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 |
|---|---|---|---|---|---|
|
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
|
|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Apr 17, 2025 Q1 2025 |
33,139
shares
|
$10.6 Million
2.77% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
33,113
shares
|
$10.6 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
33,036
shares
|
$10.6 Million
0.02% of portfolio
|
Q3 2022
Added 0.12%
|
|
|
L1 Capital International Pty LTD
Sydney Nsw 2000, C3 |
May 15, 2025 Q1 2025 |
32,950
shares
|
$10.6 Million
2.44% of portfolio
|
Q1 2025
Added 26.97%
|
|
|
Winslow Asset Management Inc
|
May 02, 2025 Q1 2025 |
32,566
shares
|
$10.5 Million
1.93% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
32,534
shares
|
$10.4 Million
1.76% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
32,415
shares
|
$10.4 Million
0.08% of portfolio
|
Q2 2024
Added 2.04%
|
|
|
Gulf International Bank (Uk) LTD
|
May 13, 2025 Q1 2025 |
32,278
shares
|
$10.4 Million
0.3% of portfolio
|
Q1 2025
Reduced 27.25%
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
32,150
shares
|
$10.3 Million
0.15% of portfolio
|
Q1 2025
Reduced 7.23%
|
|
|
Lb Partners LLC
Charlottesville, VA |
Apr 29, 2025 Q1 2025 |
32,000
shares
|
$10.3 Million
6.16% of portfolio
|
Q1 2024
Reduced 20.0%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
31,800
shares
|
$10.2 Million
0.37% of portfolio
|
Q2 2024
Reduced 8.09%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
31,694
shares
|
$10.2 Million
1.07% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
31,693
shares
|
$10.2 Million
2.09% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Nj State Employees Deferred Compensation Plan
|
May 09, 2025 Q1 2025 |
31,600
shares
|
$10.1 Million
1.12% of portfolio
|
Q1 2023
Reduced 12.47%
|
|
|
Nat West Group PLC
|
May 14, 2025 Q1 2025 |
31,561
shares
|
$10.1 Million
2.51% of portfolio
|
Q1 2025
Reduced 23.78%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Apr 03, 2025 Q1 2025 |
31,526
shares
|
$10.1 Million
0.5% of portfolio
|
Q1 2025
Reduced 8.4%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
31,525
shares
|
$10.1 Million
0.09% of portfolio
|
Q1 2025
Added 17.94%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
31,376
shares
|
$10.1 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
31,353
shares
|
$10.1 Million
0.76% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
31,202
shares
|
$10 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Legacy Trust
Grand Rapids, MI |
Apr 16, 2025 Q1 2025 |
31,186
shares
|
$10 Million
2.02% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Apr 29, 2025 Q1 2025 |
30,925
shares
|
$9.92 Million
0.78% of portfolio
|
Q1 2025
Added 4.83%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
30,577
shares
|
$9.81 Million
0.86% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
30,560
shares
|
$9.81 Million
0.16% of portfolio
|
Q1 2025
Reduced 7.22%
|