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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
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,931$1.46M0.04%+13313F-HRTimelineGroup
RNC CAPITAL MANAGEMENT LLC4,931$1.46M0.08%-49713F-HRTimeline
LEVIN CAPITAL STRATEGIES, L.P.4,916$1.46M0.14%013F-HRTimeline
Modern Wealth Management, LLC4,886$1.45M0.05%+84213F-HR/ATimeline
WESBANCO BANK INC4,883$1.45M0.05%+70513F-HRTimeline
Minot DeBlois Advisors LLC4,878$1.45M1.32%13F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC4,877$1.45M0.68%13F-HRTimeline
IFP Advisors, Inc4,836$1.44M0.05%-3,15613F-HRTimeline
Beaumont Asset Management, L.L.C.4,821$1.43M0.83%-8413F-HRTimeline
Leisure Capital Management4,798$1.42M0.56%-113F-HRTimeline
BOYAR ASSET MANAGEMENT INC.4,785$1.42M0.94%013F-HRTimeline
PFG Investments, LLC5,679$1.42M0.09%-57013F-HRTimeline
Chicago Partners Investment Group LLC4,671$1.41M0.05%+9213F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC4,742$1.41M1.16%+1213F-HRTimeline
Aster Capital Management (DIFC) Ltd4,739$1.41M0.54%-2,58113F-HRTimeline
Ignite Planners, LLC4,634$1.4M0.31%+3213F-HRTimeline
Argentarii, LLC4,702$1.4M0.7%13F-HRTimeline
North Star Investment Management Corp.4,685$1.39M0.1%+113F-HRTimeline
Bedel Financial Consulting, Inc.4,333$1.39M0.19%-713F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…4,651$1.38M0.06%-31613F-HRTimeline
Aspire Private Capital, LLC4,649$1.38M0.34%+12413F-HRTimeline
Pflug Koory, LLC4,644$1.38M0.7%-3513F-HRTimeline
Aventura Private Wealth, LLC4,640$1.38M0.74%13F-HRTimeline
Baldwin Investment Management, LLC4,637$1.38M0.18%+42713F-HRTimeline
Barden Capital Management, Inc.4,635$1.38M1.18%-2413F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC4,630$1.37M0.11%+95613F-HR/ATimeline
TCI Wealth Advisors, Inc.4,627$1.37M0.11%+1413F-HRTimeline
Allegheny Financial Group4,621$1.37M0.35%-4913F-HRTimeline
BigSur Wealth Management LLC4,603$1.37M0.39%013F-HRTimeline
Advisors Capital Management, LLC4,601$1.37M0.02%+17513F-HRTimeline
J. W. Coons Advisors, LLC4,597$1.36M0.35%-1,01013F-HRTimeline
Sentry LLC4,591$1.36M0.27%013F-HRTimeline
NWK Group, Inc.4,588$1.36M0.53%-11313F-HRTimeline
First Command Advisory Services, Inc.4,587$1.36M0.01%-4513F-HRTimeline
CAXTON ASSOCIATES LP4,575$1.36M0.04%new13F-HRTimeline
Twelve Points Wealth Management LLC4,571$1.36M0.39%-2013F-HRTimeline
Tufton Capital Management4,560$1.35M0.26%013F-HRTimeline
Premier Path Wealth Partners, LLC4,538$1.35M0.21%+713F-HRTimeline
Moloney Securities Asset Management, LLC4,536$1.35M0.18%-26213F-HRTimeline
FULLCIRCLE WEALTH LLC4,376$1.35M0.55%-18613F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…4,522$1.34M0.07%013F-HRTimeline
Gen-Wealth Partners Inc4,517$1.34M0.58%-45013F-HRTimeline
Edgestream Partners, L.P.4,512$1.34M0.06%-2,87013F-HRTimeline
U S GLOBAL INVESTORS INC4,500$1.34M0.13%+1,00013F-HRTimeline
L. Roy Papp & Associates, LLP4,500$1.34M0.16%-20013F-HRTimeline
Byrne Asset Management LLC4,434$1.32M0.93%-15613F-HRTimeline
SEMPER AUGUSTUS INVESTMENTS GROUP LLC4,432$1.32M0.24%-2213F-HRTimeline
AMERICAN NATIONAL BANK & TRUST4,428$1.31M0.15%+30013F-HRTimeline
Delta Financial Group, Inc.4,425$1.31M0.31%+1613F-HRTimeline
Griffith & Werner, Inc.4,418$1.31M0.87%13F-HRTimeline
OAKWORTH CAPITAL, INC.4,412$1.31M0.09%-5313F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV4,405$1.31M0.18%013F-HRTimeline
Sage Mountain Advisors LLC4,403$1.31M0.1%+77813F-HRTimeline
Cubist Systematic Strategies, LLC4,400$1.31M0.02%new13F-HRTimeline
Magnus Financial Group LLC4,398$1.31M0.13%-14913F-HRTimeline
Koshinski Asset Management, Inc.4,394$1.3M0.12%-6013F-HRTimeline
Everhart Financial Group, Inc.4,393$1.3M0.27%+96613F-HRTimeline
Mraz, Amerine & Associates, Inc.4,384$1.3M0.23%-49713F-HR/ATimeline
PROATHLETE WEALTH MANAGEMENT LLC4,374$1.3M0.49%+5513F-HRTimeline
Red Door Wealth Management, LLC4,367$1.3M0.2%+3113F-HRTimeline
SAGE RHINO CAPITAL LLC4,356$1.29M0.28%-9713F-HRTimeline
GUARDIAN INVESTMENT MANAGEMENT4,342$1.29M0.92%-2513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC4,339$1.29M0.12%-18513F-HR/ATimeline
SALEM INVESTMENT COUNSELORS INC4,334$1.29M0.04%+14713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Accredited Investors Inc.4,327$1.28M0.08%-19913F-HRTimeline
IFG Advisors, LLC4,306$1.28M0.25%-13613F-HRTimeline
LYELL WEALTH MANAGEMENT, LP4,305$1.28M0.11%+10013F-HRTimeline
United Asset Strategies, Inc.4,302$1.28M0.12%-7613F-HRTimeline
SCHULHOFF & CO INC4,300$1.28M0.47%-7013F-HRTimeline
American Trust4,295$1.27M0.1%-43713F-HRTimeline
SRN Advisors, LLC4,290$1.27M1.13%+1,30013F-HRTimeline
DRW Securities, LLC4,290$1.27M0.09%+2,87813F-HRTimeline
Ervin Investment Management, LLC4,266$1.27M0.82%-12513F-HRTimeline
Atlas Brown,Inc.4,256$1.26M0.43%+713F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…4,244$1.26M0.51%+64313F-HRTimelineGroup
Aaron Wealth Advisors LLC4,226$1.25M0.15%+15213F-HRTimeline
CONNING INC.in group CONNING INC.4,218$1.25M0.04%-24213F-HRTimelineGroup
ORLEANS CAPITAL MANAGEMENT CORP/LA4,035$1.25M0.7%-28013F-HRTimeline
InvesTrust4,200$1.25M0.35%13F-HRTimeline
Fortis Capital Advisors, LLC4,827$1.25M0.43%-9813F-HRTimeline
PROMETHIUM ADVISORS,LLC4,201$1.25M0.85%-2513F-HRTimeline
Prairie Sky Financial Group LLC4,181$1.24M0.76%013F-HRTimeline
AMARILLO NATIONAL BANK4,156$1.23M0.23%013F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.4,146$1.23M0.18%-1913F-HRTimeline
Benin Management CORP4,146$1.23M0.34%013F-HRTimeline
Graypoint LLC4,141$1.23M0.07%+4113F-HRTimeline
BAYVIEW ASSET MANAGEMENT, LLC4,125$1.22M1.6%new13F-HRTimeline
CWA Asset Management Group, LLC4,098$1.22M0.06%-12713F-HRTimeline
Souders Financial Advisors4,088$1.21M0.17%+29613F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC4,082$1.21M0.22%-6613F-HRTimeline
Marcum Wealth, LLC4,060$1.2M0.1%+31313F-HRTimeline
Sunflower Bank, N.A.4,054$1.2M0.33%+3513F-HRTimeline
Ellevest, Inc.4,042$1.2M0.07%+1313F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC4,041$1.2M0.18%013F-HRTimeline
Morse Asset Management, Inc4,040$1.2M0.27%013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC4,037$1.2M0.92%13F-HRTimeline
Ipswich Investment Management Co., Inc.4,016$1.19M0.29%-1013F-HRTimeline
First Affirmative Financial Network4,015$1.19M0.69%+2813F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC4,007$1.19M0.04%+3413F-HRTimeline
Moment Partners, LLC4,004$1.19M0.23%13F-HRTimeline
Ulysses Management LLC4,000$1.19M0.28%new13F-HRTimeline
Bond & Devick Financial Network, Inc.4,374$1.19M0.51%013F-HRTimeline
Solitude Financial Services3,993$1.19M0.52%-25713F-HRTimeline
Alhambra Investment Management LLC3,990$1.18M0.61%013F-HRTimeline
Evanson Asset Management, LLC3,989$1.18M0.08%013F-HRTimeline
West Coast Financial LLC3,949$1.17M0.13%013F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.3,923$1.16M0.69%-25013F-HRTimeline
Golden State Wealth Management, LLC3,923$1.16M0.17%13F-HRTimeline
TWO SIGMA SECURITIES, LLC3,914$1.16M0.21%+2,85713F-HRTimeline
CULBERTSON A N & CO INC3,913$1.16M0.18%013F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.3,910$1.16M0.08%-6813F-HRTimelineGroup
Sompo Asset Management Co., Ltd.3,910$1.16M0.2%+5013F-HRTimeline
Next Level Private LLC3,908$1.16M0.47%-113F-HRTimeline
Meridian Wealth Management, LLC3,899$1.16M0.05%+38213F-HRTimeline
Riverbend Wealth Management, LLC3,877$1.16M1.03%13F-HRTimeline
SANDERS MORRIS HARRIS LLC3,892$1.16M0.17%013F-HRTimeline
First International Bank & Trust3,888$1.15M0.37%+68013F-HRTimeline
WBH ADVISORY INC3,884$1.15M0.11%-10913F-HRTimeline
Centerpoint Advisors, LLC3,851$1.14M0.4%-11913F-HRTimeline
LGT Fund Management Co Ltd.3,851$1.14M0.1%013F-HRTimeline
BSW Wealth Partners3,850$1.14M0.17%+31913F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC3,838$1.14M0.02%+1413F-HRTimeline
White Knight Strategic Wealth Advisors,…3,834$1.14M0.48%+1,92913F-HRTimeline
Plancorp, LLC3,830$1.14M0.05%+56513F-HRTimeline
Olistico Wealth, LLC3,825$1.14M0.66%+6213F-HRTimeline
MTM Investment Management, LLC3,822$1.13M0.44%013F-HRTimeline
First Western Trust Bank3,819$1.13M0.05%+1213F-HRTimeline
Bridgewater Associates, LP3,805$1.13M0.01%-52,67113F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC3,801$1.13M0.07%013F-HRTimeline
TANG CAPITAL MANAGEMENT LLCin group TANG CAPITAL MANAGEMENT LLC3,799$1.13M0.07%+2,79813F-HRTimelineGroup
SENTRY INVESTMENT MANAGEMENT LLC3,799$1.13M0.54%-95413F-HRTimeline
FORTE CAPITAL LLC /ADV3,789$1.12M0.13%-12513F-HRTimeline
Realta Investment Advisors3,705$1.12M0.46%+9913F-HRTimeline
Howard Capital Management, LLC3,756$1.11M0.02%+17513F-HRTimeline
COZAD ASSET MANAGEMENT INC3,756$1.11M0.1%+97913F-HRTimeline
Alexander Randolph Advisory, Inc.3,740$1.11M1.03%-6713F-HRTimeline
Gratus Wealth Advisors, LLC3,709$1.1M0.18%-813F-HRTimeline
Quent Capital, LLC3,706$1.1M0.11%+38813F-HRTimeline
Prescott Group Capital Management, L.L.…3,662$1.09M0.15%013F-HR/ATimeline
Lindbrook Capital, LLC3,659$1.09M0.1%+82613F-HRTimeline
DOLIVER ADVISORS, LP3,633$1.08M0.3%+12513F-HRTimeline
Mystic Asset Management, Inc.3,632$1.08M0.29%+1,48913F-HRTimeline
Cable Hill Partners, LLC3,631$1.08M0.11%-713F-HRTimeline
Cornerstone Wealth Management, LLC3,629$1.08M0.07%-3713F-HRTimeline
Burford Brothers, Inc.3,625$1.08M0.53%-5113F-HRTimeline
SteelPeak Wealth, LLC3,625$1.08M0.04%+69213F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.3,606$1.07M0.43%+2813F-HRTimeline
SAYBROOK CAPITAL /NC3,600$1.07M0.29%013F-HRTimeline
Board of the Pension Protection Fund3,600$1.07M1.23%13F-HRTimeline
PHILADELPHIA TRUST CO3,595$1.07M0.08%-1613F-HRTimeline
Brooklyn Investment Group3,590$1.07M0.32%+33613F-HRTimeline
Oak Asset Management, LLC3,580$1.06M0.39%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,566$1.06M0.06%+40213F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management3,561$1.06M0.03%+24113F-HRTimelineGroup
Global Trust Asset Management, LLC3,555$1.06M0.4%-23613F-HRTimeline
Resolute Wealth Strategies, LLC3,537$1.05M0.54%+313F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co3,524$1.05M0.08%013F-HRTimelineGroup
ERn Financial, LLC3,498$1.04M0.16%+513F-HRTimeline
Sendero Wealth Management, LLC3,495$1.04M0.15%+3313F-HRTimeline
Platform Technology Partners3,484$1.03M0.31%-10913F-HRTimeline
ALERUS FINANCIAL NA3,473$1.03M0.08%-3213F-HRTimeline
Watts Gwilliam & Co., LLC3,397$1.03M0.22%-1013F-HRTimeline
Empirical Asset Management, LLC17,983$1.03M0.34%+14,42613F-HRTimeline
Capricorn Fund Managers Ltd3,441$1.02M0.46%-1,29313F-HRTimeline
OmniStar Financial Group, Inc.3,429$1.02M0.82%+2713F-HRTimeline
MIdWestOne Financial Group, Inc.3,431$1.02M0.14%013F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC3,413$1.01M0.67%+813F-HRTimeline
CFO4Life Group, LLC3,410$1.01M0.18%+3913F-HRTimeline
Proficio Capital Partners LLC3,409$1.01M0.08%+66113F-HR/ATimeline
Cornerstone Wealth Group, LLC3,404$1.01M0.08%-12013F-HRTimeline
Richwood Investment Advisors, LLC3,401$1.01M0.84%+8013F-HRTimeline
Zullo Investment Group, Inc.3,397$1.01M0.41%+13013F-HRTimeline
Mayflower Financial Advisors, LLC3,397$1.01M0.15%-33313F-HRTimeline
180 WEALTH ADVISORS, LLC3,388$1.01M0.16%-3313F-HRTimeline
Trueblood Wealth Management, LLC3,367$999K0.49%+33313F-HRTimeline
Verity & Verity, LLC3,367$999K0.09%+1,44713F-HRTimeline
Kovack Advisors, Inc.3,359$997K0.1%+3813F-HRTimeline
Catalina Capital Group, LLC3,356$996K0.33%+3413F-HRTimeline
Texas Yale Capital Corp.3,348$994K0.04%+22513F-HRTimeline
LGL PARTNERS, LLC3,344$993K0.14%-4413F-HRTimeline
Bell Bank3,333$989K0.07%-513F-HRTimeline
CAPITAL MANAGEMENT ASSOCIATES /NY/3,332$989K1.16%-86413F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS3,331$989K0.04%-1013F-HRTimelineGroup
Mattson Financial Services, LLC3,641$987K0.31%-1,63413F-HRTimeline
NAVELLIER & ASSOCIATES INC3,326$987K0.12%+1,42613F-HRTimeline
Brucke Financial, Inc.3,107$986K0.85%13F-HRTimeline
Larson Financial Group LLC3,320$985K0.05%-30013F-HRTimeline
one8zero8, LLC3,320$985K0.21%13F-HRTimeline
Atlanta Consulting Group Advisors, LLC3,318$985K0.36%-2813F-HR/ATimeline
Aspen Investment Management Inc3,316$984K0.46%+113F-HRTimeline
Geller Advisors LLC3,311$983K0.06%-1813F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC3,306$981K0.06%013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC3,223$977K0.2%-1613F-HRTimeline
Tanager Wealth Management LLP3,290$976K0.13%-8513F-HRTimeline
SeaCrest Wealth Management, LLC3,288$976K0.1%+413F-HRTimeline
Provenance Wealth Advisors, LLC3,273$971K0.13%-5,72813F-HRTimeline
Aljian Capital Management, LLC3,265$969K0.21%+513F-HRTimeline
LVW Advisors, LLC3,264$969K0.12%-28613F-HRTimeline
Cetera Trust Company, N.A3,260$968K0.63%013F-HRTimeline
Hartford Financial Management Inc.3,258$967K0.2%013F-HRTimeline