AMERICAN EXPRESS CO (AXP)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
138
Reporting holders
$510.1M
Reported value
0.0%
Calls
0.0%
Puts
-2,888
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CACTI ASSET MANAGEMENT LLC | $119.1M | 389,972 | 6.29% | 32q | HELD |
| Douglas Lane & Associates, LLC | $80.9M | 265,930 | 1.08% | 32q | -3.8%-$3.2M |
| EASTERN BANK | $39.8M | 131,034 | 0.61% | 32q | +0.6%+$241.5K |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $35.2M | 115,749 | 2.33% | 32q | HELD |
| Allen Mooney & Barnes Investment Advisors LLC | $15.2M | 49,897 | 2.26% | 19q | +1.2%+$173.6K |
| Venture Visionary Partners LLC | $13.3M | 43,833 | 0.35% | 28q | +15.5%+$1.8M |
| Galvin, Gaustad & Stein, LLC | $11.4M | 37,336 | 0.85% | 12q | -6.2%-$748.4K |
| MFA WEALTH ADVISORS, LLC | $10.6M | 34,872 | 1.80% | 10q | -0.5%-$55.7K |
| Norman Fields, Gottscho Capital Management, LLC | $10.5M | 34,415 | 3.18% | 32q | HELD |
| Stokes Capital Advisors, LLC | $9.5M | 31,254 | 2.09% | 32q | -4.8%-$481.7K |
| Coastline Trust Co | $7.6M | 24,911 | 0.71% | 32q | -4.1%-$321.7K |
| Farther Finance Advisors, LLC | $6.7M | 22,112 | 0.05% | 16q | +18.5%+$1.1M |
| Lincoln Capital LLC | $5.5M | 18,008 | 0.96% | 32q | HELD |
| Valeo Financial Advisors, LLC | $5.1M | 16,853 | 0.11% | 32q | -0.6%-$29.5K |
| TILIA FIDUCIARY PARTNERS, INC. | $5.0M | 16,564 | 1.16% | 7q | +108.8%+$2.6M |
| GAMMA Investing LLC | $5.0M | 16,418 | 0.17% | 12q | +2.5%+$123.8K |
| Bill Few Associates, Inc. | $4.8M | 15,688 | 0.98% | 20q | -2.9%-$143.5K |
| BENEDICT FINANCIAL ADVISORS INC | $4.5M | 14,660 | 0.88% | 32q | +0.6%+$26.2K |
| Wedmont Private Capital | $4.4M | 14,263 | 0.11% | 20q | +12.9%+$502.8K |
| PARK NATIONAL CORP /OH/ | $4.2M | 13,890 | 0.11% | 32q | -5.4%-$240.5K |
| Central Pacific Bank - Trust Division | $3.9M | 12,925 | 0.41% | 11q | -21.1%-$1.0M |
| Wealth Enhancement Trust Services, Inc. | $3.9M | 12,904 | 0.42% | 4q | -57.7%-$5.3M |
| Mirador Capital Partners LP | $3.9M | 12,741 | 0.45% | 2q | +1922.4%+$3.7M |
| Greenfield Savings Bank | $3.8M | 12,641 | 1.45% | 18q | -0.9%-$35.0K |
| Stonebridge Financial Group, LLC | $3.5M | 11,528 | 0.26% | 8q | -25.3%-$1.2M |
| RFG - Bristol Wealth Advisors, LLC | $3.4M | 11,051 | 0.80% | 8q | -0.8%-$25.5K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $3.1M | 10,262 | 0.27% | 20q | -0.7%-$21.3K |
| Bell Asset Management Ltd | $2.8M | 9,289 | 1.02% | 3q | -17.9%-$616.4K |
| MOODY NATIONAL BANK TRUST DIVISION | $2.8M | 9,225 | 0.23% | 32q | +16.8%+$403.8K |
| Applied Capital LLC/FL | $2.8M | 9,085 | 1.10% | 16q | HELD |
| CoreCap Advisors, LLC | $2.7M | 8,764 | 0.08% | 9q | -7.1%-$203.8K |
| Bank of New Hampshire | $2.5M | 8,113 | 0.53% | 19q | -0.8%-$18.9K |
| Deane Retirement Strategies, Inc. | $2.5M | 8,059 | 1.00% | 2q | HELD |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $2.4M | 7,762 | 0.03% | 32q | +3.6%+$81.2K |
| Veracity Capital LLC | $2.2M | 7,249 | 0.59% | 28q | HELD |
| Grove Bank & Trust | $2.2M | 7,206 | 0.22% | 32q | +0.6%+$14.0K |
| Boltwood Capital Management | $2.1M | 7,040 | 0.48% | 32q | HELD |
| Cadent Capital Advisors, LLC | $2.1M | 6,836 | 0.45% | 24q | +2.6%+$51.7K |
| MassMutual Private Wealth & Trust, FSB | $2.0M | 6,551 | 0.05% | 32q | -8.4%-$181.9K |
| SAPIENT CAPITAL LLC | $2.0M | 6,546 | 0.03% | 12q | -51.5%-$2.1M |
| YHB Investment Advisors, Inc. | $1.8M | 5,855 | 0.11% | 32q | -3.5%-$64.5K |
| Acropolis Investment Management, LLC | $1.7M | 5,688 | 0.07% | 32q | -48.1%-$1.6M |
| Apella Capital, LLC | $1.7M | 5,651 | 0.02% | 11q | -1.6%-$27.7K |
| Olistico Wealth, LLC | $1.7M | 5,576 | 0.71% | 16q | -1.0%-$17.6K |
| DOLIVER ADVISORS, LP | $1.6M | 5,104 | 0.34% | 25q | -2.1%-$33.5K |
| Cambridge Financial Group, LLC | $1.5M | 4,461 | 0.48% | 12q | HELD |
| Everhart Financial Group, Inc. | $1.5M | 4,935 | 0.09% | 19q | -5.2%-$83.0K |
| TOMPKINS FINANCIAL CORP | $1.4M | 4,442 | 0.10% | 31q | -10.6%-$160.3K |
| Atlas Brown,Inc. | $1.3M | 4,199 | 0.34% | 32q | HELD |
| FINANCIAL MANAGEMENT NETWORK INC | $1.2M | 3,970 | 0.17% | 24q | -8.0%-$104.8K |
| Avidian Wealth Enterprises, LLC | $1.2M | 3,943 | 0.03% | 9q | +37.6%+$327.8K |
| Parrish Capital LLC | $1.2M | 3,861 | 1.14% | 4q | -7.3%-$93.1K |
| WINEBRENNER CAPITAL MANAGEMENT LLC | $1.1M | 3,700 | 0.72% | 8q | HELD |
| STABLEFORD CAPITAL II LLC | $1.1M | 3,693 | 0.39% | new | NEW |
| Balefire, LLC | $1.1M | 3,585 | 0.17% | 16q | +58.6%+$402.6K |
| RHODES INVESTMENT ADVISORS INC /ADV | $1.1M | 3,507 | 0.76% | 4q | +0.6%+$6.4K |
| ARGUS INVESTORS' COUNSEL, INC. | $1.0M | 3,413 | 0.81% | 32q | -1.5%-$16.1K |
| ROCKLAND TRUST CO | $943.3K | 3,102 | 0.04% | 32q | -30.9%-$421.5K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $939.1K | 3,088 | 0.18% | 6q | +2.0%+$18.6K |
| Byrne Asset Management LLC | $925.0K | 3,062 | 0.52% | 20q | HELD |
| Gradient Investments LLC | $920.8K | 3,028 | 0.01% | 32q | +17.4%+$136.2K |
| Ridgewood Investments LLC | $912.9K | 3,002 | 0.34% | 31q | +13.4%+$108.0K |
| Bath Savings Trust Co | $883.1K | 2,904 | 0.09% | 31q | HELD |
| Kearns & Associates LLC | $851.5K | 2,800 | 0.39% | 16q | HELD |
| CENTRAL BANK & TRUST CO | $842.4K | 2,770 | 0.12% | 32q | HELD |
| Graves Light Lenhart Wealth, Inc. | $791.6K | 2,603 | 0.07% | 26q | HELD |
| Exchange Bank | $780.9K | 2,568 | 0.48% | 14q | HELD |
| AMERICAN NATIONAL BANK & TRUST | $775.1K | 2,549 | 0.07% | 18q | -0.7%-$5.2K |
| Plan A Wealth LLC | $757.6K | 2,491 | 0.27% | 7q | +1.3%+$9.4K |
| Weaver Consulting Group | $740.8K | 2,436 | 0.14% | 23q | +1.8%+$12.8K |
| Sound Income Strategies, LLC | $736.6K | 2,391 | 0.03% | 30q | HELD |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $729.8K | 2,400 | 0.01% | 32q | HELD |
| Cooper Financial Group | $724.0K | 2,381 | 0.06% | 10q | -18.5%-$164.5K |
| Crumly & Associates Inc. | $690.9K | 2,272 | 0.12% | 11q | -1.3%-$9.1K |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $681.3K | 2,239 | 0.49% | 4q | +15.9%+$93.4K |
| FELL CAPITAL MANAGEMENT /ADV | $666.0K | 2,190 | 0.57% | 4q | HELD |
| Bangor Savings Bank | $647.1K | 2,128 | 0.05% | 18q | HELD |
| DAVIDSON TRUST CO | $624.0K | 2,052 | 0.25% | 16q | +4.5%+$26.8K |
| Sunburst Financial Group, LLC | $614.0K | 2,019 | 0.10% | 28q | HELD |
| CHAPIN DAVIS, INC. | $610.7K | 2,008 | 0.12% | 16q | +31.1%+$144.8K |
| Wisconsin Wealth Advisors, LLC | $599.1K | 1,970 | 0.50% | 8q | +0.5%+$3.0K |
| Breakwater Capital Group | $567.8K | 1,867 | 0.07% | 16q | HELD |
| Rosenberg Matthew Hamilton | $525.8K | 1,729 | 0.09% | 26q | +1.9%+$9.7K |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | $486.6K | 1,600 | 0.01% | 24q | HELD |
| KFA Private Wealth Group, LLC | $479.9K | 1,578 | 0.11% | 15q | HELD |
| Versant Capital Management, Inc | $474.7K | 1,561 | 0.04% | 32q | +5.7%+$25.5K |
| TOTH FINANCIAL ADVISORY CORP | $472.5K | 1,554 | 0.05% | 32q | +1.2%+$5.8K |
| Investors Research Corp | $466.5K | 1,534 | 0.08% | 31q | HELD |
| Hamilton Capital, LLC | $454.6K | 1,495 | 0.03% | 15q | HELD |
| TITLEIST ASSET MANAGEMENT, LLC | $423.3K | 1,392 | 0.03% | 4q | +18.2%+$65.1K |
| Legacy Private Trust Co. | $412.1K | 1,355 | 0.02% | 16q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $397.8K | 1,308 | 0.02% | 16q | HELD |
| Shulman DeMeo Asset Management LLC | $390.7K | 1,285 | 0.08% | 16q | -8.7%-$37.4K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $387.4K | 1,274 | 0.03% | 32q | HELD |
| Monument Capital Management | $378.4K | 1,244 | 0.08% | 11q | +10.7%+$36.5K |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $367.0K | 1,207 | 0.22% | 12q | HELD |
| New Covenant Trust Company, N.A. | $357.3K | 1,175 | 0.25% | 11q | +13.7%+$43.2K |
| Capital Advisors Wealth Management, LLC | $351.2K | 1,155 | 0.04% | 9q | HELD |
| Green Ridge Wealth Planning LLC | $350.9K | 1,154 | 0.14% | 4q | -5.9%-$22.2K |
| Heartwood Wealth Advisors LLC | $336.3K | 1,106 | 0.03% | 12q | +11.5%+$34.7K |
Showing the largest 100 of 147 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-18 | Herena Monique | Chief Colleague Exp. Officer | Sold | 8,811 | $3.0M |
| 2026-06-15 | McNeal Glenda G | Chief Partner Officer | Sold | 7,033 | $2.4M |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 138 | $510.1M | 1,675,101 | 4 | 36 | 47 | 0.0% |
| Q2 2026 | 3,026 | $214.8B | 625,265,944 | 231 | 1,066 | 960 | 2.6% |
| Q1 2026 | 2,899 | $182.2B | 588,216,630 | 140 | 957 | 1,087 | 2.4% |
| Q4 2025 | 3,055 | $224.3B | 589,612,527 | 229 | 912 | 1,012 | 2.9% |
| Q3 2025 | 2,772 | $206.9B | 605,505,199 | 152 | 871 | 914 | 2.8% |
| Q2 2025 | 2,743 | $195.3B | 597,516,575 | 222 | 925 | 862 | 2.4% |
| Q1 2025 | 2,638 | $165.5B | 597,527,915 | 160 | 810 | 938 | 2.9% |
| Q4 2024 | 2,658 | $185.0B | 600,884,526 | 150 | 719 | 944 | 3.7% |
| Q3 2024 | 2,468 | $171.3B | 609,850,719 | 200 | 745 | 813 | 3.5% |
| Q2 2024 | 2,355 | $149.4B | 623,033,285 | 139 | 711 | 824 | 3.4% |
| Q1 2024 | 2,322 | $154.5B | 655,982,184 | 214 | 671 | 816 | 3.4% |
| Q4 2023 | 2,203 | $124.9B | 642,679,939 | 198 | 628 | 744 | 3.7% |
| Q3 2023 | 2,007 | $99.0B | 641,597,990 | 117 | 626 | 644 | 3.2% |
| Q2 2023 | 2,058 | $111.6B | 620,929,917 | 112 | 623 | 685 | 3.1% |
| Q1 2023 | 2,061 | $108.3B | 632,354,783 | 160 | 661 | 675 | 3.7% |
| Q4 2022 | 2,018 | $96.7B | 633,961,856 | 133 | 585 | 650 | 3.2% |
| Q3 2022 | 1,920 | $88.4B | 634,968,364 | 73 | 638 | 643 | 3.0% |
| Q2 2022 | 1,975 | $91.1B | 635,237,152 | 96 | 618 | 700 | 3.3% |
| Q1 2022 | 2,077 | $168.1B | 879,157,942 | 181 | 617 | 741 | 2.2% |
| Q4 2021 | 2,001 | $110.4B | 651,054,773 | 113 | 592 | 625 | 3.5% |
| Q3 2021 | 1,879 | $160.2B | 934,501,971 | 111 | 560 | 619 | 2.2% |
| Q2 2021 | 1,851 | $160.1B | 953,523,160 | 135 | 525 | 616 | 1.6% |
| Q1 2021 | 1,783 | $98.8B | 681,875,431 | 153 | 506 | 660 | 2.4% |
| Q4 2020 | 1,726 | $86.8B | 686,906,222 | 140 | 473 | 628 | 4.2% |
| Q3 2020 | 1,572 | $71.2B | 686,898,913 | 89 | 420 | 594 | 3.4% |
| Q2 2020 | 1,589 | $67.5B | 690,179,615 | 176 | 507 | 565 | 2.8% |
| Q1 2020 | 1,546 | $60.5B | 693,775,284 | 120 | 520 | 606 | 1.8% |
| Q4 2019 | 1,681 | $88.6B | 698,365,788 | 89 | 453 | 569 | 1.8% |
| Q3 2019 | 1,588 | $84.1B | 700,155,780 | 97 | 483 | 542 | 1.6% |
| Q2 2019 | 1,585 | $89.5B | 711,252,168 | 99 | 451 | 574 | 2.0% |
| Q1 2019 | 1,582 | $79.0B | 712,796,890 | 132 | 454 | 547 | 1.5% |
| Q4 2018 | 1,532 | $71.2B | 735,934,703 | 19 | 20 | 25 | 1.7% |