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 3,180 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 |
|---|---|---|---|---|---|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 14, 2026 Q4 2025 |
2,210
shares
|
$754,162
0.28% of portfolio
|
Q4 2025
Reduced 10.31%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
2,205
shares
|
$752,456
0.03% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Oct 14, 2025 Q3 2025 |
2,200
shares
|
$750,750
0.39% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,194
shares
|
$748,702
0.03% of portfolio
|
Q3 2024
Added 84.06%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
2,192
shares
|
$748,020
0.12% of portfolio
|
Q2 2022
Reduced 7.94%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Nov 10, 2025 Q3 2025 |
2,190
shares
|
$747,337
0.23% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Tanager Wealth Management LLP
|
Oct 24, 2025 Q3 2025 |
2,188
shares
|
$746,655
0.08% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jan 09, 2026 Q4 2025 |
2,188
shares
|
$746,655
0.58% of portfolio
|
Q4 2025
Reduced 2.32%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
2,185
shares
|
$745,631
0.2% of portfolio
|
Q4 2025
Added 5.0%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
2,170
shares
|
$740,512
0.13% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
2,169
shares
|
$740,171
0.12% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
2,168
shares
|
$739,830
0.27% of portfolio
|
Q4 2022
Added 16.06%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
2,153
shares
|
$734,711
0.19% of portfolio
|
Q3 2025
Reduced 53.73%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Jan 14, 2026 Q4 2025 |
2,152
shares
|
$734,370
0.38% of portfolio
|
Q4 2025
Reduced 1.1%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
2,152
shares
|
$734,370
0.04% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
2,146
shares
|
$732,322
0.25% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Addison Capital CO
|
Nov 03, 2025 Q3 2025 |
2,144
shares
|
$731,640
0.23% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
2,140
shares
|
$730,275
0.67% of portfolio
|
Q2 2025
Reduced 30.41%
|
|
|
Horizon Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
2,139
shares
|
$729,933
0.13% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Members Trust CO
|
Jan 15, 2026 Q4 2025 |
2,139
shares
|
$729,933
0.02% of portfolio
|
Q4 2025
Added 1.37%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
2,137
shares
|
$729,251
0.09% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 13, 2026 Q4 2025 |
2,135
shares
|
$728,568
0.12% of portfolio
|
Q4 2025
Reduced 4.9%
|
|
|
Horizon Family Wealth, Inc.
|
Nov 07, 2025 Q3 2025 |
2,133
shares
|
$727,886
0.45% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
2,131
shares
|
$727,203
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
2,131
shares
|
$727,203
0.0% of portfolio
|
Q3 2024
Reduced 53.01%
|
|