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 2,981 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 |
|---|---|---|---|---|---|
|
Sprucegrove Investment Management LTD
Toronto, A6 |
May 13, 2025 Q1 2025 |
45,390
shares
|
$14.6 Million
1.26% of portfolio
|
Q1 2025
Reduced 27.02%
|
|
|
Silicon Valley Capital Partners
|
May 28, 2025 Q1 2025 |
44,615
shares
|
$14.3 Million
1.57% of portfolio
|
Q1 2025
Added 14.16%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
44,439
shares
|
$14.3 Million
0.3% of portfolio
|
Q1 2025
Reduced 15.75%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
May 09, 2025 Q1 2025 |
44,239
shares
|
$14.2 Million
0.29% of portfolio
|
Q1 2025
Reduced 34.01%
|
|
|
Edgar Lomax CO
Kingstowne, VA |
May 13, 2025 Q1 2025 |
43,745
shares
|
$14 Million
0.74% of portfolio
|
Q1 2025
Reduced 64.55%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
43,705
shares
|
$14 Million
0.05% of portfolio
|
Q1 2025
Added 13.3%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
43,284
shares
|
$13.9 Million
0.2% of portfolio
|
Q1 2025
Added 6.42%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
May 15, 2025 Q1 2025 |
43,156
shares
|
$13.8 Million
0.26% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Elo Mutual Pension Insurance CO
|
May 15, 2025 Q1 2025 |
43,126
shares
|
$13.8 Million
0.26% of portfolio
|
Q1 2025
Reduced 16.91%
|
|
|
Griffin Asset Management, Inc.
|
Apr 16, 2025 Q1 2025 |
43,110
shares
|
$13.8 Million
1.45% of portfolio
|
Q1 2025
Reduced 15.35%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
42,914
shares
|
$13.8 Million
0.39% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
May 15, 2025 Q1 2025 |
42,520
shares
|
$13.6 Million
0.02% of portfolio
|
Q1 2025
Added 6.09%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
42,409
shares
|
$13.6 Million
0.77% of portfolio
|
Q1 2025
Reduced 10.95%
|
|
|
Searle & Co.
|
May 15, 2025 Q1 2025 |
42,199
shares
|
$13.5 Million
3.28% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
42,182
shares
|
$13.5 Million
1.33% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2025 Q2 2025 |
42,045
shares
|
$13.5 Million
1.0% of portfolio
|
Q2 2025
Reduced 28.75%
|
|
|
Nfc Investments, LLC
Memphis, TN |
May 13, 2025 Q1 2025 |
41,190
shares
|
$13.2 Million
3.6% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
41,018
shares
|
$13.2 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Wood Trust Financial Corp
|
Apr 22, 2025 Q1 2025 |
40,985
shares
|
$13.2 Million
1.54% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
May 14, 2025 Q1 2025 |
40,913
shares
|
$13.1 Million
0.14% of portfolio
|
Q1 2025
Reduced 21.3%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
May 14, 2025 Q1 2025 |
40,449
shares
|
$13 Million
5.58% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
40,425
shares
|
$13 Million
1.42% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
40,311
shares
|
$12.9 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
40,172
shares
|
$12.9 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
40,130
shares
|
$12.9 Million
0.34% of portfolio
|
Q1 2025
Added 0.03%
|