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 3,069 institutions that hold shares in the stock, with a total of 596 Million shares, which have been reported (via 13F filing form) to have a value of $181 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
54,144
shares
|
$16.4 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Aug 12, 2025 Q2 2025 |
54,057
shares
|
$16.4 Million
0.05% of portfolio
|
Q2 2025
Added 54.4%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
53,908
shares
|
$16.3 Million
3.23% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Apr 16, 2025 Q1 2025 |
53,694
shares
|
$16.3 Million
1.0% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
52,923
shares
|
$16 Million
1.85% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
51,920
shares
|
$15.7 Million
3.8% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
51,385
shares
|
$15.6 Million
0.09% of portfolio
|
Q2 2025
Reduced 9.3%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
50,964
shares
|
$15.5 Million
0.06% of portfolio
|
Q3 2024
Added 32.01%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
50,826
shares
|
$15.4 Million
0.08% of portfolio
|
Q2 2025
Reduced 5.52%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
50,421
shares
|
$15.3 Million
0.49% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Aug 07, 2025 Q2 2025 |
50,273
shares
|
$15.2 Million
2.86% of portfolio
|
Q2 2025
Reduced 6.03%
|
|
|
Neos Investment Management LLC
Westport, CT |
Aug 13, 2025 Q2 2025 |
50,163
shares
|
$15.2 Million
0.2% of portfolio
|
Q2 2025
Added 27.1%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
49,991
shares
|
$15.2 Million
0.14% of portfolio
|
Q2 2023
Added 3.35%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
49,786
shares
|
$15.1 Million
0.57% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Mirova
Paris, I0 |
Aug 13, 2025 Q2 2025 |
49,506
shares
|
$15 Million
2.28% of portfolio
|
Q2 2025
Added 8.13%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
49,117
shares
|
$14.9 Million
0.61% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Jul 22, 2025 Q2 2025 |
49,017
shares
|
$14.9 Million
0.98% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
48,933
shares
|
$14.8 Million
0.2% of portfolio
|
Q2 2025
Reduced 8.25%
|
|
|
Nippon Life Global Investors Americas, Inc.
|
Aug 14, 2025 Q2 2025 |
48,870
shares
|
$14.8 Million
0.71% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Stanley Capital Management, LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
48,830
shares
|
$14.8 Million
2.93% of portfolio
|
Q1 2025
Added 99.38%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jul 29, 2025 Q2 2025 |
48,700
shares
|
$14.8 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
48,673
shares
|
$14.8 Million
2.81% of portfolio
|
Q2 2025
Reduced 17.04%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
48,494
shares
|
$14.7 Million
2.92% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Sky Investment Group LLC
|
Jul 10, 2025 Q2 2025 |
48,105
shares
|
$14.6 Million
2.8% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jul 16, 2025 Q2 2025 |
48,024
shares
|
$14.6 Million
0.44% of portfolio
|
Q2 2025
Added 1191.66%
|