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 |
|---|---|---|---|---|---|
|
Libra Wealth LLC
|
Nov 06, 2025 Q3 2025 |
1,255
shares
|
$428,268
0.13% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 13, 2025 Q3 2025 |
1,251
shares
|
$426,903
0.02% of portfolio
|
Q3 2025
Reduced 7.68%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 25, 2025 Q3 2025 |
1,250
shares
|
$426,562
0.03% of portfolio
|
Q4 2024
Reduced 12.28%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
1,247
shares
|
$425,538
0.08% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
1,247
shares
|
$425,538
0.16% of portfolio
|
Q2 2023
Reduced 10.74%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
1,247
shares
|
$425,538
0.15% of portfolio
|
Q3 2025
Added 5.41%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 07, 2026 Q4 2025 |
1,246
shares
|
$425,197
0.17% of portfolio
|
Q4 2025
Added 26.37%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 08, 2026 Q4 2025 |
1,242
shares
|
$423,832
0.08% of portfolio
|
Q4 2025
Added 1.31%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
1,241
shares
|
$423,491
0.2% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
1,240
shares
|
$423,150
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Claret Asset Management Corp
|
Nov 13, 2025 Q3 2025 |
1,234
shares
|
$421,102
0.05% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
North Dallas Bank & Trust CO
Dallas, TX |
Aug 20, 2025 Q2 2025 |
1,233
shares
|
$420,761
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2025 Q3 2025 |
1,232
shares
|
$420,420
0.15% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
1,227
shares
|
$418,713
0.22% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
1,226
shares
|
$418,372
0.03% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Bouchey Financial Group LTD
|
Nov 12, 2025 Q3 2025 |
1,225
shares
|
$418,031
0.03% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Nov 04, 2025 Q3 2025 |
1,225
shares
|
$418,031
0.07% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
1,225
shares
|
$418,031
0.09% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
1,223
shares
|
$417,348
0.12% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
1,223
shares
|
$417,348
0.14% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
1,221
shares
|
$416,666
0.07% of portfolio
|
Q3 2025
Added 8.92%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
1,221
shares
|
$416,666
0.07% of portfolio
|
Q3 2025
Added 8.73%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 14, 2026 Q4 2025 |
1,218
shares
|
$415,642
0.16% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Nov 07, 2025 Q3 2025 |
1,217
shares
|
$415,301
0.12% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
1,216
shares
|
$414,960
0.05% of portfolio
|
Q3 2025
Added 0.5%
|
|