Skip to content

AXP AMERICAN EXPRESS CO

Follow

COM (common), issuer CIK 4962

2,579 managers (2,626 13F filers) reported a position in AXP shares at 2025-03-31, 597,529,443 shares in all. 158 filers opened a position and 156 filers sold out during the quarter.

Managers
2,579
13F filers
2,626
New
158
Added
958
Reduced
1,050
Sold out
156
Shares held by filers
597,529,443

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Rockbridge Investment Management, LCC1,615$435K0.05%+2513F-HRTimeline
Clearstead Trust, LLC1,614$434K0.1%-13013F-HRTimeline
Peterson Wealth Services1,613$434K0.13%+113F-HRTimeline
RiverFront Investment Group, LLC1,612$434K0.01%+16113F-HRTimeline
Impact Capital Partners LLC1,612$434K0.16%-3113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,612$434K0.01%+20013F-HRTimelineGroup
Sovereign Financial Group, Inc.1,611$433K0.1%+313F-HRTimeline
Members Trust Co1,611$433K0.02%-26713F-HRTimeline
Cornell Pochily Investment Advisors, In…1,607$432K0.15%+213F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC1,603$431K0.08%-1,60013F-HRTimeline
Trilogy Capital Inc.1,603$431K0.02%-4013F-HRTimeline
Aveo Capital Partners, LLC1,557$430K0.07%-14213F-HRTimeline
XML Financial, LLC1,598$430K0.04%-15013F-HRTimeline
Tyche Wealth Partners LLC1,596$429K0.09%+25113F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC1,737$429K0.04%-613F-HRTimelineGroup
Clarendon Private LLC1,593$429K0.45%-55213F-HRTimeline
JFS WEALTH ADVISORS, LLC1,592$428K0.03%+14913F-HRTimeline
KFA Private Wealth Group, LLC1,589$428K0.15%+513F-HRTimeline
Kelman-Lazarov, Inc.1,585$426K0.08%+913F-HRTimeline
REBALANCE, LLC1,585$426K0.03%-19113F-HRTimeline
Jaffetilchin Investment Partners, LLC1,581$425K0.03%+28313F-HRTimeline
FAIRFIELD, BUSH & CO.1,580$425K0.27%+15013F-HRTimeline
Legacy Financial Strategies, LLC1,576$424K0.09%-6713F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,576$424K0.04%+2813F-HRTimelineGroup
Agate Pass Investment Management, LLC1,570$422K0.18%-15013F-HRTimeline
Monterey Private Wealth, Inc.1,570$422K0.12%+213F-HRTimeline
Alteri Wealth LLC1,568$422K0.19%-65013F-HRTimeline
FIDELITY D & D BANCORP INC1,560$420K0.28%013F-HRTimeline
Shulman DeMeo Asset Management LLC1,559$419K0.12%+513F-HRTimeline
North Capital, Inc.1,557$419K0.4%13F-HRTimeline
Oslo Pensjonsforsikring AS1,556$419K0.06%-19513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,574$418K0.04%+15013F-HR/ATimeline
TOTH FINANCIAL ADVISORY CORP1,552$417K0.05%-32113F-HRTimeline
N.E.W. Advisory Services LLC1,551$417K0.03%+67413F-HRTimeline
First Bancorp, Inc /ME/1,547$416K0.27%-10213F-HRTimeline
Nautilus Advisors LLC1,544$415K0.34%+9113F-HRTimeline
626 Financial, LLC1,542$415K0.21%+113F-HRTimeline
Sivia Capital Partners, LLC1,538$414K0.19%+8813F-HRTimeline
Centric Wealth Management1,534$413K0.11%013F-HRTimeline
DAVIS R M INC1,532$412K0.01%+80013F-HRTimeline
Windsor Capital Management, LLC1,529$411K0.13%-9713F-HRTimeline
Abel Hall, LLC1,528$411K0.25%+48813F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…1,526$411K<0.01%013F-HRTimeline
Boit C F David1,525$410K0.21%013F-HRTimeline
Cinctive Capital Management LP1,525$410K0.03%new13F-HRTimeline
Reyes Financial Architecture, Inc.1,525$410K0.3%+24513F-HRTimeline
Investors Research Corp1,524$410K0.09%-17013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1,522$409K0.04%013F-HRTimeline
LCNB CORP1,522$409K0.15%-5813F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…1,517$408K0.04%-4,88213F-HR/ATimelineGroup
Northwest Bancshares, Inc.1,509$406K0.07%013F-HRTimeline
Claret Asset Management Corp1,504$405K0.06%new13F-HRTimeline
Koss-Olinger Consulting, LLC1,503$404K0.03%new13F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC1,500$404K0.06%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Navera Investment Management Ltd.1,500$404K0.01%013F-HRTimeline
Holowesko Partners Ltd.1,500$404K0.15%-90013F-HRTimeline
Bramshill Investments, LLC1,500$404K0.04%013F-HRTimeline
Compass Ion Advisors, LLC1,500$404K0.05%013F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP1,500$404K0.08%new13F-HRTimeline
Asset Advisors Investment Management, L…1,500$404K0.04%013F-HRTimeline
Spahn Wealth & Retirement LLC1,500$404K0.3%013F-HRTimeline
CYBER HORNET ETFs LLC1,498$403K0.41%+613F-HRTimeline
Walker Asset Management, LLC1,495$402K0.24%+313F-HRTimeline
Waldron Private Wealth LLC1,486$400K0.02%-4,19813F-HRTimeline
Fragasso Financial Advisors Inc1,484$399K0.03%+2813F-HRTimeline
Westover Capital Advisors, LLC1,482$399K0.09%+6213F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN1,481$398K0.04%013F-HRTimeline
AIRE ADVISORS, LLC1,480$398K0.08%-12713F-HRTimeline
Sonora Investment Management Group, LLC1,476$397K0.03%+61313F-HRTimeline
Valmark Advisers, Inc.1,473$396K0.01%-11913F-HRTimeline
First Business Financial Services, Inc.1,468$395K0.04%013F-HRTimeline
MinichMacGregor Wealth Management, LLC1,468$395K0.09%+69613F-HRTimeline
Birchcreek Wealth Management, LLC1,465$394K0.25%-10513F-HRTimeline
Crew Capital Management, Ltd1,460$393K0.32%+1513F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC1,460$393K0.09%-3513F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV1,456$392K0.09%013F-HRTimeline
James J. Burns & Company, LLC1,455$391K0.07%013F-HRTimeline
HHM Wealth Advisors, LLC1,453$391K0.05%013F-HRTimeline
E Fund Management Co., Ltd.1,449$390K0.02%+7113F-HRTimeline
True North Advisors, LLC1,448$390K0.07%+15513F-HRTimeline
Austin Wealth Management, LLC1,453$388K0.08%+7913F-HRTimeline
Aprio Wealth Management, LLC1,443$388K0.05%+33513F-HRTimeline
East Coast Asset Management, LLC.1,442$388K0.14%013F-HRTimeline
Sharkey, Howes & Javer1,440$387K0.06%-94613F-HRTimeline
Financial Advisors, LLC1,440$387K0.08%013F-HRTimeline
Patten Group, Inc.1,439$387K0.09%+2313F-HRTimeline
CENTAURUS FINANCIAL, INC.1,438$387K0.02%-16713F-HRTimeline
EARNED WEALTH ADVISORS, LLC1,431$385K0.08%new13F-HRTimeline
Alpha Cubed Investments, LLC1,428$384K0.02%+31713F-HRTimeline
Heritage Wealth Advisors1,426$384K0.02%-413F-HRTimeline
CPC Advisors, LLC1,426$384K0.05%-1713F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…1,424$383K0.07%+5013F-HRTimeline
Terra Nova Asset Management LLC1,419$382K0.3%+313F-HRTimeline
Merrion Investment Management Co, LLC1,416$381K0.27%-40513F-HRTimeline
Forza Wealth Management, LLC1,416$381K0.17%013F-HRTimeline
Five Oceans Advisors1,415$381K0.18%+1813F-HRTimeline
CERTUITY, LLC1,414$380K0.04%-6413F-HRTimeline
Physician Wealth Advisors, Inc.1,413$380K0.07%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,278$379K0.03%013F-HRTimeline
Maia Wealth LLC1,482$379K0.09%+9013F-HRTimeline
TFR Capital, LLC.1,406$378K0.16%new13F-HRTimeline
Inscription Capital, LLC1,659$378K0.06%13F-HRTimeline
Garner Asset Management Corp1,402$377K0.17%-1913F-HRTimeline
Hemenway Trust Co LLC1,400$377K0.03%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …1,390$376K0.03%-5313F-HRTimeline
FourThought Financial Partners, LLC1,392$374K0.04%+3513F-HRTimeline
Optas, LLC1,390$374K0.07%+1513F-HRTimeline
WILLNER & HELLER, LLC1,384$372K0.34%+2813F-HRTimeline
Hyperion Capital Advisors LP1,380$371K0.2%013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION1,377$370K0.04%+513F-HRTimeline
TCV Trust & Wealth Management, Inc.1,376$370K0.03%-10513F-HRTimeline
Breed's Hill Capital LLC1,373$369K0.2%013F-HRTimeline
Independent Solutions Wealth Management…1,371$369K0.08%-2013F-HRTimeline
17 CAPITAL PARTNERS, LLC1,368$368K0.24%013F-HRTimeline
Legacy Private Trust Co.1,365$367K0.03%013F-HRTimeline
EPG Wealth Management LLC1,361$366K0.1%+12113F-HRTimeline
Walkner Condon Financial Advisors LLC1,358$365K0.07%+3613F-HRTimeline
KLCM Advisors, Inc.1,358$365K0.04%013F-HRTimeline
Houlihan Financial Resource Group, Ltd.1,357$365K0.16%013F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV1,356$365K0.37%013F-HRTimeline
Sandy Cove Advisors, LLC1,353$364K0.15%-4713F-HRTimeline
BURNS J W & CO INC/NY1,350$363K0.05%013F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co1,350$363K0.09%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,345$362K0.03%+7313F-HRTimeline
Shum Financial Group, Inc.1,345$362K0.31%+23613F-HRTimeline
Accretive Wealth Partners, LLC1,309$360K0.13%+40913F-HRTimeline
WealthShield Partners, LLC1,339$360K0.05%+55613F-HRTimeline
NWAM LLC1,336$360K0.03%+11813F-HRTimeline
Trust Co of the South1,336$359K0.08%+3013F-HRTimeline
OPTIMIZE FINANCIAL INC.1,334$359K0.26%new13F-HR/ATimeline
Pacific Capital Wealth Advisors, Inc.1,332$358K0.06%013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC1,330$358K0.02%+1813F-HRTimeline
Enclave Advisors LLC1,327$357K0.06%-13613F-HRTimeline
Wealthstar Advisors, LLC1,326$357K0.16%+28513F-HRTimeline
SITTNER & NELSON, LLC1,325$356K0.15%+113F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC1,322$356K0.17%+34213F-HRTimeline
Great Diamond Partners, LLC1,319$355K0.1%+213F-HRTimeline
Strategic Family Wealth Counselors, L.L…1,316$354K0.12%+13913F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,318$354K0.06%+14613F-HRTimeline
Summit Asset Management, LLC1,315$354K0.06%013F-HRTimeline
Capital Advisors, Ltd. LLC1,311$353K0.05%-613F-HRTimeline
Heritage Financial Services, LLC1,311$353K0.03%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department1,311$353K0.12%+8313F-HRTimelineGroup
Phillips Wealth Planners LLC1,404$353K0.37%+46413F-HRTimeline
Catalina Capital Group, LLC1,309$352K0.23%-2,04713F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.1,306$351K0.2%013F-HRTimeline
Alpha Family Trustin group Alpha Family Trust1,305$351K0.2%013F-HRTimelineGroup
FAGAN ASSOCIATES, INC.1,300$350K0.06%013F-HRTimeline
Alta Wealth Advisors LLC1,300$350K0.16%+213F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV1,295$348K0.08%-313F-HRTimeline
Ballast, Inc.1,288$347K0.1%new13F-HRTimeline
4J Wealth Management LLC1,278$344K0.27%013F-HRTimeline
Southeast Asset Advisors, LLC1,277$344K0.04%+213F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC1,274$343K0.03%-313F-HRTimeline
Mayfair Advisory Group, LLC1,273$343K0.2%013F-HRTimeline
Washington Trust Bank1,271$342K0.03%-1,21113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Stockman Wealth Management, Inc.1,270$342K0.05%-1313F-HRTimeline
Mainstream Capital Management LLC1,270$342K0.27%-1213F-HRTimeline
Ruggaard & Associates LLC1,270$342K0.15%013F-HRTimeline
ETF Portfolio Partners, Inc.1,269$341K0.1%013F-HRTimeline
BBR PARTNERS, LLC1,264$340K0.02%-53713F-HRTimeline
Centerpoint Advisory Group1,264$340K0.33%013F-HRTimeline
MANCHESTER FINANCIAL INC1,257$338K0.08%013F-HRTimeline
Sterneck Capital Management, LLC1,257$338K0.18%013F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …1,256$338K0.01%+38713F-HR/ATimelineGroup
Pinnacle Wealth Management, LLC1,255$338K0.38%-7,20913F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC1,254$337K0.13%-213F-HRTimeline
Redmond Asset Management, LLC1,252$337K0.09%013F-HRTimeline
Vigilare Wealth Management1,251$337K0.13%013F-HRTimeline
E&G Advisors, LLC1,251$337K0.09%+10013F-HRTimeline
Kimelman & Baird, LLC1,250$336K0.03%013F-HRTimeline
Capital Square, LLC1,249$336K0.2%-24013F-HRTimeline
Mendel Capital Management LLC1,247$336K0.2%-1713F-HRTimeline
Tanglewood Legacy Advisors, LLC1,247$336K0.15%013F-HRTimeline
LIBRA WEALTH LLC1,245$335K0.13%013F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC1,240$334K0.18%013F-HRTimeline
Secure Asset Management, LLC1,239$333K0.07%+23213F-HRTimeline
SFMG, LLC1,236$333K0.03%+1413F-HRTimeline
Family Firm, Inc.1,234$332K0.07%+313F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.1,231$331K0.06%new13F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,231$331K<0.01%+513F-HRTimelineGroup
Versant Capital Management, Inc1,229$331K0.06%+1913F-HRTimeline
Vestmark Advisory Solutions, Inc.1,228$330K0.01%-10513F-HRTimeline
Kapstone Financial Advisors LLC1,227$330K0.19%013F-HRTimeline
Firestone Capital Management1,225$330K0.09%+1013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC1,224$329K0.11%+23613F-HRTimeline
City State Bank1,223$329K0.11%013F-HRTimeline
Key Financial Inc1,222$329K0.07%013F-HRTimeline
Wealth Management Partners, LLC1,221$328K0.15%+113F-HRTimeline
Elevated Capital Advisors, LLC1,221$328K0.09%-24313F-HRTimeline
Heartland Bank & Trust Co1,220$328K0.17%-513F-HRTimeline
MIDDLETON & CO INC/MA1,219$328K0.04%013F-HRTimeline
Heartwood Wealth Advisors LLC1,218$328K0.04%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV1,215$327K0.02%-1013F-HRTimeline
Connecticut Wealth Management, LLC1,214$327K0.02%+9913F-HRTimeline
Rosenberg Matthew Hamilton1,214$327K0.08%-1513F-HRTimeline
Bouchey Financial Group, Ltd.1,213$326K0.03%+613F-HRTimeline
Hamilton Capital, LLC1,213$326K0.02%-27013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …1,208$325K0.01%-68413F-HRTimelineGroup
SILVIA MCCOLL WEALTH MANAGEMENT, LLC1,207$325K0.25%+4213F-HRTimeline