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 3,153 institutions that hold shares in the stock, with a total of 584 Million shares, which have been reported (via 13F filing form) to have a value of $199 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Close Asset Management LTD
|
Nov 12, 2025 Q3 2025 |
1,001
shares
|
$341,591
0.01% of portfolio
|
Q1 2021
Reduced 24.17%
|
|
|
Sierra Capital LLC
|
Nov 14, 2025 Q3 2025 |
1,001
shares
|
$341,591
0.04% of portfolio
|
Q1 2025
Reduced 46.27%
|
|
|
Integrated Quantitative Investments LLC
Bellevue, WA |
Nov 12, 2025 Q3 2025 |
1,001
shares
|
$341,591
0.09% of portfolio
|
Q3 2025
Reduced 56.69%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 19, 2025 Q3 2025 |
1,000
shares
|
$341,250
0.14% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
Oct 28, 2025 Q3 2025 |
1,000
shares
|
$341,250
0.01% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Wexford Capital LP
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$341,250
0.05% of portfolio
|
Q1 2025
Reduced 23.08%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$341,250
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
1,000
shares
|
$341,250
0.12% of portfolio
|
Q2 2025
Reduced 7.83%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Nov 04, 2025 Q3 2025 |
1,000
shares
|
$341,250
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Nov 05, 2025 Q3 2025 |
1,000
shares
|
$341,250
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Alternatives LTD
|
Nov 12, 2025 Q3 2025 |
999
shares
|
$340,908
0.04% of portfolio
|
Q3 2025
Added 14.96%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 12, 2025 Q3 2025 |
995
shares
|
$339,543
0.09% of portfolio
|
Q3 2025
Reduced 6.48%
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
993
shares
|
$338,861
0.02% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Allied Investment Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
989
shares
|
$337,496
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
988
shares
|
$337,155
0.04% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
987
shares
|
$336,813
0.1% of portfolio
|
Q4 2024
Reduced 5.64%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 17, 2025 Q3 2025 |
986
shares
|
$336,472
0.13% of portfolio
|
Q3 2025
Added 7.41%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
984
shares
|
$335,790
0.05% of portfolio
|
Q3 2025
Added 25.03%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
982
shares
|
$335,107
0.06% of portfolio
|
Q1 2025
Reduced 12.01%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
982
shares
|
$335,107
0.04% of portfolio
|
Q3 2025
Added 50.61%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Oct 09, 2025 Q3 2025 |
981
shares
|
$334,766
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
Nov 12, 2025 Q3 2025 |
979
shares
|
$334,083
0.06% of portfolio
|
Q3 2025
Reduced 7.64%
|
|
|
Marest Capital, LLC
Tarzana, CA |
Nov 06, 2025 Q3 2025 |
979
shares
|
$334,083
0.2% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 24, 2025 Q3 2025 |
975
shares
|
$332,718
0.2% of portfolio
|
Q3 2025
Reduced 8.28%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
974
shares
|
$332,377
0.06% of portfolio
|
Q3 2025
Reduced 6.26%
|
|