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 |
|---|---|---|---|---|---|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
22,702
shares
|
$7.16 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Wright Investors Service Inc
|
Jul 11, 2025 Q2 2025 |
22,617
shares
|
$7.13 Million
2.26% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
22,529
shares
|
$7.1 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
22,420
shares
|
$7.07 Million
0.12% of portfolio
|
Q1 2025
Reduced 73.98%
|
|
|
Omers Administration Corp
Toronto, A6 |
May 14, 2025 Q1 2025 |
22,400
shares
|
$7.06 Million
0.05% of portfolio
|
Q1 2025
Reduced 12.03%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
22,346
shares
|
$7.05 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Hutner Capital Management Inc
Manchester, VT |
May 13, 2025 Q1 2025 |
22,309
shares
|
$7.04 Million
2.56% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Apr 16, 2025 Q1 2025 |
22,209
shares
|
$7 Million
0.73% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
22,179
shares
|
$6.99 Million
1.03% of portfolio
|
Q1 2025
Reduced 35.4%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
22,163
shares
|
$6.99 Million
0.02% of portfolio
|
Q1 2025
Reduced 69.8%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
May 15, 2025 Q1 2025 |
22,134
shares
|
$6.98 Million
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Holocene Advisors, LP
New York, NY |
May 15, 2025 Q1 2025 |
22,113
shares
|
$6.97 Million
0.02% of portfolio
|
Q1 2025
Reduced 90.59%
|
|
|
Comgest Global Investors S.A.S.
|
May 15, 2025 Q1 2025 |
22,102
shares
|
$6.97 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Alpen Global Capital LLC
Tahoe City, CA |
May 15, 2025 Q1 2025 |
22,070
shares
|
$6.96 Million
4.29% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Grassi Investment Management
|
Apr 10, 2025 Q1 2025 |
22,060
shares
|
$6.96 Million
0.55% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
22,051
shares
|
$6.95 Million
0.11% of portfolio
|
Q2 2025
Added 15.94%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
22,030
shares
|
$6.95 Million
1.24% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
21,965
shares
|
$6.93 Million
0.72% of portfolio
|
Q4 2020
Reduced 2.9%
|
|
|
London & Capital Asset Management LTD
London, X0 |
May 15, 2025 Q1 2025 |
21,927
shares
|
$6.91 Million
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
Mirabaud Asset Management LTD
London, X0 |
May 14, 2025 Q1 2025 |
21,858
shares
|
$6.89 Million
3.04% of portfolio
|
Q1 2025
Reduced 10.62%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
21,841
shares
|
$6.89 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
21,790
shares
|
$6.87 Million
0.56% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
F
|
May 14, 2025 Q1 2025 |
21,777
shares
|
$6.87 Million
0.28% of portfolio
|
Q1 2025
Added 14.34%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
21,689
shares
|
$6.84 Million
0.32% of portfolio
|
Q4 2024
Reduced 7.26%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
21,606
shares
|
$6.81 Million
0.18% of portfolio
|
Q1 2025
Added 8.54%
|