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 |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
21,474
shares
|
$7.33 Million
0.1% of portfolio
|
Q3 2025
Added 20.74%
|
|
|
Chapman Investment Management, LLC
|
Nov 05, 2025 Q3 2025 |
21,438
shares
|
$7.32 Million
5.07% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
21,355
shares
|
$7.29 Million
0.6% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
21,290
shares
|
$7.27 Million
0.08% of portfolio
|
Q3 2025
Added 43.1%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
21,259
shares
|
$7.25 Million
0.12% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Nov 03, 2025 Q3 2025 |
21,245
shares
|
$7.25 Million
0.8% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Northstar Group, Inc.
|
Oct 22, 2025 Q3 2025 |
21,087
shares
|
$7.2 Million
1.03% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Nov 13, 2025 Q3 2025 |
20,898
shares
|
$7.13 Million
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
20,897
shares
|
$7.13 Million
0.11% of portfolio
|
Q3 2025
Added 9.33%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jan 15, 2026 Q4 2025 |
20,783
shares
|
$7.09 Million
1.41% of portfolio
|
Q4 2025
Reduced 6.58%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
20,756
shares
|
$7.08 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Impax Asset Management Group PLC
|
Nov 06, 2025 Q3 2025 |
20,706
shares
|
$7.07 Million
0.05% of portfolio
|
Q3 2025
Added 7.74%
|
|
|
Empirical Finance, LLC
|
Nov 13, 2025 Q3 2025 |
20,696
shares
|
$7.06 Million
0.34% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Hutner Capital Management Inc
Manchester, VT |
Nov 13, 2025 Q3 2025 |
20,660
shares
|
$7.05 Million
2.9% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
20,486
shares
|
$6.99 Million
0.79% of portfolio
|
Q1 2024
New holding
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 13, 2025 Q3 2025 |
20,484
shares
|
$6.99 Million
0.91% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
New Square Capital LLC
|
Nov 12, 2025 Q3 2025 |
20,430
shares
|
$6.97 Million
0.47% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Jain Global LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
20,337
shares
|
$6.94 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
20,305
shares
|
$6.93 Million
0.16% of portfolio
|
Q3 2025
Added 1687.41%
|
|
|
Generali Powszechne Towarzystwo Emerytalne
Warsaw, R9 |
Oct 28, 2025 Q3 2025 |
20,118
shares
|
$6.87 Million
1.3% of portfolio
|
Q1 2022
Added 6.44%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
20,083
shares
|
$6.85 Million
2.6% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
19,797
shares
|
$6.76 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Hi Line Capital Management, LLC
Watertown, SD |
Nov 06, 2025 Q3 2025 |
19,783
shares
|
$6.75 Million
2.43% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Seizert Capital Partners, LLC
|
Oct 29, 2025 Q3 2025 |
19,596
shares
|
$6.69 Million
0.29% of portfolio
|
Q3 2025
Reduced 15.71%
|
|
|
Jlb & Associates Inc
|
Oct 30, 2025 Q3 2025 |
19,492
shares
|
$6.65 Million
0.9% of portfolio
|
Q3 2025
Added 2.14%
|
|