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 |
|---|---|---|---|---|---|
|
Manchester Financial Inc
|
Oct 15, 2025 Q3 2025 |
1,207
shares
|
$411,888
0.09% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 08, 2026 Q4 2025 |
1,207
shares
|
$411,888
0.3% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Omega Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
1,200
shares
|
$409,500
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Jan 16, 2026 Q4 2025 |
1,196
shares
|
$408,135
0.2% of portfolio
|
Q4 2025
Reduced 5.45%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Nov 06, 2025 Q3 2025 |
1,193
shares
|
$407,111
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
1,191
shares
|
$406,428
0.06% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Nov 03, 2025 Q3 2025 |
1,189
shares
|
$405,746
0.29% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
1,188
shares
|
$405,405
0.02% of portfolio
|
Q3 2025
Reduced 14.47%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
1,183
shares
|
$403,698
0.01% of portfolio
|
Q3 2025
Added 21.08%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
1,183
shares
|
$403,698
0.03% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
1,179
shares
|
$402,333
0.03% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Vista Capital Partners, Inc.
|
Nov 06, 2025 Q3 2025 |
1,179
shares
|
$402,333
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
1,178
shares
|
$401,992
0.09% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Montgomery Investment Management Inc
|
Jan 16, 2026 Q4 2025 |
1,175
shares
|
$400,968
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,174
shares
|
$400,627
0.04% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
1,174
shares
|
$400,627
0.06% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
1,170
shares
|
$399,262
0.04% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
1,166
shares
|
$397,897
0.04% of portfolio
|
Q3 2025
Added 4.57%
|
|
|
Joule Financial, LLC
|
Nov 03, 2025 Q3 2025 |
1,165
shares
|
$397,556
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Berbice Capital Management LLC
Melville, NY |
Nov 12, 2025 Q3 2025 |
1,164
shares
|
$397,215
0.24% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
1,163
shares
|
$396,873
0.14% of portfolio
|
Q3 2025
Reduced 7.92%
|
|
|
Encompass Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
1,162
shares
|
$396,532
0.13% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
1,162
shares
|
$396,532
0.14% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Gitterman Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
1,161
shares
|
$396,191
0.1% of portfolio
|
Q1 2025
Reduced 31.14%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
1,156
shares
|
$394,485
0.06% of portfolio
|
Q3 2025
Reduced 4.54%
|
|