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 |
|---|---|---|---|---|---|
|
Shelter Mutual Insurance CO
|
Apr 22, 2025 Q1 2025 |
39,885
shares
|
$12.8 Million
2.69% of portfolio
|
Q3 2021
Reduced 3.1%
|
|
|
Illinois Municipal Retirement Fund
|
Apr 24, 2025 Q1 2025 |
39,734
shares
|
$12.8 Million
0.16% of portfolio
|
Q4 2024
Reduced 10.05%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
May 14, 2025 Q1 2025 |
39,570
shares
|
$12.7 Million
0.2% of portfolio
|
Q1 2025
Added 11.95%
|
|
|
Neos Investment Management LLC
Westport, CT |
May 15, 2025 Q1 2025 |
39,467
shares
|
$12.7 Million
0.2% of portfolio
|
Q1 2025
Added 23.51%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
39,350
shares
|
$12.6 Million
0.98% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
39,300
shares
|
$12.6 Million
0.13% of portfolio
|
Q1 2025
Reduced 6.57%
|
|
|
M. Kulyk & Associates, LLC
|
May 06, 2025 Q1 2025 |
39,269
shares
|
$12.6 Million
2.5% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
38,799
shares
|
$12.5 Million
1.69% of portfolio
|
Q4 2024
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
38,797
shares
|
$12.5 Million
0.6% of portfolio
|
Q1 2025
Added 19.79%
|
|
|
Natixis
Paris, I0 |
May 14, 2025 Q1 2025 |
38,784
shares
|
$12.4 Million
0.06% of portfolio
|
Q1 2025
Added 563.54%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
38,668
shares
|
$12.4 Million
0.11% of portfolio
|
Q1 2025
Reduced 9.68%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
May 09, 2025 Q1 2025 |
38,631
shares
|
$12.4 Million
1.25% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
38,589
shares
|
$12.4 Million
1.9% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
38,558
shares
|
$12.4 Million
1.96% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Stansberry Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
38,430
shares
|
$12.3 Million
1.37% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
38,160
shares
|
$12.2 Million
0.02% of portfolio
|
Q2 2023
Added 2.48%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
May 14, 2025 Q1 2025 |
37,946
shares
|
$12.2 Million
0.3% of portfolio
|
Q4 2024
Reduced 12.7%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
37,844
shares
|
$12.1 Million
0.32% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
37,329
shares
|
$12 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
37,308
shares
|
$12 Million
6.93% of portfolio
|
Q1 2025
Reduced 7.72%
|
|
|
Family Capital Trust CO
|
Apr 25, 2025 Q1 2025 |
37,021
shares
|
$11.9 Million
3.57% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
36,855
shares
|
$11.8 Million
0.6% of portfolio
|
Q1 2025
Added 19.01%
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
36,768
shares
|
$11.8 Million
0.24% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jul 14, 2025 Q2 2025 |
36,702
shares
|
$11.8 Million
0.35% of portfolio
|
Q2 2025
Reduced 12.73%
|
|
|
Rheos Capital Works Inc.
|
Apr 14, 2025 Q1 2025 |
36,700
shares
|
$11.8 Million
0.8% of portfolio
|
Q1 2025
Reduced 68.14%
|