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 |
|---|---|---|---|---|---|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Apr 14, 2025 Q1 2025 |
1,930
shares
|
$658,612
0.08% of portfolio
|
Q1 2025
Reduced 30.45%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
1,929
shares
|
$658,271
0.05% of portfolio
|
Q3 2025
Added 46.47%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
1,927
shares
|
$657,588
0.15% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
1,924
shares
|
$656,565
0.16% of portfolio
|
Q3 2025
Reduced 6.1%
|
|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
1,914
shares
|
$653,152
0.27% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
1,905
shares
|
$650,081
0.26% of portfolio
|
Q3 2025
Reduced 4.27%
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Oct 09, 2025 Q3 2025 |
1,902
shares
|
$649,057
0.26% of portfolio
|
Q3 2025
Added 21.61%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
1,900
shares
|
$648,375
0.06% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Cairn Investment Group, Inc.
|
Oct 28, 2025 Q3 2025 |
1,900
shares
|
$648,375
0.29% of portfolio
|
Q2 2022
New holding
|
|
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
Nov 13, 2025 Q3 2025 |
1,900
shares
|
$648,375
0.3% of portfolio
|
Q1 2025
Reduced 21.16%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
1,896
shares
|
$647,010
0.08% of portfolio
|
Q3 2023
Added 11.99%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
1,891
shares
|
$645,303
0.01% of portfolio
|
Q2 2025
Added 121.95%
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
Nov 12, 2025 Q3 2025 |
1,889
shares
|
$644,621
0.59% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Clarendon Private LLC
Boston, MA |
Nov 03, 2025 Q3 2025 |
1,888
shares
|
$644,280
0.57% of portfolio
|
Q3 2025
Reduced 7.45%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 27, 2025 Q3 2025 |
1,882
shares
|
$642,232
0.43% of portfolio
|
Q3 2025
Added 13.78%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
1,882
shares
|
$642,232
0.23% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
1,880
shares
|
$641,550
0.04% of portfolio
|
Q3 2025
Reduced 16.3%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Jan 15, 2026 Q4 2025 |
1,879
shares
|
$641,208
0.09% of portfolio
|
Q4 2025
Added 10.86%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2025 Q3 2025 |
1,876
shares
|
$640,185
0.24% of portfolio
|
Q1 2025
Added 6.59%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
1,873
shares
|
$639,161
0.14% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
1,872
shares
|
$638,820
0.02% of portfolio
|
Q3 2023
Added 11.23%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
1,871
shares
|
$638,478
0.1% of portfolio
|
Q4 2025
Added 0.16%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
1,870
shares
|
$638,137
0.28% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
1,869
shares
|
$637,796
0.01% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Nov 12, 2025 Q3 2025 |
1,862
shares
|
$635,407
0.42% of portfolio
|
Q3 2025
Reduced 1.22%
|
|