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 |
|---|---|---|---|---|---|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
55,704
shares
|
$17.9 Million
0.73% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Covea Finance
|
Jul 15, 2025 Q2 2025 |
55,600
shares
|
$17.8 Million
0.66% of portfolio
|
Q2 2025
Added 192.63%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
55,514
shares
|
$17.8 Million
0.01% of portfolio
|
Q1 2025
Added 1150.6%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
54,429
shares
|
$17.5 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
53,908
shares
|
$17.3 Million
3.23% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
53,852
shares
|
$17.3 Million
0.75% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
53,797
shares
|
$17.3 Million
0.08% of portfolio
|
Q1 2025
Added 107.05%
|
|
|
Cullinan Associates Inc
|
Apr 22, 2025 Q1 2025 |
53,766
shares
|
$17.3 Million
1.04% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Apr 16, 2025 Q1 2025 |
53,694
shares
|
$17.2 Million
1.0% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
53,621
shares
|
$17.2 Million
1.67% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Laffer Tengler Investments
Nashville, TN |
May 14, 2025 Q1 2025 |
53,497
shares
|
$17.2 Million
3.06% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
53,494
shares
|
$17.2 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
53,333
shares
|
$17.1 Million
0.2% of portfolio
|
Q1 2025
Added 6.48%
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
53,233
shares
|
$17.1 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
52,033
shares
|
$16.7 Million
0.12% of portfolio
|
Q1 2025
Added 104.17%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
51,920
shares
|
$16.7 Million
3.8% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
50,964
shares
|
$16.4 Million
0.06% of portfolio
|
Q3 2024
Added 32.01%
|
|
|
Narwhal Capital Management
|
Apr 22, 2025 Q1 2025 |
50,458
shares
|
$16.2 Million
1.25% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Panagora Asset Management Inc
Boston, MA |
May 15, 2025 Q1 2025 |
50,312
shares
|
$16.1 Million
0.07% of portfolio
|
Q1 2025
Reduced 14.87%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
50,311
shares
|
$16.1 Million
0.17% of portfolio
|
Q1 2025
Added 19.52%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
49,991
shares
|
$16 Million
0.14% of portfolio
|
Q2 2023
Added 3.35%
|
|
|
Sienna Gestion
Paris, I0 |
May 13, 2025 Q1 2025 |
49,915
shares
|
$16 Million
1.09% of portfolio
|
Q1 2025
Reduced 8.68%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
49,786
shares
|
$16 Million
0.57% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
49,714
shares
|
$16 Million
0.56% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Nippon Life Global Investors Americas, Inc.
|
May 15, 2025 Q1 2025 |
49,510
shares
|
$15.9 Million
0.67% of portfolio
|
Q1 2025
Reduced 1.1%
|