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 |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
21,600
shares
|
$6.81 Million
0.14% of portfolio
|
Q1 2025
Added 5.23%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
21,536
shares
|
$6.79 Million
0.39% of portfolio
|
Q3 2023
Reduced 0.23%
|
|
|
Australian Super Pty LTD
|
May 05, 2025 Q1 2025 |
21,480
shares
|
$6.77 Million
0.03% of portfolio
|
Q1 2025
Reduced 14.98%
|
|
|
Chapman Investment Management, LLC
|
Apr 30, 2025 Q1 2025 |
21,462
shares
|
$6.77 Million
4.54% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
21,354
shares
|
$6.73 Million
0.25% of portfolio
|
Q1 2025
Reduced 33.94%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
21,350
shares
|
$6.73 Million
0.06% of portfolio
|
Q1 2025
Added 16.17%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
21,344
shares
|
$6.73 Million
0.59% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
21,087
shares
|
$6.65 Million
1.05% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Jun 26, 2025 Q1 2025 |
20,898
shares
|
$6.59 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
20,816
shares
|
$6.56 Million
0.09% of portfolio
|
Q1 2025
Added 15.66%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
20,486
shares
|
$6.46 Million
0.79% of portfolio
|
Q1 2024
New holding
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
May 01, 2025 Q1 2025 |
20,446
shares
|
$6.45 Million
0.85% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
20,427
shares
|
$6.44 Million
2.23% of portfolio
|
Q1 2024
Added 0.99%
|
|
|
Empirical Finance, LLC
|
May 07, 2025 Q1 2025 |
20,398
shares
|
$6.43 Million
0.34% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
May 19, 2025 Q1 2025 |
20,341
shares
|
$6.41 Million
0.47% of portfolio
|
Q1 2025
Reduced 8.27%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
May 13, 2025 Q1 2025 |
20,334
shares
|
$6.41 Million
0.15% of portfolio
|
Q1 2024
Added 184.38%
|
|
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
20,183
shares
|
$6.36 Million
2.34% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
20,177
shares
|
$6.36 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Generali Powszechne Towarzystwo Emerytalne
Warsaw, R9 |
May 09, 2025 Q1 2025 |
20,118
shares
|
$6.34 Million
1.71% of portfolio
|
Q1 2022
Added 6.44%
|
|
|
Bell Asset Management LTD
Melbourne, C3 |
May 14, 2025 Q1 2025 |
20,000
shares
|
$6.31 Million
1.01% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
19,985
shares
|
$6.3 Million
0.36% of portfolio
|
Q1 2025
Added 8.21%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
19,739
shares
|
$6.22 Million
0.36% of portfolio
|
Q1 2025
Added 631.62%
|
|
|
Tkg Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
19,683
shares
|
$6.21 Million
2.69% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
Capital International, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
19,503
shares
|
$6.15 Million
0.07% of portfolio
|
Q4 2024
Added 37.11%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
19,444
shares
|
$6.13 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.46%
|