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 |
|---|---|---|---|---|---|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
15,538
shares
|
$4.71 Million
1.04% of portfolio
|
Q4 2022
Added 0.79%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
15,500
shares
|
$4.7 Million
0.54% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Trexquant Investment LP
Stamford, CT |
Aug 12, 2025 Q2 2025 |
15,389
shares
|
$4.67 Million
0.06% of portfolio
|
Q2 2025
Reduced 42.55%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
15,202
shares
|
$4.61 Million
0.37% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Australian Super Pty LTD
|
Aug 01, 2025 Q2 2025 |
15,201
shares
|
$4.61 Million
0.03% of portfolio
|
Q2 2025
Reduced 29.23%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
15,194
shares
|
$4.61 Million
0.09% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
15,067
shares
|
$4.57 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
15,062
shares
|
$4.57 Million
0.44% of portfolio
|
Q2 2025
Added 69.71%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
15,025
shares
|
$4.56 Million
1.38% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Generate Investment Management LTD
Auckland, Q2 |
Jul 17, 2025 Q2 2025 |
15,000
shares
|
$4.55 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
14,960
shares
|
$4.54 Million
0.25% of portfolio
|
Q2 2025
Added 8.6%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
14,940
shares
|
$4.53 Million
0.21% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
14,878
shares
|
$4.51 Million
0.06% of portfolio
|
Q2 2025
Added 22.54%
|
|
|
Ossiam
Paris, I0 |
Aug 13, 2025 Q2 2025 |
14,853
shares
|
$4.5 Million
0.06% of portfolio
|
Q2 2025
Added 43.35%
|
|
|
Covenant Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
14,806
shares
|
$4.49 Million
0.73% of portfolio
|
Q2 2025
Added 475.44%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Jul 21, 2025 Q2 2025 |
14,775
shares
|
$4.48 Million
2.51% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Benedict Financial Advisors Inc
|
Aug 13, 2025 Q2 2025 |
14,764
shares
|
$4.48 Million
1.08% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
14,719
shares
|
$4.46 Million
0.32% of portfolio
|
Q2 2025
Added 19.22%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
14,714
shares
|
$4.46 Million
1.15% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
14,661
shares
|
$4.45 Million
1.68% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
14,656
shares
|
$4.44 Million
0.03% of portfolio
|
Q2 2025
Reduced 10.8%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
14,614
shares
|
$4.43 Million
0.14% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
14,538
shares
|
$4.41 Million
0.64% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Mathes Company, Inc.
|
Aug 05, 2025 Q2 2025 |
14,508
shares
|
$4.4 Million
1.72% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
Aug 05, 2025 Q2 2025 |
14,500
shares
|
$4.4 Million
0.34% of portfolio
|
Q2 2025
Reduced 23.68%
|