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Disclosery

AXP AMERICAN EXPRESS CO

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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.

HolderSharesValue% of portfolioChangeSource
Global Wealth Management Investment Adv…12,630$3.4M0.68%+90013F-HRTimeline
Callan Family Office, LLC12,592$3.39M0.25%-82213F-HRTimeline
Jacobi Capital Management LLC12,524$3.37M0.25%-1,02013F-HRTimeline
Bleakley Financial Group, LLC12,470$3.36M0.11%+22913F-HRTimeline
Ceeto Capital Group, LLC12,440$3.35M1.27%+2,00013F-HRTimeline
Frank, Rimerman Advisors LLC12,346$3.32M0.26%+17213F-HRTimeline
Schechter Investment Advisors, LLC12,183$3.28M0.27%-1,83613F-HRTimeline
Midwest Professional Planners, LTD.12,179$3.28M1.02%-8813F-HRTimeline
PROFUND ADVISORS LLC12,177$3.28M0.14%-76813F-HRTimeline
Empowered Funds, LLC12,141$3.27M0.05%-24,62413F-HRTimeline
BRIGHTON JONES LLC12,110$3.26M0.1%+5,62913F-HRTimeline
Kenora Financial, LLC12,083$3.25M1.34%-54913F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP12,053$3.24M0.01%+5313F-HRTimelineGroup
Insight Inv LLC12,021$3.23M2.23%+413F-HRTimeline
INDEPENDENT INVESTORS INC12,000$3.23M0.69%013F-HRTimeline
WEBSTER BANK, N. A.11,999$3.23M0.35%+4313F-HRTimeline
Zhang Financial LLC11,998$3.23M0.17%+2,55213F-HRTimeline
SVB WEALTH LLC11,969$3.22M0.13%-66213F-HRTimeline
Columbia Asset Management11,907$3.2M0.65%-79013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.11,798$3.17M0.14%-16513F-HRTimeline
First Horizon Advisors, Inc.11,791$3.17M0.09%+1,21213F-HRTimeline
TRUST CO OF TOLEDO NA /OH/11,786$3.17M0.42%+9013F-HRTimeline
STRATEGIC PLANNING GROUP, LLC11,736$3.16M0.62%+7713F-HRTimeline
Eisler Capital Management Ltd.11,678$3.14M0.09%+10,98013F-HRTimeline
RFG Advisory, LLC11,678$3.14M0.08%+48413F-HRTimeline
Arcus Capital Partners, LLC11,623$3.13M1.26%+4013F-HRTimeline
Lindsell Train Ltd11,600$3.12M0.09%013F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…11,590$3.12M1.13%+1413F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.11,583$3.12M0.47%-25813F-HRTimeline
Campbell & CO Investment Adviser LLC11,566$3.11M0.24%new13F-HRTimeline
Lodestone Wealth Management LLC11,565$3.11M1.66%-2,11913F-HRTimeline
OSTRUM ASSET MANAGEMENT11,558$3.11M0.16%-51713F-HRTimeline
Aristotle Capital Management, LLCin group ARISTOTLE INVESTMENT SERVICES…11,530$3.1M0.01%013F-HRTimelineGroup
AHL INVESTMENT MANAGEMENT, INC.11,489$3.09M2.13%-14713F-HRTimeline
Bull Street Advisors, LLC11,480$3.09M1.48%-7013F-HRTimeline
Godshalk Welsh Capital Management, Inc.11,470$3.09M2.02%-29313F-HRTimeline
Arkadios Wealth Advisors11,467$3.09M0.12%+5,18813F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…11,467$3.09M0.31%-72713F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC11,453$3.08M0.2%-19813F-HRTimeline
Rehmann Capital Advisory Group11,445$3.08M0.19%-1,13313F-HRTimeline
Badgley Phelps Wealth Managers, LLC11,414$3.07M0.07%-13413F-HRTimeline
RFG - Bristol Wealth Advisors, LLC11,356$3.06M1.02%+44313F-HRTimeline
SCS Capital Management LLC11,316$3.04M0.04%new13F-HR/ATimeline
Wealthspire Advisors, LLC11,240$3.02M0.02%-3513F-HRTimeline
Sound View Wealth Advisors Group, LLC11,234$3.02M0.25%-50813F-HRTimeline
Fruth Investment Management11,230$3.02M0.84%013F-HRTimeline
Deane Retirement Strategies, Inc.11,229$3.02M1.44%+24613F-HRTimeline
KCM INVESTMENT ADVISORS LLC11,220$3.02M0.11%-41813F-HRTimeline
HERBST GROUP, LLC11,192$3.01M2.13%-94413F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…11,182$3.01M0.03%+4,06513F-HRTimelineGroup
G&S Capital LLC11,142$3M1.27%-10513F-HRTimeline
Entropy Technologies, LP11,110$2.99M0.29%new13F-HRTimeline
KWB Wealth10,041$2.98M0.36%+1013F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC11,060$2.98M0.6%-29513F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.11,048$2.97M1.92%+2,13213F-HRTimeline
Leonteq Securities AG11,078$2.97M0.23%-6,04913F-HRTimeline
Gifford Fong Associates11,000$2.96M0.74%013F-HRTimeline
Azimuth Capital Investment Management L…10,938$2.94M0.12%-53213F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.10,931$2.94M1.41%-34313F-HRTimeline
Texas Bank & Trust Co10,903$2.93M1.24%+35013F-HRTimeline
Vinva Investment Management Ltd11,037$2.93M0.12%+1,20113F-HRTimeline
Sigma Planning Corp10,846$2.92M0.09%+19513F-HRTimeline
Venturi Wealth Management, LLC10,829$2.91M0.15%-34613F-HRTimeline
Gladstone Institutional Advisory LLC10,828$2.91M0.14%-5,53613F-HRTimeline
Rathbones Group PLC10,797$2.9M0.01%+4413F-HRTimeline
Impax Asset Management Group plcin group Impax Asset Management Group …10,797$2.9M0.02%-14413F-HRTimelineGroup
Wedmont Private Capital11,550$2.9M0.15%+14813F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…10,780$2.9M0.3%-10013F-HRTimelineGroup
Smithfield Trust Co10,776$2.9M0.15%-34613F-HRTimeline
IFP Advisors, Inc10,760$2.89M0.09%+5,92413F-HRTimeline
Great Lakes Retirement, Inc.10,717$2.88M0.38%+19513F-HRTimeline
L & S Advisors Inc10,688$2.88M0.35%-15,47213F-HRTimeline
VALUEWORKS LLC10,687$2.88M1.08%+11013F-HRTimeline
PEAK FINANCIAL ADVISORS LLC10,625$2.86M1.46%-7113F-HRTimeline
Private Wealth Partners, LLC10,603$2.85M0.24%-68013F-HRTimeline
PENN DAVIS MCFARLAND INC10,580$2.85M0.34%-2213F-HRTimeline
Solidarity Wealth, LLC10,575$2.85M0.7%new13F-HRTimeline
Vestcor Inc10,572$2.84M0.1%+2213F-HRTimeline
OneAscent Financial Services LLCgroup of 3 filers holding10,493$2.83M+4,969Timeline
Aptus Capital Advisors, LLC10,495$2.82M0.03%+95213F-HRTimeline
St. Johns Investment Management Company…10,483$2.82M1.39%+5913F-HRTimeline
QV Investors Inc.10,430$2.81M0.28%-79013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC10,429$2.81M0.29%+26413F-HRTimeline
CONNABLE OFFICE INC10,414$2.8M0.3%-18013F-HRTimeline
BAILARD, INC.10,408$2.8M0.07%+9613F-HRTimeline
SBI Securities Co., Ltd.10,374$2.79M0.09%+70613F-HRTimeline
Icon Wealth Advisors, LLC10,362$2.79M0.23%-18413F-HRTimeline
OSSIAM10,361$2.79M0.04%-4,06513F-HRTimeline
Carl P. Sherr & Co., LLC10,356$2.79M1.52%+1,05513F-HRTimeline
Sawyer & Company, Inc10,320$2.78M1.12%-97213F-HRTimeline
EADS & HEALD WEALTH MANAGEMENT10,290$2.77M1.41%-60013F-HRTimeline
Penobscot Investment Management Company…10,244$2.76M0.26%+23913F-HRTimeline
Ashton Thomas Private Wealth, LLC10,240$2.76M0.11%+41713F-HRTimeline
Joel Isaacson & Co., LLC10,224$2.75M0.12%+38113F-HRTimeline
SOL Capital Management CO10,210$2.75M0.3%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP10,176$2.74M0.07%+52013F-HRTimeline
ProVise Management Group, LLC10,167$2.74M0.23%-10013F-HRTimeline
Hartford Funds Management Co LLC10,159$2.73M0.25%+18113F-HRTimeline
Verition Fund Management LLC10,139$2.73M0.02%-9,75613F-HRTimeline
Empower Advisory Group, LLC10,133$2.73M0.01%+1213F-HRTimeline
HBK Sorce Advisory LLC10,132$2.73M0.08%+47413F-HRTimeline
WOLFF WIESE MAGANA LLC10,054$2.71M1.84%+12513F-HRTimeline
Intrinsic Value Partners, LLC10,047$2.7M2.67%-67213F-HRTimeline
Cunning Capital Partners, LP10,012$2.69M1.72%-5813F-HRTimeline
VAN STRUM & TOWNE INC.9,990$2.69M0.9%+1,75013F-HRTimeline
Galilei Investment Office LLP9,974$2.68M1.45%013F-HRTimeline
Union Heritage Capital, LLC9,968$2.68M1%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC9,955$2.68M0.04%+1,46913F-HRTimeline
Horizon Investments, LLC9,967$2.67M0.08%+28013F-HRTimeline
DOHENY ASSET MANAGEMENT /CA9,861$2.65M2.08%+4113F-HRTimeline
Knuff & Co LLC9,844$2.65M0.89%+2713F-HRTimeline
Buttonwood Financial Advisors Inc.9,833$2.65M1.16%-18113F-HRTimeline
MUFG SECURITIES AMERICAS INC.9,824$2.64M0.31%+1,60813F-HRTimeline
PLIMOTH TRUST CO LLC9,824$2.64M0.69%+37813F-HRTimeline
Quantbot Technologies LP9,819$2.64M0.08%new13F-HRTimeline
Inlet Private Wealth, LLC9,795$2.64M0.69%013F-HRTimeline
Xcel Wealth Management, LLC9,773$2.63M0.82%-2013F-HRTimeline
JENNISON ASSOCIATES LLC9,752$2.62M<0.01%-5,23613F-HRTimeline
Princeton Global Asset Management LLC9,725$2.62M0.52%+7,45613F-HRTimeline
TAGStone Capital, Inc.9,704$2.61M1.28%+24013F-HRTimeline
Parkside Financial Bank & Trust9,696$2.61M0.33%+32613F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC9,692$2.61M0.54%+4013F-HRTimeline
NTV Asset Management LLC9,679$2.6M0.35%013F-HRTimeline
AIA Group Ltdin group AIA Group Ltd9,600$2.58M0.06%new13F-HRTimelineGroup
Institute for Wealth Management, LLC.9,599$2.58M0.33%+26813F-HRTimeline
Farther Finance Advisors, LLC9,545$2.58M0.07%+4,24413F-HRTimeline
EVOKE WEALTH, LLC9,558$2.57M0.07%-6113F-HRTimeline
Financial Security Advisor, Inc.9,525$2.56M0.65%-3813F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT9,516$2.56M0.08%+20613F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC9,499$2.56M0.09%+19213F-HRTimeline
Parkshore Wealth Management, Inc.9,496$2.55M1.49%+1713F-HRTimeline
Fire Capital Management LLC9,480$2.55M1.88%+26513F-HRTimeline
Marble Harbor Investment Counsel, LLC9,461$2.55M0.29%-10013F-HRTimeline
Americana Partners, LLC9,456$2.54M0.1%+25813F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,440$2.54M0.16%-3,38513F-HRTimelineGroup
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG9,430$2.54M0.05%+1313F-HRTimelineGroup
Argent Advisors, Inc.9,403$2.53M0.85%+1,00513F-HRTimeline
Qtron Investments LLC9,352$2.52M0.38%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB9,333$2.51M0.07%+47713F-HRTimeline
BEACON INVESTMENT ADVISORS LLC9,328$2.51M1.19%013F-HRTimeline
Moors & Cabot, Inc.9,312$2.51M0.13%-38413F-HRTimeline
FOCUS Wealth Advisors, LLC9,292$2.5M1.38%-59413F-HRTimeline
IHT Wealth Management, LLC9,281$2.5M0.08%+3,26213F-HRTimeline
Pettee Investors, Inc.9,273$2.49M1.49%-5,43313F-HRTimeline
Vivid Wealth Management, LLC9,218$2.48M1.24%+36413F-HRTimeline
Sterling Capital Management LLC9,211$2.48M0.04%-78013F-HRTimeline
GUARDIAN CAPITAL LPin group GUARDIAN CAPITAL LP9,188$2.47M0.1%013F-HRTimelineGroup
Applied Capital LLC/FL9,175$2.47M1.98%-3613F-HRTimeline
Anchor Investment Management, LLC9,153$2.46M0.23%+12713F-HRTimeline
Parallax Volatility Advisers, L.P.9,125$2.46M0.08%-286,67513F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC9,100$2.45M0.06%013F-HRTimeline
Mengis Capital Management, Inc.9,070$2.44M0.51%013F-HRTimeline
IFC Advisors LLC9,043$2.43M0.51%-2913F-HRTimeline
Procyon Advisors, LLC9,022$2.43M0.15%+67713F-HRTimeline
Principle Wealth Partners LLC9,016$2.43M0.17%+68513F-HRTimeline
Bigelow Investment Advisors, LLC9,010$2.42M1.15%-22013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA8,542$2.42M0.12%+1,09713F-HRTimeline
BANK OZK8,964$2.41M1%+1,52113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding8,785$2.41M-2,696Timeline
Signature Wealth Management Group8,902$2.39M0.93%-8513F-HRTimeline
Northern Financial Advisors Inc8,877$2.39M1.97%-2013F-HRTimeline
Freedom Together Foundation8,851$2.38M0.31%013F-HRTimeline
Wolf Group Capital Advisors8,832$2.38M0.8%-2,32713F-HRTimeline
Northstar Advisory Group, LLC8,805$2.37M1.55%-1,52713F-HRTimeline
U.S. Capital Wealth Advisors, LLC8,787$2.36M0.07%+1,19913F-HRTimeline
Private Wealth Asset Management, LLC8,783$2.36M0.34%13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC8,780$2.36M0.1%+1,72013F-HRTimelineGroup
Adero Partners, LLC8,780$2.36M0.15%+6313F-HRTimeline
TRUSTCO BANK CORP N Yin group TRUSTCO BANK CORP N Y8,759$2.36M2.55%-19513F-HRTimelineGroup
Bank of New Hampshire8,728$2.35M0.61%-20013F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC8,725$2.35M0.91%-1213F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC8,665$2.33M0.78%new13F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…8,632$2.32M0.7%+3113F-HRTimeline
Beaumont Financial Advisors, LLC8,632$2.32M0.18%+2813F-HRTimeline
EFG Asset Management (North America) Co…8,622$2.32M0.39%-1,32813F-HRTimeline
INGALLS & SNYDER LLC8,607$2.32M0.08%013F-HRTimeline
GFG Capital, LLC8,602$2.31M0.71%-1,80513F-HRTimeline
WILKINS INVESTMENT COUNSEL INC8,532$2.3M0.33%-31013F-HRTimeline
TEALWOOD ASSET MANAGEMENT INC8,525$2.29M1.06%new13F-HRTimeline
Freedom Investment Management, Inc.8,457$2.28M0.19%-33713F-HRTimeline
Hardy Reed LLC8,430$2.27M0.2%+213F-HRTimeline
Howard Capital Management Group, LLC8,426$2.27M0.18%013F-HRTimeline
Robertson Stephens Wealth Management, L…8,402$2.26M0.08%+1,92113F-HRTimeline
Prosperity Consulting Group, LLC8,387$2.26M0.17%+913F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC8,373$2.25M0.28%-1,12213F-HRTimeline
Lazard Freres Gestion S.A.S.8,360$2.25M0.05%+1,10213F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD8,356$2.25M0.01%-26313F-HRTimelineGroup
FineMark National Bank & Trust8,344$2.24M0.08%-46713F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC8,340$2.24M0.36%-3,54013F-HRTimeline
BANK OF STOCKTON8,309$2.24M0.71%-45013F-HRTimeline
Sowell Financial Services LLC8,285$2.23M0.1%new13F-HRTimeline
Signet Investment Advisory Group, Inc.8,280$2.23M1.12%+10613F-HRTimeline
Beacon Bank & Trust8,259$2.22M0.54%-14513F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC8,253$2.22M0.16%-1513F-HRTimeline
Cannell & Spears LLC8,244$2.22M0.05%+2113F-HRTimeline
SOA Wealth Advisors, LLC.8,227$2.21M0.46%+8013F-HRTimeline
Accent Capital Management, LLC8,194$2.2M1.27%013F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…8,180$2.2M1.11%-29913F-HRTimeline
NATURAL INVESTMENTS, LLC8,158$2.19M0.62%+14713F-HRTimeline
Pinnacle Holdings, LLC8,135$2.19M0.83%-38113F-HRTimeline