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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
STOCK YARDS BANK & TRUST CO7,786$2.31M0.08%-1,44113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…7,776$2.31M0.09%+24413F-HRTimelineGroup
HOLDERNESS INVESTMENTS CO7,750$2.3M0.51%+4013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO7,737$2.3M0.54%013F-HRTimeline
Davis Investment Partners, LLC7,806$2.29M0.97%-20513F-HRTimeline
Taylor Frigon Capital Management LLC7,698$2.28M1.16%-25513F-HRTimeline
RMR Wealth Builders7,666$2.28M0.24%+52713F-HR/ATimeline
PITCAIRN COin group PITCAIRN CO7,635$2.27M0.13%-22513F-HRTimelineGroup
Citizens National Bank Trust Department7,633$2.27M0.48%-5313F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC7,628$2.26M0.28%+79213F-HRTimeline
U.S. Capital Wealth Advisors, LLC7,588$2.25M0.07%+39013F-HRTimeline
RMR Capital Management, LLC7,558$2.24M1.67%013F-HRTimeline
Palisade Asset Management, LLC7,527$2.23M0.23%-13813F-HRTimeline
Hilltop National Bank7,526$2.23M0.67%+55813F-HRTimeline
Beverly Hills Private Wealth, LLC7,521$2.23M0.45%-22213F-HRTimeline
Oldfather Financial Services, LLC7,515$2.23M0.85%013F-HRTimeline
GeoWealth Management, LLC7,449$2.21M0.07%+36713F-HRTimeline
BANK OZK7,443$2.21M0.92%+78113F-HRTimeline
NIXON PEABODY TRUST CO7,436$2.21M0.18%+13213F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.7,419$2.2M1.02%013F-HRTimeline
Veracity Capital LLC7,413$2.2M0.8%-613F-HRTimeline
Harold Davidson & Associates Inc.7,404$2.2M1.05%13F-HRTimeline
Nicholas Hoffman & Company, LLC.7,389$2.19M0.09%-1813F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
DOVER ADVISORS, LLC7,370$2.19M1.25%-17513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC7,368$2.19M0.13%-9913F-HRTimeline
GROUPAMA ASSET MANAGMENT7,344$2.18M0.04%+69913F-HRTimeline
EXCALIBUR MANAGEMENT CORP7,354$2.18M0.87%-28413F-HRTimeline
Boltwood Capital Management7,343$2.18M0.66%-5913F-HRTimeline
Belpointe Asset Management LLC8,412$2.18M0.13%-26813F-HRTimeline
Intellectus Partners, LLC7,310$2.17M0.48%-25013F-HRTimeline
Lazard Freres Gestion S.A.S.7,258$2.15M0.04%-97713F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC7,256$2.15M0.02%+3313F-HRTimeline
BIRINYI ASSOCIATES INC7,250$2.15M0.59%013F-HRTimeline
Raab & Moskowitz Asset Management LLC7,230$2.15M0.53%-16413F-HRTimeline
GLOBALT Investments LLC / GA7,203$2.14M0.08%+13413F-HRTimeline
Applied Finance Capital Management, LLC7,196$2.14M0.09%-19313F-HRTimeline
Smartleaf Asset Management LLC7,156$2.13M0.22%+1,79513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO7,135$2.12M0.04%-5,16513F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp7,122$2.11M0.06%-9513F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…7,117$2.11M0.02%-1,38613F-HRTimelineGroup
EVERETT HARRIS & CO /CA/7,093$2.11M0.03%-4513F-HRTimeline
AUXIER ASSET MANAGEMENT LLC7,093$2.11M0.33%-4013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.7,083$2.1M0.07%-25,40213F-HRTimelineGroup
Blue Zone Wealth Advisors, LLC7,082$2.1M0.61%-8213F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC7,060$2.1M0.16%+43013F-HRTimelineGroup
Stablepoint Partners, LLC6,991$2.07M0.38%+213F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding6,976$2.07M+172Timeline
Symphony Financial, Ltd. Co.6,498$2.07M0.32%+3713F-HRTimeline
Trust Asset Management LLC6,907$2.05M0.16%013F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC6,899$2.05M0.01%-1,47013F-HRTimelineGroup
Citadel Investment Advisory, Inc.6,884$2.04M1.06%013F-HRTimeline
ROCKLAND TRUST CO6,860$2.04M0.1%-88813F-HRTimeline
INKWELL CAPITAL LLC6,851$2.03M2.17%13F-HRTimeline
Dynasty Wealth Management, LLC6,829$2.03M0.03%+2813F-HRTimeline
Stenger Family Office, LLC6,817$2.02M0.69%13F-HRTimeline
Piscataqua Savings Bank6,813$2.02M1.74%-5013F-HRTimeline
BEACON FINANCIAL GROUP6,792$2.02M0.22%-11813F-HRTimeline
RB Capital Management, LLC6,791$2.02M0.47%+30113F-HRTimeline
Center for Financial Planning, Inc.6,760$2.01M0.27%013F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.6,722$2M1.33%-43413F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC101,392$1.99M0.08%+10513F-HR/ATimeline
Aurora Private Wealth, Inc.6,713$1.99M1.49%+26913F-HRTimeline
Checchi Capital Advisers, LLC6,656$1.98M0.15%-913F-HRTimeline
PRIVATE TRUST CO NA6,634$1.97M0.2%-1813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC6,625$1.97M0.1%+71213F-HRTimeline
Cadence Bank6,605$1.96M0.13%-56713F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…6,164$1.95M0.02%-62613F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC6,566$1.95M0.49%+2,25613F-HRTimelineGroup
McAdam, LLC6,555$1.95M0.11%-4113F-HRTimeline
Wolf Group Capital Advisors11,159$1.94M0.94%013F-HRTimeline
LEE DANNER & BASS INC6,537$1.94M0.15%+27213F-HRTimeline
Huntleigh Advisors, Inc.6,512$1.93M0.42%13F-HRTimeline
BRIGHTON JONES LLC6,481$1.92M0.06%+1,27313F-HR/ATimeline
Robertson Stephens Wealth Management, L…6,481$1.92M0.07%-18213F-HRTimeline
Blue Trust, Inc.6,465$1.92M0.02%-1,43213F-HR/ATimeline
Edge Capital Group, LLC6,451$1.91M0.1%+1,11313F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…6,399$1.9M0.19%-11013F-HR/ATimelineGroup
Obermeyer Wealth Partners6,394$1.9M0.1%-39913F-HRTimeline
S&CO INC6,386$1.9M0.13%013F-HRTimeline
Parisi Gray Wealth Management6,367$1.89M0.6%+1113F-HRTimeline
Western Financial Corp/CA6,330$1.88M1.03%+38613F-HRTimeline
Arkadios Wealth Advisors6,279$1.86M0.1%-1,01313F-HRTimeline
Chesapeake Wealth Management6,272$1.86M0.64%-22313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC6,215$1.84M0.05%+7913F-HRTimeline
Washington Trust Advisors, Inc.6,211$1.84M0.15%+2913F-HRTimeline
Geneos Wealth Management Inc.6,202$1.84M0.06%+31313F-HRTimeline
Diligent Investors, LLC6,197$1.84M0.42%-5013F-HRTimeline
Crestwood Advisors Group, LLC6,167$1.83M0.03%+49613F-HRTimeline
Bryn Mawr Trust Advisors, LLC6,164$1.83M0.1%-22913F-HR/ATimeline
Abundance Wealth Counselors6,139$1.82M0.4%+813F-HRTimeline
Busey Bank6,129$1.82M0.06%-13713F-HRTimeline
OLD NATIONAL BANCORP /IN/6,119$1.82M0.04%+3613F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK6,685$1.81M0.16%013F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP6,093$1.81M0.12%013F-HRTimelineGroup
World Investment Advisors6,057$1.8M0.05%+1,29213F-HRTimeline
Weil Company, Inc.6,035$1.79M0.62%013F-HRTimeline
Fielder Capital Group LLC6,019$1.79M0.56%+10213F-HRTimeline
IHT Wealth Management, LLC6,019$1.79M0.06%+87913F-HRTimeline
Insight Advisors, LLC/ PA6,008$1.79M0.31%-13913F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC5,639$1.78M0.18%+1,65513F-HRTimeline
FINANCIAL COUNSELORS INC6,009$1.78M0.03%-76713F-HRTimeline
GREENWOOD GEARHART LLC5,999$1.78M0.12%-48913F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC5,995$1.78M1.13%+113F-HRTimeline
Legacy Edge Advisors, LLC5,981$1.78M0.28%-66313F-HRTimeline
YHB Investment Advisors, Inc.5,961$1.77M0.15%-12513F-HRTimeline
TrinityPoint Wealth, LLC5,961$1.77M0.25%+15413F-HRTimeline
Ransom Advisory, Ltd5,946$1.76M0.81%013F-HRTimeline
Fort Point Capital Partners LLC5,944$1.76M0.2%-1,13013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.5,943$1.76M0.09%+29513F-HRTimeline
Community Bank, N.A.5,912$1.75M0.23%-8513F-HRTimeline
MainStreet Investment Advisors LLC5,897$1.75M0.25%-10113F-HRTimeline
Focus Financial Network, Inc.5,877$1.74M0.07%+4813F-HRTimeline
FIRST CITIZENS BANK & TRUST CO5,876$1.74M0.03%+24713F-HRTimeline
Leo Wealth, LLC5,860$1.74M0.16%+2,60913F-HRTimeline
BANK OF HAWAII5,856$1.74M0.1%-13913F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC5,848$1.74M0.57%+2513F-HRTimeline
Lakeshore Capital Group, Inc.5,844$1.73M2.62%13F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC5,829$1.73M0.33%+3713F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW5,777$1.72M0.3%-4013F-HRTimelineGroup
WEIK CAPITAL MANAGEMENT5,763$1.71M0.7%-10013F-HRTimeline
DELPHI MANAGEMENT INC /MA/5,713$1.7M1.64%-15213F-HRTimeline
BayBridge Capital Group, LLC5,702$1.69M1.23%-4613F-HRTimeline
HTLF Bank5,698$1.69M0.19%-13113F-HRTimeline
Balboa Wealth Partners5,693$1.69M0.39%+2,83613F-HRTimeline
Waldron Private Wealth LLC5,684$1.69M0.07%+1613F-HRTimeline
Monte Financial Group, LLC5,684$1.69M0.72%-30313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,666$1.68M0.07%+64713F-HRTimelineGroup
BLODGETT WEALTH ADVISORS, LLC5,659$1.68M1.32%-5713F-HRTimeline
ADVISORY RESEARCH INC5,628$1.67M0.28%-84913F-HRTimeline
Myriad Asset Management US LPin group Myriad Asset Management Advis…5,626$1.67M1.12%13F-HRTimelineGroup
MATHER GROUP, LLC.5,599$1.66M0.02%-33113F-HRTimeline
TWIN CAPITAL MANAGEMENT INC5,598$1.66M0.18%-17913F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC5,580$1.66M0.54%013F-HRTimeline
Manchester Capital Management LLC5,558$1.65M0.19%-2813F-HRTimeline
TRUST POINT INC.5,555$1.65M0.11%-9213F-HRTimeline
Cornerstone Planning Group LLC5,196$1.64M0.4%+1113F-HRTimeline
SAXON INTERESTS, INC.5,536$1.64M0.72%+9513F-HRTimeline
Pine Valley Investments Ltd Liability Co5,534$1.64M0.11%-413F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC5,533$1.64M0.62%+113F-HR/ATimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC5,529$1.64M0.03%-52613F-HRTimeline
OneAscent Financial Services LLCgroup of 3 filers holding5,524$1.64M+2,561Timeline
Crewe Advisors LLC5,523$1.64M0.23%-513F-HRTimeline
Ledyard National Bank5,517$1.64M0.15%-9313F-HRTimeline
Stonebrook Private Inc.5,513$1.64M0.43%+5213F-HRTimeline
Interchange Capital Partners, LLC5,513$1.64M0.59%-17913F-HRTimeline
KRS Capital Management, LLC5,507$1.63M1.16%-1413F-HRTimeline
ICON ADVISERS INC/CO5,500$1.63M0.37%013F-HRTimeline
Cambridge Financial Group, LLC5,495$1.63M0.7%-2113F-HRTimeline
Grove Bank & Trust5,493$1.63M0.23%-24913F-HRTimeline
Highview Capital Management LLC/DE/5,492$1.63M0.63%-4213F-HR/ATimeline
Laurel Wealth Advisors LLC5,491$1.63M0.25%-3013F-HRTimeline
LAWSON KROEKER INVESTMENT MANAGEMENT IN…5,464$1.62M0.31%+613F-HRTimeline
Simmons Bankin group Simmons Bank5,446$1.62M0.12%-12313F-HRTimelineGroup
Compound Planning, Inc.5,435$1.61M0.08%+84613F-HRTimeline
HARBOUR INVESTMENTS, INC.5,420$1.61M0.05%+11813F-HRTimeline
First Dallas Securities Inc.5,412$1.61M0.65%-3,28413F-HRTimeline
SIRIOS CAPITAL MANAGEMENT L P5,399$1.6M0.29%-17813F-HRTimeline
SYON CAPITAL LLC5,394$1.6M0.14%-17313F-HRTimeline
NBZ Investment Advisors LLC5,359$1.59M0.89%13F-HRTimeline
Strategic Advisors LLC5,356$1.59M0.29%+1,70213F-HRTimeline
Avestar Capital, LLC5,334$1.58M0.14%+44813F-HRTimeline
Cypress Wealth Services, LLC5,332$1.58M0.32%-1013F-HRTimeline
44 WEALTH MANAGEMENT LLC5,325$1.58M0.61%-57013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC5,323$1.58M0.18%+2,09413F-HRTimelineGroup
NORDEN GROUP LLC5,311$1.58M0.18%-15,32813F-HRTimeline
Farther Finance Advisors, LLC5,301$1.57M0.06%-60413F-HRTimeline
Paragon Private Wealth Management, LLC5,296$1.57M0.73%+18013F-HRTimeline
SPINNAKER TRUST5,289$1.57M0.1%-15013F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC5,269$1.56M0.29%-6113F-HRTimelineGroup
SAPIENT CAPITAL LLC5,252$1.56M0.03%+57413F-HRTimeline
MeadowBrook Investment Advisors LLC5,224$1.55M1.37%-10013F-HRTimeline
Signal Advisors Wealth, LLC5,224$1.55M0.18%-21013F-HRTimeline
Ramirez Asset Management, Inc.5,220$1.55M0.31%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding5,219$1.55M-227Timeline
WOODSTOCK CORP5,215$1.55M0.15%-35913F-HRTimeline
S.A. Mason LLC5,206$1.54M0.81%-7413F-HRTimeline
Factorial Partners, LLC5,200$1.54M0.89%013F-HRTimeline
Vectors Research Management, LLC5,189$1.54M0.52%013F-HRTimeline
ASPIRIANT, LLC5,172$1.53M0.06%+17013F-HRTimeline
PECAUT & CO.5,169$1.53M0.53%013F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC5,158$1.53M0.41%+68513F-HRTimeline
AXS Investments LLC5,150$1.53M0.43%-58613F-HRTimeline
Legacy Advisors, LLC5,146$1.53M0.15%+12013F-HRTimeline
Profit Investment Management, LLC5,142$1.53M1.22%-13813F-HRTimeline
Baker Avenue Asset Management, LP5,139$1.53M0.05%+33813F-HRTimeline
Sterling Wealth Management, Inc.5,128$1.52M0.56%013F-HRTimeline
PATTEN & PATTEN INC/TN5,109$1.52M0.1%+14713F-HRTimeline
Strategic Investment Advisors / MI5,105$1.52M0.16%-35413F-HRTimeline
WealthTrust Axiom LLC5,083$1.51M0.45%-1813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC5,074$1.51M0.14%+8313F-HRTimeline
Bradyco, Inc.5,074$1.51M0.93%13F-HRTimeline
Confluence Wealth Services, Inc.4,612$1.5M0.1%013F-HRTimeline
Carr Financial Group Corp5,063$1.5M0.47%-40113F-HRTimeline
PFG Advisors5,060$1.5M0.09%-14913F-HRTimeline
Canopy Partners, LLC5,056$1.5M0.57%+57913F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding5,039$1.5MnewTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY5,000$1.48M0.3%013F-HRTimeline
WASHINGTON TRUST Co4,995$1.48M0.05%+34713F-HRTimeline
Garde Capital, Inc.4,986$1.48M0.1%+14813F-HRTimeline
WEALTH ALLIANCE, LLC4,932$1.46M0.18%-13413F-HRTimeline