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 |
|---|---|---|---|---|---|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
1,859
shares
|
$634,383
0.39% of portfolio
|
Q3 2025
Reduced 4.81%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
1,851
shares
|
$631,653
0.26% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
1,846
shares
|
$629,947
0.09% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
1,843
shares
|
$628,923
0.08% of portfolio
|
Q2 2023
Added 5.86%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
1,843
shares
|
$628,923
0.11% of portfolio
|
Q3 2025
Added 6.84%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
1,837
shares
|
$626,876
0.07% of portfolio
|
Q3 2025
Added 129.34%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
1,835
shares
|
$626,193
0.05% of portfolio
|
Q1 2023
Reduced 3.37%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
1,831
shares
|
$624,828
0.06% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
1,823
shares
|
$622,098
0.1% of portfolio
|
Q3 2025
Added 14.8%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 17, 2025 Q3 2025 |
1,823
shares
|
$622,098
0.24% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
1,822
shares
|
$621,757
0.18% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
1,822
shares
|
$621,757
0.18% of portfolio
|
Q3 2025
Added 16.42%
|
|
|
Heritage Investment Group, Inc.
|
Oct 31, 2025 Q3 2025 |
1,821
shares
|
$621,416
0.1% of portfolio
|
Q3 2025
Added 8.33%
|
|
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
Nov 10, 2025 Q3 2025 |
1,821
shares
|
$621,416
0.32% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 20, 2025 Q3 2025 |
1,821
shares
|
$621,416
0.17% of portfolio
|
Q3 2025
Added 4.78%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 15, 2025 Q3 2025 |
1,820
shares
|
$621,075
0.15% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,817
shares
|
$620,051
0.28% of portfolio
|
Q3 2025
Added 6.76%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jan 14, 2026 Q4 2025 |
1,813
shares
|
$618,686
0.15% of portfolio
|
Q4 2025
Added 0.17%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
1,808
shares
|
$616,980
0.05% of portfolio
|
Q3 2025
Added 16.05%
|
|
|
Flagship Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
1,806
shares
|
$616,297
0.24% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
1,793
shares
|
$611,861
0.08% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
1,793
shares
|
$611,861
0.33% of portfolio
|
Q2 2024
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
1,791
shares
|
$611,178
0.08% of portfolio
|
Q3 2025
Added 8.61%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Nov 05, 2025 Q3 2025 |
1,790
shares
|
$610,837
0.11% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
1,780
shares
|
$607,425
0.08% of portfolio
|
Q3 2025
Added 3.19%
|
|