Skip to content
Disclosery

AXP AMERICAN EXPRESS CO

Follow

COM (common), issuer CIK 4962

2,597 managers (2,642 13F filers) reported a position in AXP shares at 2024-12-31, 598,272,906 shares in all. 141 filers opened a position and 105 filers sold out during the quarter.

Managers
2,597
13F filers
2,642
New
141
Added
856
Reduced
1,032
Sold out
105
Shares held by filers
598,272,906

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Strategic Investment Solutions, Inc. /IL584$127K0.04%-413F-HRTimeline
BNP PARIBASin group BNP PARIBAS423$126K<0.01%+10013F-HRTimelineGroup
Fairscale Capital, LLC419$124K0.11%013F-HRTimeline
BIRCHBROOK, INC.410$122K0.07%-8213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.408$121K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bay Harbor Wealth Management, LLC404$120K0.04%+813F-HRTimeline
Beaird Harris Wealth Management, LLC401$119K0.01%+11913F-HRTimeline
Field & Main Bank400$119K0.04%013F-HRTimeline
Capital A Wealth Management, LLC378$112K0.19%13F-HRTimeline
Atlantic Edge Private Wealth Management…374$111K0.03%013F-HRTimeline
Bell Investment Advisors, Inc373$111K0.02%+413F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.377$111K0.05%013F-HRTimeline
Pacific Center for Financial Services370$110K0.03%-8013F-HRTimeline
Bernard Wealth Management Corp.367$109K0.05%13F-HR/ATimeline
GKV Capital Management Co., Inc.350$104K0.04%13F-HRTimeline
Salomon & Ludwin, LLC345$102K0.01%-613F-HRTimeline
Core Alternative Capital344$102K0.02%013F-HRTimeline
High Note Wealth, LLC342$102K0.03%new13F-HRTimeline
Gleason Group, Inc.340$101K0.02%-6913F-HRTimeline
Atlatl Advisers LLC330$97.9K0.06%13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT327$97.1K<0.01%013F-HRTimeline
Beacon Capital Management, LLC326$96.8K0.01%-1113F-HRTimeline
ORG Partners LLC317$94.3K0.01%+4213F-HRTimeline
Creekmur Asset Management LLC317$94.1K0.02%013F-HRTimeline
Northwest Capital Management Inc313$92.9K0.04%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV311$92.2K0.01%-1813F-HRTimeline
Private Wealth Management Group, LLC308$91.4K0.03%-313F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.305$90.5K0.04%013F-HRTimeline
Towne Trust Company, N.A302$89.6K0.03%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC300$89K0.03%013F-HRTimeline
Crews Bank & Trust299$88.7K0.01%13F-HRTimeline
Coppell Advisory Solutions LLC298$88.6K0.01%+1313F-HRTimeline
Covestor Ltd296$88K0.06%+2913F-HRTimeline
GW&K Investment Management, LLC295$88K<0.01%+513F-HRTimeline
Pinnacle Bancorp, Inc.294$87.3K0.03%-9013F-HRTimeline
Global Wealth Strategies & Associates294$87.3K0.03%013F-HRTimeline
Tacita Capital Inc290$86.1K0.06%-15013F-HRTimeline
Quest 10 Wealth Builders, Inc.284$84.3K0.08%13F-HRTimeline
Hoese & Co LLP280$83.1K0.07%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.279$83K0.06%-313F-HRTimeline
Coston, McIsaac & Partners279$82K0.02%013F-HRTimeline
Accredited Wealth Management, LLC275$81.8K0.07%13F-HRTimeline
Stephens Consulting, LLC274$81.3K0.02%-713F-HRTimeline
Vermillion Wealth Management, Inc.267$79.2K0.04%13F-HRTimeline
WPG Advisers, LLC267$79.2K0.07%13F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P266$79K<0.01%new13F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…264$78.4K0.02%-2913F-HRTimeline
Wiser Advisor Group LLC263$78K0.11%+113F-HRTimeline
Putney Financial Group LLC262$77.8K0.07%13F-HRTimeline
Graney & King, LLC259$76.8K0.06%13F-HRTimeline
Wood Tarver Financial Group, LLC255$75K0.03%13F-HRTimeline
Founders Capital Management250$74.2K0.05%013F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC320$74.1K0.05%013F-HRTimeline
Glen Eagle Advisors, LLC249$73.9K0.01%013F-HRTimeline
AllSquare Wealth Management LLC244$72.4K0.04%013F-HRTimeline
FSA Wealth Management LLC243$72.1K0.03%013F-HRTimeline
AMERIFLEX GROUP, INC.220$70K0.03%13F-HRTimeline
Financial Perspectives, Inc231$68.5K0.02%013F-HRTimeline
Hillsdale Investment Management Inc.230$68.3K<0.01%new13F-HRTimeline
Winthrop Capital Management, LLC230$68K0.02%013F-HRTimeline
WFA Asset Management Corp225$66.9K0.04%+6313F-HRTimeline
Sachetta, LLC220$65.3K0.03%+113F-HRTimeline
Fairman Group, LLC220$65.3K0.05%013F-HRTimeline
JNBA Financial Advisors214$63.5K0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC204$60.7K0.01%+7413F-HRTimeline
Jackson, Grant Investment Advisers, Inc.203$60.2K0.02%013F-HRTimeline
CHELSEA COUNSEL CO200$59.4K0.03%013F-HRTimeline
SRH ADVISORS, LLC200$59.4K0.02%013F-HRTimeline
North Ridge Wealth Advisors, Inc.200$59.4K0.04%new13F-HRTimeline
Transcendent Capital Group LLC200$59.4K0.03%013F-HRTimeline
Fairway Wealth LLC200$59.4K0.03%new13F-HRTimeline
Dunhill Financial, LLC197$58.5K0.03%+13413F-HRTimeline
Whipplewood Advisors, LLC196$58.2K0.03%13F-HRTimeline
Intelligent Financial Strategies194$57.6K0.03%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.193$57.3K0.01%-7313F-HRTimeline
ALBION FINANCIAL GROUP /UT192$57K<0.01%+8913F-HRTimeline
Wingate Wealth Advisors, Inc.190$56.4K0.06%13F-HRTimeline
Greenline Partners, LLC180$53.4K0.01%new13F-HRTimeline
Arrowpoint Investment Partners (Singapo…in group Arrowpoint Investment Partner…180$53.4K0.03%13F-HRTimelineGroup
Riverview Trust Co178$52.8K0.05%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners172$51K0.01%-25013F-HRTimelineGroup
Abound Wealth Management165$49K0.02%-5913F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.153$48.5K<0.01%-54413F-HRTimelineGroup
Tradewinds Capital Management, LLC163$48.4K0.01%+513F-HRTimeline
Roxbury Financial LLC158$48.2K0.05%13F-HRTimeline
GoalVest Advisory LLC162$48.1K0.01%-16413F-HRTimeline
Financial Connections Group, Inc.165$48K0.02%013F-HRTimeline
Rialto Wealth Management, LLC155$46K0.02%13F-HRTimeline
XY Capital Ltd154$45.7K0.05%new13F-HRTimeline
Main Street Group, LTD151$44.6K0.02%+2113F-HRTimeline
West Oak Capital, LLC14,267$42.3K1.5%-1513F-HR/ATimeline
FLP Wealth Management, LLC139$41.2K0.11%13F-HRTimeline
GPS Wealth Strategies Group, LLC135$40.1K0.01%013F-HRTimeline
Nordwand Advisors, LLC135$40.1K0.02%013F-HRTimeline
SIERRA OCEAN, LLC133$39.6K0.03%13F-HRTimeline
Canton Hathaway, LLC130$39K0.01%013F-HRTimeline
Financial Life Planners129$38.3K0.03%13F-HRTimeline
Vermillion & White Wealth Management Gr…128$38.1K0.03%013F-HRTimeline
Delos Wealth Advisors, LLC126$37.4K0.03%+2613F-HRTimeline
CURIO WEALTH, LLC125$37.1K0.02%13F-HRTimeline
Archer Investment Corp124$36.9K0.01%-513F-HRTimeline
Activest Wealth Management123$36.5K0.01%-3413F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.120$35.6K0.18%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.116$34.4K0.01%013F-HRTimeline
True Wealth Design, LLC114$33.9K0.01%+613F-HRTimeline
Murphy & Mullick Capital Management Corp112$33.2K0.03%13F-HRTimeline
Sellwood Investment Partners LLC110$32.6K0.02%13F-HRTimeline
Bray Capital Advisors108$32.1K0.01%013F-HRTimeline
Granite FO LLC104$30.9K0.02%013F-HRTimeline
REAP Financial Group, LLC103$30.6K0.01%+113F-HRTimeline
TUCKER ASSET MANAGEMENT LLC103$30.6K<0.01%-81413F-HRTimeline
American Capital Advisory, LLC101$29.8K0.02%013F-HRTimeline
Stuart Chaussee & Associates, Inc.100$29.7K0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC100$29.7K0.01%013F-HRTimeline
Park Place Capital Corp100$29.7K0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC100$29.7K0.69%13F-HRTimeline
Investment Research & Advisory Group, I…999$29.4K0.01%+90013F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV97$28.8K0.03%13F-HRTimeline
BOK Financial Private Wealth, Inc.91$27K<0.01%-12113F-HRTimeline
Ruedi Wealth Management, Inc.90$26.7K0.01%013F-HRTimeline
TruNorth Capital Management, LLC89$26.4K0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …88$26.1K0.05%-8213F-HRTimeline
Cranbrook Wealth Management, LLC87$25.8K0.01%+2413F-HRTimeline
S&T Bank/PA85$25.2K0.01%new13F-HRTimeline
Estabrook Capital Management84$24.9K<0.01%-2,16013F-HRTimeline
Geo Capital Gestora de Recursos Ltd78$23K0.03%013F-HRTimeline
Transce3nd, LLC76$22.6K0.01%13F-HRTimeline
PFS Partners, LLC75$22.3K0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV65$19K0.01%+4013F-HRTimeline
Prudent Man Investment Management, Inc.64$19K0.01%13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…63$18.7K0.01%new13F-HRTimelineGroup
Kennebec Savings Bank60$17.8K0.02%-4613F-HRTimeline
ROGCO, LP60$17.8K0.01%013F-HRTimeline
Hurley Capital, LLC54$16.9K0.01%13F-HRTimeline
Legacy Investment Solutions, LLC50$15.8K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…50$15.8K0.01%013F-HRTimelineGroup
USA FINANCIAL FORMULAS53$15.7K<0.01%-6,50713F-HRTimeline
ESL Trust Services, LLC50$14.8K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.50$14.8K<0.01%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.47$14.2K0.01%013F-HRTimeline
SJS Investment Consulting Inc.47$13.9K<0.01%-813F-HRTimeline
Pacifica Partners Inc.45$13.4K0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC45$13.4K<0.01%013F-HRTimeline
FPC INVESTMENT ADVISORY, INC.42$13.3K0.01%+3113F-HRTimeline
Valued Wealth Advisors LLC44$13.1K0.01%-1113F-HRTimeline
Carolina Wealth Advisors, LLC44$13.1K0.01%013F-HRTimeline
Horrell Capital Management, Inc.44$13K<0.01%013F-HRTimeline
HighMark Wealth Management LLC43$12.7K0.01%013F-HRTimeline
Sugarloaf Wealth Management, LLC42$12.5K<0.01%013F-HRTimeline
Robinswood Financial LLC41$12.2K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC40$11.9K<0.01%013F-HRTimeline
Alexis Investment Partners, LLC40$11.9K0.01%13F-HRTimeline
Davis Capital Management38$11.3K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC36$10.7K0.01%13F-HRTimeline
HBC Financial Services, PLLC36$10K0.01%013F-HRTimeline
Gold Investment Management Ltd.33$9.79K<0.01%013F-HRTimeline
Red Tortoise LLC32$9.5K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.30$8.9K<0.01%013F-HRTimelineGroup
Operose Advisors LLC30$8.9K<0.01%-9813F-HRTimeline
Clark Wealth Partners30$8.9K0.01%13F-HRTimeline
Frazier Financial Advisors, LLC28$8.33K0.01%-1313F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC28$8.31K<0.01%new13F-HR/ATimeline
Modus Advisors, LLC27$8.01K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC27$8.01K0.01%-27113F-HRTimeline
Aviso Financial Inc.27$8.01K<0.01%-18913F-HRTimeline
TSFG, LLC28$8K<0.01%013F-HRTimeline
Caitlin John, LLC25$7.54K0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST25$7.42K<0.01%013F-HRTimeline
ATWOOD & PALMER INC24$7.12K<0.01%013F-HRTimeline
WealthTrak Capital Management LLC24$7.12K0.01%13F-HRTimeline
Your Advocates Ltd., LLP20$5.95K<0.01%013F-HRTimeline
IFS Advisors, LLC20$5.93K<0.01%013F-HRTimeline
Redwood Park Advisors LLC18$5.34K<0.01%13F-HRTimeline
CONQUIS FINANCIAL LLC18$5.34K0.01%13F-HRTimeline
LSV ASSET MANAGEMENT16$5K<0.01%new13F-HRTimeline
PayPay Securities Corp15$4.45K0.19%013F-HRTimeline
Principia Wealth Advisory, LLC15$4.45K<0.01%13F-HRTimeline
Painted Porch Advisors LLC14$4.16K<0.01%new13F-HRTimeline
Pineridge Advisors LLC13$3.86K<0.01%-213F-HRTimeline
WINNACLE WEALTH LLC13$3.62K<0.01%13F-HRTimeline
Bear Mountain Capital, Inc.10$3.26K<0.01%new13F-HRTimeline
Winch Advisory Services, LLC10$3.06K<0.01%-1013F-HRTimeline
JDM Financial Group LLC9$2.67K<0.01%013F-HRTimeline
Aspect Partners, LLC9$2.67K<0.01%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.8$2.37K<0.01%13F-HRTimeline
Parkworth Wealth Management, Inc.7$2.08K<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.6$2.07K0.19%-7,00813F-HRTimeline
WestEnd Advisors, LLC6$1.78K<0.01%+213F-HRTimeline
Noble Wealth Management PBC6$1.78K<0.01%13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC6$1.78K<0.01%+113F-HRTimeline
SYNTAX RESEARCH, INC.5$1.49K<0.01%013F-HRTimeline
Sugar Maple Asset Management, LLC4$1.19K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…3$1K<0.01%-213F-HRTimelineGroup
Denver PWM, LLC3$891<0.01%new13F-HRTimeline
LMR Partners LLPin group LMR Partners LLP3$890<0.01%-3113F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…1$297<0.01%13F-HRTimeline
Members Trust Co1,878$557M-14713F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.