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 3,073 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 |
|---|---|---|---|---|---|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
24,426
shares
|
$7.41 Million
0.31% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
24,417
shares
|
$7.4 Million
0.15% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
24,404
shares
|
$7.4 Million
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Aug 08, 2025 Q2 2025 |
24,310
shares
|
$7.37 Million
0.45% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
24,064
shares
|
$7.3 Million
0.91% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
24,055
shares
|
$7.29 Million
0.32% of portfolio
|
Q2 2025
Added 12.65%
|
|
|
Hendershot Investments Inc.
|
Aug 13, 2025 Q2 2025 |
24,029
shares
|
$7.29 Million
1.04% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
23,933
shares
|
$7.26 Million
0.18% of portfolio
|
Q2 2025
Added 129.95%
|
|
|
Marsico Capital Management LLC
Denver, CO |
May 14, 2025 Q1 2025 |
23,817
shares
|
$7.22 Million
0.24% of portfolio
|
Q1 2025
Reduced 51.78%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jul 08, 2025 Q2 2025 |
23,796
shares
|
$7.22 Million
0.19% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Arcadia Investment Management Corp
|
Aug 08, 2025 Q2 2025 |
23,694
shares
|
$7.18 Million
1.21% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
23,558
shares
|
$7.14 Million
1.17% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
23,558
shares
|
$7.14 Million
0.21% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
23,533
shares
|
$7.14 Million
0.34% of portfolio
|
Q2 2025
Added 8.5%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
23,524
shares
|
$7.13 Million
0.09% of portfolio
|
Q3 2022
Added 0.44%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
23,510
shares
|
$7.13 Million
1.35% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
23,504
shares
|
$7.13 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Adalta Capital Management LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
23,445
shares
|
$7.11 Million
4.24% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
23,434
shares
|
$7.11 Million
0.24% of portfolio
|
Q2 2025
Added 86.1%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
23,425
shares
|
$7.1 Million
0.23% of portfolio
|
Q2 2022
Reduced 4.64%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
23,361
shares
|
$7.08 Million
1.48% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Wisconsin Capital Management LLC
|
Aug 07, 2025 Q2 2025 |
23,348
shares
|
$7.08 Million
4.24% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Silvant Capital Management LLC
|
Aug 13, 2025 Q2 2025 |
23,303
shares
|
$7.07 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
23,300
shares
|
$7.06 Million
0.06% of portfolio
|
Q2 2025
Reduced 9.08%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
23,255
shares
|
$7.05 Million
0.66% of portfolio
|
Q2 2025
Added 8.35%
|