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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
BOK Financial Private Wealth, Inc.66$21.1K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC66$20.9K0.01%+6213F-HRTimeline
HighMark Wealth Management LLC63$20.1K0.01%+2013F-HRTimeline
ROGCO, LP60$19.1K0.01%013F-HRTimeline
Geo Capital Gestora de Recursos Ltd61$19K0.03%013F-HRTimeline
Prudent Man Investment Management, Inc.64$19K0.01%013F-HRTimeline
Hurley Capital, LLC57$18.2K0.01%013F-HRTimeline
WealthTrak Capital Management LLC55$17.5K0.01%+3613F-HRTimeline
DiNuzzo Private Wealth, Inc.52$16.6K<0.01%+113F-HRTimeline
ESL Trust Services, LLC50$15.9K<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC50$15.9K0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…50$15.9K0.01%013F-HRTimelineGroup
CarsonAllaria Wealth Management, Ltd.48$15.4K0.01%013F-HRTimeline
SJS Investment Consulting Inc.48$15.3K<0.01%-1413F-HRTimeline
Morton Brown Family Wealth, LLC48$15.3K<0.01%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC47$15K0.02%+4013F-HRTimeline
Binnacle Investments Inc46$14.7K0.01%-313F-HRTimeline
True Wealth Design, LLC45$14.4K0.01%+813F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…45$14.4K<0.01%-1813F-HRTimelineGroup
Horrell Capital Management, Inc.44$14K0.01%013F-HRTimeline
Carolina Wealth Advisors, LLC44$14K0.01%013F-HRTimeline
YANKCOM Partnership43$13.7K0.01%013F-HRTimeline
Stone House Investment Management, LLC42$13.5K<0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…41$13.1K0.02%new13F-HRTimeline
Nalls Sherbakoff Group, LLC38$12.1K0.01%013F-HRTimeline
Bare Financial Services, Inc37$11.8K<0.01%+3013F-HRTimeline
SUMMIT SECURITIES GROUP LLC36$11.5K<0.01%new13F-HRTimeline
Gold Investment Management Ltd.33$10.6K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC33$10.6K0.01%013F-HRTimeline
Red Tortoise LLC32$10.2K<0.01%013F-HRTimeline
Essential Partners LLC32$10.2K<0.01%13F-HRTimeline
Delos Wealth Advisors, LLC31$9.89K0.01%new13F-HRTimeline
Transce3nd, LLC31$9.89K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.30$9.57K<0.01%013F-HRTimelineGroup
Operose Advisors LLC30$9.57K<0.01%013F-HRTimeline
Kennebec Savings Bank29$9.25K0.01%013F-HRTimeline
TSFG, LLC28$9K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC28$8.93K<0.01%-213F-HRTimeline
Frazier Financial Advisors, LLC28$8.93K0.01%013F-HRTimeline
LGT Financial Advisors LLC27$8.61K0.02%new13F-HRTimeline
Aviso Financial Inc.27$8.61K<0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST25$7.97K<0.01%013F-HRTimeline
CURIO WEALTH, LLC25$7.97K<0.01%+2313F-HRTimeline
ATWOOD & PALMER INC24$7.66K<0.01%013F-HRTimeline
Luken Investment Analytics, LLC22$7.02K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.22$7.02K0.01%13F-HRTimeline
Nova Wealth Management, Inc.22$6.95K0.01%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC21$6.7K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC21$6.7K<0.01%-1513F-HRTimeline
Your Advocates Ltd., LLP20$6.43K<0.01%013F-HRTimeline
Traub Capital Management LLC20$6.38K0.01%13F-HRTimeline
IFS Advisors, LLC20$6.38K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC18$5.74K<0.01%+1213F-HRTimeline
Redwood Park Advisors LLC18$5.74K<0.01%013F-HRTimeline
EQ WEALTH ADVISORS, LLC16$4.98K<0.01%-19913F-HRTimeline
Quaker Wealth Management, LLC15$4.79K<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC15$4.79K<0.01%+1113F-HRTimeline
Parkworth Wealth Management, Inc.13$4.15K<0.01%+613F-HRTimeline
Kiker Wealth Management, LLC13$4.15K<0.01%013F-HRTimeline
WestEnd Advisors, LLC12$3.83K<0.01%-413F-HRTimeline
DAGCO, INC.11$3.51K<0.01%013F-HRTimeline
Pineridge Advisors LLC11$3.51K<0.01%013F-HRTimeline
Winch Advisory Services, LLC10$3.31K<0.01%013F-HRTimeline
Perritt Capital Management Inc10$3.19K<0.01%-1413F-HR/ATimeline
PayPay Securities Corp10$3.19K0.16%-313F-HRTimeline
Bear Mountain Capital, Inc.10$3.11K<0.01%-613F-HRTimeline
Aspect Partners, LLC9$2.87K<0.01%013F-HRTimeline
Copia Wealth Management7$2.23K<0.01%new13F-HRTimeline
Hara Capital LLC5$1.59K<0.01%013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC4$1.28K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc2$1K<0.01%-1313F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…3$793<0.01%013F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…1$321<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.