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 3,078 institutions that hold shares in the stock, with a total of 597 Million shares, which have been reported (via 13F filing form) to have a value of $198 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
107,569
shares
|
$35.6 Million
1.04% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Aug 08, 2025 Q2 2025 |
106,275
shares
|
$35.2 Million
0.33% of portfolio
|
Q2 2025
Reduced 8.25%
|
|
|
Quilter PLC
|
Apr 24, 2025 Q1 2025 |
105,774
shares
|
$35 Million
0.6% of portfolio
|
Q1 2025
Added 17.3%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
105,437
shares
|
$34.9 Million
1.52% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Noesis Capital Mangement Corp
|
Aug 04, 2025 Q2 2025 |
105,024
shares
|
$34.8 Million
5.82% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Paralel Advisors LLC
|
Jul 30, 2025 Q2 2025 |
105,000
shares
|
$34.8 Million
1.4% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Cambiar Investors LLC
|
Aug 05, 2025 Q2 2025 |
104,267
shares
|
$34.5 Million
1.53% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
103,040
shares
|
$34.1 Million
0.13% of portfolio
|
Q2 2025
Reduced 7.01%
|
|
|
Peak6 LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
102,078
shares
|
$33.8 Million
0.06% of portfolio
|
Q2 2025
Reduced 44.73%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
101,818
shares
|
$33.7 Million
0.31% of portfolio
|
Q4 2023
Reduced 2.14%
|
|
|
Xponance, Inc.
|
Aug 14, 2025 Q2 2025 |
101,615
shares
|
$33.7 Million
0.28% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
101,601
shares
|
$33.7 Million
0.45% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Amf Tjanstepension Ab
|
Jul 22, 2025 Q2 2025 |
100,833
shares
|
$33.4 Million
0.22% of portfolio
|
Q2 2024
Reduced 72.73%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
100,399
shares
|
$33.3 Million
0.11% of portfolio
|
Q2 2025
Added 6.29%
|
|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
Aug 05, 2025 Q2 2025 |
100,257
shares
|
$33.2 Million
0.98% of portfolio
|
Q2 2025
New holding
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
99,401
shares
|
$32.9 Million
5.03% of portfolio
|
Q1 2024
New holding
|
|
|
Berkley W R Corp
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
99,400
shares
|
$32.9 Million
2.5% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
98,999
shares
|
$32.8 Million
0.22% of portfolio
|
Q2 2025
Added 23.69%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
98,480
shares
|
$32.6 Million
0.32% of portfolio
|
Q2 2025
Added 95.74%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
97,611
shares
|
$32.3 Million
0.09% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
97,311
shares
|
$32.2 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Aug 12, 2025 Q2 2025 |
95,918
shares
|
$31.8 Million
5.43% of portfolio
|
Q2 2025
Added 108.89%
|
|
|
Fjarde Ap Fonden
|
Aug 01, 2025 Q2 2025 |
95,663
shares
|
$31.7 Million
0.28% of portfolio
|
Q2 2025
Added 14.75%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
95,014
shares
|
$31.5 Million
0.1% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
Aug 02, 2024 Q2 2024 |
94,663
shares
|
$31.4 Million
0.25% of portfolio
|
Q2 2024
New holding
|