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 |
|---|---|---|---|---|---|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
29,173
shares
|
$8.85 Million
0.51% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
29,166
shares
|
$8.84 Million
0.12% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
29,148
shares
|
$8.84 Million
0.13% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
29,130
shares
|
$8.83 Million
0.94% of portfolio
|
Q3 2024
New holding
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
29,079
shares
|
$8.82 Million
2.04% of portfolio
|
Q2 2025
Reduced 10.62%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
28,953
shares
|
$8.78 Million
0.23% of portfolio
|
Q1 2024
Reduced 25.54%
|
|
|
Securian Asset Management, Inc
|
Jul 30, 2025 Q2 2025 |
28,938
shares
|
$8.77 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Gulf International Bank (Uk) LTD
|
Jul 30, 2025 Q2 2025 |
28,907
shares
|
$8.76 Million
0.33% of portfolio
|
Q2 2025
Reduced 10.44%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
28,814
shares
|
$8.74 Million
2.25% of portfolio
|
Q2 2025
Reduced 7.61%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
28,446
shares
|
$8.63 Million
0.26% of portfolio
|
Q2 2025
Reduced 25.04%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
28,406
shares
|
$8.61 Million
1.23% of portfolio
|
Q1 2023
Added 8.06%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
28,283
shares
|
$8.58 Million
1.19% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Longbow Finance Sa
Lutry, V8 |
Aug 04, 2025 Q2 2025 |
28,273
shares
|
$8.57 Million
0.96% of portfolio
|
Q2 2025
New holding
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
28,042
shares
|
$8.5 Million
0.05% of portfolio
|
Q2 2025
Reduced 72.0%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
28,019
shares
|
$8.5 Million
0.11% of portfolio
|
Q2 2025
Added 15.89%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Aug 07, 2025 Q2 2025 |
27,946
shares
|
$8.47 Million
1.64% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
27,877
shares
|
$8.45 Million
2.86% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Aug 07, 2025 Q2 2025 |
27,798
shares
|
$8.43 Million
0.79% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Assenagon Asset Management S.A.
|
Jul 11, 2025 Q2 2025 |
27,593
shares
|
$8.37 Million
0.01% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
27,425
shares
|
$8.32 Million
0.22% of portfolio
|
Q2 2025
Added 247.72%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
27,410
shares
|
$8.31 Million
0.16% of portfolio
|
Q2 2025
Reduced 10.31%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
27,382
shares
|
$8.3 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Mirabaud Asset Management LTD
London, X0 |
Aug 07, 2025 Q2 2025 |
27,364
shares
|
$8.3 Million
4.04% of portfolio
|
Q2 2025
Added 25.19%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Aug 11, 2025 Q2 2025 |
27,076
shares
|
$8.21 Million
0.38% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
26,708
shares
|
$8.1 Million
0.19% of portfolio
|
Q2 2025
Added 10.9%
|