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 |
|---|---|---|---|---|---|
|
Jackson Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
7,512
shares
|
$2.56 Million
0.35% of portfolio
|
Q4 2025
Added 2.05%
|
|
|
Walter & Keenan Wealth Management LLC
|
Nov 13, 2025 Q3 2025 |
7,505
shares
|
$2.56 Million
0.7% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Global Trust Asset Management, LLC
|
Jan 20, 2026 Q4 2025 |
7,496
shares
|
$2.56 Million
1.09% of portfolio
|
Q4 2025
Added 105.6%
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
7,476
shares
|
$2.55 Million
0.05% of portfolio
|
Q4 2025
Reduced 49.82%
|
|
|
Capital International Sarl
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
7,455
shares
|
$2.54 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Taylor Frigon Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
7,431
shares
|
$2.54 Million
1.3% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
7,427
shares
|
$2.53 Million
0.07% of portfolio
|
Q2 2024
Added 8.95%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
7,411
shares
|
$2.53 Million
0.02% of portfolio
|
Q3 2025
Reduced 14.87%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
7,410
shares
|
$2.53 Million
0.77% of portfolio
|
Q2 2023
Reduced 0.58%
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
7,402
shares
|
$2.53 Million
0.81% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
7,402
shares
|
$2.53 Million
0.08% of portfolio
|
Q4 2025
Added 45.85%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 21, 2026 Q4 2025 |
7,372
shares
|
$2.52 Million
0.14% of portfolio
|
Q4 2025
Added 38.31%
|
|
|
Broderick Brian C
|
Nov 07, 2025 Q3 2025 |
7,357
shares
|
$2.51 Million
0.5% of portfolio
|
Q3 2025
Added 25.37%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
7,353
shares
|
$2.51 Million
0.08% of portfolio
|
Q3 2025
Added 13.16%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
7,350
shares
|
$2.51 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
7,338
shares
|
$2.5 Million
1.04% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
7,290
shares
|
$2.49 Million
0.13% of portfolio
|
Q4 2025
Reduced 11.2%
|
|
|
Caxton Associates LLP
London, |
Nov 17, 2025 Q3 2025 |
7,263
shares
|
$2.48 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Birinyi Associates Inc
|
Oct 29, 2025 Q3 2025 |
7,250
shares
|
$2.47 Million
0.62% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
7,223
shares
|
$2.46 Million
0.42% of portfolio
|
Q3 2025
Reduced 6.82%
|
|
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
7,219
shares
|
$2.46 Million
1.09% of portfolio
|
Q3 2025
Added 58.87%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
7,213
shares
|
$2.46 Million
0.13% of portfolio
|
Q1 2025
Added 56.4%
|
|
|
Lebenthal Global Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
7,212
shares
|
$2.46 Million
0.43% of portfolio
|
Q3 2025
Added 13.11%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jan 16, 2026 Q4 2025 |
7,206
shares
|
$2.46 Million
0.43% of portfolio
|
Q4 2025
Added 2.68%
|
|
|
Gateway Investment Advisers LLC
|
Oct 21, 2025 Q3 2025 |
7,200
shares
|
$2.46 Million
0.02% of portfolio
|
Q3 2025
Added 0.43%
|
|