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 2,992 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 $185 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marsico Capital Management LLC
Denver, CO |
May 14, 2025 Q1 2025 |
23,817
shares
|
$7.51 Million
0.24% of portfolio
|
Q1 2025
Reduced 51.78%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jul 08, 2025 Q2 2025 |
23,796
shares
|
$7.5 Million
0.19% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
23,762
shares
|
$7.49 Million
0.05% of portfolio
|
Q1 2025
Reduced 10.85%
|
|
|
Silvant Capital Management LLC
|
May 14, 2025 Q1 2025 |
23,563
shares
|
$7.43 Million
0.3% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
23,558
shares
|
$7.43 Million
1.17% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
23,542
shares
|
$7.42 Million
0.39% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
23,524
shares
|
$7.42 Million
0.09% of portfolio
|
Q3 2022
Added 0.44%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
23,510
shares
|
$7.41 Million
1.35% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
23,504
shares
|
$7.41 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
23,425
shares
|
$7.39 Million
0.23% of portfolio
|
Q2 2022
Reduced 4.64%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
23,361
shares
|
$7.37 Million
1.48% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
23,281
shares
|
$7.34 Million
0.24% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
23,255
shares
|
$7.33 Million
0.66% of portfolio
|
Q2 2025
Added 8.35%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
23,183
shares
|
$7.31 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
23,166
shares
|
$7.31 Million
0.22% of portfolio
|
Q1 2025
Added 413.43%
|
|
|
Meitav Dash Investments LTD
|
May 12, 2025 Q1 2025 |
23,121
shares
|
$7.29 Million
0.12% of portfolio
|
Q1 2025
Reduced 14.8%
|
|
|
Bretton Capital Management, LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
23,100
shares
|
$7.28 Million
5.89% of portfolio
|
Q3 2024
New holding
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
23,085
shares
|
$7.28 Million
0.99% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
23,000
shares
|
$7.25 Million
0.38% of portfolio
|
Q3 2020
Reduced 83.97%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
22,972
shares
|
$7.24 Million
0.07% of portfolio
|
Q2 2025
Reduced 17.94%
|
|
|
Shell Asset Management CO
The Hague, P7 |
May 14, 2025 Q1 2025 |
22,880
shares
|
$7.22 Million
0.29% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jul 18, 2025 Q2 2025 |
22,843
shares
|
$7.2 Million
1.45% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
22,829
shares
|
$7.2 Million
0.54% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
22,754
shares
|
$7.18 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Wisconsin Capital Management LLC
|
May 13, 2025 Q1 2025 |
22,712
shares
|
$7.16 Million
4.01% of portfolio
|
Q1 2025
Reduced 3.05%
|