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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
Bridgewater Advisors Inc.8,182$2.18M0.19%new13F-HRTimeline
IFG Advisory, LLC8,114$2.18M0.12%-32113F-HRTimeline
Western Wealth Management, LLC8,068$2.17M0.14%-1213F-HRTimeline
Fulton Bank, N.A.8,068$2.17M0.09%-83013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.8,063$2.17M0.04%+6,30113F-HRTimelineGroup
GAMMA Investing LLC8,039$2.16M0.16%+23813F-HR/ATimeline
RMR Wealth Builders8,015$2.16M0.23%+34913F-HRTimeline
DOVER ADVISORS, LLC8,006$2.15M0.94%+63613F-HRTimeline
ROTHSCHILD INVESTMENT LLC7,896$2.12M0.14%-64213F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.7,887$2.12M0.06%-68213F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management7,815$2.1M0.07%+4,25413F-HRTimelineGroup
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC7,808$2.1M0.12%-3013F-HRTimeline
Citizens National Bank Trust Department7,805$2.1M0.45%+17213F-HRTimeline
NBZ Investment Advisors LLC7,762$2.09M1.21%+2,40313F-HRTimeline
BURKE & HERBERT BANK & TRUST CO7,737$2.08M0.5%013F-HRTimeline
HOLDERNESS INVESTMENTS CO7,734$2.08M0.49%-1613F-HRTimeline
Taylor Frigon Capital Management LLC7,713$2.08M1.24%+1513F-HRTimeline
SageView Advisory Group, LLC7,646$2.06M0.09%-95013F-HRTimeline
RB Capital Management, LLC7,636$2.05M0.5%+84513F-HRTimeline
PITCAIRN COin group PITCAIRN CO7,632$2.05M0.12%-313F-HRTimelineGroup
RED CEDAR INVESTMENT MANAGEMENT, LLC7,628$2.05M0.28%013F-HRTimeline
RMR Capital Management, LLC7,558$2.03M1.47%013F-HRTimeline
LBP AM SA7,548$2.03M0.03%-28813F-HRTimeline
Harold Davidson & Associates Inc.7,528$2.03M1.11%+12413F-HRTimeline
Oldfather Financial Services, LLC7,517$2.02M0.77%+213F-HRTimeline
Arjuna Capital7,513$2.02M0.56%-8,87813F-HRTimeline
Beverly Hills Private Wealth, LLC7,503$2.02M0.4%-1813F-HRTimeline
Western Financial Corp/CA7,486$2.01M1.17%+1,15613F-HRTimeline
First National Trust Co7,465$2.01M0.08%-1,12013F-HRTimeline
Jackson Wealth Management, LLC7,457$2.01M0.24%-1,71813F-HRTimeline
Veracity Capital LLC7,417$2M0.78%+413F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.7,409$1.99M0.95%-1013F-HRTimeline
Sciencast Management LP7,405$1.99M0.46%-2,84713F-HRTimeline
STOCK YARDS BANK & TRUST CO7,401$1.99M0.07%-38513F-HRTimeline
NIXON PEABODY TRUST CO7,344$1.98M0.17%-9213F-HRTimeline
Blue Trust, Inc.7,334$1.97M0.03%+86913F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd7,323$1.97M0.97%new13F-HRTimelineGroup
Smartleaf Asset Management LLC7,402$1.97M0.19%+24613F-HRTimeline
Boltwood Capital Management7,298$1.96M0.6%-4513F-HRTimeline
BIRINYI ASSOCIATES INC7,295$1.96M0.63%+4513F-HRTimeline
Palisade Asset Management, LLC7,295$1.96M0.2%-23213F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC7,294$1.96M0.02%+3813F-HRTimeline
EXCALIBUR MANAGEMENT CORP7,210$1.94M0.76%-14413F-HRTimeline
Intellectus Partners, LLC7,185$1.93M0.48%-12513F-HRTimeline
Raab & Moskowitz Asset Management LLC7,156$1.93M0.48%-7413F-HRTimeline
GROUPAMA ASSET MANAGMENT7,245$1.92M0.04%-9913F-HRTimeline
Townsend & Associates, Inc7,895$1.91M0.2%-4,82913F-HRTimeline
AUXIER ASSET MANAGEMENT LLC7,093$1.91M0.28%013F-HRTimeline
GLOBALT Investments LLC / GA7,077$1.9M0.08%-12613F-HRTimeline
EVERETT HARRIS & CO /CA/7,057$1.9M0.02%-3613F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO7,057$1.9M0.04%-7813F-HRTimeline
Scientech Research LLC7,027$1.89M0.5%new13F-HRTimeline
LANARK FINANCIAL, INC.7,017$1.89M0.16%+7,01113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…7,000$1.88M0.08%-77613F-HRTimelineGroup
Confluence Wealth Services, Inc.7,213$1.88M0.12%+2,60113F-HRTimeline
Centiva Capital, LP6,965$1.87M0.11%+4,95513F-HRTimeline
Quantitative Investment Management, LLC6,957$1.87M0.17%+6,12013F-HRTimeline
Dynasty Wealth Management, LLC6,942$1.87M0.03%+11313F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp6,926$1.86M0.06%-19613F-HRTimelineGroup
Essex Financial Services, Inc.group of 2 filers holding6,898$1.86M-78Timeline
Crestwood Advisors Group, LLC6,869$1.85M0.04%+70213F-HRTimeline
Nicholas Hoffman & Company, LLC.6,857$1.84M0.07%-53213F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
INKWELL CAPITAL LLC6,851$1.84M2.01%013F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP6,850$1.84M0.08%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,830$1.84M0.11%-53813F-HRTimeline
BEACON FINANCIAL GROUP6,767$1.82M0.2%-2513F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK6,685$1.81M0.17%013F-HRTimeline
Citadel Investment Advisory, Inc.6,709$1.8M0.89%-17513F-HRTimeline
Baldwin Investment Management, LLC6,687$1.8M0.22%+2,05013F-HRTimeline
Center for Financial Planning, Inc.6,664$1.79M0.23%-9613F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP6,648$1.79M0.03%new13F-HRTimelineGroup
VestGen Advisors, LLC6,615$1.78M0.08%13F-HRTimeline
World Investment Advisors6,615$1.78M0.05%+55813F-HRTimeline
Huntleigh Advisors, Inc.6,605$1.78M0.42%+9313F-HR/ATimeline
Eagle Capital Management, LLC6,552$1.76M0.78%new13F-HRTimeline
Aurora Private Wealth, Inc.6,542$1.76M1.41%-17113F-HR/ATimeline
FLAGSHIP HARBOR ADVISORS, LLC6,541$1.76M0.09%-8413F-HRTimeline
LEE DANNER & BASS INC6,537$1.76M0.14%013F-HRTimeline
McAdam, LLC6,534$1.76M0.11%-2113F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC6,529$1.76M0.81%+1,65213F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC6,526$1.76M0.03%+99713F-HRTimeline
PRIVATE TRUST CO NA6,522$1.75M0.18%-11213F-HRTimeline
Cadence Bank6,515$1.75M0.13%-9013F-HRTimeline
Balboa Wealth Partners6,513$1.75M0.42%+82013F-HRTimeline
Piscataqua Savings Bank6,509$1.75M1.55%-30413F-HRTimeline
Mutual Advisors, LLC6,605$1.75M0.05%-1,65413F-HRTimeline
3Chopt Investment Partners, LLC6,491$1.75M0.46%new13F-HRTimeline
Csenge Advisory Group6,939$1.74M0.1%-87913F-HRTimeline
Delta Financial Group, Inc.6,272$1.74M0.4%+1,84713F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.6,456$1.74M0.07%-62713F-HRTimelineGroup
TILIA FIDUCIARY PARTNERS, INC.6,436$1.73M1.15%new13F-HRTimeline
PFG Investments, LLC6,428$1.73M0.11%+74913F-HRTimeline
Trust Asset Management LLC6,422$1.73M0.14%-48513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC6,418$1.73M0.07%-94,97413F-HR/ATimeline
S&CO INC6,386$1.72M0.12%013F-HRTimeline
Parisi Gray Wealth Management6,370$1.71M0.56%+313F-HRTimeline
Legacy Edge Advisors, LLC6,343$1.71M0.27%+36213F-HRTimeline
Checchi Capital Advisers, LLC6,310$1.7M0.12%-34613F-HRTimeline
Blue Zone Wealth Advisors, LLC6,287$1.69M0.47%-79513F-HRTimeline
Stablepoint Partners, LLC6,244$1.68M0.3%-74713F-HRTimeline
Avestar Capital, LLC6,243$1.68M0.16%+90913F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC6,223$1.67M0.01%-67613F-HRTimelineGroup
Abundance Wealth Counselors6,213$1.67M0.35%+7413F-HRTimeline
Bryn Mawr Trust Advisors, LLC6,157$1.66M0.1%-713F-HRTimeline
Busey Bank6,157$1.66M0.06%+2813F-HRTimeline
Grove Bank & Trust6,146$1.65M0.22%+65313F-HRTimeline
Diligent Investors, LLC6,119$1.65M0.4%-7813F-HRTimeline
MainStreet Investment Advisors LLC6,104$1.64M0.24%+20713F-HRTimeline
Obermeyer Wealth Partners6,104$1.64M0.09%-29013F-HRTimeline
MATHER GROUP, LLC.6,072$1.63M0.02%+47313F-HRTimeline
Chesapeake Wealth Management6,037$1.62M0.58%-23513F-HRTimeline
Weil Company, Inc.6,035$1.62M0.48%013F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC6,026$1.62M1.06%+3113F-HRTimeline
FIRST CITIZENS BANK & TRUST CO6,019$1.62M0.04%+14313F-HRTimeline
Lakeshore Capital Group, Inc.6,015$1.62M1.56%+17113F-HRTimeline
Fielder Capital Group LLC6,015$1.62M0.47%-413F-HRTimeline
YHB Investment Advisors, Inc.5,967$1.61M0.13%+613F-HRTimeline
Washington Trust Advisors, Inc.5,957$1.6M0.14%-25413F-HRTimeline
Ransom Advisory, Ltd5,946$1.6M0.79%013F-HRTimeline
Fort Point Capital Partners LLC5,928$1.59M0.18%-1613F-HRTimeline
GeoWealth Management, LLC5,914$1.59M0.06%-1,53513F-HRTimeline
OLD NATIONAL BANCORP /IN/5,912$1.59M0.04%-20713F-HRTimeline
SYON CAPITAL LLC5,894$1.59M0.13%+50013F-HRTimeline
Insight Advisors, LLC/ PA5,882$1.58M0.28%-12613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.5,865$1.58M0.08%-7813F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC5,849$1.57M0.53%+113F-HRTimeline
FINANCIAL COUNSELORS INC5,827$1.57M0.02%-18213F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC5,808$1.56M0.18%+48513F-HRTimelineGroup
Highview Capital Management LLC/DE/5,776$1.55M0.65%+28413F-HRTimeline
CONNING INC.in group CONNING INC.5,759$1.55M0.05%+1,54113F-HRTimelineGroup
Community Bank, N.A.5,737$1.54M0.21%-17513F-HRTimeline
Manchester Capital Management LLC5,722$1.54M0.19%+16413F-HRTimeline
Canopy Partners, LLC5,673$1.53M0.59%+61713F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC5,672$1.53M0.61%+13913F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC5,659$1.52M1.3%013F-HRTimeline
Red Door Wealth Management, LLC5,650$1.52M0.22%+1,28313F-HRTimeline
GREENWOOD GEARHART LLC5,639$1.52M0.1%-36013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,637$1.52M0.06%-2913F-HRTimelineGroup
ROCKLAND TRUST CO5,633$1.52M0.08%-1,22713F-HRTimeline
Invst, LLC5,617$1.51M0.21%-3,43313F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC5,607$1.51M0.29%-22213F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.5,604$1.51M1.15%-1,11813F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW5,589$1.5M0.28%-18813F-HRTimelineGroup
Stonebrook Private Inc.5,568$1.5M0.39%+5513F-HRTimeline
HARBOUR INVESTMENTS, INC.5,560$1.5M0.04%+14013F-HRTimeline
KRS Capital Management, LLC5,558$1.5M1.19%+5113F-HRTimeline
Interchange Capital Partners, LLC5,543$1.49M0.42%+3013F-HRTimeline
Pine Valley Investments Ltd Liability Co5,535$1.49M0.1%+113F-HRTimeline
CAXTON ASSOCIATES LLP5,532$1.49M0.05%13F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC5,527$1.49M0.48%-5313F-HRTimeline
ICON ADVISERS INC/CO5,500$1.48M0.35%013F-HRTimeline
Cypress Wealth Services, LLC5,499$1.48M0.3%+16713F-HRTimeline
Laurel Wealth Advisors LLC5,496$1.48M0.23%+513F-HRTimeline
Cambridge Financial Group, LLC5,495$1.48M0.63%013F-HRTimeline
BANK OF HAWAII5,468$1.47M0.08%-38813F-HRTimeline
Crewe Advisors LLC5,457$1.47M0.21%-6613F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management5,445$1.46M0.24%13F-HRTimelineGroup
SIRIOS CAPITAL MANAGEMENT L P5,417$1.46M0.26%+1813F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC5,405$1.45M0.27%+13613F-HRTimelineGroup
Strategic Advisors LLC5,401$1.45M0.28%+4513F-HRTimeline
ADVISORY RESEARCH INC5,389$1.45M0.26%-23913F-HRTimeline
LAWSON KROEKER INVESTMENT MANAGEMENT IN…5,338$1.44M0.27%-12613F-HRTimeline
William Allan Corp5,332$1.43M0.9%-9,19213F-HRTimeline
Legacy Advisors, LLC5,324$1.43M0.15%+17813F-HRTimeline
Ledyard National Bank5,312$1.43M0.14%-20513F-HRTimeline
U S GLOBAL INVESTORS INC5,305$1.43M0.19%+80513F-HRTimeline
Stokes Family Office, LLC5,304$1.43M0.16%-3,00013F-HRTimeline
Monte Financial Group, LLC5,669$1.42M0.62%-1513F-HRTimeline
Paragon Private Wealth Management, LLC5,271$1.42M0.66%-2513F-HRTimeline
SPINNAKER TRUST5,269$1.42M0.09%-2013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…5,408$1.41M0.01%-75613F-HRTimeline
Ramirez Asset Management, Inc.5,208$1.4M0.29%-1213F-HRTimeline
S.A. Mason LLC5,206$1.4M0.74%013F-HRTimeline
SAPIENT CAPITAL LLC5,206$1.4M0.03%-4613F-HRTimeline
NORDEN GROUP LLC5,189$1.4M0.16%-12213F-HRTimeline
Vectors Research Management, LLC5,189$1.4M0.49%013F-HRTimeline
Baker Avenue Asset Management, LP5,188$1.4M0.04%+4913F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding5,184$1.39M-35Timeline
DELPHI MANAGEMENT INC /MA/5,176$1.39M1.42%-53713F-HRTimeline
MeadowBrook Investment Advisors LLC5,174$1.39M1.3%-5013F-HRTimeline
Focus Financial Network, Inc.5,167$1.39M0.06%-71013F-HRTimeline
First Dallas Securities Inc.5,162$1.39M0.58%-25013F-HRTimeline
Compound Planning, Inc.5,151$1.39M0.06%-28413F-HRTimeline
Chicago Partners Investment Group LLC5,011$1.38M0.05%+34013F-HRTimeline
WEIK CAPITAL MANAGEMENT5,138$1.38M0.56%-62513F-HRTimeline
Solitude Financial Services5,123$1.38M0.54%+1,13013F-HRTimeline
PECAUT & CO.5,119$1.38M0.47%-5013F-HRTimeline
Clarius Group, LLC5,101$1.37M0.09%+1,92213F-HRTimeline
Factorial Partners, LLC5,100$1.37M0.85%-10013F-HRTimeline
PATTEN & PATTEN INC/TN5,090$1.37M0.09%-1913F-HRTimeline
WealthTrust Axiom LLC5,083$1.37M0.42%013F-HRTimeline
Bradyco, Inc.5,074$1.37M1.04%013F-HRTimeline
Cornerstone Planning Group LLC5,236$1.36M0.33%+4013F-HRTimeline
Signal Advisors Wealth, LLC5,036$1.35M0.13%-18813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC5,034$1.35M0.13%-4013F-HRTimeline
Griffith & Werner, Inc.5,028$1.35M0.84%+61013F-HRTimeline
PFG Advisors5,025$1.35M0.08%-3513F-HRTimeline
Carnegie Investment Counsel5,295$1.35M0.03%+3,14813F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY5,000$1.35M0.27%013F-HRTimeline
AXS Investments LLC4,991$1.34M0.37%-15913F-HRTimeline