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 |
|---|---|---|---|---|---|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
1,661
shares
|
$566,816
0.03% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 08, 2026 Q4 2025 |
1,659
shares
|
$566,133
0.1% of portfolio
|
Q4 2025
Reduced 20.32%
|
|
|
Blue Fin Capital, Inc.
|
Nov 21, 2025 Q3 2025 |
1,651
shares
|
$563,403
0.09% of portfolio
|
Q3 2025
Reduced 9.48%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
1,646
shares
|
$561,697
0.16% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
1,646
shares
|
$561,697
0.03% of portfolio
|
Q3 2025
Reduced 24.22%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Nov 14, 2025 Q3 2025 |
1,645
shares
|
$561,356
0.38% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,644
shares
|
$561,015
0.08% of portfolio
|
Q3 2024
Added 16.02%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
1,643
shares
|
$560,673
0.01% of portfolio
|
Q3 2025
Reduced 25.86%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
1,642
shares
|
$560,332
0.19% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
1,637
shares
|
$558,626
0.3% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Dearborn Partners LLC
|
Nov 10, 2025 Q3 2025 |
1,634
shares
|
$557,602
0.03% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
1,634
shares
|
$557,602
0.1% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
1,632
shares
|
$556,920
0.02% of portfolio
|
Q3 2025
Added 7.44%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
1,628
shares
|
$555,555
0.29% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Oct 24, 2025 Q3 2025 |
1,627
shares
|
$555,213
0.12% of portfolio
|
Q3 2025
Reduced 82.65%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 13, 2026 Q4 2025 |
1,626
shares
|
$554,872
0.0% of portfolio
|
Q4 2025
Added 4.63%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
1,626
shares
|
$554,872
0.03% of portfolio
|
Q4 2025
Reduced 1.51%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
1,621
shares
|
$553,166
0.27% of portfolio
|
Q3 2025
Added 75.05%
|
|
|
Center Book Partners LP
Greenwich, CT |
Nov 07, 2025 Q3 2025 |
1,619
shares
|
$552,483
0.03% of portfolio
|
Q3 2025
Added 11.96%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
1,617
shares
|
$551,801
0.13% of portfolio
|
Q4 2025
Reduced 0.86%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
1,615
shares
|
$551,118
0.01% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Nov 13, 2025 Q3 2025 |
1,615
shares
|
$551,118
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
1,615
shares
|
$551,118
0.04% of portfolio
|
Q3 2025
Reduced 13.96%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
1,615
shares
|
$551,118
0.05% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 27, 2025 Q3 2025 |
1,612
shares
|
$550,095
0.16% of portfolio
|
Q3 2025
Added 0.12%
|
|