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 |
|---|---|---|---|---|---|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Aug 12, 2025 Q2 2025 |
18,384
shares
|
$5.57 Million
0.23% of portfolio
|
Q2 2025
Added 7.54%
|
|
|
Selway Asset Management
Boise, ID |
Apr 09, 2025 Q1 2025 |
18,347
shares
|
$5.56 Million
2.07% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Karani Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
18,327
shares
|
$5.56 Million
5.77% of portfolio
|
Q2 2025
Added 16.26%
|
|
|
2 Xideas Ag
Pfaffikon, V8 |
Aug 14, 2025 Q2 2025 |
18,325
shares
|
$5.56 Million
1.11% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Chase Investment Counsel Corp
|
Aug 05, 2025 Q2 2025 |
18,224
shares
|
$5.53 Million
1.86% of portfolio
|
Q2 2025
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
18,206
shares
|
$5.52 Million
0.17% of portfolio
|
Q2 2025
Added 4.6%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
18,171
shares
|
$5.51 Million
0.12% of portfolio
|
Q2 2025
Added 11.72%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
18,056
shares
|
$5.47 Million
0.64% of portfolio
|
Q2 2025
Added 7.24%
|
|
|
Pacifica Capital Investments, LLC
|
Aug 13, 2025 Q2 2025 |
18,020
shares
|
$5.46 Million
1.69% of portfolio
|
Q4 2023
Reduced 1.5%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
17,987
shares
|
$5.45 Million
0.09% of portfolio
|
Q1 2024
Reduced 5.28%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
17,951
shares
|
$5.44 Million
0.71% of portfolio
|
Q4 2022
Reduced 0.64%
|
|
|
Callahan Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
17,827
shares
|
$5.41 Million
0.53% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
17,785
shares
|
$5.39 Million
0.09% of portfolio
|
Q2 2025
Added 29.04%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
17,782
shares
|
$5.39 Million
0.07% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Aug 12, 2025 Q2 2025 |
17,656
shares
|
$5.35 Million
0.09% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Morton Community Bank
East Peoria, IL |
Aug 13, 2025 Q2 2025 |
17,600
shares
|
$5.34 Million
1.4% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
17,446
shares
|
$5.29 Million
0.29% of portfolio
|
Q2 2022
Added 1.51%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
17,444
shares
|
$5.29 Million
0.13% of portfolio
|
Q2 2025
Added 13.22%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
17,424
shares
|
$5.28 Million
0.36% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Aug 12, 2025 Q2 2025 |
17,319
shares
|
$5.25 Million
5.21% of portfolio
|
Q2 2025
Added 13.79%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
17,290
shares
|
$5.24 Million
0.26% of portfolio
|
Q2 2021
Reduced 2.81%
|
|
|
Ghe, LLC
|
May 06, 2025 Q1 2025 |
17,160
shares
|
$5.2 Million
2.09% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
17,129
shares
|
$5.19 Million
0.1% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 12, 2025 Q2 2025 |
17,113
shares
|
$5.19 Million
1.17% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
17,063
shares
|
$5.17 Million
0.04% of portfolio
|
Q2 2025
Reduced 84.38%
|