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 |
|---|---|---|---|---|---|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
36,391
shares
|
$11.7 Million
0.8% of portfolio
|
Q2 2024
Reduced 1.66%
|
|
|
La Fleur & Godfrey LLC
|
Jul 14, 2025 Q2 2025 |
36,121
shares
|
$11.6 Million
1.47% of portfolio
|
Q2 2025
Added 83.83%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
35,620
shares
|
$11.4 Million
0.08% of portfolio
|
Q1 2025
Added 6.93%
|
|
|
Jacobs & CO
|
Jul 02, 2025 Q2 2025 |
35,614
shares
|
$11.4 Million
1.13% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
35,600
shares
|
$11.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 81.48%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
May 15, 2025 Q1 2025 |
35,587
shares
|
$11.4 Million
0.75% of portfolio
|
Q1 2025
New holding
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
35,529
shares
|
$11.4 Million
1.78% of portfolio
|
Q1 2025
Reduced 80.19%
|
|
|
Unison Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
35,481
shares
|
$11.4 Million
5.3% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
35,433
shares
|
$11.4 Million
1.94% of portfolio
|
Q1 2024
Reduced 1.86%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
35,372
shares
|
$11.4 Million
0.21% of portfolio
|
Q3 2023
Added 17.17%
|
|
|
Stokes Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
35,303
shares
|
$11.3 Million
2.83% of portfolio
|
Q2 2025
Added 7.75%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
May 15, 2025 Q1 2025 |
35,298
shares
|
$11.3 Million
0.58% of portfolio
|
Q1 2025
Added 93.9%
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
35,210
shares
|
$11.3 Million
3.72% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
35,010
shares
|
$11.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 20.72%
|
|
|
Artemis Investment Management LLP
|
Apr 24, 2025 Q1 2025 |
34,950
shares
|
$11.2 Million
0.15% of portfolio
|
Q1 2025
Added 24.13%
|
|
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
May 14, 2025 Q1 2025 |
34,586
shares
|
$11.1 Million
2.35% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Meyer Handelman CO
|
Apr 08, 2025 Q1 2025 |
34,460
shares
|
$11.1 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
May 14, 2025 Q1 2025 |
34,177
shares
|
$11 Million
1.31% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
33,894
shares
|
$10.9 Million
0.63% of portfolio
|
Q3 2022
Added 0.29%
|
|
|
Hartford Investment Management CO
|
May 08, 2025 Q1 2025 |
33,867
shares
|
$10.9 Million
0.32% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Metis Global Partners, LLC
|
May 07, 2025 Q1 2025 |
33,807
shares
|
$10.8 Million
0.26% of portfolio
|
Q1 2025
Added 13.11%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
33,705
shares
|
$10.8 Million
3.31% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
33,623
shares
|
$10.8 Million
0.15% of portfolio
|
Q3 2024
Added 31.82%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
May 08, 2025 Q1 2025 |
33,573
shares
|
$10.8 Million
0.8% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
33,317
shares
|
$10.7 Million
0.13% of portfolio
|
Q1 2025
New holding
|