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 |
|---|---|---|---|---|---|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
1,779
shares
|
$607,083
0.14% of portfolio
|
Q3 2025
Added 8.34%
|
|
|
Schubert & CO
|
Nov 17, 2025 Q3 2025 |
1,779
shares
|
$607,083
0.49% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2025 Q3 2025 |
1,778
shares
|
$606,742
0.01% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
1,775
shares
|
$605,718
0.2% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
1,770
shares
|
$604,012
0.04% of portfolio
|
Q1 2025
Added 20.82%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 20, 2025 Q3 2025 |
1,768
shares
|
$603,330
0.36% of portfolio
|
Q3 2025
Added 16.55%
|
|
|
Sage Private Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
1,766
shares
|
$602,647
0.36% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Diametric Capital, LP
Boston, MA |
Nov 13, 2025 Q3 2025 |
1,766
shares
|
$602,647
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Oct 22, 2025 Q3 2025 |
1,764
shares
|
$601,965
0.11% of portfolio
|
Q3 2025
Reduced 13.32%
|
|
|
Srn Advisors, LLC
Huntingdon Valley, PA |
Aug 14, 2025 Q2 2025 |
1,764
shares
|
$601,965
0.51% of portfolio
|
Q2 2025
Reduced 40.2%
|
|
|
Rnc Capital Management LLC
|
Nov 14, 2025 Q3 2025 |
1,760
shares
|
$600,600
0.03% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
1,754
shares
|
$598,552
0.09% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
1,748
shares
|
$596,505
0.04% of portfolio
|
Q3 2025
Added 14.25%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 06, 2026 Q4 2025 |
1,745
shares
|
$595,481
0.23% of portfolio
|
Q3 2025
Reduced 15.5%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
1,743
shares
|
$594,798
0.39% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Kaizen Financial Strategies
|
Nov 10, 2025 Q3 2025 |
1,742
shares
|
$594,457
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
1,742
shares
|
$594,457
0.24% of portfolio
|
Q3 2025
Added 7.93%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
1,742
shares
|
$594,457
0.17% of portfolio
|
Q3 2025
Reduced 5.02%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
1,739
shares
|
$593,433
0.11% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
1,737
shares
|
$592,751
0.09% of portfolio
|
Q3 2025
Reduced 6.61%
|
|
|
Barton Investment Management
|
Oct 21, 2025 Q3 2025 |
1,735
shares
|
$592,068
0.06% of portfolio
|
Q4 2024
Reduced 8.68%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
1,732
shares
|
$591,045
0.04% of portfolio
|
Q3 2022
Reduced 12.44%
|
|
|
True North Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
1,731
shares
|
$590,703
0.09% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 10, 2025 Q3 2025 |
1,730
shares
|
$590,362
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
1,726
shares
|
$588,997
0.01% of portfolio
|
Q3 2025
Added 5.12%
|
|