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 |
|---|---|---|---|---|---|
|
Allen Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
1,976
shares
|
$674,310
0.01% of portfolio
|
Q3 2023
Added 1.8%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
1,973
shares
|
$673,286
0.22% of portfolio
|
Q3 2025
Added 10.53%
|
|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
1,972
shares
|
$672,945
0.23% of portfolio
|
Q4 2025
Reduced 3.19%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Jan 14, 2026 Q4 2025 |
1,972
shares
|
$672,945
0.49% of portfolio
|
Q4 2025
Added 1.34%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,968
shares
|
$671,580
0.16% of portfolio
|
Q3 2025
Reduced 5.48%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
1,968
shares
|
$671,580
0.09% of portfolio
|
Q3 2025
Added 74.78%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
1,966
shares
|
$670,897
0.16% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
1,964
shares
|
$670,215
0.18% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
1,963
shares
|
$669,873
0.13% of portfolio
|
Q3 2025
Added 80.76%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
1,963
shares
|
$669,873
0.13% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
1,960
shares
|
$668,850
0.03% of portfolio
|
Q3 2025
Added 7.87%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
1,958
shares
|
$668,167
0.04% of portfolio
|
Q4 2025
Added 3.11%
|
|
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
Jan 07, 2026 Q4 2025 |
1,957
shares
|
$667,826
0.71% of portfolio
|
Q4 2025
Reduced 8.47%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
1,955
shares
|
$667,143
0.77% of portfolio
|
Q2 2025
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
1,952
shares
|
$666,120
0.05% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
1,940
shares
|
$662,025
0.07% of portfolio
|
Q3 2025
Reduced 20.16%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2025 Q3 2025 |
1,939
shares
|
$661,683
0.03% of portfolio
|
Q3 2025
Added 135.03%
|
|
|
Mor Wealth Management, LLC
Philadelphia, PA |
Jan 14, 2026 Q4 2025 |
1,938
shares
|
$661,342
0.33% of portfolio
|
Q4 2025
New holding
|
|
|
David R. Rahn & Associates Inc.
|
Oct 22, 2025 Q3 2025 |
1,934
shares
|
$659,977
0.17% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
1,934
shares
|
$659,977
0.25% of portfolio
|
Q3 2025
Reduced 5.38%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
1,933
shares
|
$659,636
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Independent Family Office, LLC
|
Nov 13, 2025 Q3 2025 |
1,932
shares
|
$659,295
0.28% of portfolio
|
Q4 2020
New holding
|
|
|
Capital Markets Trading Uk LLP
London, X0 |
Nov 12, 2025 Q3 2025 |
1,932
shares
|
$659,295
0.01% of portfolio
|
Q3 2025
Added 54.44%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2025 Q3 2025 |
1,931
shares
|
$658,953
0.55% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Tang Capital Management LLC
San Diego, CA |
Nov 14, 2025 Q3 2025 |
1,931
shares
|
$658,953
0.03% of portfolio
|
Q3 2025
Reduced 39.05%
|
|