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 |
|---|---|---|---|---|---|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
17,951
shares
|
$6.13 Million
0.71% of portfolio
|
Q4 2022
Reduced 0.64%
|
|
|
Somerville Kurt F
|
Nov 07, 2025 Q3 2025 |
17,914
shares
|
$6.11 Million
1.0% of portfolio
|
Q3 2025
Added 46.48%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
17,906
shares
|
$6.11 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Chase Investment Counsel Corp
|
Nov 10, 2025 Q3 2025 |
17,844
shares
|
$6.09 Million
1.76% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Callahan Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
17,828
shares
|
$6.08 Million
0.53% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
17,723
shares
|
$6.05 Million
0.55% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
17,627
shares
|
$6.02 Million
0.06% of portfolio
|
Q3 2025
Added 10.42%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
17,446
shares
|
$5.95 Million
0.29% of portfolio
|
Q2 2022
Added 1.51%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
17,410
shares
|
$5.94 Million
0.09% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Morton Community Bank
East Peoria, IL |
Nov 13, 2025 Q3 2025 |
17,327
shares
|
$5.91 Million
1.45% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Ghe, LLC
|
Nov 13, 2025 Q3 2025 |
17,302
shares
|
$5.9 Million
2.34% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 07, 2025 Q3 2025 |
17,299
shares
|
$5.9 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
17,290
shares
|
$5.9 Million
0.26% of portfolio
|
Q2 2021
Reduced 2.81%
|
|
|
Wright Investors Service Inc
|
Oct 28, 2025 Q3 2025 |
17,212
shares
|
$5.87 Million
1.73% of portfolio
|
Q3 2025
Reduced 23.9%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
17,202
shares
|
$5.87 Million
1.11% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
17,169
shares
|
$5.86 Million
0.06% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Van Eck Associates Corp
|
Nov 13, 2025 Q3 2025 |
17,109
shares
|
$5.84 Million
0.01% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
Nov 05, 2025 Q3 2025 |
17,000
shares
|
$5.8 Million
0.38% of portfolio
|
Q3 2025
Added 17.24%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Oct 29, 2025 Q3 2025 |
16,936
shares
|
$5.78 Million
0.89% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
16,916
shares
|
$5.77 Million
3.44% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Wp Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
16,914
shares
|
$5.77 Million
1.43% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
16,848
shares
|
$5.75 Million
0.11% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Kanawha Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
16,758
shares
|
$5.72 Million
0.39% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
16,735
shares
|
$5.71 Million
0.33% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
16,717
shares
|
$5.7 Million
0.06% of portfolio
|
Q3 2025
Reduced 5.99%
|
|