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 |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
1,522
shares
|
$519,382
0.08% of portfolio
|
Q3 2025
Added 8.33%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
1,514
shares
|
$516,652
0.14% of portfolio
|
Q2 2025
Added 15.05%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2025 Q3 2025 |
1,514
shares
|
$516,652
0.05% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
1,510
shares
|
$515,287
0.05% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
1,510
shares
|
$515,287
0.03% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Optima Capital LLC
Portland, OR |
Oct 27, 2025 Q3 2025 |
1,509
shares
|
$514,946
0.24% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jan 15, 2026 Q4 2025 |
1,508
shares
|
$514,605
0.03% of portfolio
|
Q4 2025
Added 0.2%
|
|
|
Carter Financial Group, Inc.
Barrington, IL |
Nov 14, 2025 Q3 2025 |
1,508
shares
|
$514,605
0.3% of portfolio
|
Q3 2025
Reduced 12.53%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
1,507
shares
|
$514,263
0.05% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Oct 30, 2025 Q3 2025 |
1,505
shares
|
$513,581
0.08% of portfolio
|
Q3 2025
Reduced 8.51%
|
|
|
Walker Asset Management, LLC
|
Jan 16, 2026 Q4 2025 |
1,504
shares
|
$513,240
0.31% of portfolio
|
Q4 2025
Added 0.13%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
1,504
shares
|
$513,240
0.09% of portfolio
|
Q2 2024
Added 36.36%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,501
shares
|
$512,216
0.12% of portfolio
|
Q4 2024
Reduced 62.3%
|
|
|
Professional Advisory Services Inc
|
Jan 12, 2026 Q4 2025 |
1,500
shares
|
$511,875
0.07% of portfolio
|
Q1 2021
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
1,500
shares
|
$511,875
0.09% of portfolio
|
Q2 2024
Reduced 11.45%
|
|
|
Asset Advisors Investment Management, LLC
|
Oct 23, 2025 Q3 2025 |
1,500
shares
|
$511,875
0.05% of portfolio
|
Q2 2024
Reduced 6.25%
|
|
|
Holowesko Partners Ltd.
Nassau, C5 |
Nov 13, 2025 Q3 2025 |
1,500
shares
|
$511,875
0.21% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
1,500
shares
|
$511,875
0.24% of portfolio
|
Q2 2022
Reduced 1.96%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
1,500
shares
|
$511,875
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
1,500
shares
|
$511,875
0.3% of portfolio
|
Q3 2025
Added 88.68%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
1,499
shares
|
$511,533
0.09% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
1,495
shares
|
$510,168
0.04% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
1,491
shares
|
$508,803
0.06% of portfolio
|
Q4 2025
Added 1.5%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
1,491
shares
|
$508,803
0.08% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
1,489
shares
|
$508,121
0.1% of portfolio
|
Q2 2025
Added 3.47%
|
|