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 |
|---|---|---|---|---|---|
|
Richard Bernstein Advisors LLC
|
Aug 06, 2025 Q2 2025 |
11,869
shares
|
$3.6 Million
0.09% of portfolio
|
Q2 2025
Reduced 9.73%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Jul 18, 2025 Q2 2025 |
11,868
shares
|
$3.6 Million
0.75% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
11,856
shares
|
$3.59 Million
0.08% of portfolio
|
Q2 2025
Added 24.59%
|
|
|
Bell Asset Management LTD
Melbourne, C3 |
Aug 13, 2025 Q2 2025 |
11,843
shares
|
$3.59 Million
0.86% of portfolio
|
Q2 2025
Reduced 40.79%
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
11,834
shares
|
$3.59 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jul 23, 2025 Q2 2025 |
11,811
shares
|
$3.58 Million
2.55% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
11,786
shares
|
$3.57 Million
0.42% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
11,783
shares
|
$3.57 Million
0.22% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
11,752
shares
|
$3.56 Million
0.16% of portfolio
|
Q2 2025
Added 41.85%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
11,727
shares
|
$3.56 Million
0.16% of portfolio
|
Q2 2025
Added 14.7%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
11,707
shares
|
$3.55 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
11,697
shares
|
$3.55 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Ostrum Asset Management
Paris, I0 |
Aug 13, 2025 Q2 2025 |
11,632
shares
|
$3.53 Million
0.17% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Arcus Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
11,623
shares
|
$3.52 Million
1.72% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
11,565
shares
|
$3.51 Million
1.66% of portfolio
|
Q1 2025
Reduced 15.49%
|
|
|
Sargent Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
11,553
shares
|
$3.5 Million
0.53% of portfolio
|
Q2 2025
Reduced 10.53%
|
|
|
Aristotle Capital Management, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
11,530
shares
|
$3.5 Million
0.01% of portfolio
|
Q3 2022
Reduced 0.74%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
11,441
shares
|
$3.47 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Bull Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
11,430
shares
|
$3.47 Million
1.75% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
11,414
shares
|
$3.46 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Plimoth Trust CO LLC
|
Jul 22, 2025 Q2 2025 |
11,395
shares
|
$3.46 Million
0.89% of portfolio
|
Q2 2025
Added 15.99%
|
|
|
G&S Capital LLC
|
Jul 17, 2025 Q2 2025 |
11,385
shares
|
$3.45 Million
1.53% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
11,382
shares
|
$3.45 Million
0.34% of portfolio
|
Q2 2025
Added 5.58%
|
|
|
Vestcor Inc
Fredericton, A3 |
Aug 08, 2025 Q2 2025 |
11,376
shares
|
$3.45 Million
0.11% of portfolio
|
Q2 2025
Added 7.6%
|
|
|
Deane Retirement Strategies, Inc.
|
Jul 11, 2025 Q2 2025 |
11,316
shares
|
$3.43 Million
1.63% of portfolio
|
Q2 2025
Added 0.77%
|