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 |
|---|---|---|---|---|---|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
22,051
shares
|
$6.69 Million
0.11% of portfolio
|
Q2 2025
Added 15.94%
|
|
|
Lgt Group Foundation
|
Jul 22, 2025 Q2 2025 |
22,047
shares
|
$6.68 Million
0.09% of portfolio
|
Q2 2025
Added 25.3%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
22,039
shares
|
$6.68 Million
0.14% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
22,030
shares
|
$6.68 Million
1.24% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
21,965
shares
|
$6.66 Million
0.72% of portfolio
|
Q4 2020
Reduced 2.9%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
21,841
shares
|
$6.62 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Aug 04, 2025 Q2 2025 |
21,816
shares
|
$6.61 Million
0.52% of portfolio
|
Q2 2025
Added 7.25%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Aug 14, 2025 Q2 2025 |
21,793
shares
|
$6.61 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
21,658
shares
|
$6.57 Million
0.27% of portfolio
|
Q2 2025
Added 903.61%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
21,606
shares
|
$6.55 Million
0.18% of portfolio
|
Q1 2025
Added 8.54%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
21,542
shares
|
$6.53 Million
0.62% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
21,536
shares
|
$6.53 Million
0.39% of portfolio
|
Q3 2023
Reduced 0.23%
|
|
|
Chapman Investment Management, LLC
|
Aug 05, 2025 Q2 2025 |
21,438
shares
|
$6.5 Million
4.96% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
21,344
shares
|
$6.47 Million
0.66% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
21,323
shares
|
$6.47 Million
0.02% of portfolio
|
Q2 2025
Added 90.69%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jul 24, 2025 Q2 2025 |
21,287
shares
|
$6.45 Million
0.81% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
21,087
shares
|
$6.39 Million
1.05% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Aug 14, 2025 Q2 2025 |
20,981
shares
|
$6.36 Million
0.13% of portfolio
|
Q2 2025
Reduced 51.38%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Jul 31, 2025 Q2 2025 |
20,898
shares
|
$6.34 Million
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
20,855
shares
|
$6.32 Million
0.47% of portfolio
|
Q2 2025
Added 13.58%
|
|
|
Hutner Capital Management Inc
Manchester, VT |
Aug 13, 2025 Q2 2025 |
20,659
shares
|
$6.26 Million
3.0% of portfolio
|
Q2 2025
Reduced 7.4%
|
|
|
Hemenway Trust CO LLC
|
Jul 23, 2025 Q2 2025 |
20,590
shares
|
$6.24 Million
0.54% of portfolio
|
Q2 2025
Added 1370.71%
|
|
|
Empirical Finance, LLC
|
Aug 11, 2025 Q2 2025 |
20,522
shares
|
$6.22 Million
0.35% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
20,486
shares
|
$6.21 Million
0.79% of portfolio
|
Q1 2024
New holding
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2025 Q2 2025 |
20,446
shares
|
$6.2 Million
0.95% of portfolio
|
Q1 2025
Reduced 1.97%
|