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 |
|---|---|---|---|---|---|
|
Bxm Wealth LLC
Englewood, CO |
Oct 28, 2025 Q3 2025 |
1,416
shares
|
$483,210
0.45% of portfolio
|
Q3 2025
Added 73.53%
|
|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2026 Q4 2025 |
1,411
shares
|
$481,503
0.11% of portfolio
|
Q4 2025
Reduced 1.19%
|
|
|
Mendel Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
1,411
shares
|
$481,503
0.25% of portfolio
|
Q3 2025
Added 7.14%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,410
shares
|
$481,162
0.05% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
1,410
shares
|
$481,162
0.03% of portfolio
|
Q3 2025
Added 29.83%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 14, 2025 Q2 2025 |
1,410
shares
|
$481,162
0.02% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 14, 2025 Q3 2025 |
1,409
shares
|
$480,821
0.08% of portfolio
|
Q3 2025
Reduced 6.63%
|
|
|
Burns J W & CO Inc
|
Jan 12, 2026 Q4 2025 |
1,400
shares
|
$477,750
0.05% of portfolio
|
Q4 2025
Added 2.12%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
1,400
shares
|
$477,750
0.05% of portfolio
|
Q3 2023
Added 16.67%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
1,400
shares
|
$477,750
0.09% of portfolio
|
Q3 2025
Reduced 5.53%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Nov 14, 2025 Q3 2025 |
1,400
shares
|
$477,750
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Terra Nova Asset Management LLC
|
Jan 14, 2026 Q4 2025 |
1,399
shares
|
$477,408
0.34% of portfolio
|
Q4 2025
Added 0.21%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
1,398
shares
|
$477,067
0.04% of portfolio
|
Q3 2025
Reduced 12.52%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
1,395
shares
|
$476,043
0.12% of portfolio
|
Q3 2025
Reduced 49.95%
|
|
|
Waldron Private Wealth LLC
|
Jan 14, 2026 Q4 2025 |
1,393
shares
|
$475,361
0.02% of portfolio
|
Q4 2025
Reduced 23.12%
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
Nov 14, 2025 Q3 2025 |
1,393
shares
|
$475,361
0.44% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 10, 2025 Q3 2025 |
1,392
shares
|
$475,020
0.16% of portfolio
|
Q3 2025
Reduced 6.7%
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
1,390
shares
|
$474,337
0.03% of portfolio
|
Q3 2025
Added 3.65%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
1,389
shares
|
$473,996
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 28, 2025 Q3 2025 |
1,387
shares
|
$473,313
0.1% of portfolio
|
Q3 2025
Added 4.92%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jan 14, 2026 Q4 2025 |
1,386
shares
|
$472,972
0.47% of portfolio
|
Q4 2025
Added 22.01%
|
|
|
Five Oceans Advisors
|
Jan 16, 2026 Q4 2025 |
1,385
shares
|
$472,631
0.21% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 10, 2025 Q3 2025 |
1,381
shares
|
$471,266
0.11% of portfolio
|
Q3 2025
Added 9.52%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
1,381
shares
|
$471,266
0.09% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Hyperion Capital Advisors LP
New York, NY |
Nov 13, 2025 Q3 2025 |
1,380
shares
|
$470,925
0.27% of portfolio
|
Q4 2024
Reduced 17.86%
|
|