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 |
|---|---|---|---|---|---|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
17,059
shares
|
$5.17 Million
0.38% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Jag Capital Management, LLC
|
Jul 28, 2025 Q2 2025 |
16,986
shares
|
$5.15 Million
0.62% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
16,954
shares
|
$5.14 Million
0.03% of portfolio
|
Q2 2025
Added 8.6%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Aug 12, 2025 Q2 2025 |
16,941
shares
|
$5.14 Million
3.52% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Amica Mutual Insurance CO
|
Aug 07, 2025 Q2 2025 |
16,896
shares
|
$5.12 Million
0.52% of portfolio
|
Q2 2025
Reduced 10.98%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
16,886
shares
|
$5.12 Million
0.01% of portfolio
|
Q2 2025
Added 6.66%
|
|
|
Wp Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
16,868
shares
|
$5.11 Million
1.48% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Aug 14, 2025 Q2 2025 |
16,725
shares
|
$5.07 Million
0.23% of portfolio
|
Q2 2025
Added 144.16%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
16,705
shares
|
$5.07 Million
0.05% of portfolio
|
Q2 2025
Reduced 22.0%
|
|
|
Cullen Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
16,664
shares
|
$5.05 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
16,638
shares
|
$5.04 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Aug 14, 2025 Q2 2025 |
16,584
shares
|
$5.03 Million
0.21% of portfolio
|
Q2 2025
Reduced 31.96%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
16,491
shares
|
$5 Million
0.32% of portfolio
|
Q2 2022
Reduced 2.83%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Aug 11, 2025 Q2 2025 |
16,484
shares
|
$5 Million
0.82% of portfolio
|
Q2 2025
Added 12110.37%
|
|
|
Lee Johnson Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
16,425
shares
|
$4.98 Million
1.81% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
16,420
shares
|
$4.98 Million
0.24% of portfolio
|
Q4 2022
Added 167.43%
|
|
|
Bill Few Associates, Inc.
|
Jul 25, 2025 Q2 2025 |
16,374
shares
|
$4.96 Million
1.71% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Salvus Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
16,370
shares
|
$4.96 Million
3.25% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
16,332
shares
|
$4.95 Million
0.17% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Kanawha Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
16,331
shares
|
$4.95 Million
0.39% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
16,331
shares
|
$4.95 Million
0.32% of portfolio
|
Q2 2025
Added 6.21%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
16,295
shares
|
$4.94 Million
1.39% of portfolio
|
Q3 2023
Reduced 6.51%
|
|
|
Gilman Hill Asset Management, LLC
|
Jul 09, 2025 Q2 2025 |
16,284
shares
|
$4.94 Million
0.88% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Van Eck Associates Corp
|
Aug 14, 2025 Q2 2025 |
16,276
shares
|
$4.94 Million
0.01% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
16,259
shares
|
$4.93 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.53%
|