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Disclosery

AXP AMERICAN EXPRESS CO

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COM (common), issuer CIK 4962

2,674 managers (2,721 13F filers) reported a position in AXP shares at 2025-06-30, 595,597,212 shares in all. 212 filers opened a position and 114 filers sold out during the quarter.

Managers
2,674
13F filers
2,721
New
212
Added
1,057
Reduced
962
Sold out
114
Shares held by filers
595,597,212

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …650$207K0.01%new13F-HRTimelineGroup
Stegner Investment Associates Inc.650$207K0.13%new13F-HRTimeline
Carson Advisory Inc.650$207K0.13%new13F-HRTimeline
PMG Wealth Management, Inc.650$207K0.17%new13F-HRTimeline
Talisman Wealth Advisors LLC649$207K0.19%new13F-HRTimeline
Buck Wealth Strategies, LLC649$207K0.03%new13F-HRTimeline
POTENTIA WEALTH649$207K0.12%new13F-HRTimeline
Front Street Capital Management, Inc.650$207K0.04%new13F-HRTimeline
Kondo Wealth Advisors, Inc.641$207K0.09%new13F-HRTimeline
Congress Park Capital LLC648$207K0.07%new13F-HRTimeline
Trifecta Capital Advisors, LLC648$207K0.03%+3213F-HRTimeline
IMA Advisory Services, Inc.648$207K0.02%+413F-HRTimeline
Aspen Grove Capital, LLC648$207K0.04%new13F-HRTimeline
FMB WEALTH MANAGEMENT646$206K0.1%new13F-HRTimeline
City Center Advisors, LLC645$206K0.22%new13F-HRTimeline
Lionshead Wealth Management, LLC645$206K0.19%new13F-HRTimeline
FIDUCIENT ADVISORS LLC643$205K0.03%new13F-HRTimeline
CLARIS ADVISORS, LLC / MO /642$205K0.07%-1,57713F-HRTimeline
GW HENSSLER & ASSOCIATES LTD642$205K0.01%new13F-HRTimeline
SMART Wealth LLC640$204K0.06%-3,38513F-HRTimeline
Legacy Bridge, LLC640$204K0.1%013F-HRTimeline
Curated Wealth Partners LLC640$204K0.02%new13F-HRTimeline
Thrive Capital Management, LLC640$204K0.06%new13F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…640$204K0.06%013F-HRTimeline
CHICKASAW CAPITAL MANAGEMENT LLC640$204K0.01%new13F-HRTimeline
FORONJY FINANCIAL LLC639$204K0.1%13F-HRTimeline
Iron Horse Wealth Management, LLC639$204K0.06%+213F-HRTimeline
1620 INVESTMENT ADVISORS, INC.638$204K0.14%-113F-HRTimeline
WealthCollab, LLC638$204K0.11%013F-HRTimeline
Better Money Decisions, LLC637$203K0.12%new13F-HRTimeline
Bruce G. Allen Investments, LLC637$203K0.15%+5813F-HRTimeline
Mill Creek Capital Advisors, LLC637$203K<0.01%new13F-HRTimeline
Verum Partners LLC636$203K0.05%new13F-HRTimeline
BCS Wealth Management636$203K0.04%new13F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC636$203K0.07%new13F-HRTimeline
Brio Consultants, LLC635$203K0.03%new13F-HRTimeline
Western Pacific Wealth Management, LP634$202K0.19%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC634$202K0.03%new13F-HRTimeline
Lantern Wealth Advisors, LLC632$202K0.12%13F-HRTimeline
Affinity Capital Advisors, LLC631$201K0.03%new13F-HRTimeline
FOGEL CAPITAL MANAGEMENT, INC.631$201K0.11%new13F-HRTimeline
Biltmore Family Office, LLC627$200K0.03%-15013F-HRTimeline
Centricity Wealth Management, LLC627$200K0.16%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC653$198K0.06%new13F-HRTimeline
Mascoma Wealth Management LLC621$198K0.05%013F-HRTimeline
FIRST COMMUNITY TRUST NA610$195K0.16%013F-HRTimeline
Kentucky Trust Co605$193K0.11%-7513F-HRTimeline
AdvisorNet Financial, Inc602$192K0.01%+19813F-HRTimeline
CGC Financial Services, LLC582$186K0.06%new13F-HRTimeline
Sound Income Strategies, LLC577$184K0.01%-7913F-HRTimeline
William B. Walkup & Associates, Inc.565$180K0.11%013F-HRTimeline
Addison Advisors LLC560$179K0.04%-3913F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.560$179K0.01%-7113F-HRTimelineGroup
Security National Bank544$174K0.03%013F-HRTimeline
MJT & Associates Financial Advisory Gro…543$173K0.21%013F-HR/ATimeline
VSM Wealth Advisory, LLC533$170K0.06%013F-HRTimeline
Stephens Consulting, LLC518$165K0.04%+1713F-HRTimeline
Activest Wealth Management511$163K0.04%+12413F-HRTimeline
IMG Wealth Management, Inc.509$162K0.13%+1913F-HRTimeline
Cape Investment Advisory, Inc.502$160K0.06%+513F-HRTimeline
Salomon & Ludwin, LLC490$160K0.02%+14513F-HRTimeline
Creative Capital Management Investments…500$159K0.06%013F-HRTimeline
Deseret Mutual Benefit Administrators487$155K0.07%-14813F-HRTimeline
REAP Financial Group, LLC468$149K0.04%+28713F-HRTimeline
CNB Bank443$141K0.07%-1013F-HRTimeline
Cheviot Value Management, LLC475$141K0.02%013F-HRTimeline
Bay Harbor Wealth Management, LLC442$141K0.04%+3013F-HRTimeline
Financial Freedom, LLC440$140K0.08%013F-HRTimeline
PrairieView Partners, LLC440$140K0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC427$136K0.01%+2613F-HRTimeline
BIRCHBROOK, INC.410$131K0.07%013F-HRTimeline
Field & Main Bank400$128K0.04%013F-HRTimeline
Bell Investment Advisors, Inc395$126K0.02%+1813F-HRTimeline
Fairscale Capital, LLC419$126K0.09%013F-HRTimeline
Atlantic Edge Private Wealth Management…379$121K0.03%+413F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.377$120K0.06%013F-HRTimeline
GW&K Investment Management, LLC369$118K<0.01%+7513F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT367$117K0.01%+4013F-HRTimeline
Bernard Wealth Management Corp.367$117K0.05%-313F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.366$117K0.01%+8513F-HRTimelineGroup
Coston, McIsaac & Partners359$114K0.03%013F-HRTimeline
Quest 10 Wealth Builders, Inc.353$113K0.11%+8413F-HRTimeline
ORG Partners LLC346$112K0.02%+31313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV349$111K0.01%+413F-HRTimeline
Rise Advisors, LLC348$111K0.04%+2113F-HRTimeline
Beacon Capital Management, LLC346$110K0.01%-4913F-HRTimeline
High Note Wealth, LLC342$109K0.02%013F-HRTimeline
Gleason Group, Inc.342$109K0.01%+113F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.340$108K0.05%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC334$107K0.03%+3413F-HRTimeline
Pacific Center for Financial Services331$106K0.03%013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich320$102K<0.01%013F-HR/ATimeline
Northwest Capital Management Inc313$99.8K0.05%013F-HRTimeline
Crews Bank & Trust312$99.5K0.02%013F-HRTimeline
Towne Trust Company, N.A302$96.3K0.03%013F-HR/ATimeline
Global Wealth Strategies & Associates302$96.3K0.03%+813F-HRTimeline
Pinnacle Bancorp, Inc.294$93.8K0.03%013F-HRTimeline
Graney & King, LLC292$93.1K0.06%+3313F-HRTimeline
Covestor Ltd290$93K0.05%-2813F-HRTimeline
Tacita Capital Inc290$92.5K0.06%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…288$91.9K0.02%+5013F-HRTimeline
WFA of San Diego, LLC288$91.9K0.07%13F-HRTimeline
Private Wealth Management Group, LLC284$90.6K0.03%-2213F-HRTimeline
Hoese & Co LLP280$89.3K0.07%013F-HRTimeline
Rossby Financial, LCC274$87.4K0.03%+10013F-HRTimeline
Vermillion Wealth Management, Inc.268$85.6K0.04%013F-HRTimeline
Murphy & Mullick Capital Management Corp280$85.5K0.07%+17013F-HRTimeline
Accredited Wealth Management, LLC258$82.4K0.07%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC255$81.5K0.02%+5913F-HRTimeline
WPG Advisers, LLC254$81K0.07%-2413F-HRTimeline
Wood Tarver Financial Group, LLC255$81K0.02%013F-HRTimeline
AMERIFLEX GROUP, INC.258$80.4K0.04%013F-HRTimeline
Founders Capital Management250$79.7K0.05%013F-HRTimeline
Glen Eagle Advisors, LLC249$79.5K0.01%013F-HRTimeline
Boreal Capital Management LLC249$79.4K0.07%13F-HRTimeline
Whipplewood Advisors, LLC244$77.8K0.04%-3913F-HRTimeline
FSA Wealth Management LLC243$77.5K0.03%013F-HRTimeline
Avalon Trust Co239$76.2K0.01%-13013F-HRTimeline
Putney Financial Group LLC232$74K0.07%-3013F-HR/ATimeline
Financial Perspectives, Inc231$73.7K0.02%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…230$73.4K0.02%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV231$73K0.02%+4013F-HRTimeline
Winthrop Capital Management, LLC230$73K0.02%new13F-HRTimeline
Wealth Preservation Advisors, LLC228$72.6K0.04%+213F-HRTimeline
Sachetta, LLC227$72.5K0.03%+813F-HRTimeline
Sarver Vrooman Wealth Advisors226$72.1K0.05%-7713F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.222$71.6K0.05%+313F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC224$71.5K0.01%new13F-HRTimeline
AllSquare Wealth Management LLC224$71.5K0.04%013F-HRTimeline
Fairman Group, LLC220$70.2K0.06%013F-HRTimeline
JNBA Financial Advisors214$68.3K0.01%013F-HRTimeline
First Pacific Financial208$66.3K0.01%+20013F-HRTimeline
PFS Partners, LLC205$65.5K0.03%+5213F-HRTimeline
Jackson, Grant Investment Advisers, Inc.203$64.8K0.02%013F-HRTimeline
CHELSEA COUNSEL CO200$63.8K0.03%013F-HRTimeline
INTACT INVESTMENT MANAGEMENT INC.in group INTACT INVESTMENT MANAGEMENT …200$63.8K<0.01%new13F-HRTimelineGroup
SRH ADVISORS, LLC200$63.8K0.02%013F-HRTimeline
North Ridge Wealth Advisors, Inc.200$63.8K0.04%013F-HRTimeline
Intelligent Financial Strategies194$61.9K0.03%013F-HRTimeline
Robinswood Financial LLC182$58.1K0.02%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.181$57.7K0.01%-2213F-HRTimeline
RATIONAL ADVISORS, INC.180$57.4K0.01%new13F-HRTimeline
Financial Management Professionals, Inc.180$57.4K0.01%-44813F-HRTimeline
Dunhill Financial, LLC178$56.9K0.02%+2513F-HRTimeline
Financial Network Wealth Advisors LLC173$55.1K0.07%013F-HRTimeline
Riverview Trust Co169$53.9K0.07%013F-HRTimeline
Rialto Wealth Management, LLC168$53.6K0.01%+813F-HRTimeline
Kilter Group LLC168$53.6K0.02%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners167$53.3K0.01%-513F-HRTimelineGroup
Abound Wealth Management167$53.2K0.02%-213F-HRTimeline
Investment Research & Advisory Group, I…166$53K0.02%+1713F-HRTimeline
Elequin Capital, LP165$52.6K0.01%new13F-HRTimeline
Financial Connections Group, Inc.165$52K0.02%013F-HRTimeline
Tradewinds Capital Management, LLC158$50.4K0.01%013F-HRTimeline
Scarborough Advisors, LLC156$49.9K0.01%new13F-HRTimeline
GoalVest Advisory LLC153$48.8K0.01%-713F-HRTimeline
Boit C F David1,525$48.6K0.02%013F-HRTimeline
Main Street Group, LTD150$48K0.02%-113F-HRTimeline
Union Bancaire Privee, UBP SA150$47.6K<0.01%-1,45313F-HRTimeline
Roxbury Financial LLC143$45.6K0.04%-1613F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P140$44.7K<0.01%-3213F-HRTimelineGroup
GPS Wealth Strategies Group, LLC140$44.7K0.01%-3713F-HRTimeline
1 NORTH WEALTH SERVICES LLC138$44K0.02%013F-HRTimeline
SIERRA OCEAN, LLC136$43.5K0.03%-913F-HRTimeline
Aventus Investment Advisors, Inc.134$42.7K0.04%13F-HRTimeline
West Oak Capital, LLC13,062$41.7K1.63%+20013F-HRTimeline
Vermillion & White Wealth Management Gr…129$41K0.03%+113F-HRTimeline
Canton Hathaway, LLC130$41K0.01%013F-HRTimeline
PROFFITT & GOODSON INC128$40.8K0.01%new13F-HRTimeline
Nexus Investment Management ULC125$39.9K0.01%013F-HRTimeline
Archer Investment Corp125$39.8K0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC122$38.9K<0.01%+10213F-HRTimeline
Solstein Capital, LLC121$38.6K0.02%new13F-HRTimeline
Howard Hughes Medical Institute119$38K0.02%new13F-HRTimeline
Aster Capital Management (DIFC) Ltd119$38K0.01%new13F-HRTimeline
WFA Asset Management Corp162$37.4K0.02%+113F-HRTimeline
American Capital Advisory, LLC116$36.9K0.02%+1513F-HRTimeline
Chung Wu Investment Group, LLC115$36.7K0.04%new13F-HRTimeline
Hughes Financial Services, LLC118$34.9K0.01%-1013F-HRTimeline
MorganRosel Wealth Management, LLC107$34.1K0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC105$33.5K0.01%013F-HRTimeline
Granite FO LLC104$33.2K0.02%013F-HRTimeline
Stuart Chaussee & Associates, Inc.100$31.9K0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC100$31.9K0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC100$31.9K0.66%-2513F-HRTimeline
Capital A Wealth Management, LLC170$31.8K0.36%-3613F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV97$31.1K0.03%013F-HRTimeline
S&T Bank/PA97$30.9K0.01%+613F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC90$28.7K<0.01%-40013F-HRTimeline
ALBION FINANCIAL GROUP /UT89$28.4K<0.01%013F-HRTimeline
TruNorth Capital Management, LLC89$28.4K0.01%-7313F-HRTimeline
Mowery & Schoenfeld Wealth Management, …88$28.1K0.05%013F-HRTimeline
Access Investment Management LLC82$26.2K0.01%13F-HRTimeline
Briaud Financial Planning Inc83$26K0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.76$24.2K0.01%-4013F-HRTimeline
Estabrook Capital Management74$23.6K<0.01%013F-HRTimeline
Park Place Capital Corp69$22.3K0.01%013F-HRTimeline
MASECO LLP69$22.1K<0.01%13F-HRTimeline
Global X Japan Co., Ltd.69$22K<0.01%new13F-HRTimeline
Pacifica Partners Inc.68$21.6K0.01%+913F-HRTimeline