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 3,181 institutions that hold shares in the stock, with a total of 585 Million shares, which have been reported (via 13F filing form) to have a value of $200 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
72,002
shares
|
$24.6 Million
0.07% of portfolio
|
Q2 2023
Reduced 37.86%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
71,762
shares
|
$24.5 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Woodline Partners LP
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
71,738
shares
|
$24.5 Million
0.12% of portfolio
|
Q3 2025
Added 19.83%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
71,553
shares
|
$24.4 Million
0.21% of portfolio
|
Q3 2025
Reduced 7.77%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
71,077
shares
|
$24.3 Million
0.36% of portfolio
|
Q3 2025
Reduced 16.77%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
70,996
shares
|
$24.2 Million
0.14% of portfolio
|
Q4 2025
Added 1.47%
|
|
|
Marco Investment Management LLC
|
Nov 04, 2025 Q3 2025 |
70,538
shares
|
$24.1 Million
1.81% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
70,469
shares
|
$24 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Braun Stacey Associates Inc
|
Oct 21, 2025 Q3 2025 |
70,310
shares
|
$24 Million
0.83% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
70,149
shares
|
$23.9 Million
0.13% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
69,218
shares
|
$23.6 Million
0.32% of portfolio
|
Q3 2025
Added 7.43%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
68,933
shares
|
$23.5 Million
0.3% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
68,733
shares
|
$23.5 Million
0.41% of portfolio
|
Q3 2025
Added 10.6%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
68,606
shares
|
$23.4 Million
0.2% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Parthenon LLC
|
Oct 31, 2025 Q3 2025 |
68,488
shares
|
$23.4 Million
2.57% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Gds Wealth Management
|
Oct 31, 2025 Q3 2025 |
68,068
shares
|
$23.2 Million
1.52% of portfolio
|
Q3 2025
Added 5.33%
|
|
|
Yousif Capital Management, LLC
|
Oct 14, 2025 Q3 2025 |
67,917
shares
|
$23.2 Million
0.25% of portfolio
|
Q3 2025
Reduced 7.02%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
67,887
shares
|
$23.2 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
67,740
shares
|
$23.1 Million
1.13% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
67,000
shares
|
$22.9 Million
1.25% of portfolio
|
Q2 2024
Added 3.08%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
66,290
shares
|
$22.6 Million
0.11% of portfolio
|
Q3 2025
Added 13.52%
|
|
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
Nov 20, 2025 Q3 2025 |
66,237
shares
|
$22.6 Million
1.98% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 15, 2026 Q4 2025 |
66,214
shares
|
$22.6 Million
0.04% of portfolio
|
Q4 2025
Added 4.05%
|
|
|
Skye Global Management LP
West Palm Beach, FL |
Nov 14, 2025 Q3 2025 |
65,500
shares
|
$22.4 Million
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
65,395
shares
|
$22.3 Million
1.89% of portfolio
|
Q3 2025
Reduced 5.87%
|
|