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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
984
shares
|
$335,790
0.05% of portfolio
|
Q3 2025
Added 25.03%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 16, 2026 Q4 2025 |
984
shares
|
$335,790
0.22% of portfolio
|
Q4 2025
Added 0.92%
|
|
|
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%
|
|
|
Royal Fund Management, LLC
|
Jan 15, 2026 Q4 2025 |
975
shares
|
$332,718
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
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 |
Jan 16, 2026 Q4 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
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 08, 2026 Q4 2025 |
967
shares
|
$329,988
0.25% of portfolio
|
Q4 2025
Added 3.53%
|
|
|
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
|
|
|
Parsons Capital Management Inc
|
Jan 13, 2026 Q4 2025 |
961
shares
|
$327,941
0.02% of portfolio
|
Q4 2025
Added 16.34%
|
|