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 |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,610
shares
|
$549,412
0.17% of portfolio
|
Q2 2022
Reduced 39.99%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
1,610
shares
|
$549,412
0.18% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
1,609
shares
|
$549,071
0.02% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 07, 2026 Q4 2025 |
1,605
shares
|
$547,706
0.04% of portfolio
|
Q4 2025
Reduced 0.56%
|
|
|
Heritage Financial Services, LLC
|
Oct 30, 2025 Q3 2025 |
1,603
shares
|
$547,023
0.05% of portfolio
|
Q3 2025
Added 6.87%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
1,603
shares
|
$547,023
0.09% of portfolio
|
Q1 2025
Reduced 49.95%
|
|
|
Westwood Management Corp
|
Jan 29, 2024 Q4 2023 |
1,600
shares
|
$546,000
0.11% of portfolio
|
Q2 2023
Reduced 67.35%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 12, 2025 Q3 2025 |
1,600
shares
|
$546,000
0.19% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
1,600
shares
|
$546,000
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
1,599
shares
|
$545,658
0.08% of portfolio
|
Q2 2025
Added 12.29%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 07, 2026 Q4 2025 |
1,598
shares
|
$545,317
0.13% of portfolio
|
Q4 2025
Added 0.57%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
1,596
shares
|
$544,635
0.07% of portfolio
|
Q3 2025
Reduced 4.66%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
1,593
shares
|
$543,611
0.19% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,592
shares
|
$543,270
0.03% of portfolio
|
Q3 2022
Added 0.7%
|
|
|
Strategy Asset Managers LLC
|
Nov 04, 2025 Q3 2025 |
1,590
shares
|
$542,587
0.1% of portfolio
|
Q3 2025
Reduced 55.65%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 14, 2025 Q3 2025 |
1,580
shares
|
$539,175
0.27% of portfolio
|
Q1 2025
Added 10.49%
|
|
|
Windsor Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
1,575
shares
|
$537,468
0.15% of portfolio
|
Q4 2025
Added 6.85%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
1,575
shares
|
$537,468
0.02% of portfolio
|
Q3 2022
Reduced 19.52%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Nov 07, 2025 Q3 2025 |
1,573
shares
|
$536,786
0.43% of portfolio
|
Q3 2025
Added 23.28%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jan 13, 2026 Q4 2025 |
1,572
shares
|
$536,445
0.2% of portfolio
|
Q4 2025
New holding
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
1,570
shares
|
$535,762
0.13% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 08, 2026 Q4 2025 |
1,570
shares
|
$535,762
0.2% of portfolio
|
Q1 2025
Reduced 8.72%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
1,567
shares
|
$534,738
0.06% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jan 07, 2026 Q4 2025 |
1,564
shares
|
$533,715
0.17% of portfolio
|
Q4 2025
Added 1.1%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
1,563
shares
|
$533,373
0.03% of portfolio
|
Q3 2025
Reduced 14.54%
|
|