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 3,144 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 $209 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
27
shares
|
$9,643
0.0% of portfolio
|
Q4 2024
Reduced 87.5%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 21, 2025 Q3 2025 |
25
shares
|
$8,929
0.0% of portfolio
|
Q3 2025
Reduced 87.11%
|
|
|
Horizon Financial Services, LLC
|
Nov 12, 2025 Q3 2025 |
24
shares
|
$8,572
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
24
shares
|
$8,572
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
23
shares
|
$8,215
0.0% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Nov 14, 2025 Q3 2025 |
22
shares
|
$7,857
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
22
shares
|
$7,857
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
22
shares
|
$7,857
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Corsicana & Co.
|
Oct 10, 2025 Q3 2025 |
21
shares
|
$7,500
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
21
shares
|
$7,500
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
21
shares
|
$7,500
0.0% of portfolio
|
Q2 2025
Reduced 41.67%
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
20
shares
|
$7,143
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
20
shares
|
$7,143
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
18
shares
|
$6,429
0.0% of portfolio
|
Q3 2025
Reduced 52.63%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
18
shares
|
$6,429
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
18
shares
|
$6,429
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
17
shares
|
$6,072
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
17
shares
|
$6,072
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
16
shares
|
$5,714
0.0% of portfolio
|
Q3 2025
Added 77.78%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
15
shares
|
$5,357
0.0% of portfolio
|
Q1 2022
Reduced 75.81%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
15
shares
|
$5,357
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
15
shares
|
$5,357
0.0% of portfolio
|
Q2 2025
Added 275.0%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
14
shares
|
$5,000
0.0% of portfolio
|
Q3 2025
Added 40.0%
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
13
shares
|
$4,643
0.0% of portfolio
|
Q3 2025
Added 8.33%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
13
shares
|
$4,643
0.0% of portfolio
|
Q2 2025
Added 85.71%
|