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 |
|---|---|---|---|---|---|
|
Strategic Wealth Investment Group, LLC
|
Nov 14, 2025 Q3 2025 |
47,133
shares
|
$16.1 Million
1.43% of portfolio
|
Q3 2025
Added 1304.02%
|
|
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
Nov 13, 2025 Q3 2025 |
47,000
shares
|
$16 Million
0.12% of portfolio
|
Q4 2024
Added 74.07%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
46,422
shares
|
$15.8 Million
1.01% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Abn Amro Investment Solutions
Paris Cedex 008, |
Nov 07, 2025 Q3 2025 |
46,099
shares
|
$15.7 Million
0.31% of portfolio
|
Q3 2023
Added 148.66%
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2025 Q3 2025 |
46,077
shares
|
$15.7 Million
2.44% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
45,591
shares
|
$15.6 Million
0.3% of portfolio
|
Q3 2025
Added 755.85%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
45,277
shares
|
$15.5 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
44,954
shares
|
$15.3 Million
0.36% of portfolio
|
Q3 2025
Added 41.64%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jan 14, 2026 Q4 2025 |
44,513
shares
|
$15.2 Million
2.24% of portfolio
|
Q4 2025
Reduced 0.08%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2025 Q3 2025 |
44,487
shares
|
$15.2 Million
0.32% of portfolio
|
Q3 2025
Added 10.65%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
44,439
shares
|
$15.2 Million
0.3% of portfolio
|
Q1 2025
Reduced 15.75%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 16, 2025 Q3 2025 |
44,217
shares
|
$15.1 Million
1.53% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
43,184
shares
|
$14.7 Million
0.2% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 15, 2026 Q4 2025 |
43,123
shares
|
$14.7 Million
1.87% of portfolio
|
Q3 2025
Added 4.52%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
43,011
shares
|
$14.7 Million
0.09% of portfolio
|
Q3 2025
Added 3.89%
|
|
|
Ninety One Uk LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
42,819
shares
|
$14.6 Million
0.03% of portfolio
|
Q3 2025
Reduced 39.59%
|
|
|
La Fleur & Godfrey LLC
|
Nov 10, 2025 Q3 2025 |
42,369
shares
|
$14.5 Million
1.73% of portfolio
|
Q3 2025
Added 17.3%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
42,309
shares
|
$14.4 Million
0.81% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Griffin Asset Management, Inc.
|
Oct 16, 2025 Q3 2025 |
41,952
shares
|
$14.3 Million
1.62% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jan 12, 2026 Q4 2025 |
41,782
shares
|
$14.3 Million
0.39% of portfolio
|
Q4 2025
Added 4.76%
|
|
|
Searle & Co.
|
Nov 03, 2025 Q3 2025 |
41,714
shares
|
$14.2 Million
3.73% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2025 Q3 2025 |
41,637
shares
|
$14.2 Million
1.45% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Sprucegrove Investment Management LTD
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
41,590
shares
|
$14.2 Million
1.44% of portfolio
|
Q3 2025
Reduced 7.56%
|
|
|
Shayne & Co., LLC
|
Nov 04, 2025 Q3 2025 |
41,390
shares
|
$14.1 Million
4.37% of portfolio
|
Q2 2025
Reduced 34.49%
|
|
|
Wood Trust Financial Corp
|
Oct 28, 2025 Q3 2025 |
40,834
shares
|
$13.9 Million
1.62% of portfolio
|
Q3 2025
Reduced 30.93%
|
|