13F

Stock

American Express Co

AXP · held by 21 managers

Reported value

$1.37B

Holders

21

+0 new · −2 exited

Holders’ est. mark

$191.6M

Price effect on 16 books still in the name

Largest holder

$950.4M

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC2.98M$950.4M$148.8MAdded$137.6M
DANSKE BANK A/S651.6K$207.9M$26.1MAdded$67M
Alberta Investment Management Corp176K$56.1MHeld
Swiss Life Asset Management Ltd110.7K$35.3M$5.53MAdded$2M
PEAK6 LLC102.1K$32.6MHeld
Henshaw Capital LLC98.8K$31.5M$4.93MAdded$4.93M
OP Asset Management Ltd61K$19.5M$3.01MAdded$3.25M
Cresset Asset Management, LLC48.6K$15.5MHeld
Savant Capital, LLC25.2K$8.05M$1.21MAdded$1.55M
INDEPENDENT FINANCIAL GROUP, LLC11.8K$3.77M$590.1KCut−$94.9K
Leonteq Securities AG10K$3.21M$510.5KAdded$234.6K
Pine Valley Investments Ltd Liability Co5.54K$1.77M$276.6KAdded$276.6K
Aventura Private Wealth, LLC4.66K$1.49M$232.7KAdded$205.3K
ELEVATION POINT WEALTH PARTNERS, LLC4.43K$1.41M$207.7KAdded$293.8K
Burton Enright Welch1.33K$425.8K$58KAdded$113.2K
NWAM LLC1.32K$396.4KHeld
Medallion Wealth Advisors, LLC798$256.3K$39.6KAdded$47.6K
Catherine Avery Investment Management LLC700$223.3K$35KAdded$35K
Prestige Wealth Management Group LLC682$217.5K$34.1KAdded$34.1K
Nalls Sherbakoff Group, LLC38$12.1K$1.9KAdded$1.9K
Essential Partners LLC32$10.2KHeld

Who left

Positions as of Q2 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.