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 |
|---|---|---|---|---|---|
|
Princeton Capital Management LLC
Red Bank, NJ |
Nov 10, 2025 Q3 2025 |
1,489
shares
|
$508,121
0.14% of portfolio
|
Q3 2025
Added 46.56%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
1,480
shares
|
$505,050
0.1% of portfolio
|
Q1 2025
Reduced 7.9%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
1,471
shares
|
$501,978
0.08% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
1,470
shares
|
$501,637
0.04% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
1,470
shares
|
$501,637
0.04% of portfolio
|
Q3 2025
Reduced 12.34%
|
|
|
First Business Financial Services, Inc.
|
Oct 30, 2025 Q3 2025 |
1,468
shares
|
$500,955
0.05% of portfolio
|
Q2 2024
Added 1.45%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
1,463
shares
|
$499,248
0.06% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
1,462
shares
|
$498,907
0.06% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
First Bancorp, Inc
|
Oct 23, 2025 Q3 2025 |
1,462
shares
|
$498,907
0.26% of portfolio
|
Q3 2025
Reduced 4.88%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 22, 2025 Q3 2025 |
1,462
shares
|
$498,907
0.16% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Crew Capital Management, Ltd.
|
Jan 16, 2026 Q4 2025 |
1,460
shares
|
$498,225
0.35% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Sienna Gestion
Paris, I0 |
Nov 13, 2025 Q3 2025 |
1,460
shares
|
$498,225
0.03% of portfolio
|
Q3 2025
Reduced 97.36%
|
|
|
Howard Financial Services, Ltd.
|
Jan 12, 2026 Q4 2025 |
1,456
shares
|
$496,860
0.06% of portfolio
|
Q4 2025
Added 6.67%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
1,453
shares
|
$495,836
0.07% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Nov 12, 2025 Q3 2025 |
1,449
shares
|
$494,471
0.2% of portfolio
|
Q3 2025
Added 3.65%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 17, 2025 Q3 2025 |
1,445
shares
|
$493,106
0.03% of portfolio
|
Q3 2025
Reduced 60.47%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
Nov 14, 2025 Q3 2025 |
1,442
shares
|
$492,082
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Advisors, LLC
Andover, MA |
Nov 07, 2025 Q3 2025 |
1,440
shares
|
$491,400
0.08% of portfolio
|
Q3 2023
Reduced 25.77%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2025 Q3 2025 |
1,433
shares
|
$489,011
0.28% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
626 Financial, LLC
|
Nov 07, 2025 Q3 2025 |
1,430
shares
|
$487,987
0.22% of portfolio
|
Q3 2025
Reduced 5.55%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
1,426
shares
|
$486,622
0.02% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
1,426
shares
|
$486,622
0.11% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Merrion Investment Management Co, LLC
|
Oct 15, 2025 Q3 2025 |
1,416
shares
|
$483,210
0.29% of portfolio
|
Q1 2025
Reduced 22.24%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
1,416
shares
|
$483,210
0.18% of portfolio
|
Q4 2024
Reduced 9.58%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Oct 28, 2025 Q3 2025 |
1,416
shares
|
$483,210
0.45% of portfolio
|
Q3 2025
Added 73.53%
|
|