Filing Research | AXP - American Express Company Institutional Holdings

Snapshot holdings

50 / 949 loaded

#		Instrument	quantity
1	River Road Asset Management, LLC	Shares	404.1KSH	$136.7M
2	CACTI ASSET MANAGEMENT LLC	Shares	390.5KSH	$132.1M
3	COMGEST GLOBAL INVESTORS S.A.S.	Shares	380.9KSH	$128.8M
4	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	361.8KSH	$122.4M
5	Swedbank AB	Shares	329.1KSH	$111.3M
6	Douglas Lane & Associates, LLC	Shares	276.5KSH	$93.5M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	244.0KSH	$80.3M
8	Boston Trust Walden Corp	Shares	224.5KSH	$75.9M
9	Vest Financial, LLC	Shares	203.0KSH	$68.7M
10	Cohen Klingenstein LLC	Shares	178.4KSH	$60.3M
11	ZWJ INVESTMENT COUNSEL INC	Shares	158.3KSH	$53.6M
12	JOHNSON INVESTMENT COUNSEL INC	Shares	157.6KSH	$53.3M
13	OFI INVEST ASSET MANAGEMENT	Shares	175.0KSH	$52.0M
14	ROFFMAN MILLER ASSOCIATES INC /PA/	Shares	152.7KSH	$51.6M
15	Czech National Bank	Shares	151.5KSH	$51.2M
16	Mirae Asset Global Investments Co., Ltd.	Shares	151.2KSH	$51.1M
17	EASTERN BANK	Shares	130.2KSH	$44.1M
18	COUNTRY TRUST BANK	Shares	128.5KSH	$43.5M
19	IFM Investors Pty Ltd	Shares	121.7KSH	$41.2M
20	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	117.6KSH	$39.8M
21	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	Shares	116.2KSH	$39.3M
22	GREATMARK INVESTMENT PARTNERS, INC.	Shares	116.0KSH	$39.2M
23	HM PAYSON & CO	Shares	114.0KSH	$38.6M
24	Covea Finance	Shares	111.5KSH	$37.7M
25	PensionDanmark Pensionsforsikringsaktieselskab	Shares	106.8KSH	$36.1M
26	INVESTMENT HOUSE LLC	Shares	117.3KSH	$35.5M
27	QRG CAPITAL MANAGEMENT, INC.	Shares	102.4KSH	$34.6M
28	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	101.4KSH	$34.3M
29	EXCHANGE TRADED CONCEPTS, LLC	Shares	99.6KSH	$33.7M
30	FACTORY MUTUAL INSURANCE CO	Shares	99.5KSH	$33.6M
31	Fisher Funds Management LTD	Shares	96.3KSH	$32.6M
32	DAVENPORT & Co LLC	Shares	85.1KSH	$28.8M
33	Quilter Plc	Shares	84.2KSH	$28.5M
34	Chesley Taft & Associates LLC	Shares	81.9KSH	$27.7M
35	Police & Firemen's Retirement System of New Jersey	Shares	79.5KSH	$26.9M
36	FRANKLIN STREET ADVISORS INC /NC	Shares	76.8KSH	$26.0M
37	FOUNDERS CAPITAL MANAGEMENT, LLC	Shares	75.5KSH	$25.5M
38	PBU - The Pension Fund of Early Childhood & Youth Educators	Shares	75.0KSH	$25.4M
39	LAFFER TENGLER INVESTMENTS, INC.	Shares	72.9KSH	$24.7M
40	Crossmark Global Holdings, Inc.	Shares	71.5KSH	$24.2M
41	Mesirow Financial Investment Management, Inc.	Shares	70.0KSH	$23.7M
42	PARTHENON LLC	Shares	66.4KSH	$22.5M
43	LBP AM SA	Shares	64.0KSH	$21.7M
44	BIRCH FINANCIAL GROUP, LLC	Shares	62.1KSH	$21.0M
45	Sequoia Financial Advisors, LLC	Shares	60.7KSH	$20.5M
46	J. L. Bainbridge & Co., Inc.	Shares	59.9KSH	$20.3M
47	a16z Perennial Management, L.P.	Shares	59.8KSH	$20.2M
48	GHP Investment Advisors, Inc.	Shares	57.0KSH	$19.3M
49	Narwhal Capital Management	Shares	56.4KSH	$19.1M
50	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	55.6KSH	$18.8M

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Manager changes2026-06-30 vs 2026-03-31

50 / 970 loaded

#		Instrument
1	River Road Asset Management, LLC added	Shares	+24.9K	+$22.0M	$136.7M
2	COMGEST GLOBAL INVESTORS S.A.S. added	Shares	+25.0K	+$21.2M	$128.8M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+11.3K	+$15.2M	$80.3M
4	HM PAYSON & CO added	Shares	+35.4K	+$14.8M	$38.6M
5	CACTI ASSET MANAGEMENT LLC unchanged	Shares	0	+$14.0M	$132.1M
6	Genoa Capital Gestora de Recursos Ltda. new	Shares	+39.4K	+$13.3M	$13.3M
7	OFI INVEST ASSET MANAGEMENT added	Shares	+27.4K	+$13.1M	$52.0M
8	Vest Financial, LLC added	Shares	+17.9K	+$12.7M	$68.7M
9	Sumitomo Mitsui DS Asset Management Company, Ltd trimmed	Shares	-4.9K	+$11.5M	$122.4M
10	Swedbank AB trimmed	Shares	-4.6K	+$10.4M	$111.3M
11	Mirae Asset Global Investments Co., Ltd. added	Shares	+11.3K	+$8.8M	$51.1M
12	IFM Investors Pty Ltd added	Shares	+11.5K	+$7.8M	$41.2M
13	Boston Trust Walden Corp trimmed	Shares	-2.1K	+$7.4M	$75.9M
14	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+12.2K	+$7.3M	$33.7M
15	QRG CAPITAL MANAGEMENT, INC. added	Shares	+11.7K	+$7.2M	$34.6M
16	Czech National Bank added	Shares	+5.6K	+$7.1M	$51.2M
17	Chapman Investment Management, LLC new	PUT	+20.9K	+$7.1M	$7.1M
18	Fisher Funds Management LTD added	Shares	+12.0K	+$7.1M	$32.6M
19	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+10.4K	+$7.0M	$36.1M
20	CAMPBELL CAPITAL MANAGEMENT INC new	Shares	+19.5K	+$6.6M	$6.6M
21	Douglas Lane & Associates, LLC trimmed	Shares	-11.1K	+$6.5M	$93.5M
22	ZWJ INVESTMENT COUNSEL INC added	Shares	+1.4K	+$6.1M	$53.6M
23	Cohen Klingenstein LLC trimmed	Shares	-1.8K	+$5.8M	$60.3M
24	LBP AM SA added	Shares	+11.5K	+$5.8M	$21.7M
25	EASTERN BANK added	Shares	+3.3K	+$5.6M	$44.1M
26	LAFFER TENGLER INVESTMENTS, INC. added	Shares	+9.0K	+$5.3M	$24.7M
27	Covea Finance added	Shares	+4.4K	+$5.3M	$37.7M
28	FRANKLIN STREET ADVISORS INC /NC added	Shares	+8.2K	+$5.2M	$26.0M
29	JOHNSON INVESTMENT COUNSEL INC trimmed	Shares	-2.4K	+$4.9M	$53.3M
30	ROFFMAN MILLER ASSOCIATES INC /PA/ trimmed	Shares	-1.8K	+$4.9M	$51.6M
31	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI trimmed	Shares	-8	+$4.2M	$39.3M
32	GREATMARK INVESTMENT PARTNERS, INC. trimmed	Shares	-958	+$3.9M	$39.2M
33	St. Louis Financial Planners Asset Management, LLC new	Shares	+10.2K	+$3.6M	$3.6M
34	FACTORY MUTUAL INSURANCE CO trimmed	Shares	-1.1K	+$3.2M	$33.6M
35	Quilter Plc added	Shares	+345	+$3.1M	$28.5M
36	Avanza Fonder AB added	Shares	+4.7K	+$3.1M	$15.6M
37	Asset Advisors Investment Management, LLC added	Shares	+8.5K	+$2.9M	$3.4M
38	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+7.3K	+$2.9M	$6.3M
39	Deane Retirement Strategies, Inc. new	Shares	+8.1K	+$2.7M	$2.7M
40	FOUNDERS CAPITAL MANAGEMENT, LLC trimmed	Shares	-92	+$2.7M	$25.5M
41	Narwhal Capital Management added	Shares	+2.0K	+$2.6M	$19.1M
42	MFA WEALTH ADVISORS, LLC added	Shares	+4.5K	+$2.6M	$11.9M
43	Chesley Taft & Associates LLC trimmed	Shares	-1.3K	+$2.5M	$27.7M
44	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+2.0K	+$2.5M	$18.3M
45	PARTHENON LLC added	Shares	+300	+$2.5M	$22.5M
46	Mesirow Financial Investment Management, Inc. trimmed	Shares	-356	+$2.4M	$23.7M
47	Fideuram Asset Management (Ireland) dac added	Shares	+7.1K	+$2.3M	$2.7M
48	Sequoia Financial Advisors, LLC added	Shares	+257	+$2.2M	$20.5M
49	HENNESSY ADVISORS INC new	Shares	+6.6K	+$2.2M	$2.2M
50	GHP Investment Advisors, Inc. added	Shares	+335	+$2.1M	$19.3M

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