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 |
|---|---|---|---|---|---|
|
Seizert Capital Partners, LLC
|
Aug 11, 2025 Q2 2025 |
23,248
shares
|
$7.05 Million
0.34% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
23,183
shares
|
$7.03 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
23,179
shares
|
$7.03 Million
0.45% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
23,125
shares
|
$7.01 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
23,118
shares
|
$7.01 Million
0.18% of portfolio
|
Q2 2025
Added 13.69%
|
|
|
Bretton Capital Management, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
23,100
shares
|
$7 Million
6.65% of portfolio
|
Q3 2024
New holding
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
23,085
shares
|
$7 Million
0.99% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
23,000
shares
|
$6.97 Million
0.36% of portfolio
|
Q3 2020
Reduced 83.97%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
22,972
shares
|
$6.97 Million
0.07% of portfolio
|
Q2 2025
Reduced 17.94%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
22,963
shares
|
$6.96 Million
0.1% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jul 18, 2025 Q2 2025 |
22,843
shares
|
$6.93 Million
1.45% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
22,829
shares
|
$6.92 Million
0.54% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Omers Administration Corp
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
22,800
shares
|
$6.91 Million
0.06% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
22,641
shares
|
$6.86 Million
1.99% of portfolio
|
Q2 2025
Added 260.12%
|
|
|
Wright Investors Service Inc
|
Jul 11, 2025 Q2 2025 |
22,617
shares
|
$6.86 Million
2.26% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Aug 14, 2025 Q2 2025 |
22,576
shares
|
$6.85 Million
0.44% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jul 29, 2025 Q2 2025 |
22,500
shares
|
$6.82 Million
0.68% of portfolio
|
Q2 2025
Reduced 18.18%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
22,346
shares
|
$6.78 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Alpen Global Capital LLC
Tahoe City, CA |
Aug 14, 2025 Q2 2025 |
22,295
shares
|
$6.76 Million
4.26% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
22,190
shares
|
$6.73 Million
1.13% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Aug 14, 2025 Q2 2025 |
22,116
shares
|
$6.71 Million
0.39% of portfolio
|
Q2 2025
Reduced 37.85%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 08, 2025 Q2 2025 |
22,112
shares
|
$6.7 Million
0.82% of portfolio
|
Q2 2025
Added 106.89%
|
|
|
F
|
Aug 13, 2025 Q2 2025 |
22,105
shares
|
$6.7 Million
0.31% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
22,068
shares
|
$6.69 Million
0.25% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
22,060
shares
|
$6.69 Million
0.56% of portfolio
|
Q1 2025
Reduced 1.78%
|