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 |
|---|---|---|---|---|---|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
38,262
shares
|
$11.6 Million
0.63% of portfolio
|
Q2 2025
Reduced 17.63%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
38,160
shares
|
$11.6 Million
0.02% of portfolio
|
Q2 2023
Added 2.48%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
37,844
shares
|
$11.5 Million
0.32% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Comgest Global Investors S.A.S.
|
Aug 07, 2025 Q2 2025 |
37,607
shares
|
$11.4 Million
0.22% of portfolio
|
Q2 2025
Added 70.15%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
37,397
shares
|
$11.3 Million
0.14% of portfolio
|
Q2 2025
Added 79.66%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
37,044
shares
|
$11.2 Million
7.28% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
36,896
shares
|
$11.2 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
36,823
shares
|
$11.2 Million
0.65% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Aug 12, 2025 Q1 2025 |
36,803
shares
|
$11.2 Million
1.39% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jul 14, 2025 Q2 2025 |
36,702
shares
|
$11.1 Million
0.35% of portfolio
|
Q2 2025
Reduced 12.73%
|
|
|
Rheos Capital Works Inc.
|
Jul 28, 2025 Q2 2025 |
36,700
shares
|
$11.1 Million
0.67% of portfolio
|
Q1 2025
Reduced 68.14%
|
|
|
Family Capital Trust CO
|
Jul 29, 2025 Q2 2025 |
36,680
shares
|
$11.1 Million
4.05% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
36,391
shares
|
$11 Million
0.8% of portfolio
|
Q2 2024
Reduced 1.66%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Aug 08, 2025 Q2 2025 |
36,200
shares
|
$11 Million
0.4% of portfolio
|
Q2 2025
Added 13.84%
|
|
|
La Fleur & Godfrey LLC
|
Jul 14, 2025 Q2 2025 |
36,121
shares
|
$11 Million
1.47% of portfolio
|
Q2 2025
Added 83.83%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
36,063
shares
|
$10.9 Million
2.03% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Jacobs & CO
|
Jul 02, 2025 Q2 2025 |
35,614
shares
|
$10.8 Million
1.13% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
35,535
shares
|
$10.8 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Unison Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
35,481
shares
|
$10.8 Million
5.3% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
35,433
shares
|
$10.7 Million
1.94% of portfolio
|
Q1 2024
Reduced 1.86%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
35,372
shares
|
$10.7 Million
0.21% of portfolio
|
Q3 2023
Added 17.17%
|
|
|
Stokes Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
35,303
shares
|
$10.7 Million
2.83% of portfolio
|
Q2 2025
Added 7.75%
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
35,210
shares
|
$10.7 Million
3.72% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
35,003
shares
|
$10.6 Million
0.33% of portfolio
|
Q2 2025
Reduced 12.87%
|
|
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
Aug 07, 2025 Q2 2025 |
34,523
shares
|
$10.5 Million
2.82% of portfolio
|
Q2 2025
Reduced 0.18%
|