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 |
|---|---|---|---|---|---|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
2,397
shares
|
$817,976
0.03% of portfolio
|
Q3 2025
Reduced 12.52%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
2,397
shares
|
$817,976
0.33% of portfolio
|
Q2 2025
Reduced 6.44%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
2,393
shares
|
$816,611
0.06% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
2,393
shares
|
$816,611
0.22% of portfolio
|
Q2 2023
Reduced 0.71%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Jan 16, 2026 Q4 2025 |
2,393
shares
|
$816,611
0.46% of portfolio
|
Q4 2025
Reduced 0.21%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
2,387
shares
|
$814,563
0.26% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
2,382
shares
|
$812,857
0.13% of portfolio
|
Q3 2025
Added 6.72%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
2,382
shares
|
$812,857
2.27% of portfolio
|
Q1 2025
Added 1885.0%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Oct 30, 2025 Q3 2025 |
2,378
shares
|
$811,492
0.43% of portfolio
|
Q3 2025
Added 8.53%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
2,375
shares
|
$810,468
0.18% of portfolio
|
Q2 2024
Reduced 1.33%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 10, 2025 Q3 2025 |
2,363
shares
|
$806,373
0.18% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 17, 2025 Q3 2025 |
2,362
shares
|
$806,032
0.11% of portfolio
|
Q1 2025
Reduced 18.89%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
2,362
shares
|
$806,032
0.38% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
2,361
shares
|
$805,691
0.05% of portfolio
|
Q4 2023
Added 9.51%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
2,358
shares
|
$804,667
0.05% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 12, 2025 Q3 2025 |
2,355
shares
|
$803,643
0.06% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Bristol John W & CO Inc
|
Nov 13, 2025 Q3 2025 |
2,351
shares
|
$802,278
0.01% of portfolio
|
Q2 2025
Reduced 12.34%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
2,348
shares
|
$801,255
0.11% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,340
shares
|
$798,525
0.1% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
2,338
shares
|
$797,842
0.14% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 04, 2025 Q3 2025 |
2,331
shares
|
$795,453
0.35% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
2,326
shares
|
$793,747
0.05% of portfolio
|
Q3 2025
Added 29.37%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
2,324
shares
|
$793,065
0.28% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Jan 15, 2026 Q4 2025 |
2,324
shares
|
$793,065
0.4% of portfolio
|
Q4 2025
Reduced 6.85%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Nov 06, 2025 Q3 2025 |
2,315
shares
|
$789,993
0.28% of portfolio
|
Q1 2025
Reduced 14.92%
|
|