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 |
|---|---|---|---|---|---|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 07, 2026 Q4 2025 |
2,033
shares
|
$693,761
0.16% of portfolio
|
Q4 2025
Added 1.55%
|
|
|
Atala Financial Inc
Calabasas, CA |
Nov 04, 2025 Q3 2025 |
2,032
shares
|
$693,420
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
2,029
shares
|
$692,396
0.1% of portfolio
|
Q4 2025
Reduced 0.73%
|
|
|
Signature Wealth Management Partners, LLC
|
Oct 23, 2025 Q3 2025 |
2,029
shares
|
$692,396
0.36% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
2,029
shares
|
$692,396
0.1% of portfolio
|
Q3 2025
Added 17.97%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 14, 2025 Q3 2025 |
2,026
shares
|
$691,372
0.44% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
2,025
shares
|
$691,031
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
2,023
shares
|
$690,348
0.04% of portfolio
|
Q3 2025
Added 51.99%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
2,021
shares
|
$689,666
0.07% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
2,020
shares
|
$689,325
0.1% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
2,019
shares
|
$688,983
0.1% of portfolio
|
Q4 2025
Reduced 7.43%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
2,016
shares
|
$687,960
0.08% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Capital Advantage, Inc.
|
Jan 07, 2026 Q4 2025 |
2,012
shares
|
$686,595
0.1% of portfolio
|
Q4 2025
Added 0.6%
|
|
|
Sunburst Financial Group, LLC
|
Oct 17, 2025 Q3 2025 |
2,012
shares
|
$686,595
0.15% of portfolio
|
Q1 2025
Reduced 9.04%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
2,012
shares
|
$686,595
0.04% of portfolio
|
Q3 2025
Added 53.35%
|
|
|
Silver Lake Advisory, LLC
|
Jan 08, 2026 Q4 2025 |
2,007
shares
|
$684,888
0.27% of portfolio
|
Q4 2025
Reduced 4.61%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Jan 08, 2026 Q4 2025 |
2,007
shares
|
$684,888
0.29% of portfolio
|
Q4 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2,005
shares
|
$684,206
0.22% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Magnolia Capital Management LTD
|
Oct 29, 2025 Q3 2025 |
2,000
shares
|
$682,500
0.51% of portfolio
|
Q3 2021
New holding
|
|
|
Harbor Advisors LLC
|
Nov 12, 2025 Q3 2025 |
2,000
shares
|
$682,500
0.11% of portfolio
|
Q3 2020
New holding
|
|
|
Prospect Hill Management, LLC
|
Nov 07, 2025 Q3 2025 |
2,000
shares
|
$682,500
0.28% of portfolio
|
Q1 2025
Added 128.57%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
1,986
shares
|
$677,722
0.17% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Plan A Wealth LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,982
shares
|
$676,357
0.34% of portfolio
|
Q3 2025
Added 7.83%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 16, 2026 Q4 2025 |
1,979
shares
|
$675,333
0.28% of portfolio
|
Q4 2025
Reduced 0.85%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Oct 28, 2025 Q3 2025 |
1,979
shares
|
$675,333
0.03% of portfolio
|
Q3 2025
Reduced 24.72%
|
|