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 |
|---|---|---|---|---|---|
|
Old Port Advisors
|
Jan 08, 2026 Q4 2025 |
1,285
shares
|
$438,506
0.12% of portfolio
|
Q4 2025
Added 0.71%
|
|
|
Prostatis Group LLC
Hanover, MD |
Nov 04, 2025 Q3 2025 |
1,284
shares
|
$438,165
0.11% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Oct 10, 2025 Q3 2025 |
1,284
shares
|
$438,165
0.01% of portfolio
|
Q3 2025
Added 34.31%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 07, 2025 Q3 2025 |
1,282
shares
|
$437,482
0.05% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
1,279
shares
|
$436,458
0.09% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Oct 23, 2025 Q3 2025 |
1,279
shares
|
$436,458
0.27% of portfolio
|
Q3 2025
Added 26.88%
|
|
|
4 J Wealth Management LLC
|
Jan 15, 2026 Q4 2025 |
1,278
shares
|
$436,117
0.35% of portfolio
|
Q4 2023
New holding
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
1,278
shares
|
$436,117
0.03% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Nadler Financial Group, Inc.
|
Oct 30, 2025 Q3 2025 |
1,277
shares
|
$435,776
0.04% of portfolio
|
Q3 2025
Added 8.5%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Nov 12, 2025 Q3 2025 |
1,277
shares
|
$435,776
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
1,276
shares
|
$435,435
0.04% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
1,276
shares
|
$435,435
0.02% of portfolio
|
Q2 2025
Added 5.19%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
1,276
shares
|
$435,435
0.43% of portfolio
|
Q3 2025
Reduced 8.0%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
1,273
shares
|
$434,411
0.01% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
1,273
shares
|
$434,411
0.07% of portfolio
|
Q4 2024
Reduced 13.46%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
1,271
shares
|
$433,728
0.03% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
ETF Portfolio Partners, Inc.
|
Oct 21, 2025 Q3 2025 |
1,269
shares
|
$433,046
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
1,267
shares
|
$432,363
0.12% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 20, 2025 Q3 2025 |
1,266
shares
|
$432,022
0.28% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Oct 27, 2025 Q3 2025 |
1,265
shares
|
$431,681
0.22% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Mechanics Bank Trust Department
|
Jan 14, 2026 Q4 2025 |
1,260
shares
|
$429,975
0.06% of portfolio
|
Q4 2025
Reduced 3.45%
|
|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
1,258
shares
|
$429,292
0.09% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
1,257
shares
|
$428,951
0.04% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 24, 2025 Q3 2025 |
1,257
shares
|
$428,951
0.2% of portfolio
|
Q4 2024
Added 31.62%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
1,256
shares
|
$428,610
0.1% of portfolio
|
Q3 2025
Added 249.86%
|
|