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 3,174 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 |
|---|---|---|---|---|---|
|
Acima Private Wealth, LLC
Richmond, VA |
Jan 15, 2026 Q4 2025 |
1,100
shares
|
$375,375
0.13% of portfolio
|
Q3 2025
Added 10.0%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
1,095
shares
|
$373,668
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Nov 06, 2025 Q3 2025 |
1,093
shares
|
$372,986
0.17% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Nov 13, 2025 Q3 2025 |
1,093
shares
|
$372,986
0.34% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Perfromance Wealth Partners, LLC
|
Nov 07, 2025 Q3 2025 |
1,090
shares
|
$371,962
0.01% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 10, 2025 Q3 2025 |
1,088
shares
|
$371,280
0.09% of portfolio
|
Q3 2025
Reduced 10.31%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jan 12, 2026 Q4 2025 |
1,088
shares
|
$371,280
0.11% of portfolio
|
Q4 2025
New holding
|
|
|
Paragon Capital Management LTD
|
Oct 15, 2025 Q3 2025 |
1,087
shares
|
$370,938
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Btc Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
1,084
shares
|
$369,915
0.03% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
1,084
shares
|
$369,915
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Oct 27, 2025 Q3 2025 |
1,084
shares
|
$369,915
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 13, 2025 Q3 2025 |
1,083
shares
|
$369,573
0.03% of portfolio
|
Q3 2025
Added 41.2%
|
|
|
Guyasuta Investment Advisors Inc
|
Oct 21, 2025 Q3 2025 |
1,080
shares
|
$368,550
0.02% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
1,076
shares
|
$367,185
0.41% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 13, 2025 Q3 2025 |
1,074
shares
|
$366,502
0.24% of portfolio
|
Q3 2025
Reduced 10.28%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
1,074
shares
|
$366,502
0.05% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
1,073
shares
|
$366,161
0.08% of portfolio
|
Q2 2025
Added 130.26%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 13, 2025 Q3 2025 |
1,070
shares
|
$365,137
0.0% of portfolio
|
Q3 2025
Added 10.77%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Oct 15, 2025 Q3 2025 |
1,070
shares
|
$365,137
0.28% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
1,069
shares
|
$364,796
0.11% of portfolio
|
Q3 2025
Reduced 40.81%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
1,069
shares
|
$364,796
0.04% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
1,068
shares
|
$364,455
0.06% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
1,066
shares
|
$363,772
0.03% of portfolio
|
Q3 2025
Reduced 13.33%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
1,065
shares
|
$363,431
0.18% of portfolio
|
Q3 2025
Added 794.96%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
1,063
shares
|
$362,748
0.04% of portfolio
|
Q3 2025
Added 13.93%
|
|