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 2,971 institutions that hold shares in the stock, with a total of 586 Million shares, which have been reported (via 13F filing form) to have a value of $188 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
64,852
shares
|
$20.8 Million
0.11% of portfolio
|
Q1 2025
Added 21.54%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
64,621
shares
|
$20.7 Million
1.5% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
May 09, 2025 Q1 2025 |
64,544
shares
|
$20.7 Million
0.2% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
63,484
shares
|
$20.4 Million
0.14% of portfolio
|
Q1 2025
Added 9.88%
|
|
|
Shayne & Co., LLC
|
May 02, 2025 Q1 2025 |
63,182
shares
|
$20.3 Million
4.26% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
May 14, 2025 Q1 2025 |
62,838
shares
|
$20.2 Million
0.18% of portfolio
|
Q1 2025
Added 11.02%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
62,455
shares
|
$20 Million
0.3% of portfolio
|
Q1 2025
Reduced 12.52%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
62,450
shares
|
$20 Million
0.18% of portfolio
|
Q1 2025
Reduced 7.5%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
May 06, 2025 Q1 2025 |
62,345
shares
|
$20 Million
1.25% of portfolio
|
Q4 2024
Reduced 5.39%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
62,291
shares
|
$20 Million
3.91% of portfolio
|
Q3 2022
Reduced 0.69%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
61,818
shares
|
$19.8 Million
0.91% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
61,648
shares
|
$19.8 Million
0.25% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
60,634
shares
|
$19.5 Million
0.02% of portfolio
|
Q1 2025
Added 6.64%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
58,887
shares
|
$18.9 Million
0.08% of portfolio
|
Q3 2022
Reduced 32.33%
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
58,668
shares
|
$18.8 Million
3.34% of portfolio
|
Q1 2025
Reduced 3.87%
|
|
|
Torray LLC
|
May 08, 2025 Q1 2025 |
58,287
shares
|
$18.7 Million
2.45% of portfolio
|
Q4 2024
Reduced 12.02%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
57,950
shares
|
$18.6 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
57,839
shares
|
$18.6 Million
0.9% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
57,744
shares
|
$18.5 Million
0.08% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
57,594
shares
|
$18.5 Million
0.41% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
57,540
shares
|
$18.5 Million
0.11% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
57,099
shares
|
$18.3 Million
0.37% of portfolio
|
Q1 2025
Added 17.52%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
56,909
shares
|
$18.3 Million
0.24% of portfolio
|
Q1 2025
Added 13.8%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
56,651
shares
|
$18.2 Million
0.1% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Abeille Asset Management Sa
|
Jan 20, 2023 Q4 2022 |
56,220
shares
|
$18 Million
0.3% of portfolio
|
Q3 2022
Added 1.29%
|