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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
19,425
shares
|
$6.13 Million
0.07% of portfolio
|
Q1 2025
Added 6.33%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
19,415
shares
|
$6.12 Million
0.06% of portfolio
|
Q1 2025
Added 585.07%
|
|
|
Hi Line Capital Management, LLC
Watertown, SD |
Apr 23, 2025 Q1 2025 |
19,301
shares
|
$6.09 Million
2.42% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Lincoln Capital LLC
|
Jul 11, 2025 Q2 2025 |
19,174
shares
|
$6.05 Million
1.22% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Jlb & Associates Inc
|
Jul 17, 2025 Q2 2025 |
19,083
shares
|
$6.02 Million
0.91% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
May 13, 2025 Q1 2025 |
19,000
shares
|
$5.99 Million
0.43% of portfolio
|
Q1 2025
Reduced 30.91%
|
|
|
Amica Mutual Insurance CO
|
May 13, 2025 Q1 2025 |
18,981
shares
|
$5.99 Million
0.56% of portfolio
|
Q1 2025
Reduced 35.31%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
18,964
shares
|
$5.98 Million
0.42% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
18,949
shares
|
$5.98 Million
0.7% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
May 14, 2025 Q1 2025 |
18,850
shares
|
$5.94 Million
0.28% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
18,809
shares
|
$5.93 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Sumitomo Life Insurance CO
|
May 02, 2025 Q1 2025 |
18,710
shares
|
$5.9 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
2 Xideas Ag
Pfaffikon, V8 |
May 15, 2025 Q1 2025 |
18,657
shares
|
$5.88 Million
0.82% of portfolio
|
Q1 2025
Reduced 59.77%
|
|
|
Mount Vernon Associates Inc
|
Apr 23, 2025 Q1 2025 |
18,587
shares
|
$5.86 Million
4.08% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
18,467
shares
|
$5.82 Million
0.18% of portfolio
|
Q2 2022
Added 9.66%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
18,362
shares
|
$5.79 Million
0.39% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Selway Asset Management
Boise, ID |
Apr 09, 2025 Q1 2025 |
18,347
shares
|
$5.79 Million
2.07% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
18,333
shares
|
$5.78 Million
0.01% of portfolio
|
Q1 2025
Reduced 76.42%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
18,305
shares
|
$5.77 Million
0.19% of portfolio
|
Q1 2025
Added 43.25%
|
|
|
Pacifica Capital Investments, LLC
|
May 15, 2025 Q1 2025 |
18,020
shares
|
$5.68 Million
1.72% of portfolio
|
Q4 2023
Reduced 1.5%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
May 14, 2025 Q1 2025 |
18,012
shares
|
$5.68 Million
0.99% of portfolio
|
Q1 2025
Added 19.94%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
17,987
shares
|
$5.67 Million
0.09% of portfolio
|
Q1 2024
Reduced 5.28%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
17,951
shares
|
$5.66 Million
0.71% of portfolio
|
Q4 2022
Reduced 0.64%
|
|
|
Callahan Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
17,826
shares
|
$5.62 Million
0.48% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
17,658
shares
|
$5.57 Million
0.06% of portfolio
|
Q1 2025
Reduced 14.86%
|