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 |
|---|---|---|---|---|---|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
34,339
shares
|
$11.7 Million
0.35% of portfolio
|
Q3 2025
Added 118.03%
|
|
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
Nov 04, 2025 Q3 2025 |
34,259
shares
|
$11.7 Million
2.9% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Jacobs & CO
|
Jan 02, 2026 Q4 2025 |
34,203
shares
|
$11.7 Million
1.19% of portfolio
|
Q4 2025
Reduced 2.35%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 12, 2025 Q3 2025 |
34,045
shares
|
$11.6 Million
1.5% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
33,894
shares
|
$11.6 Million
0.63% of portfolio
|
Q3 2022
Added 0.29%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
33,807
shares
|
$11.5 Million
1.17% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 04, 2025 Q3 2025 |
33,705
shares
|
$11.5 Million
0.9% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
Jan 07, 2026 Q4 2025 |
33,635
shares
|
$11.5 Million
3.93% of portfolio
|
Q4 2025
Reduced 3.91%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
33,623
shares
|
$11.5 Million
0.15% of portfolio
|
Q3 2024
Added 31.82%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
33,317
shares
|
$11.4 Million
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Longbow Finance Sa
Lutry, V8 |
Nov 06, 2025 Q3 2025 |
33,278
shares
|
$11.4 Million
1.09% of portfolio
|
Q3 2025
Added 17.7%
|
|
|
Edgar Lomax CO
Kingstowne, VA |
Nov 12, 2025 Q3 2025 |
33,225
shares
|
$11.3 Million
0.86% of portfolio
|
Q3 2025
Reduced 22.81%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
33,136
shares
|
$11.3 Million
0.37% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
33,113
shares
|
$11.3 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Nov 05, 2025 Q3 2025 |
33,077
shares
|
$11.3 Million
0.78% of portfolio
|
Q3 2025
Reduced 18.59%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
33,036
shares
|
$11.3 Million
0.02% of portfolio
|
Q3 2022
Added 0.12%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
33,028
shares
|
$11.3 Million
0.09% of portfolio
|
Q3 2025
Added 12.3%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
32,798
shares
|
$11.2 Million
0.26% of portfolio
|
Q3 2025
Added 41.87%
|
|
|
Payden & Rygel
Los Angeles, CA |
Nov 10, 2025 Q3 2025 |
32,700
shares
|
$11.2 Million
0.9% of portfolio
|
Q3 2025
Reduced 51.48%
|
|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Oct 31, 2025 Q3 2025 |
32,569
shares
|
$11.1 Million
2.73% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
32,415
shares
|
$11.1 Million
0.08% of portfolio
|
Q2 2024
Added 2.04%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
32,335
shares
|
$11 Million
0.03% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Winslow Asset Management Inc
|
Nov 06, 2025 Q3 2025 |
32,282
shares
|
$11 Million
2.01% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
32,033
shares
|
$10.9 Million
0.26% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Lb Partners LLC
Charlottesville, VA |
Oct 31, 2025 Q3 2025 |
32,000
shares
|
$10.9 Million
6.82% of portfolio
|
Q1 2024
Reduced 20.0%
|
|