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 |
|---|---|---|---|---|---|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
1,150
shares
|
$392,437
0.05% of portfolio
|
Q3 2025
Added 6.09%
|
|
|
Groupama Asset Managment
Paris, I0 |
Dec 01, 2025 Q3 2025 |
1,149
shares
|
$392,096
0.01% of portfolio
|
Q3 2025
Reduced 79.46%
|
|
|
Northwest Wealth Management, LLC
|
Jan 14, 2026 Q4 2025 |
1,148
shares
|
$391,755
0.06% of portfolio
|
Q4 2025
Reduced 2.55%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Oct 31, 2025 Q3 2025 |
1,140
shares
|
$389,025
0.13% of portfolio
|
Q3 2025
Reduced 37.67%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 06, 2026 Q4 2025 |
1,139
shares
|
$388,683
0.24% of portfolio
|
Q4 2025
Added 0.71%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
1,137
shares
|
$388,001
0.27% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
1,136
shares
|
$387,660
0.05% of portfolio
|
Q3 2025
Added 4.8%
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 14, 2025 Q3 2025 |
1,136
shares
|
$387,660
0.29% of portfolio
|
Q4 2023
New holding
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
1,131
shares
|
$385,953
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 29, 2025 Q3 2025 |
1,129
shares
|
$385,271
0.06% of portfolio
|
Q2 2025
Reduced 15.24%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Oct 15, 2025 Q3 2025 |
1,127
shares
|
$384,588
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Middleton & CO Inc
|
Oct 29, 2025 Q3 2025 |
1,125
shares
|
$383,906
0.04% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Convergence Investment Partners, LLC
|
Nov 04, 2025 Q3 2025 |
1,124
shares
|
$383,565
0.09% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jan 16, 2026 Q4 2025 |
1,123
shares
|
$383,223
0.06% of portfolio
|
Q4 2025
Reduced 25.58%
|
|
|
Kessler Investment Group, LLC
|
Oct 09, 2025 Q3 2025 |
1,120
shares
|
$382,200
0.17% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Pfg Private Wealth Management, LLC
|
Jan 15, 2026 Q4 2025 |
1,116
shares
|
$380,835
0.19% of portfolio
|
Q4 2025
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
1,110
shares
|
$378,787
0.0% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 14, 2026 Q4 2025 |
1,109
shares
|
$378,446
0.13% of portfolio
|
Q4 2025
Added 34.75%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Nov 07, 2025 Q3 2025 |
1,108
shares
|
$378,105
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Oct 20, 2025 Q3 2025 |
1,107
shares
|
$377,763
0.14% of portfolio
|
Q3 2024
Reduced 19.9%
|
|
|
Capital Performance Advisors LLP
|
Jan 16, 2026 Q4 2025 |
1,106
shares
|
$377,422
0.04% of portfolio
|
Q4 2025
Added 6.55%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,105
shares
|
$377,081
0.02% of portfolio
|
Q3 2023
Reduced 83.68%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
1,105
shares
|
$377,081
0.12% of portfolio
|
Q2 2025
Added 13.33%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
1,103
shares
|
$376,398
0.02% of portfolio
|
Q4 2025
Reduced 1.08%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
1,103
shares
|
$376,398
0.07% of portfolio
|
Q2 2025
Added 37.36%
|
|