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 |
|---|---|---|---|---|---|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
1,328
shares
|
$453,180
0.05% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
1,328
shares
|
$453,180
0.17% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
1,324
shares
|
$451,815
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
1,322
shares
|
$451,132
0.45% of portfolio
|
Q3 2023
New holding
|
|
|
Sharkey, Howes & Javer
|
Jan 13, 2026 Q4 2025 |
1,320
shares
|
$450,450
0.06% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Amica Retiree Medical Trust
|
Nov 07, 2025 Q3 2025 |
1,320
shares
|
$450,450
0.6% of portfolio
|
Q3 2025
Reduced 10.57%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
1,319
shares
|
$450,108
0.14% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
1,318
shares
|
$449,767
0.05% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Btc Capital Management, Inc.
|
Jan 15, 2026 Q4 2025 |
1,312
shares
|
$447,720
0.03% of portfolio
|
Q4 2025
Added 21.03%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
1,305
shares
|
$445,331
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 07, 2025 Q3 2025 |
1,304
shares
|
$444,990
0.2% of portfolio
|
Q2 2025
Added 6.28%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
1,303
shares
|
$444,648
0.08% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Garner Asset Management Corp
|
Nov 10, 2025 Q3 2025 |
1,301
shares
|
$443,966
0.18% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
1,301
shares
|
$443,966
0.08% of portfolio
|
Q2 2025
Reduced 5.11%
|
|
|
Fagan Associates, Inc.
|
Nov 14, 2025 Q3 2025 |
1,300
shares
|
$443,625
0.06% of portfolio
|
Q3 2024
Reduced 21.69%
|
|
|
Woodward Diversified Capital, LLC
|
Jan 14, 2026 Q4 2025 |
1,299
shares
|
$443,283
0.22% of portfolio
|
Q4 2025
Added 1.48%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
1,298
shares
|
$442,942
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
1,297
shares
|
$442,601
0.04% of portfolio
|
Q2 2024
Reduced 6.35%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,297
shares
|
$442,601
0.29% of portfolio
|
Q4 2024
Reduced 39.95%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
1,292
shares
|
$440,895
0.02% of portfolio
|
Q3 2025
Added 27.42%
|
|
|
Vigilare Wealth Management
|
Jan 07, 2026 Q4 2025 |
1,291
shares
|
$440,553
0.17% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Kg&L Capital Management,Llc
|
Oct 22, 2025 Q3 2025 |
1,291
shares
|
$440,553
0.11% of portfolio
|
Q3 2025
Reduced 12.36%
|
|
|
Ballast, Inc.
|
Nov 07, 2025 Q3 2025 |
1,288
shares
|
$439,530
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,287
shares
|
$439,188
0.07% of portfolio
|
Q2 2023
Added 97.09%
|
|
|
Old Port Advisors
|
Jan 08, 2026 Q4 2025 |
1,285
shares
|
$438,506
0.12% of portfolio
|
Q4 2025
Added 0.71%
|
|