Capital Management, LLC
|
Jan 07, 2026 Q4 2025 |
2,485
shares
|
$848,006
0.08% of portfolio
|
Q4 2025
Reduced 31.22%
|
|
|
Sippican Capital Advisors
|
Oct 27, 2025 Q3 2025 |
2,484
shares
|
$847,665
0.59% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Auxano Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
2,483
shares
|
$847,323
0.19% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
2,483
shares
|
$847,323
0.11% of portfolio
|
Q3 2025
Reduced 4.35%
|
|