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 |
|---|---|---|---|---|---|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2025 Q2 2025 |
42,045
shares
|
$12.7 Million
1.0% of portfolio
|
Q2 2025
Reduced 28.75%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
41,774
shares
|
$12.7 Million
1.48% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Aug 14, 2025 Q2 2025 |
41,653
shares
|
$12.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Thames Capital Management LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
41,576
shares
|
$12.6 Million
3.66% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
41,533
shares
|
$12.6 Million
0.2% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
41,401
shares
|
$12.6 Million
0.09% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Shayne & Co., LLC
|
Jul 24, 2025 Q2 2025 |
41,390
shares
|
$12.5 Million
4.48% of portfolio
|
Q2 2025
Reduced 34.49%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
41,259
shares
|
$12.5 Million
1.84% of portfolio
|
Q2 2025
Added 3148.74%
|
|
|
Eventide Asset Management, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
40,710
shares
|
$12.3 Million
0.25% of portfolio
|
Q2 2025
Added 61.15%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Aug 01, 2025 Q2 2025 |
40,628
shares
|
$12.3 Million
1.19% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
L1 Capital International Pty LTD
Sydney Nsw 2000, C3 |
Aug 14, 2025 Q2 2025 |
40,593
shares
|
$12.3 Million
2.96% of portfolio
|
Q2 2025
Added 23.2%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
40,425
shares
|
$12.3 Million
1.42% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Aug 12, 2025 Q2 2025 |
40,394
shares
|
$12.2 Million
6.05% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
40,391
shares
|
$12.2 Million
0.36% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
40,204
shares
|
$12.2 Million
0.29% of portfolio
|
Q2 2025
Added 9.35%
|
|
|
Shelter Mutual Insurance CO
|
Jul 29, 2025 Q2 2025 |
39,885
shares
|
$12.1 Million
3.07% of portfolio
|
Q3 2021
Reduced 3.1%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
39,732
shares
|
$12 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Capital International, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
39,568
shares
|
$12 Million
0.13% of portfolio
|
Q2 2025
Added 102.88%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
39,475
shares
|
$12 Million
0.64% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
39,350
shares
|
$11.9 Million
0.98% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
M. Kulyk & Associates, LLC
|
Aug 07, 2025 Q2 2025 |
39,034
shares
|
$11.8 Million
2.81% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
38,947
shares
|
$11.8 Million
1.94% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Stansberry Asset Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
38,858
shares
|
$11.8 Million
1.55% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Klingenstein Fields & CO LP
|
Jul 30, 2025 Q2 2025 |
38,668
shares
|
$11.7 Million
0.5% of portfolio
|
Q2 2025
Reduced 14.81%
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
38,558
shares
|
$11.7 Million
1.96% of portfolio
|
Q2 2025
Reduced 1.0%
|