# AMERICAN EXPRESS CO (AXP)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/AXP/

- Reporting holders: 138
- Reported value: $510.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CACTI ASSET MANAGEMENT LLC](https://holderbook.com/funds/1452208-cacti-asset-management-llc/) | $119.1M | 389,972 | 6.3% | 32 |
| [Douglas Lane & Associates, LLC](https://holderbook.com/funds/1672594-douglas-lane-associates-llc/) | $80.9M | 265,930 | 1.1% | 32 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $39.8M | 131,034 | 0.6% | 32 |
| [SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI](https://holderbook.com/funds/1033974-schaper-benz-wise-investment-counsel-inc-wi/) | $35.2M | 115,749 | 2.3% | 32 |
| [Allen Mooney & Barnes Investment Advisors LLC](https://holderbook.com/funds/2001461-allen-mooney-barnes-investment-advisors-llc/) | $15.2M | 49,897 | 2.3% | 19 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $13.3M | 43,833 | 0.3% | 28 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $11.4M | 37,336 | 0.9% | 12 |
| [MFA WEALTH ADVISORS, LLC](https://holderbook.com/funds/1688184-mfa-wealth-advisors-llc/) | $10.6M | 34,872 | 1.8% | 10 |
| [Norman Fields, Gottscho Capital Management, LLC](https://holderbook.com/funds/1352449-norman-fields-gottscho-capital-management-llc/) | $10.5M | 34,415 | 3.2% | 32 |
| [Stokes Capital Advisors, LLC](https://holderbook.com/funds/1734460-stokes-capital-advisors-llc/) | $9.5M | 31,254 | 2.1% | 32 |
| [Coastline Trust Co](https://holderbook.com/funds/1324279-coastline-trust-co/) | $7.6M | 24,911 | 0.7% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $6.7M | 22,112 | 0.0% | 16 |
| [Lincoln Capital LLC](https://holderbook.com/funds/1633862-lincoln-capital-llc/) | $5.5M | 18,008 | 1.0% | 32 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $5.1M | 16,853 | 0.1% | 32 |
| [TILIA FIDUCIARY PARTNERS, INC.](https://holderbook.com/funds/1910210-tilia-fiduciary-partners-inc/) | $5.0M | 16,564 | 1.2% | 7 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $5.0M | 16,418 | 0.2% | 12 |
| [Bill Few Associates, Inc.](https://holderbook.com/funds/1914644-bill-few-associates-inc/) | $4.8M | 15,688 | 1.0% | 20 |
| [BENEDICT FINANCIAL ADVISORS INC](https://holderbook.com/funds/711089-benedict-financial-advisors-inc/) | $4.5M | 14,660 | 0.9% | 32 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $4.4M | 14,263 | 0.1% | 20 |
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $4.2M | 13,890 | 0.1% | 32 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $3.9M | 12,925 | 0.4% | 11 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $3.9M | 12,904 | 0.4% | 4 |
| [Mirador Capital Partners LP](https://holderbook.com/funds/1633446-mirador-capital-partners-lp/) | $3.9M | 12,741 | 0.5% | 2 |
| [Greenfield Savings Bank](https://holderbook.com/funds/1940406-greenfield-savings-bank/) | $3.8M | 12,641 | 1.5% | 18 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $3.5M | 11,528 | 0.3% | 8 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 138 | $510.1M |
| Q2 2026 | 3,026 | $214.8B |
| Q1 2026 | 2,899 | $182.2B |
| Q4 2025 | 3,055 | $224.3B |
| Q3 2025 | 2,772 | $206.9B |
| Q2 2025 | 2,743 | $195.3B |
| Q1 2025 | 2,638 | $165.5B |
| Q4 2024 | 2,658 | $185.0B |
| Q3 2024 | 2,468 | $171.3B |
| Q2 2024 | 2,355 | $149.4B |
| Q1 2024 | 2,322 | $154.5B |
| Q4 2023 | 2,203 | $124.9B |