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 |
|---|---|---|---|---|---|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
11,558
shares
|
$3.64 Million
0.16% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Aristotle Capital Management, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
11,530
shares
|
$3.64 Million
0.01% of portfolio
|
Q3 2022
Reduced 0.74%
|
|
|
Bull Street Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
11,480
shares
|
$3.62 Million
1.48% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
May 15, 2025 Q1 2025 |
11,470
shares
|
$3.62 Million
2.06% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
11,467
shares
|
$3.62 Million
0.12% of portfolio
|
Q1 2025
Added 82.62%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
11,453
shares
|
$3.61 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
11,414
shares
|
$3.6 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
G&S Capital LLC
|
Jul 17, 2025 Q2 2025 |
11,385
shares
|
$3.59 Million
1.53% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
11,382
shares
|
$3.59 Million
0.34% of portfolio
|
Q2 2025
Added 5.58%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
11,356
shares
|
$3.58 Million
1.02% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
11,350
shares
|
$3.58 Million
0.23% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Deane Retirement Strategies, Inc.
|
Jul 11, 2025 Q2 2025 |
11,316
shares
|
$3.57 Million
1.63% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
11,316
shares
|
$3.57 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jul 01, 2025 Q2 2025 |
11,273
shares
|
$3.55 Million
0.51% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Herbst Group, LLC
Westport, CT |
Jul 15, 2025 Q2 2025 |
11,243
shares
|
$3.55 Million
2.39% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
11,240
shares
|
$3.54 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
11,234
shares
|
$3.54 Million
0.25% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
11,220
shares
|
$3.54 Million
0.11% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Fruth Investment Management
|
Jul 11, 2025 Q2 2025 |
11,210
shares
|
$3.54 Million
0.97% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
11,198
shares
|
$3.53 Million
0.05% of portfolio
|
Q2 2025
Reduced 78.58%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
11,182
shares
|
$3.53 Million
0.01% of portfolio
|
Q1 2025
Added 57.12%
|
|
|
Ahl Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
11,115
shares
|
$3.51 Million
2.37% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
11,110
shares
|
$3.5 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
11,060
shares
|
$3.49 Million
0.62% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
May 01, 2025 Q1 2025 |
11,048
shares
|
$3.48 Million
1.95% of portfolio
|
Q1 2025
Added 23.91%
|