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Disclosery

AXP AMERICAN EXPRESS CO

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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
IBEX WEALTH ADVISORS12,664$3.76M0.44%-56,40813F-HRTimeline
Kenora Financial, LLC12,632$3.75M1.49%-2213F-HRTimeline
SVB WEALTH LLC12,631$3.75M0.07%new13F-HRTimeline
Rehmann Capital Advisory Group12,578$3.73M0.24%+19613F-HRTimeline
MIRAE ASSET SECURITIES (USA) INC.12,535$3.72M0.17%new13F-HRTimeline
Hamilton Capital Partners Inc.12,469$3.7M0.28%+2,39013F-HRTimeline
TOWER BRIDGE ADVISORS12,452$3.7M0.39%-1,17513F-HRTimeline
Constitution Capital LLC12,400$3.68M2.06%+2,05013F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA12,283$3.65M0.09%13F-HRTimelineGroup
Midwest Professional Planners, LTD.12,267$3.64M1.09%+73313F-HRTimeline
Bleakley Financial Group, LLC12,241$3.63M0.11%-16813F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…12,194$3.62M0.36%-1,65813F-HRTimelineGroup
Frank, Rimerman Advisors LLC12,174$3.61M0.26%+9313F-HRTimeline
HERBST GROUP, LLC12,136$3.6M2.25%-1,90513F-HRTimeline
OSTRUM ASSET MANAGEMENT12,075$3.58M0.31%-34913F-HRTimeline
Insight Inv LLC12,017$3.57M2.48%+3613F-HRTimeline
INDEPENDENT INVESTORS INC12,000$3.56M0.7%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP12,000$3.56M0.01%-1713F-HRTimelineGroup
HARBOR CAPITAL ADVISORS, INC.11,963$3.55M0.15%+26113F-HRTimeline
WEBSTER BANK, N. A.11,956$3.55M0.38%-82513F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC11,880$3.53M0.6%-2,53013F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.11,841$3.51M0.52%-59113F-HRTimeline
Sargent Investment Group, LLC11,755$3.49M0.57%+1,90313F-HRTimeline
Godshalk Welsh Capital Management, Inc.11,763$3.49M2.25%-20013F-HRTimeline
Sound View Wealth Advisors Group, LLC11,742$3.48M0.28%-4,06313F-HRTimeline
Global Wealth Management Investment Adv…11,730$3.48M0.72%+56613F-HRTimeline
TRUST CO OF TOLEDO NA /OH/11,696$3.47M0.46%013F-HRTimeline
STRATEGIC PLANNING GROUP, LLC11,659$3.46M0.64%+29713F-HRTimeline
LOWE BROCKENBROUGH & CO INC11,651$3.46M0.22%-2713F-HRTimeline
KCM INVESTMENT ADVISORS LLC11,638$3.45M0.12%-24013F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.11,636$3.45M2.42%-67013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …11,616$3.45M0.16%+6,79213F-HRTimelineGroup
Lindsell Train Ltd11,600$3.44M0.09%013F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…11,576$3.44M1.21%+8413F-HRTimeline
Bull Street Advisors, LLC11,550$3.43M1.65%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC11,548$3.43M0.08%-8913F-HRTimeline
Aristotle Capital Management, LLCin group ARISTOTLE INVESTMENT SERVICES…11,530$3.42M0.01%013F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding11,481$3.41M+1,950Timeline
Azimuth Capital Investment Management L…11,470$3.4M0.13%-23013F-HRTimeline
BOSTON FAMILY OFFICE LLC11,400$3.38M0.23%-3013F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC11,355$3.37M0.66%+51913F-HRTimeline
Sawyer & Company, Inc11,292$3.35M1.24%-1,15513F-HRTimeline
Private Wealth Partners, LLC11,283$3.35M0.26%013F-HRTimeline
Wealthspire Advisors, LLC11,275$3.35M0.03%+1,37713F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.11,274$3.35M1.55%-45913F-HRTimeline
Wedmont Private Capital11,402$3.34M0.18%+1,14113F-HRTimeline
G&S Capital LLC11,247$3.34M1.38%+6413F-HRTimeline
Fruth Investment Management11,230$3.33M0.92%-12013F-HRTimeline
QV Investors Inc.11,220$3.33M0.34%-21013F-HRTimeline
RFG Advisory, LLC11,194$3.32M0.09%+1,39213F-HRTimeline
Venturi Wealth Management, LLC11,175$3.32M0.16%+4,62713F-HRTimeline
Smithfield Trust Co11,122$3.3M0.16%-1113F-HRTimeline
iA Global Asset Management Inc.11,015$3.27M0.06%-6,46213F-HRTimeline
Gifford Fong Associates11,000$3.27M0.8%013F-HRTimeline
Deane Retirement Strategies, Inc.10,983$3.26M1.64%+19613F-HRTimeline
Impax Asset Management Group plcin group Impax Asset Management Group …10,941$3.25M0.01%-41013F-HRTimelineGroup
RFG - Bristol Wealth Advisors, LLC10,913$3.24M1.06%13F-HRTimeline
Summit Financial, LLC10,907$3.24M0.11%+5,70813F-HRTimeline
EADS & HEALD WEALTH MANAGEMENT10,890$3.23M1.59%-66913F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…10,880$3.23M0.34%-67413F-HRTimelineGroup
Rathbones Group PLC10,753$3.19M0.02%-1,37513F-HRTimeline
Intrinsic Value Partners, LLC10,719$3.18M3.2%-39513F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC10,702$3.18M0.06%+74913F-HRTimelineGroup
PEAK FINANCIAL ADVISORS LLC10,696$3.17M1.65%-14013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC10,666$3.17M0.07%-25813F-HRTimeline
Sigma Planning Corp10,651$3.16M0.1%-67413F-HRTimeline
PENN DAVIS MCFARLAND INC10,602$3.15M0.34%-25013F-HRTimeline
CONNABLE OFFICE INC10,594$3.14M0.33%-2,01213F-HRTimeline
First Horizon Advisors, Inc.10,579$3.14M0.09%-7613F-HRTimeline
VALUEWORKS LLC10,577$3.14M1.04%-85913F-HRTimeline
Texas Bank & Trust Co10,553$3.13M1.29%13F-HRTimeline
Vestcor Inc10,550$3.13M0.1%-65813F-HRTimeline
Icon Wealth Advisors, LLC10,546$3.13M0.26%013F-HRTimeline
Great Lakes Retirement, Inc.10,522$3.12M0.4%-10513F-HRTimeline
Ceeto Capital Group, LLC10,440$3.1M1.14%-2,28513F-HRTimeline
St. Johns Investment Management Company…10,424$3.09M1.44%-9213F-HRTimeline
GFG Capital, LLC10,407$3.09M0.85%+5613F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC10,349$3.07M0.11%+3,73913F-HRTimeline
Northstar Advisory Group, LLC10,332$3.07M1.56%+14813F-HRTimeline
BAILARD, INC.10,312$3.06M0.08%+2113F-HRTimeline
ProVise Management Group, LLC10,267$3.05M0.26%-3,59313F-HRTimeline
Sciencast Management LP10,252$3.04M0.83%new13F-HRTimeline
SOL Capital Management CO10,210$3.03M0.34%-1,83813F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC10,165$3.02M0.31%-1,75913F-HRTimeline
Empower Advisory Group, LLC10,121$3M0.01%+10413F-HRTimeline
Cunning Capital Partners, LP10,070$2.99M1.79%013F-HRTimeline
Buttonwood Financial Advisors Inc.10,014$2.97M1.31%-36913F-HRTimeline
Strategic Wealth Partners, Ltd.9,658$2.97M0.25%-1,30013F-HRTimeline
Penobscot Investment Management Company…10,005$2.97M0.27%+24213F-HRTimeline
Sterling Capital Management LLC9,991$2.97M0.04%+1313F-HRTimeline
Hartford Funds Management Co LLC9,978$2.96M0.27%+56313F-HRTimeline
Galilei Investment Office LLP9,974$2.96M1.49%13F-HRTimeline
Union Heritage Capital, LLC9,968$2.96M1.09%013F-HRTimeline
EFG Asset Management (North America) Co…9,950$2.95M0.4%+79913F-HRTimeline
WOLFF WIESE MAGANA LLC9,929$2.95M1.95%+27013F-HRTimeline
FOCUS Wealth Advisors, LLC9,886$2.93M1.56%-27713F-HRTimeline
Vinva Investment Management Ltd9,836$2.92M0.11%-2,52413F-HRTimeline
Joel Isaacson & Co., LLC9,843$2.92M0.13%013F-HRTimeline
Ashton Thomas Private Wealth, LLC9,823$2.92M0.11%+1,84413F-HRTimeline
DOHENY ASSET MANAGEMENT /CA9,820$2.91M2.17%013F-HRTimeline
Knuff & Co LLC9,817$2.91M0.89%+16713F-HRTimeline
Inlet Private Wealth, LLC9,795$2.91M0.77%+4413F-HRTimeline
Xcel Wealth Management, LLC9,793$2.91M0.81%013F-HRTimeline
Hodges Capital Management Inc.9,761$2.9M0.17%-3,64613F-HRTimeline
Moors & Cabot, Inc.9,696$2.88M0.14%+40513F-HRTimeline
NTV Asset Management LLC9,679$2.87M0.38%-33613F-HRTimeline
SBI Securities Co., Ltd.9,668$2.87M0.09%13F-HRTimeline
Horizon Investments, LLC9,687$2.87M0.08%+18813F-HRTimeline
HBK Sorce Advisory LLC9,658$2.87M0.09%+31213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP9,656$2.87M0.07%-64313F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC9,652$2.86M0.6%-1,93313F-HRTimeline
EVOKE WEALTH, LLC9,619$2.85M0.08%+4613F-HRTimeline
Financial Security Advisor, Inc.9,563$2.84M0.72%-9213F-HRTimeline
Marble Harbor Investment Counsel, LLC9,561$2.84M0.31%-2513F-HRTimeline
Aptus Capital Advisors, LLC9,543$2.83M0.03%+1,73213F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC9,495$2.82M0.31%-73613F-HRTimeline
Parkshore Wealth Management, Inc.9,479$2.81M1.69%13F-HRTimeline
TAGStone Capital, Inc.9,464$2.81M1.38%+10813F-HRTimeline
Zhang Financial LLC9,446$2.8M0.16%+72413F-HRTimeline
PLIMOTH TRUST CO LLC9,446$2.8M0.72%-10813F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG9,417$2.79M0.05%-1,15613F-HRTimelineGroup
Parkside Financial Bank & Trust9,370$2.78M0.37%+12113F-HRTimeline
Qtron Investments LLC9,352$2.78M0.39%-1,25113F-HRTimeline
Institute for Wealth Management, LLC.9,331$2.77M0.35%-5213F-HRTimeline
BEACON INVESTMENT ADVISORS LLC9,328$2.77M1.3%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT9,310$2.76M0.08%+44613F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC9,307$2.76M0.09%-8213F-HRTimeline
Carl P. Sherr & Co., LLC9,301$2.76M1.45%+113F-HRTimeline
Bigelow Investment Advisors, LLC9,230$2.74M1.29%-63013F-HRTimeline
Fire Capital Management LLC9,215$2.73M2.04%13F-HRTimeline
Applied Capital LLC/FL9,211$2.73M2.15%-5013F-HRTimeline
Americana Partners, LLC9,198$2.73M0.11%-57413F-HRTimeline
GUARDIAN CAPITAL LPin group GUARDIAN CAPITAL LP9,188$2.73M0.1%-1,20013F-HRTimelineGroup
Jackson Wealth Management, LLC9,175$2.72M0.31%+77013F-HRTimeline
KWB Wealth10,031$2.72M0.34%+1,40313F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC9,100$2.7M0.06%013F-HRTimeline
IFC Advisors LLC9,072$2.69M0.59%13F-HRTimeline
Mengis Capital Management, Inc.9,070$2.69M0.55%013F-HRTimeline
Invst, LLC9,050$2.69M0.33%+8113F-HRTimeline
Anchor Investment Management, LLC9,026$2.68M0.25%+13413F-HRTimeline
Signature Wealth Management Group8,987$2.67M1.07%+20213F-HRTimeline
TRUSTCO BANK CORP N Yin group TRUSTCO BANK CORP N Y8,954$2.66M2.87%-56013F-HRTimelineGroup
Bank of New Hampshire8,928$2.65M0.68%-14813F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.8,916$2.65M1.61%-1,63713F-HRTimeline
Fulton Bank, N.A.8,898$2.64M0.1%-1,63213F-HRTimeline
Northern Financial Advisors Inc8,897$2.64M2.11%-29613F-HRTimeline
Arcus Capital Partners, LLC11,583$2.64M0.83%013F-HRTimeline
Coastal Bridge Advisors, LLC8,867$2.63M0.66%+813F-HRTimeline
MassMutual Private Wealth & Trust, FSB8,856$2.63M0.07%-36813F-HRTimeline
Vivid Wealth Management, LLC8,854$2.63M1.33%-4313F-HRTimeline
Freedom Together Foundation8,851$2.63M0.29%-35,00013F-HRTimeline
WILKINS INVESTMENT COUNSEL INC8,842$2.62M0.38%-99013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.8,569$2.62M0.06%+13313F-HRTimelineGroup
FineMark National Bank & Trust8,811$2.62M0.09%+7713F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC8,796$2.61M0.12%-2313F-HRTimeline
Freedom Investment Management, Inc.8,794$2.61M0.22%-9713F-HRTimeline
JACKSON SQUARE CAPITAL, LLC8,781$2.61M0.63%new13F-HRTimeline
BANK OF STOCKTON8,759$2.6M0.79%-21013F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC8,737$2.59M0.95%-36813F-HRTimeline
Adero Partners, LLC8,717$2.59M0.17%+3,77313F-HRTimeline
Mutual Advisors, LLC8,259$2.57M0.07%+41013F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD8,619$2.56M0.01%-18,64013F-HRTimelineGroup
INGALLS & SNYDER LLC8,607$2.55M0.1%013F-HRTimeline
Beaumont Financial Advisors, LLC8,604$2.55M0.19%+23513F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…8,601$2.55M0.77%+713F-HRTimeline
SageView Advisory Group, LLC8,596$2.55M0.11%+21813F-HRTimeline
First National Trust Co8,585$2.55M0.1%-39213F-HRTimeline
ROTHSCHILD INVESTMENT LLC8,538$2.53M0.17%-4613F-HRTimeline
Pinnacle Holdings, LLC8,516$2.53M0.95%-53213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC8,486$2.52M0.04%-8213F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…8,479$2.52M1.23%-5013F-HRTimeline
Pinnacle Wealth Management, LLC8,464$2.51M2.8%-8213F-HRTimeline
Fortis Group Advisors, LLC8,436$2.5M0.47%-3,89013F-HRTimeline
IFG Advisory, LLC8,435$2.5M0.14%-13013F-HRTimeline
Hardy Reed LLC8,428$2.5M0.22%013F-HRTimeline
Howard Capital Management Group, LLC8,426$2.5M0.17%-18913F-HRTimeline
Beacon Bank & Trust8,404$2.49M0.58%-8913F-HRTimeline
Argent Advisors, Inc.8,398$2.49M0.92%-24713F-HRTimeline
Prosperity Consulting Group, LLC8,378$2.49M0.19%+6013F-HRTimeline
IronOak Wealth LLC.8,367$2.48M2.78%13F-HRTimeline
Procyon Advisors, LLC8,345$2.48M0.16%+27013F-HRTimeline
Principle Wealth Partners LLC8,331$2.47M0.17%-5013F-HRTimeline
Stokes Family Office, LLC8,304$2.46M0.26%+2,92213F-HRTimeline
Cornerstone Planning, LLC8,302$2.46M0.94%13F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC8,268$2.45M0.18%-66813F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP8,244$2.45M0.63%013F-HRTimeline
VAN STRUM & TOWNE INC.8,240$2.45M0.9%+1,10013F-HRTimeline
Cannell & Spears LLC8,223$2.44M0.05%+1613F-HRTimeline
MUFG SECURITIES AMERICAS INC.8,216$2.44M0.31%13F-HRTimeline
Accent Capital Management, LLC8,194$2.43M1.39%-50013F-HRTimeline
Signet Investment Advisory Group, Inc.8,174$2.43M1.24%-15013F-HRTimeline
SOA Wealth Advisors, LLC.8,147$2.42M0.45%+11613F-HR/ATimeline
Western Wealth Management, LLC8,080$2.4M0.16%-44713F-HR/ATimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA7,445$2.39M0.11%-1,17713F-HRTimeline
Empirical Financial Services, LLC d.b.a…8,016$2.38M0.06%-14413F-HRTimeline
NATURAL INVESTMENTS, LLC8,011$2.38M0.66%13F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC7,838$2.33M0.13%-28213F-HRTimeline
LBP AM SA7,836$2.33M0.03%-36,33213F-HRTimeline
Csenge Advisory Group7,818$2.32M0.13%-76113F-HRTimeline
GAMMA Investing LLC7,801$2.32M0.2%+72713F-HRTimeline