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 |
|---|---|---|---|---|---|
|
Baxter Bros Inc
|
Jul 23, 2025 Q2 2025 |
83,173
shares
|
$27.6 Million
3.3% of portfolio
|
Q2 2025
Added 5.75%
|
|
|
New York Life Investment Management LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
82,883
shares
|
$27.5 Million
0.26% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
81,777
shares
|
$27.1 Million
0.3% of portfolio
|
Q2 2025
Added 16.58%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
81,091
shares
|
$26.9 Million
0.73% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
81,058
shares
|
$26.9 Million
0.07% of portfolio
|
Q2 2025
Added 20.72%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
80,754
shares
|
$26.8 Million
0.39% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
Ethic Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
80,325
shares
|
$26.6 Million
0.47% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Aug 14, 2025 Q2 2025 |
79,290
shares
|
$26.3 Million
0.21% of portfolio
|
Q2 2025
Added 93.8%
|
|
|
State Of Alaska, Department Of Revenue
|
Jul 16, 2025 Q2 2025 |
78,251
shares
|
$25.9 Million
0.27% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
77,699
shares
|
$25.7 Million
0.11% of portfolio
|
Q1 2025
Reduced 8.59%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
77,582
shares
|
$25.7 Million
0.26% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Flossbach Von Storch Ag
Cologne, 2M |
Aug 07, 2025 Q2 2025 |
77,505
shares
|
$25.7 Million
0.1% of portfolio
|
Q2 2025
Reduced 22.49%
|
|
|
Founders Capital Management, LLC
|
Jul 14, 2025 Q2 2025 |
77,441
shares
|
$25.7 Million
4.25% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Aug 08, 2025 Q2 2025 |
77,181
shares
|
$25.6 Million
0.23% of portfolio
|
Q2 2025
Reduced 55.21%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
76,940
shares
|
$25.5 Million
0.2% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
76,802
shares
|
$25.4 Million
0.58% of portfolio
|
Q2 2025
Added 180.55%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
76,453
shares
|
$25.3 Million
0.06% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Abner Herrman & Brock LLC
|
Jul 07, 2025 Q2 2025 |
76,211
shares
|
$25.2 Million
2.71% of portfolio
|
Q2 2025
Added 5.35%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
75,612
shares
|
$25 Million
0.5% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Nearwater Capital Markets, LTD
New York, NY |
Aug 13, 2025 Q2 2025 |
75,500
shares
|
$25 Million
0.39% of portfolio
|
Q2 2025
Reduced 34.63%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
75,096
shares
|
$24.9 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Aug 13, 2025 Q2 2025 |
74,601
shares
|
$24.7 Million
0.07% of portfolio
|
Q2 2025
Added 6.28%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
74,212
shares
|
$24.6 Million
0.39% of portfolio
|
Q2 2025
Added 28.06%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
74,102
shares
|
$24.5 Million
2.37% of portfolio
|
Q1 2023
Reduced 1.76%
|
|
|
Polar Capital Holdings PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
73,447
shares
|
$24.3 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.99%
|