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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
ROTHSCHILD INVESTMENT LLC7,842$2.5M0.16%-5413F-HRTimeline
Red Door Wealth Management, LLC7,828$2.5M0.3%+2,17813F-HRTimeline
Citizens National Bank Trust Department7,823$2.5M0.5%+1813F-HRTimeline
Lazard Freres Gestion S.A.S.7,820$2.49M0.05%-54013F-HRTimeline
Mengis Capital Management, Inc.7,790$2.48M0.53%-1,28013F-HRTimeline
Freedom Investment Management, Inc.7,788$2.48M0.2%-66913F-HRTimeline
Applied Finance Capital Management, LLC7,779$2.48M0.17%new13F-HRTimeline
PUZO MICHAEL J7,769$2.48M0.71%+4,86613F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC7,765$2.48M0.13%-4313F-HRTimeline
HOLDERNESS INVESTMENTS CO7,756$2.47M0.53%+2213F-HRTimeline
Beverly Hills Private Wealth, LLC7,752$2.47M0.46%+24913F-HRTimeline
Blue Trust, Inc.7,736$2.47M0.03%+40213F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC7,682$2.45M0.28%-69113F-HRTimeline
MARSICO CAPITAL MANAGEMENT LLC7,652$2.44M0.07%-16,16513F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC7,628$2.43M0.31%013F-HRTimeline
NIXON PEABODY TRUST CO7,627$2.43M0.19%+28313F-HRTimeline
Western Financial Corp/CA7,576$2.42M1.3%+9013F-HRTimeline
Oldfather Financial Services, LLC7,513$2.4M0.82%-413F-HRTimeline
Veracity Capital LLC7,455$2.38M0.83%+3813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…7,447$2.38M0.09%+44713F-HRTimelineGroup
Taylor Frigon Capital Management LLC7,425$2.37M1.26%-28813F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…7,415$2.37M0.69%-1,21713F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.7,338$2.34M1.07%-7113F-HRTimeline
Crestwood Advisors Group, LLC7,332$2.34M0.04%+46313F-HRTimeline
Balboa Wealth Partners7,323$2.34M0.47%+81013F-HRTimeline
BIRINYI ASSOCIATES INC7,295$2.33M0.68%013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding7,261$2.32M+363Timeline
World Investment Advisors7,253$2.31M0.05%+63813F-HRTimeline
Boltwood Capital Management7,243$2.31M0.66%-5513F-HRTimeline
Mutual Advisors, LLC7,409$2.31M0.06%+80413F-HRTimeline
Cannon Advisors, Inc.7,217$2.3M1.85%new13F-HRTimeline
Confluence Wealth Services, Inc.7,213$2.3M0.13%013F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…7,212$2.3M0.18%new13F-HRTimelineGroup
Jackson Wealth Management, LLC7,188$2.29M0.25%-26913F-HRTimeline
Intellectus Partners, LLC7,186$2.29M0.49%+113F-HRTimeline
Brooklyn Investment Group7,181$2.29M0.3%+2,33613F-HR/ATimeline
GATEWAY INVESTMENT ADVISERS LLC7,169$2.29M0.02%-12513F-HRTimeline
EXCALIBUR MANAGEMENT CORP7,159$2.28M0.86%-5113F-HRTimeline
Arjuna Capital7,123$2.27M0.6%-39013F-HRTimeline
STOCK YARDS BANK & TRUST CO7,106$2.27M0.08%-29513F-HRTimeline
AUXIER ASSET MANAGEMENT LLC7,093$2.26M0.33%013F-HRTimeline
EVERETT HARRIS & CO /CA/7,057$2.25M0.03%013F-HRTimeline
First National Trust Co7,012$2.24M0.08%-45313F-HRTimeline
Qube Research & Technologies Ltd6,957$2.22M<0.01%-549,13313F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP8,244$2.22M0.87%13F-HRTimeline
SageView Advisory Group, LLC7,126$2.21M0.08%-52013F-HRTimeline
Palisade Asset Management, LLC6,915$2.21M0.22%-38013F-HRTimeline
Raab & Moskowitz Asset Management LLC6,902$2.2M0.52%-25413F-HRTimeline
SYON CAPITAL LLC6,882$2.2M0.15%+98813F-HRTimeline
Nicholas Hoffman & Company, LLC.6,860$2.19M0.06%+313F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.6,852$2.19M1.33%+41613F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO6,797$2.17M0.04%-26013F-HRTimeline
Baldwin Investment Management, LLC6,787$2.16M0.26%+10013F-HRTimeline
GSA CAPITAL PARTNERS LLP6,741$2.15M0.15%+3,04213F-HRTimeline
Huntleigh Advisors, Inc.6,740$2.15M0.41%+13513F-HRTimeline
BEACON FINANCIAL GROUP6,737$2.15M0.22%-3013F-HRTimeline
Aurora Private Wealth, Inc.6,724$2.15M1.59%+18213F-HRTimeline
Symphony Financial, Ltd. Co.7,823$2.14M0.28%new13F-HR/ATimeline
HALL CAPITAL MANAGEMENT CO INC6,712$2.14M0.9%+18313F-HRTimeline
GLOBALT Investments LLC / GA6,710$2.14M0.08%-36713F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC6,678$2.13M0.08%+26013F-HRTimeline
PITCAIRN COin group PITCAIRN CO6,674$2.13M0.14%-95813F-HR/ATimelineGroup
Center for Financial Planning, Inc.6,664$2.13M0.24%013F-HRTimeline
Compound Planning, Inc.6,637$2.12M0.08%+1,48613F-HRTimeline
McAdam, LLC6,633$2.12M0.12%+9913F-HRTimeline
INKWELL CAPITAL LLC6,601$2.11M2.25%-25013F-HRTimeline
PFG Investments, LLC6,562$2.09M0.12%+13413F-HRTimeline
BNP PARIBASin group BNP PARIBAS6,589$2.09M0.07%+6,08913F-HRTimelineGroup
Net Worth Advisory Group6,539$2.09M0.46%+4,34713F-HRTimeline
LEE DANNER & BASS INC6,537$2.09M0.16%013F-HRTimeline
Eagle Capital Management, LLC6,518$2.08M0.91%-3413F-HRTimeline
Cadence Bank6,504$2.07M0.14%-1113F-HRTimeline
Csenge Advisory Group7,015$2.06M0.11%+7613F-HRTimeline
Stablepoint Partners, LLC6,439$2.05M0.35%+19513F-HRTimeline
PRIVATE TRUST CO NA6,437$2.05M0.2%-8513F-HRTimeline
VestGen Advisors, LLC6,498$2.05M0.08%-11713F-HRTimeline
Avestar Capital, LLC6,429$2.05M0.15%+18613F-HRTimeline
Trust Asset Management LLC6,422$2.05M0.15%013F-HRTimeline
Midwest Trust Co6,402$2.04M0.03%13F-HRTimeline
Piscataqua Savings Bank6,392$2.04M1.7%-11713F-HRTimeline
MATHER GROUP, LLC.6,388$2.04M0.02%+31613F-HRTimeline
Smartleaf Asset Management LLC6,423$2.04M0.18%-97913F-HRTimeline
S&CO INC6,386$2.04M0.13%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC6,383$2.04M0.2%+57513F-HRTimelineGroup
Checchi Capital Advisers, LLC6,378$2.03M0.14%+6813F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC6,376$2.03M0.38%+97113F-HRTimelineGroup
Parisi Gray Wealth Management6,373$2.03M0.58%+313F-HRTimeline
Procyon Advisors, LLC6,350$2.03M0.19%-2,67213F-HRTimeline
Curi Capital, LLC6,322$2.02M0.04%+3,91813F-HRTimeline
Carnegie Investment Counsel6,295$2.01M0.04%+1,00013F-HRTimeline
Legacy Edge Advisors, LLC6,292$2.01M0.27%-5113F-HRTimeline
Chicago Partners Investment Group LLC6,470$2M0.06%+1,45913F-HRTimeline
RMR Capital Management, LLC6,260$2M1.43%-1,29813F-HRTimeline
MainStreet Investment Advisors LLC6,253$1.99M0.28%+14913F-HRTimeline
Grove Bank & Trust6,237$1.99M0.25%+9113F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp6,232$1.99M0.06%-69413F-HRTimelineGroup
Canopy Partners, LLC6,199$1.98M0.73%+52613F-HRTimeline
Solitude Financial Services6,193$1.98M0.72%+1,07013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding6,188$1.97M+1,004Timeline
Obermeyer Wealth Partners6,185$1.97M0.1%+8113F-HRTimeline
Diligent Investors, LLC6,170$1.97M0.47%+5113F-HRTimeline
Abundance Wealth Counselors6,159$1.97M0.37%-5413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.6,120$1.95M0.09%+25513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6,112$1.95M0.07%-1,70313F-HRTimelineGroup
Cypress Wealth Services, LLC6,106$1.95M0.35%+60713F-HRTimeline
LANARK FINANCIAL, INC.6,106$1.95M0.16%-91113F-HRTimeline
OneAscent Financial Services LLCgroup of 4 filers holding6,080$1.94M-4,413Timeline
3Chopt Investment Partners, LLC6,084$1.94M0.47%-40713F-HRTimeline
Weil Company, Inc.6,039$1.93M0.51%+413F-HRTimeline
Citadel Investment Advisory, Inc.6,032$1.92M0.93%-67713F-HRTimeline
Fielder Capital Group LLC6,000$1.91M0.51%-1513F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC5,997$1.91M1.09%-2913F-HRTimeline
SVB WEALTH LLC5,981$1.91M0.1%-5,98813F-HRTimeline
YHB Investment Advisors, Inc.5,978$1.91M0.15%+1113F-HRTimeline
Busey Bank5,968$1.9M0.06%-18913F-HRTimeline
Ransom Advisory, Ltd5,946$1.9M0.89%013F-HRTimeline
Broderick Brian C5,868$1.87M0.37%+3,41113F-HRTimeline
Washington Trust Advisors, Inc.5,857$1.87M0.15%-10013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC5,835$1.86M0.55%-1413F-HRTimeline
HARBOUR INVESTMENTS, INC.5,808$1.85M0.05%+24813F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC5,797$1.85M0.68%+12513F-HRTimeline
Dynasty Wealth Management, LLC5,753$1.84M0.03%-1,18913F-HRTimeline
Monte Financial Group, LLC5,729$1.83M0.71%+6013F-HRTimeline
Insight Advisors, LLC/ PA5,686$1.81M0.29%-19613F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK6,685$1.81M0.17%013F-HRTimeline
Chesapeake Wealth Management5,681$1.81M0.6%-35613F-HRTimeline
CONNING INC.in group CONNING INC.5,673$1.81M0.06%-8613F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO5,669$1.81M0.03%-35013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,661$1.8M0.06%+2413F-HRTimelineGroup
Interchange Capital Partners, LLC5,654$1.8M0.42%+11113F-HR/ATimeline
Stonebrook Private Inc.5,638$1.8M0.42%+7013F-HRTimeline
Community Bank, N.A.5,638$1.8M0.24%-9913F-HRTimeline
SAPIENT CAPITAL LLC5,633$1.8M0.03%+42713F-HRTimeline
Stokes Family Office, LLC5,605$1.79M0.19%+30113F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC5,581$1.78M0.32%-2613F-HRTimeline
Lakeshore Capital Group, Inc.5,578$1.78M1.58%-43713F-HRTimeline
GROUPAMA ASSET MANAGMENT5,593$1.77M0.03%-1,65213F-HRTimeline
KRS Capital Management, LLC5,560$1.77M1.19%+213F-HRTimeline
Leo Wealth, LLC5,551$1.77M0.14%+99213F-HRTimeline
Paragon Private Wealth Management, LLC5,539$1.77M0.7%+26813F-HRTimeline
Pine Valley Investments Ltd Liability Co5,535$1.77M0.1%013F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC5,527$1.76M0.54%013F-HRTimeline
ICON ADVISERS INC/CO5,500$1.75M0.4%013F-HRTimeline
Premier Path Wealth Partners, LLC5,490$1.75M0.24%+82413F-HRTimeline
Invst, LLC5,484$1.75M0.22%-13313F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.5,471$1.75M1.24%-13313F-HRTimeline
Crewe Advisors LLC5,464$1.74M0.25%+713F-HRTimeline
Laurel Wealth Advisors LLC5,462$1.74M0.26%-3413F-HR/ATimeline
Advisors Capital Management, LLC5,454$1.74M0.02%+86513F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW5,447$1.74M0.3%-14213F-HRTimelineGroup
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management5,445$1.74M0.26%013F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC5,433$1.73M0.15%+44413F-HR/ATimeline
NBZ Investment Advisors LLC5,423$1.73M0.99%-2,33913F-HRTimeline
WEALTH ALLIANCE, LLC5,417$1.73M0.19%+54813F-HRTimeline
Rydar Equities, Inc.5,410$1.73M1.36%13F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…5,381$1.72M0.02%-2713F-HRTimeline
Cambridge Financial Group, LLC5,379$1.72M0.64%-11613F-HRTimeline
GC Wealth Management RIA, LLC5,370$1.71M0.14%new13F-HRTimeline
NORDEN GROUP LLC5,368$1.71M0.19%+17913F-HRTimeline
SIRIOS CAPITAL MANAGEMENT L P5,367$1.71M0.25%-5013F-HRTimeline
BANK OF HAWAII5,359$1.71M0.09%-10913F-HRTimeline
Bryn Mawr Trust Advisors, LLC5,339$1.7M0.09%-81813F-HRTimeline
LAWSON KROEKER INVESTMENT MANAGEMENT IN…5,338$1.7M0.32%013F-HRTimeline
William Allan Corp5,332$1.7M0.99%013F-HRTimeline
AlphaStar Capital Management, LLC5,328$1.7M0.12%new13F-HRTimeline
Modern Wealth Management, LLC5,327$1.7M0.04%+40613F-HR/ATimeline
ADVISORY RESEARCH INC5,301$1.69M0.26%-8813F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…5,233$1.67M0.56%+75213F-HRTimelineGroup
BLODGETT WEALTH ADVISORS, LLC5,219$1.66M1.3%-44013F-HRTimeline
Ledyard National Bank5,214$1.66M0.16%-9813F-HRTimeline
Ramirez Asset Management, Inc.5,208$1.66M0.25%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC5,195$1.66M0.04%+1,53613F-HRTimeline
Vectors Research Management, LLC5,189$1.66M0.57%013F-HRTimeline
Grant Private Wealth Management Inc5,183$1.65M0.94%new13F-HRTimeline
WASHINGTON TRUST Co5,161$1.65M0.06%+47413F-HRTimeline
ROCKLAND TRUST CO5,158$1.65M0.08%-47513F-HRTimeline
Focus Financial Network, Inc.5,149$1.64M0.06%-1813F-HRTimeline
DRW Securities, LLC5,142$1.64M0.12%new13F-HRTimeline
WEIK CAPITAL MANAGEMENT5,138$1.64M0.65%013F-HRTimeline
Sterling Wealth Management, Inc.5,136$1.64M0.56%13F-HRTimeline
MeadowBrook Investment Advisors LLC5,124$1.63M1.46%-5013F-HRTimeline
PECAUT & CO.5,119$1.63M0.54%013F-HRTimeline
S.A. Mason LLC5,112$1.63M0.79%-9413F-HRTimeline
Factorial Partners, LLC5,100$1.63M1.18%013F-HRTimeline
GREENWOOD GEARHART LLC5,094$1.62M0.1%-54513F-HRTimeline
WealthTrust Axiom LLC5,088$1.62M0.48%+513F-HRTimeline
SPINNAKER TRUST5,079$1.62M0.1%-19013F-HRTimeline
Bradyco, Inc.5,074$1.62M1.21%013F-HR/ATimeline
First International Bank & Trust5,071$1.62M0.56%+9213F-HRTimeline
Manchester Capital Management LLC5,067$1.62M0.21%-65513F-HRTimeline
PFG Advisors5,059$1.61M0.07%+3413F-HRTimeline
Sage Mountain Advisors LLC5,047$1.61M0.1%+67013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC5,044$1.61M0.14%+1013F-HRTimeline
PATTEN & PATTEN INC/TN5,040$1.61M0.1%-5013F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV5,193$1.6M1.39%new13F-HRTimeline
Aspire Private Capital, LLC5,017$1.6M0.37%+15413F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC5,003$1.6M0.01%-1,22013F-HRTimelineGroup
SPIRIT OF AMERICA MANAGEMENT CORP/NY5,000$1.59M0.33%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…4,993$1.59M0.07%+9413F-HRTimeline
Garde Capital, Inc.4,986$1.59M0.09%013F-HRTimeline