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 |
|---|---|---|---|---|---|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
1,378
shares
|
$470,242
0.07% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,375
shares
|
$469,218
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
1,375
shares
|
$469,218
0.19% of portfolio
|
Q3 2023
Reduced 21.43%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
1,373
shares
|
$468,536
0.21% of portfolio
|
Q4 2024
Added 47.95%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
1,372
shares
|
$468,195
0.1% of portfolio
|
Q2 2024
Reduced 9.62%
|
|
|
17 Capital Partners, LLC
|
Nov 14, 2025 Q3 2025 |
1,368
shares
|
$466,830
0.25% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
1,364
shares
|
$465,465
0.35% of portfolio
|
Q2 2025
Added 7.91%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2026 Q4 2025 |
1,361
shares
|
$464,441
0.04% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Klcm Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
1,358
shares
|
$463,417
0.05% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
1,357
shares
|
$463,076
0.03% of portfolio
|
Q4 2025
Reduced 0.88%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
1,356
shares
|
$462,735
0.04% of portfolio
|
Q2 2024
Reduced 1.31%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,356
shares
|
$462,735
0.06% of portfolio
|
Q3 2025
Added 3.99%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2026 Q4 2025 |
1,355
shares
|
$462,393
0.03% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Northstar Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
1,350
shares
|
$460,687
0.1% of portfolio
|
Q4 2024
Reduced 8.47%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
1,350
shares
|
$460,687
0.07% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 15, 2026 Q4 2025 |
1,348
shares
|
$460,005
0.36% of portfolio
|
Q4 2025
Added 1.28%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
1,347
shares
|
$459,663
0.25% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2025 Q3 2025 |
1,344
shares
|
$458,640
0.06% of portfolio
|
Q3 2025
Added 62.12%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
1,343
shares
|
$458,298
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Nov 12, 2025 Q3 2025 |
1,339
shares
|
$456,933
0.29% of portfolio
|
Q3 2025
Added 7.9%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 06, 2025 Q3 2025 |
1,339
shares
|
$456,933
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 12, 2026 Q4 2025 |
1,339
shares
|
$456,933
0.11% of portfolio
|
Q4 2025
Added 6.19%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 05, 2026 Q4 2025 |
1,336
shares
|
$455,910
0.08% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Nov 05, 2025 Q3 2025 |
1,333
shares
|
$454,886
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
1,329
shares
|
$453,521
0.05% of portfolio
|
Q4 2025
Added 1.68%
|
|