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 |
|---|---|---|---|---|---|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
2,315
shares
|
$789,993
0.3% of portfolio
|
Q4 2025
Added 155.52%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 03, 2025 Q3 2025 |
2,312
shares
|
$788,970
0.42% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Athena Investment Management
|
Nov 13, 2025 Q3 2025 |
2,311
shares
|
$788,628
0.42% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
2,306
shares
|
$786,922
0.02% of portfolio
|
Q3 2022
Added 38.83%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
2,304
shares
|
$786,240
0.16% of portfolio
|
Q4 2025
Reduced 4.56%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
2,303
shares
|
$785,898
0.27% of portfolio
|
Q3 2025
Added 3.97%
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
2,281
shares
|
$778,391
0.05% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
2,277
shares
|
$777,026
0.19% of portfolio
|
Q4 2023
Added 5.32%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
2,275
shares
|
$776,343
0.06% of portfolio
|
Q3 2025
Reduced 18.19%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
2,275
shares
|
$776,343
0.04% of portfolio
|
Q2 2025
Reduced 33.01%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
2,264
shares
|
$772,590
0.08% of portfolio
|
Q3 2025
Added 10.6%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
2,263
shares
|
$772,248
0.86% of portfolio
|
Q1 2025
New holding
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 12, 2025 Q3 2025 |
2,259
shares
|
$770,883
0.24% of portfolio
|
Q4 2021
Reduced 28.51%
|
|
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
Jan 15, 2026 Q4 2025 |
2,255
shares
|
$769,518
0.48% of portfolio
|
Q4 2025
New holding
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 23, 2025 Q3 2025 |
2,250
shares
|
$767,812
0.03% of portfolio
|
Q1 2024
Reduced 4.62%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
2,244
shares
|
$765,765
0.14% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
2,237
shares
|
$763,376
0.07% of portfolio
|
Q3 2025
Added 4.88%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
2,232
shares
|
$761,670
0.05% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
2,229
shares
|
$760,646
0.03% of portfolio
|
Q3 2025
Added 83.46%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 12, 2026 Q4 2025 |
2,228
shares
|
$760,305
0.15% of portfolio
|
Q4 2025
Reduced 10.31%
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
2,227
shares
|
$759,963
0.07% of portfolio
|
Q1 2025
Added 108.13%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
2,220
shares
|
$757,575
0.02% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
2,218
shares
|
$756,892
0.05% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
2,218
shares
|
$756,892
0.18% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 07, 2025 Q3 2025 |
2,212
shares
|
$754,845
0.08% of portfolio
|
Q3 2025
Added 670.73%
|
|