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 |
|---|---|---|---|---|---|
|
Meyer Handelman CO
|
Jul 16, 2025 Q2 2025 |
34,460
shares
|
$10.4 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Gillson Capital LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
34,320
shares
|
$10.4 Million
0.84% of portfolio
|
Q2 2025
New holding
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Aug 14, 2025 Q2 2025 |
34,177
shares
|
$10.4 Million
1.49% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
33,894
shares
|
$10.3 Million
0.63% of portfolio
|
Q3 2022
Added 0.29%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
33,773
shares
|
$10.2 Million
0.04% of portfolio
|
Q2 2025
Reduced 22.73%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
33,705
shares
|
$10.2 Million
3.31% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Aug 05, 2025 Q2 2025 |
33,642
shares
|
$10.2 Million
0.9% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
33,623
shares
|
$10.2 Million
0.15% of portfolio
|
Q3 2024
Added 31.82%
|
|
|
Genus Capital Management Inc.
Vancouver, A1 |
Aug 05, 2025 Q2 2025 |
33,546
shares
|
$10.2 Million
1.36% of portfolio
|
Q2 2025
New holding
|
|
|
Hartford Investment Management CO
|
Jul 16, 2025 Q2 2025 |
33,417
shares
|
$10.1 Million
0.35% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
33,317
shares
|
$10.1 Million
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
33,169
shares
|
$10.1 Million
0.24% of portfolio
|
Q2 2025
Added 12.44%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
33,113
shares
|
$10 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
33,053
shares
|
$10 Million
0.39% of portfolio
|
Q2 2025
Added 80.57%
|
|
|
Winslow Asset Management Inc
|
Aug 13, 2025 Q2 2025 |
33,045
shares
|
$10 Million
2.13% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
33,036
shares
|
$10 Million
0.02% of portfolio
|
Q3 2022
Added 0.12%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
33,000
shares
|
$10 Million
1.18% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Jul 29, 2025 Q2 2025 |
32,839
shares
|
$9.96 Million
2.92% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Dcm Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
32,599
shares
|
$9.88 Million
4.45% of portfolio
|
Q2 2025
Added 7.24%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
32,476
shares
|
$9.85 Million
0.36% of portfolio
|
Q2 2025
Added 41.94%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
32,415
shares
|
$9.83 Million
0.08% of portfolio
|
Q2 2024
Added 2.04%
|
|
|
Artemis Investment Management LLP
|
Aug 11, 2025 Q2 2025 |
32,374
shares
|
$9.82 Million
0.14% of portfolio
|
Q2 2025
Reduced 7.37%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
32,160
shares
|
$9.75 Million
0.02% of portfolio
|
Q2 2025
Added 19.1%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jul 18, 2025 Q2 2025 |
32,066
shares
|
$9.72 Million
0.84% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Lb Partners LLC
Charlottesville, VA |
Jul 29, 2025 Q2 2025 |
32,000
shares
|
$9.7 Million
6.52% of portfolio
|
Q1 2024
Reduced 20.0%
|