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 3,234 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 |
|---|---|---|---|---|---|
|
Fundamentun, LLC
Beachwood, OH |
Jan 20, 2026 Q4 2025 |
40,460
shares
|
$13.8 Million
0.62% of portfolio
|
Q4 2025
Added 1.26%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
40,425
shares
|
$13.8 Million
1.42% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
40,349
shares
|
$13.8 Million
0.18% of portfolio
|
Q3 2025
Reduced 4.4%
|
|
|
Wood Trust Financial Corp
|
Jan 30, 2026 Q4 2025 |
40,224
shares
|
$13.7 Million
1.74% of portfolio
|
Q4 2025
Reduced 1.49%
|
|
|
Shelter Mutual Insurance CO
|
Oct 31, 2025 Q3 2025 |
39,885
shares
|
$13.6 Million
3.09% of portfolio
|
Q3 2021
Reduced 3.1%
|
|
|
Polar Capital Holdings PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
39,810
shares
|
$13.6 Million
0.07% of portfolio
|
Q3 2025
Reduced 45.8%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
39,662
shares
|
$13.5 Million
0.34% of portfolio
|
Q3 2025
Added 68.36%
|
|
|
Nfc Investments, LLC
Memphis, TN |
Nov 12, 2025 Q3 2025 |
39,605
shares
|
$13.5 Million
4.21% of portfolio
|
Q3 2025
Reduced 7.22%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
39,581
shares
|
$13.5 Million
1.57% of portfolio
|
Q4 2025
Reduced 12.27%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
39,562
shares
|
$13.5 Million
0.1% of portfolio
|
Q3 2025
Added 300.38%
|
|
|
Nippon Life Global Investors Americas, Inc.
|
Jan 29, 2026 Q4 2025 |
39,490
shares
|
$13.5 Million
0.55% of portfolio
|
Q4 2025
Reduced 28.34%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
39,350
shares
|
$13.4 Million
0.98% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
M. Kulyk & Associates, LLC
|
Jan 08, 2026 Q4 2025 |
39,147
shares
|
$13.4 Million
2.78% of portfolio
|
Q4 2025
Added 0.3%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 14, 2025 Q3 2025 |
39,075
shares
|
$13.3 Million
5.63% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
39,056
shares
|
$13.3 Million
0.33% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Silicon Valley Capital Partners
|
Nov 14, 2025 Q3 2025 |
39,042
shares
|
$13.3 Million
1.23% of portfolio
|
Q3 2025
Reduced 9.66%
|
|
|
Stansberry Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
38,985
shares
|
$13.3 Million
1.44% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
38,935
shares
|
$13.3 Million
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
38,723
shares
|
$13.2 Million
0.33% of portfolio
|
Q3 2025
Added 36.13%
|
|
|
Torrey Growth & Income Advisors
Del Mar, CA |
Nov 12, 2025 Q3 2025 |
38,609
shares
|
$13.2 Million
3.77% of portfolio
|
Q3 2025
New holding
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
38,571
shares
|
$13.2 Million
1.95% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Cwm, LLC
|
Jan 26, 2026 Q4 2025 |
38,320
shares
|
$13.1 Million
0.04% of portfolio
|
Q4 2025
Added 18.51%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
38,291
shares
|
$13.1 Million
2.04% of portfolio
|
Q3 2025
Added 6.18%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
38,160
shares
|
$13 Million
0.02% of portfolio
|
Q2 2023
Added 2.48%
|
|
|
D.A. Davidson & Co.
|
Jan 29, 2026 Q4 2025 |
37,926
shares
|
$12.9 Million
0.08% of portfolio
|
Q4 2025
Added 6.5%
|
|