AXP · Company research
American Express Company (AXP): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3244 | 986500000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Park National Corporation | 805676 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9162 | 2786164000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| First Financial Corporation Common Stock | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 672 | 204355 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| Orrstown Financial Services Inc | 826154 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3736 | 1136118 | — | — | — | Oct 14, 2026 | SEC_13F_HR |
| First Financial Corporation | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 672 | 204355 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| Bank of New Hampshire | 1870761 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8175 | 2765194 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Roundview Capital LLC | 1476804 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23606 | 7984644 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Prime Capital Investment Advisors, LLC | 1731446 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 65919 | 22297217 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Junto Capital Management LP | 1595880 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 307858 | 104132969 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Great Diamond Partners, LLC | 1801112 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3713 | 1255922 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Certified Advisory Corp | 1731732 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1008 | 340826 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Ledyard National Bank | 1310658 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4659 | 1575907 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| RIVERSEDGE ADVISORS, LLC | 1787663 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 658 | 222476 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| BALDWIN WEALTH PARTNERS LLC/MA | 1021258 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 664 | 224601 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Employees Retirement System of Texas | 1398739 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 206108 | 69716 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Sun Financial Inc | 2067342 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4358 | 1476778 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| REGIMEN WEALTH, LLC | 1963863 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 611 | 206764 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Howard Capital Management Group, LLC | 1860501 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8126 | 2748620 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| BCS Wealth Management | 1798172 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 685 | 231758 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Sage Mountain Advisors LLC | 1832274 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1925 | 651131 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Aspect Partners, LLC | 1985284 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37 | 12515 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Crews Bank & Trust | 2052279 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 312 | 105534 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| ELKHORN PARTNERS LIMITED PARTNERSHIP | 928400 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 33825 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DDD Partners, LLC | 1729673 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1549 | 523949 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Clean Yield Group | 1525865 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3079 | 1041472 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| TIEMANN INVESTMENT ADVISORS, LLC | 1575151 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1868 | 631851 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Chevy Chase Trust Holdings, LLC | 1462020 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 258157 | 87321605 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Tweedy, Browne Co LLC | 732905 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62719 | 21214702 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Nykredit A/S | 1847328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14648 | 327822 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Bretton Capital Management, LLC | 2043671 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23100 | 7813575 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Oxbow Advisors, LLC | 1564770 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1978 | 669125 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Westend Capital Management, LLC | 1331997 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35358 | 11959862 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| BENEDICT FINANCIAL ADVISORS INC | 711089 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14574 | 4929523 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| NATIXIS | 1274981 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1424 | 31712 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| AMERICAN CENTURY COMPANIES INC | 748054 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 887573 | 19863884 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| GTS SECURITIES LLC | 1452765 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8534 | 2886626 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Vermillion Wealth Management, Inc. | 1737012 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 225 | 75976 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Janney Montgomery Scott LLC | 1329948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 222289 | 75190 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| AlphaGrep UK Ltd | 2148988 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1100 | 372075 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cohen Klingenstein LLC | 1453620 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 178387 | 60339403 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| NICOLET BANKSHARES INC | 1174850 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2228 | 793282 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Voya Financial Advisors, Inc. | 1424367 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 836 | 284976 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| DELTA FINANCIAL ADVISORS LLC | 1790295 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2870 | 970926 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Saxony Capital Management, LLC | 1561330 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 872 | 294892 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| OLD NATIONAL BANCORP /IN/ | 707179 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8552 | 2892714 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| CFO4Life Group, LLC | 1706351 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3110 | 1051982 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Texas Capital Bank Wealth Management Services Inc | 1802655 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4332 | 1465299 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| GWN SECURITIES INC. | 1265905 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1394 | 471575 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| TOWNSQUARE CAPITAL LLC | 1761755 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3358 | 1135852 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Per Stirling Capital Management, LLC. | 1689933 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 926 | 313191 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DAVENPORT & Co LLC | 887777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 85054 | 28769672 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Fisher Funds Management LTD | 1435028 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 96344 | 32588359 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| FWL INVESTMENT MANAGEMENT, LLC | 1829231 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2376 | 803682 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CIBC WORLD MARKET INC. | 1421224 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 97733 | 33058339 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Legend Capital Advisors LLC | 2111719 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1757 | 594305 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BLODGETT WEALTH ADVISORS, LLC | 1907826 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5044 | 1706133 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| OneAscent Wealth Management LLC | 1844707 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1358 | 459344 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Private Advisor Group, LLC | 1567755 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47356 | 16018311 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| TEALWOOD ASSET MANAGEMENT INC | 1164062 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8430 | 2851 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| INGALLS & SNYDER LLC | 1041885 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10026 | 3391 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Southland Equity Partners LLC | 2006517 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 609 | 205867 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| MQS Management LLC | 1759395 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 624 | 211068 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| REBALANCE, LLC | 1811052 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1386 | 468815 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Bleakley Financial Group, LLC | 1936953 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19531 | 6606308 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| CWA Asset Management Group, LLC | 1667134 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4992 | 1688554 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Sompo Asset Management Co., Ltd. | 1533504 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3810 | 1288732 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Smithfield Trust Co | 1019754 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 140 | 47 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Wall Street Financial Group, Inc. | 2019337 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 682 | 230687 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Oak Asset Management, LLC | 1726375 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3109 | 1051619 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| NORDEA INVESTMENT MANAGEMENT AB | 1218210 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1564200 | 533376558 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| EARNED WEALTH ADVISORS, LLC | 1905663 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1004 | 339618 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| &PARTNERS | 107136 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 84996 | 28767514 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 1013234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3067 | 1037413 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CHICKASAW CAPITAL MANAGEMENT LLC | 1276460 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 905 | 306 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Partnership Wealth Management, LLC | 2010656 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1010 | 341622 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| AVISO WEALTH MANAGEMENT | 2011802 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 736 | 248984 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Broadway Wealth Solutions, Inc. | 2021265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 845 | 285821 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Marble Harbor Investment Counsel, LLC | 1387130 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8346 | 2823035 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Stenger Family Office, LLC | 2056106 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21141 | 7151039 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | 869367 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 152667 | 51639589 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.