AXP American Express Company
American Express Company (AXP) Institutional Ownership
What the institutions did with AXP last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| CACTI ASSET MANAGEMENT LLC | 390.0K | 51.2% |
| EASTERN BANK | 131.0K | 17.2% |
| NEVILLE RODIE & SHAW INC | 57.9K | 7.6% |
| Norman Fields, Gottscho Capital Management, LLC | 34.4K | 4.5% |
| Coastline Trust Co | 24.9K | 3.3% |
| CX Institutional | 23.3K | 3.1% |
| PARK NATIONAL CORP /OH/ | 13.9K | 1.8% |
| Central Pacific Bank - Trust Division | 12.9K | 1.7% |
| Stonebridge Financial Group, LLC | 11.5K | 1.5% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 7.8K | 1.0% |
| Boltwood Capital Management | 7.0K | 0.9% |
| MassMutual Private Wealth & Trust, FSB | 6.6K | 0.9% |
| Olistico Wealth, LLC | 5.6K | 0.7% |
| DOLIVER ADVISORS, LP | 5.1K | 0.7% |
| TOMPKINS FINANCIAL CORP | 4.4K | 0.6% |
| Parrish Capital LLC | 3.9K | 0.5% |
| ROCKLAND TRUST CO | 3.1K | 0.4% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 3.1K | 0.4% |
| Ridgewood Investments LLC | 3.0K | 0.4% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 2.4K | 0.3% |
| Rosenberg Matthew Hamilton | 1.7K | 0.2% |
| Versant Capital Management, Inc | 1.6K | 0.2% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 1.3K | 0.2% |
| Heartwood Wealth Advisors LLC | 1.1K | 0.1% |
| Partnership Wealth Management, LLC | 1.0K | 0.1% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| CX Institutional | Reduced | 39.8K | 23.3K | -16.5K |
| NEVILLE RODIE & SHAW INC | Reduced | 62.2K | 57.9K | -4.3K |
| Stonebridge Financial Group, LLC | Reduced | 15.4K | 11.5K | -3.9K |
| Central Pacific Bank - Trust Division | Reduced | 16.4K | 12.9K | -3.4K |
| ROCKLAND TRUST CO | Reduced | 4.5K | 3.1K | -1.4K |
| Coastline Trust Co | Reduced | 26.0K | 24.9K | -1.1K |
| EASTERN BANK | Increased | 130.2K | 131.0K | +794 |
| PARK NATIONAL CORP /OH/ | Reduced | 14.7K | 13.9K | -791 |
| Violich Capital Management, Inc. | Sold Out | 600 | 0 | -600 |
| MassMutual Private Wealth & Trust, FSB | Reduced | 7.1K | 6.6K | -598 |
| CACTI ASSET MANAGEMENT LLC | Reduced | 390.5K | 390.0K | -558 |
| TOMPKINS FINANCIAL CORP | Reduced | 5.0K | 4.4K | -527 |
| Ridgewood Investments LLC | Increased | 2.6K | 3.0K | +355 |
| Parrish Capital LLC | Reduced | 4.2K | 3.9K | -306 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Increased | 7.5K | 7.8K | +267 |
| Heartwood Wealth Advisors LLC | Increased | 992 | 1.1K | +114 |
| DOLIVER ADVISORS, LP | Reduced | 5.2K | 5.1K | -110 |
| ACIMA PRIVATE WEALTH, LLC | Reduced | 1.1K | 966 | -90 |
| Versant Capital Management, Inc | Increased | 1.5K | 1.6K | +84 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Increased | 3.0K | 3.1K | +61 |
| Olistico Wealth, LLC | Reduced | 5.6K | 5.6K | -58 |
| Rosenberg Matthew Hamilton | Increased | 1.7K | 1.7K | +32 |
| Boltwood Capital Management | Reduced | 7.1K | 7.0K | -30 |
| Norman Fields, Gottscho Capital Management, LLC | Reduced | 34.4K | 34.4K | -15 |
| Noble Wealth Management PBC | Reduced | 197 | 191 | -6 |
| Roxbury Financial LLC | Increased | 251 | 252 | +1 |
| Planning Strategies Inc. | Increased | 31 | 32 | +1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.