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 3,197 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 |
|---|---|---|---|---|---|
|
Buckhead Capital Management LLC
|
Oct 09, 2025 Q3 2025 |
13,271
shares
|
$4.53 Million
1.69% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
13,222
shares
|
$4.51 Million
0.44% of portfolio
|
Q3 2023
Added 1.26%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
13,200
shares
|
$4.5 Million
0.47% of portfolio
|
Q2 2023
Reduced 0.6%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
13,191
shares
|
$4.5 Million
0.6% of portfolio
|
Q3 2023
Reduced 0.03%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
13,163
shares
|
$4.49 Million
0.29% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
13,150
shares
|
$4.49 Million
0.31% of portfolio
|
Q4 2025
Added 1.05%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Nov 07, 2025 Q3 2025 |
13,135
shares
|
$4.48 Million
0.97% of portfolio
|
Q3 2025
New holding
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
13,105
shares
|
$4.47 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Greenfield Savings Bank
|
Oct 06, 2025 Q3 2025 |
13,018
shares
|
$4.44 Million
1.84% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
12,947
shares
|
$4.42 Million
0.23% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
12,844
shares
|
$4.38 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 10, 2025 Q3 2025 |
12,843
shares
|
$4.38 Million
1.13% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
12,803
shares
|
$4.37 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
12,699
shares
|
$4.33 Million
0.13% of portfolio
|
Q2 2022
Added 4.6%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 22, 2025 Q3 2025 |
12,655
shares
|
$4.32 Million
1.39% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
12,651
shares
|
$4.32 Million
0.11% of portfolio
|
Q3 2025
Added 8.16%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 04, 2025 Q3 2025 |
12,555
shares
|
$4.28 Million
1.06% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
12,533
shares
|
$4.28 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Karani Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
12,406
shares
|
$4.23 Million
3.33% of portfolio
|
Q3 2025
Reduced 32.31%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 05, 2025 Q3 2025 |
12,378
shares
|
$4.22 Million
1.57% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
Banyan Capital Management, Inc.
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
12,331
shares
|
$4.21 Million
2.3% of portfolio
|
Q3 2025
Reduced 8.18%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
12,328
shares
|
$4.21 Million
0.26% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
12,295
shares
|
$4.2 Million
0.15% of portfolio
|
Q4 2025
Added 0.9%
|
|
|
Marsico Capital Management LLC
Denver, CO |
Nov 12, 2025 Q3 2025 |
12,251
shares
|
$4.18 Million
0.11% of portfolio
|
Q3 2025
Reduced 48.56%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
12,250
shares
|
$4.18 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.84%
|
|