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 |
|---|---|---|---|---|---|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
2,130
shares
|
$726,862
0.06% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Future Fund LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,129
shares
|
$726,521
0.26% of portfolio
|
Q3 2025
Added 24.58%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 16, 2026 Q4 2025 |
2,128
shares
|
$726,180
0.06% of portfolio
|
Q4 2025
Reduced 1.71%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
2,121
shares
|
$723,791
0.12% of portfolio
|
Q3 2025
Added 82.37%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
2,120
shares
|
$723,450
0.34% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Camden National Bank
Camden, ME |
Nov 06, 2025 Q3 2025 |
2,118
shares
|
$722,767
0.1% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
2,118
shares
|
$722,767
0.05% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
2,114
shares
|
$721,402
0.07% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
2,112
shares
|
$720,720
0.04% of portfolio
|
Q3 2025
Added 56.1%
|
|
|
Delta Financial Advisors LLC
|
Oct 30, 2025 Q3 2025 |
2,111
shares
|
$720,378
0.2% of portfolio
|
Q3 2025
Added 111.95%
|
|
|
Waters Parkerson & Co., LLC
|
Oct 28, 2025 Q3 2025 |
2,111
shares
|
$720,378
0.04% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 24, 2025 Q3 2025 |
2,109
shares
|
$719,696
0.08% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Macroview Investment Management LLC
|
Oct 24, 2025 Q3 2025 |
2,104
shares
|
$717,990
0.54% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
2,100
shares
|
$716,625
0.09% of portfolio
|
Q2 2024
Reduced 2.33%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 27, 2025 Q3 2025 |
2,084
shares
|
$711,165
0.14% of portfolio
|
Q3 2025
Added 45.63%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
2,077
shares
|
$708,776
0.13% of portfolio
|
Q4 2025
Added 14.37%
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
2,073
shares
|
$707,411
0.17% of portfolio
|
Q4 2024
Reduced 43.25%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
2,068
shares
|
$705,705
0.1% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
2,066
shares
|
$705,022
0.28% of portfolio
|
Q3 2022
Added 7.83%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
2,060
shares
|
$702,975
0.06% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
2,057
shares
|
$701,951
0.27% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Peterson Wealth Services
|
Nov 04, 2025 Q3 2025 |
2,048
shares
|
$698,880
0.16% of portfolio
|
Q3 2025
Added 26.81%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
2,047
shares
|
$698,538
0.0% of portfolio
|
Q3 2025
Added 9.23%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jan 16, 2026 Q4 2025 |
2,043
shares
|
$697,173
0.2% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Wela Strategies, Inc.
|
Oct 24, 2025 Q3 2025 |
2,037
shares
|
$695,126
0.22% of portfolio
|
Q3 2025
Reduced 5.21%
|
|