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 Lean Asset Management Corp
|
Jan 15, 2026 Q4 2025 |
2,482
shares
|
$846,982
0.16% of portfolio
|
Q4 2025
Added 0.12%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
2,475
shares
|
$844,593
0.07% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
2,466
shares
|
$841,522
0.14% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Meridian Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,464
shares
|
$840,840
0.12% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Outfitter Financial LLC
|
Oct 23, 2025 Q3 2025 |
2,460
shares
|
$839,475
0.67% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 07, 2025 Q3 2025 |
2,460
shares
|
$839,475
0.07% of portfolio
|
Q3 2025
Reduced 63.51%
|
|
|
Gryphon Financial Partners LLC
|
Jan 08, 2026 Q4 2025 |
2,453
shares
|
$837,086
0.09% of portfolio
|
Q4 2025
Added 11.96%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
2,447
shares
|
$835,038
0.23% of portfolio
|
Q3 2025
Reduced 5.88%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Oct 21, 2025 Q3 2025 |
2,447
shares
|
$835,038
0.07% of portfolio
|
Q3 2025
Reduced 5.63%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
2,438
shares
|
$831,967
0.1% of portfolio
|
Q4 2025
Added 1.67%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
2,436
shares
|
$831,285
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
2,432
shares
|
$829,920
0.28% of portfolio
|
Q4 2023
Reduced 1.7%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
2,430
shares
|
$829,237
0.51% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
2,424
shares
|
$827,190
0.13% of portfolio
|
Q3 2025
Reduced 10.55%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
2,421
shares
|
$826,166
0.04% of portfolio
|
Q4 2025
Added 4.22%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jan 12, 2026 Q4 2025 |
2,421
shares
|
$826,166
0.49% of portfolio
|
Q4 2025
Reduced 6.63%
|
|
|
Westbourne Investment Advisors, Inc.
|
Oct 20, 2025 Q3 2025 |
2,413
shares
|
$823,436
0.22% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Trust CO
|
Jan 15, 2026 Q4 2025 |
2,406
shares
|
$821,047
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
2,404
shares
|
$820,365
0.02% of portfolio
|
Q3 2025
Reduced 8.7%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
2,400
shares
|
$819,000
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Confluence Investment Management LLC
|
Jan 05, 2026 Q4 2025 |
2,400
shares
|
$819,000
0.01% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
2,400
shares
|
$819,000
0.19% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Nov 04, 2025 Q3 2025 |
2,400
shares
|
$819,000
0.45% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Nutshell Asset Management LTD
Sevenoaks, X0 |
Nov 13, 2025 Q3 2025 |
2,400
shares
|
$819,000
0.38% of portfolio
|
Q3 2025
New holding
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 14, 2025 Q3 2025 |
2,399
shares
|
$818,658
0.36% of portfolio
|
Q3 2025
Added 0.08%
|
|