AXP AMERICAN EXPRESS CO

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.

Holder	Shares	Value	% of portfolio	Change	Source
Hoxton Planning & Management, LLC	1,206	$324K	0.12%	+2	13F-HR Timeline
Orca Wealth Management, LLC	1,206	$324K	0.29%	new	13F-HR Timeline
Omega Financial Group, LLC	1,200	$323K	0.12%	0	13F-HR Timeline
Regent Peak Wealth Advisors LLC	1,198	$322K	0.08%	-3	13F-HR Timeline
Convergence Investment Partners, LLC	1,197	$322K	0.09%	-160	13F-HR Timeline
Glass Jacobson Investment Advisors llc	1,085	$322K	0.11%	0	13F-HR Timeline
Vishria Bird Financial Group, LLC	1,197	$322K	0.11%	0	13F-HR Timeline
Samalin Investment Counsel, LLC	1,196	$322K	0.13%	+177	13F-HR Timeline
LIBERTY SQUARE WEALTH PARTNERS LLC	1,193	$321K	0.12%	0	13F-HR Timeline
MEANS INVESTMENT CO., INC.	1,192	$321K	0.03%	-450	13F-HR Timeline
Formidable Asset Management, LLC	1,192	$321K	0.05%	0	13F-HR Timeline
ASHTON THOMAS SECURITIES, LLC	1,181	$320K	0.09%	-73	13F-HR Timeline
HOWARD FINANCIAL SERVICES, LTD.	1,191	$320K	0.04%	-316	13F-HR Timeline
Capital Asset Advisory Services LLC	1,159	$319K	0.02%	-257	13F-HR Timeline
1900 WEALTH MANAGEMENT LLC	1,184	$319K	0.03%	+19	13F-HR Timeline
AlphaCore Capital LLC	1,177	$317K	0.03%	+232	13F-HR Timeline
Nadler Financial Group, Inc.	1,177	$317K	0.04%	0	13F-HR Timeline
Global Financial Private Client, LLC	1,177	$317K	0.12%	+27	13F-HR Timeline
MONTGOMERY INVESTMENT MANAGEMENT INC	1,175	$316K	0.13%	0	13F-HR Timeline
Truvestments Capital LLC	1,165	$314K	0.07%	-9	13F-HR Timeline
Old Port Advisors	1,165	$313K	0.09%	+41	13F-HR Timeline
DEBUSSY CAPITAL MANAGEMENT LP	1,164	$313K	0.05%	+298	13F-HR Timeline
ENCOMPASS WEALTH ADVISORS, LLC	1,164	$313K	0.13%	0	13F-HR Timeline
Berbice Capital Management LLC	1,164	$313K	0.27%	+14	13F-HR Timeline
Burton Enright Welch	1,162	$313K	0.06%	-1	13F-HR Timeline
Gitterman Wealth Management, LLC	1,161	$312K	0.08%	-525	13F-HR Timeline
MBB PUBLIC MARKETS I LLC	1,161	$312K	0.04%	new	13F-HR/A Timeline
1832 Asset Management L.P.	1,158	$312K	<0.01%	-665,799	13F-HR Timeline
FLC Capital Advisors	1,155	$311K	0.07%	0	13F-HR Timeline
Bison Wealth, LLC	1,163	$310K	0.03%	new	13F-HR Timeline
CVA Family Office, LLC	1,148	$309K	0.05%	-9	13F-HR Timeline
Stegent Equity Advisors, Inc.	1,147	$309K	0.31%	-53	13F-HR Timeline
Kessler Investment Group, LLC	1,146	$308K	0.15%	new	13F-HR Timeline
NORTHWEST WEALTH MANAGEMENT, LLC	1,145	$308K	0.06%	-3	13F-HR Timeline
Alliance Wealth Advisors, LLC /UT	1,145	$308K	0.08%	-38	13F-HR Timeline
BRASS TAX WEALTH MANAGEMENT, INC	1,141	$307K	0.06%	+1	13F-HR Timeline
Clifford Group, LLC	1,136	$306K	0.29%	0	13F-HR Timeline
Hudock, Inc.	1,131	$304K	0.05%	0	13F-HR Timeline
Uptown Financial Advisors LLC	1,127	$303K	0.31%	0	13F-HR Timeline
FORTRESS PRIVATE LEDGER, LLC	1,122	$302K	0.17%	+302	13F-HR Timeline
Lafayette Investments, Inc.	1,121	$302K	0.06%	-80	13F-HR Timeline
NOVARE CAPITAL MANAGEMENT LLC	1,119	$301K	0.03%	-85	13F-HR Timeline
EHRLICH FINANCIAL GROUP	1,119	$301K	0.22%	+3	13F-HR Timeline
Visionary Wealth Advisors	1,118	$301K	0.02%	+207	13F-HR Timeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC	1,117	$301K	0.32%	-520	13F-HR Timeline
Elwood & Goetz Wealth Advisory Group, L…	1,116	$300K	0.07%	0	13F-HR Timeline
Dempze Nancy E	1,115	$300K	0.18%	+115	13F-HR Timeline
Keebeck Wealth Management	1,115	$300K	0.04%	-18	13F-HR Timeline
SevenBridge Financial Group, LLC	1,002	$300K	0.06%	+2	13F-HR Timeline
Kingsman Wealth Management, Inc.	1,112	$299K	0.22%		13F-HR Timeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…	1,111	$299K	0.01%	-119	13F-HR Timeline Group
AGH Wealth Advisors, LLC	1,111	$299K	0.29%	-25	13F-HR Timeline
Strait & Sound Wealth Management LLC	1,107	$298K	0.14%	0	13F-HR Timeline
D'Orazio & Associates, Inc.	1,107	$298K	0.05%	+42	13F-HR Timeline
Trivium Point Advisory, LLC	1,105	$297K	0.04%	+196	13F-HR Timeline
Berry Wealth Group, LP	1,102	$296K	0.23%	new	13F-HR Timeline
Ariston Services Group	1,099	$296K	0.25%	0	13F-HR Timeline
Gateway Wealth Partners, LLC	1,097	$295K	0.07%	0	13F-HR Timeline
AlphaQuest LLC	1,095	$295K	0.03%	+642	13F-HR Timeline
VICTORY FINANCIAL GROUP, LLC	1,090	$294K	0.06%	new	13F-HR Timeline
Arlington Trust Co LLCin group Arlington Trust Co LLC	1,091	$294K	0.06%	0	13F-HR Timeline Group
TruWealth Advisors, LLC	1,088	$293K	0.02%	new	13F-HR Timeline
Paragon Capital Management Ltd	1,087	$292K	0.06%	0	13F-HR Timeline
Aspetuck Financial Management LLC	1,085	$292K	0.25%	0	13F-HR Timeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.	1,084	$292K	0.03%	-3	13F-HR Timeline Group
Bestgate Wealth Advisors, LLC	1,084	$292K	0.6%	0	13F-HR Timeline
Stonebridge Financial Group, LLC	1,081	$291K	0.03%	+13	13F-HR Timeline
Saxony Capital Management, LLC	1,078	$290K	0.25%	+20	13F-HR Timeline
GODSEY & GIBB, INC	1,076	$289K	0.03%	-20	13F-HR Timeline
Bristlecone Advisors, LLC	1,076	$289K	0.02%	0	13F-HR Timeline
Town & Country Bank & Trust CO dba Firs…	1,075	$289K	0.11%	+49	13F-HR Timeline
WEDGE CAPITAL MANAGEMENT L L P/NC	1,073	$289K	0.01%	+147	13F-HR Timeline
Humankind Investments LLC	1,073	$289K	0.07%	-16	13F-HR Timeline
NDVR, Inc.	1,073	$289K	0.29%	-1	13F-HR Timeline
Mezzasalma Advisors, LLC	1,070	$288K	0.1%	+80	13F-HR Timeline
Abacus Planning Group, Inc.	1,068	$287K	0.05%	+2	13F-HR Timeline
NorthStar Asset Management LLC /NJ/	1,067	$287K	0.18%	-8	13F-HR Timeline
Claris Financial LLC	964	$286K	0.19%	0	13F-HR Timeline
Act Two Investors LLC	1,060	$285K	0.06%	-585	13F-HR Timeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…	1,059	$285K	0.01%	+169	13F-HR Timeline Group
PLANNING ALTERNATIVES LTD /ADV	1,058	$285K	0.04%	new	13F-HR Timeline
GUYASUTA INVESTMENT ADVISORS INC	1,055	$284K	0.02%	0	13F-HR Timeline
Tillman Hartley LLC	1,054	$284K	0.08%	-306	13F-HR Timeline
Avantra Family Wealth, Inc.	1,049	$282K	0.27%	0	13F-HR Timeline
DELTA FINANCIAL ADVISORS LLC	1,046	$282K	0.11%	0	13F-HR Timeline
Shepherd Financial Partners LLC	1,045	$281K	0.03%	0	13F-HR Timeline
Capital Investment Advisory Services, L…	1,042	$280K	0.03%	-6	13F-HR Timeline
Petrus Trust Company, LTA	1,041	$280K	0.03%	new	13F-HR Timeline
Old North State Trust, LLC	943	$280K	0.18%	0	13F-HR Timeline
Sterling Investment Counsel, LLC	1,040	$280K	0.1%	new	13F-HR Timeline
Northwest Quadrant Wealth Management, L…	1,039	$280K	0.07%	+1	13F-HR Timeline
Greenwich Wealth Management LLC	1,038	$279K	0.02%	-356	13F-HR Timeline
FLAGSHIP WEALTH ADVISORS, LLC	1,036	$279K	0.12%	0	13F-HR/A Timeline
PATRICK M SWEENEY & ASSOCIATES, INC	1,036	$279K	0.21%	-50	13F-HR Timeline
Obsidian Personal Planning Solutions LLC	1,046	$279K	0.12%	0	13F-HR Timeline
111 Capital	1,033	$278K	0.05%	new	13F-HR Timeline
BIP Wealth, LLC	1,032	$278K	0.02%	+1	13F-HR Timeline
EntryPoint Capital, LLC	1,032	$278K	0.13%	new	13F-HR Timeline
Lineweaver Wealth Advisors, LLC	1,029	$277K	0.05%	-22	13F-HR Timeline
May Hill Capital, LLC	1,029	$277K	0.1%	-41	13F-HR Timeline
Park Capital Management, LLC / WI	1,027	$276K	0.32%	+45	13F-HR Timeline
BluePointe Capital Management, LLC	1,025	$276K	0.11%	+200	13F-HR Timeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …	1,025	$276K	0.04%	-1	13F-HR Timeline
COTTONWOOD CAPITAL ADVISORS, LLC	1,020	$274K	0.2%	-240	13F-HR Timeline
Wealth Advisory Solutions, LLC	1,019	$274K	0.07%	-769	13F-HR Timeline
STONEBRIDGE CAPITAL MANAGEMENT INC	1,020	$274K	0.12%	0	13F-HR Timeline
Waterloo Capital, L.P.	1,017	$274K	0.03%	-887	13F-HR Timeline
PRINCETON CAPITAL MANAGEMENT LLC	1,016	$273K	0.1%	0	13F-HR Timeline
VISTA INVESTMENT PARTNERS LLC	1,015	$273K	0.08%	-650	13F-HR Timeline
Tortoise Investment Management, LLC	1,014	$273K	0.03%	-263	13F-HR/A Timeline
Buckley Wealth Management, LLC	1,013	$273K	0.08%	-71	13F-HR Timeline
Mine & Arao Wealth Creation & Managemen…	1,007	$271K	0.13%	+2	13F-HR Timeline
Alesco Advisors, LLC, An ESL Co	1,005	$270K	0.01%	+20	13F-HR Timeline
CRA Financial Services, LLC	1,005	$270K	0.05%	0	13F-HR Timeline
FOUNDERS GROVE WEALTH PARTNERS, LLC	1,005	$270K	0.08%	0	13F-HR Timeline
Sovran Advisors, LLC	1,073	$270K	0.04%	-87	13F-HR Timeline
OLD SECOND NATIONAL BANK OF AURORA	1,000	$269K	0.06%	-10	13F-HR Timeline
WEXFORD CAPITAL LP	1,000	$269K	0.07%	-300	13F-HR Timeline
ACIMA PRIVATE WEALTH, LLC	1,000	$269K	0.1%	-2,000	13F-HR Timeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.	1,000	$269K	0.14%	+407	13F-HR Timeline Group
Aurdan Capital Management, LLC	1,000	$269K	0.1%	0	13F-HR Timeline
First Nebraska Trust Co	1,000	$269K	0.03%	+45	13F-HR Timeline
TrinityBridge Ltd	1,001	$269K	0.01%	0	13F-HR Timeline
Sierra Capital LLC	1,001	$269K	0.03%	-862	13F-HR Timeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.	1,000	$269K	<0.01%	new	13F-HR Timeline Group
Pinnacle West Asset Management, Inc.	1,000	$269K	0.19%	0	13F-HR Timeline
Eagle Bay Advisors LLC	998	$268K	0.23%	-15	13F-HR Timeline
Monument Capital Management	997	$268K	0.08%	-53	13F-HR Timeline
CORRECT CAPITAL WEALTH MANAGEMENT	996	$268K	0.05%	0	13F-HR Timeline
Certified Advisory Corp	993	$267K	0.03%	-143	13F-HR Timeline
Allied Investment Advisors, LLC	989	$266K	0.05%	0	13F-HR Timeline
VISTA INVESTMENT MANAGEMENT	982	$264K	0.1%	-102	13F-HR Timeline
Safeguard Financial, LLC	982	$264K	0.06%	-134	13F-HR Timeline
NavPoint Financial, Inc.	981	$264K	0.19%	0	13F-HR Timeline
Virtue Capital Management, LLC	977	$263K	0.03%	new	13F-HR Timeline
COWA, LLC	975	$262K	0.11%	0	13F-HR Timeline
XY Capital Ltd	974	$262K	0.17%	+820	13F-HR Timeline
Hopwood Financial Services, Inc.	972	$262K	0.2%	-45	13F-HR Timeline
Simplicity Wealth,LLC	970	$261K	0.02%	-573	13F-HR Timeline
WEATHERLY ASSET MANAGEMENT L. P.	969	$261K	0.02%	+114	13F-HR Timeline
Apella Capital, LLC	992	$260K	0.01%	+61	13F-HR Timeline
Independence Bank of Kentucky	965	$260K	0.04%	-25	13F-HR Timeline
Royal Fund Management, LLC	964	$259K	0.03%	+2	13F-HR Timeline
Sunpointe, LLC	964	$259K	0.14%	-13	13F-HR Timeline
Second Half Financial Partners, LLC	963	$259K	0.13%	+22	13F-HR Timeline
TOBAM	963	$259K	0.11%	-873	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Harbor Group, Inc.	960	$258K	0.05%	+2	13F-HR Timeline
Plan A Wealth LLC	959	$258K	0.2%	new	13F-HR Timeline
Cornerstone Advisory, LLC	934	$257K	0.03%	+113	13F-HR Timeline
CJM Wealth Advisers, Ltd.	953	$256K	0.09%	-96	13F-HR Timeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC	950	$255K	<0.01%	-12,765	13F-HR Timeline Group
Transform Wealth, LLC	946	$255K	0.02%	new	13F-HR Timeline
Ackerman Capital Advisors, LLC	946	$255K	0.07%	0	13F-HR Timeline
Perpetual Ltdin group Perpetual Ltd	945	$254K	<0.01%	0	13F-HR Timeline Group
Fairvoy Private Wealth, LLC	943	$254K	0.07%	-32	13F-HR Timeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …	942	$253K	0.01%	-2	13F-HR Timeline Group
Quadcap Wealth Management, LLC	940	$253K	0.04%	+43	13F-HR Timeline
Legacy Capital Wealth Partners, LLC	939	$253K	0.06%	-204	13F-HR Timeline
Marest Capital, LLC	938	$252K	0.21%	+2	13F-HR Timeline
HC Advisors, LLC	937	$252K	0.19%	+2	13F-HR Timeline
GWN SECURITIES INC.	936	$252K	0.01%	+159	13F-HR Timeline
General Partner, Inc.	936	$252K	0.16%	0	13F-HR Timeline
Lokken Investment Group LLC	935	$252K	0.11%	new	13F-HR Timeline
Ruane, Cunniff & Goldfarb L.P.	932	$251K	<0.01%	0	13F-HR Timeline
Marshall Financial Group, LLC	931	$250K	0.05%	+20	13F-HR Timeline
Broadway Wealth Solutions, Inc.	929	$250K	0.18%	0	13F-HR Timeline
Octavia Wealth Advisors, LLC	925	$249K	0.03%	-23	13F-HR Timeline
WT Wealth Management	923	$248K	0.08%	0	13F-HR Timeline
Edgemoor Investment Advisors, Inc.	921	$248K	0.02%	0	13F-HR Timeline
OPINICUS CAPITAL, INC.	920	$248K	0.22%	new	13F-HR Timeline
Stephenson & Company, Inc.	918	$247K	0.16%	0	13F-HR Timeline
Veltria Advisors Corp.	917	$247K	0.16%	-1,609	13F-HR Timeline
Betterment LLC	915	$246K	<0.01%	-29	13F-HR Timeline
Avion Wealth	830	$246K	0.06%	0	13F-HR Timeline
New Covenant Trust Company, N.A.	925	$246K	0.26%	-31	13F-HR Timeline
MERITAGE PORTFOLIO MANAGEMENT	909	$245K	0.02%	-20	13F-HR Timeline
Omnia Family Wealth, LLC	905	$244K	0.1%	+210	13F-HR Timeline
Capula Management Ltdin group Capula Management Ltd	904	$243K	<0.01%	+171	13F-HR Timeline GroupThe filing omitted confidential holdings, a later amendment may add them.
Costello Asset Management, INC	903	$243K	0.1%	new	13F-HR Timeline
MERIDIAN INVESTMENT COUNSEL INC.	903	$243K	0.07%	0	13F-HR Timeline
TFB Advisors LLC	903	$243K	0.07%	-84	13F-HR Timeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…	901	$242K	0.22%	+147	13F-HR Timeline
Talbot Financial, LLC	900	$242K	0.03%	0	13F-HR Timeline
New Republic Capital, LLC	897	$241K	0.1%	-80	13F-HR Timeline
Onyx Bridge Wealth Group LLC	891	$240K	0.03%	+79	13F-HR Timeline
BayBridge Capital Group, LLC	889	$239K	0.17%	-4,813	13F-HR Timeline
West Branch Capital LLC	889	$239K	0.08%	-857	13F-HR Timeline
JGP Wealth Management, LLC	886	$238K	0.03%	+25	13F-HR Timeline
Ellenbecker Investment Group	883	$238K	0.04%	0	13F-HR Timeline
Advyzon Investment Management, LLC	882	$237K	0.08%	new	13F-HR Timeline
BARLOW WEALTH PARTNERS, LLC	896	$237K	0.03%	0	13F-HR Timeline
WealthPLAN Partners, LLC	880	$237K	0.03%	new	13F-HR Timeline
Advisor Resource Council	2,740	$237K	0.02%	new	13F-HR Timeline
Bellwether Advisors, LLC	879	$236K	0.05%	0	13F-HR Timeline
Acorns Advisers, LLC	876	$236K	<0.01%	+117	13F-HR Timeline
Gibbs Wealth Management	874	$235K	0.06%	+45	13F-HR Timeline
INTRUST BANK NA	872	$235K	0.02%	0	13F-HR Timeline
Centurion Wealth Management LLC	790	$234K	0.07%	0	13F-HR Timeline
BNP PARIBASin group BNP PARIBAS	500	$234K	0.01%	+77	13F-HR Timeline Group
Lumbard & Kellner, LLC	870	$234K	0.1%	0	13F-HR Timeline