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 3,159 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 |
|---|---|---|---|---|---|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
973
shares
|
$332,036
0.01% of portfolio
|
Q3 2025
Reduced 53.04%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
972
shares
|
$331,695
0.09% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 13, 2025 Q3 2025 |
971
shares
|
$331,353
0.06% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
970
shares
|
$331,012
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Oct 15, 2025 Q3 2025 |
970
shares
|
$331,012
0.09% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
969
shares
|
$330,671
0.1% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Monument Capital Management
|
Oct 14, 2025 Q3 2025 |
968
shares
|
$330,330
0.08% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
968
shares
|
$330,330
0.26% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 21, 2025 Q3 2025 |
967
shares
|
$329,988
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
966
shares
|
$329,647
0.03% of portfolio
|
Q3 2025
Added 7.69%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
965
shares
|
$329,306
0.12% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Warner Group LLC
Madison, CT |
Nov 06, 2025 Q3 2025 |
964
shares
|
$328,965
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
962
shares
|
$328,282
0.21% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
958
shares
|
$326,917
0.03% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
956
shares
|
$326,235
0.06% of portfolio
|
Q2 2025
Reduced 17.23%
|
|
|
Jacobsen Capital Management
|
Oct 27, 2025 Q3 2025 |
955
shares
|
$325,893
0.11% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Oct 14, 2025 Q3 2025 |
953
shares
|
$325,211
0.1% of portfolio
|
Q1 2025
Reduced 9.15%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
948
shares
|
$323,505
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Wedge Capital Management L L P
|
Oct 10, 2025 Q3 2025 |
947
shares
|
$323,163
0.01% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
946
shares
|
$322,822
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
945
shares
|
$322,481
0.01% of portfolio
|
Q3 2025
Added 11.05%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
943
shares
|
$321,798
0.03% of portfolio
|
Q2 2025
Added 8.14%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
940
shares
|
$320,775
0.11% of portfolio
|
Q2 2025
Added 13.25%
|
|
|
Hc Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
939
shares
|
$320,433
0.23% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Nine Masts Capital LTD
|
Nov 13, 2025 Q3 2025 |
938
shares
|
$320,092
0.06% of portfolio
|
Q3 2025
Reduced 58.93%
|
|