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 |
|---|---|---|---|---|---|
|
Arjuna Capital
|
Nov 04, 2025 Q3 2025 |
7,191
shares
|
$2.45 Million
0.61% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
7,185
shares
|
$2.45 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Boltwood Capital Management
|
Jan 02, 2026 Q4 2025 |
7,135
shares
|
$2.43 Million
0.62% of portfolio
|
Q4 2025
Reduced 1.35%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
7,130
shares
|
$2.43 Million
0.08% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 12, 2026 Q4 2025 |
7,098
shares
|
$2.42 Million
1.37% of portfolio
|
Q4 2025
Added 3.27%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
7,083
shares
|
$2.42 Million
0.18% of portfolio
|
Q3 2025
Added 183.32%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
7,059
shares
|
$2.41 Million
0.4% of portfolio
|
Q3 2025
Added 4.73%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
7,054
shares
|
$2.41 Million
0.03% of portfolio
|
Q4 2025
Reduced 10.48%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
7,049
shares
|
$2.41 Million
0.01% of portfolio
|
Q3 2024
Added 30.59%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
7,003
shares
|
$2.39 Million
0.11% of portfolio
|
Q4 2023
Added 0.39%
|
|
|
Auxier Asset Management
Aurora, OR |
Nov 19, 2025 Q3 2025 |
6,986
shares
|
$2.38 Million
0.33% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
6,986
shares
|
$2.38 Million
0.03% of portfolio
|
Q3 2025
Added 9.12%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
6,968
shares
|
$2.38 Million
0.28% of portfolio
|
Q3 2025
Reduced 13.51%
|
|
|
Baldwin Investment Management, LLC
|
Nov 10, 2025 Q3 2025 |
6,937
shares
|
$2.37 Million
0.27% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
6,933
shares
|
$2.37 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Everett Harris & CO
|
Nov 03, 2025 Q3 2025 |
6,925
shares
|
$2.36 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 21, 2026 Q4 2025 |
6,925
shares
|
$2.36 Million
0.07% of portfolio
|
Q4 2025
Reduced 1.7%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
6,874
shares
|
$2.35 Million
0.12% of portfolio
|
Q3 2025
Added 4.75%
|
|
|
Equity Investment Corp
Atlanta, GA |
Nov 04, 2025 Q3 2025 |
6,836
shares
|
$2.33 Million
0.05% of portfolio
|
Q3 2025
Reduced 96.87%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
6,825
shares
|
$2.33 Million
1.14% of portfolio
|
Q3 2022
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
6,813
shares
|
$2.32 Million
0.06% of portfolio
|
Q3 2025
Added 5.3%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 20, 2026 Q4 2025 |
6,802
shares
|
$2.32 Million
0.52% of portfolio
|
Q4 2025
Reduced 0.44%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 12, 2025 Q3 2025 |
6,800
shares
|
$2.32 Million
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
6,793
shares
|
$2.32 Million
0.05% of portfolio
|
Q3 2025
Added 30.76%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
6,750
shares
|
$2.3 Million
0.11% of portfolio
|
Q3 2025
Added 1.76%
|
|