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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
Accredited Investors Inc.4,967$1.58M0.09%+62613F-HRTimeline
CWA Asset Management Group, LLC4,931$1.57M0.07%+77713F-HRTimeline
Gen-Wealth Partners Inc4,927$1.57M0.61%+12313F-HRTimeline
Soundwatch Capital LLC2,551$1.57M0.28%new13F-HRTimeline
Baker Avenue Asset Management, LP4,908$1.57M0.04%-28013F-HRTimeline
Guided Capital Wealth Management, LLC4,889$1.56M1.2%+3613F-HRTimeline
Cornerstone Planning Group LLC5,246$1.56M0.32%+1013F-HRTimeline
First Dallas Securities Inc.4,873$1.55M0.61%-28913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,858$1.55M0.07%+68713F-HRTimelineGroup
ORRSTOWN FINANCIAL SERVICES INC4,843$1.54M0.33%-5913F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC5,227$1.54M0.14%+39913F-HRTimeline
Sompo Asset Management Co., Ltd.4,840$1.54M0.27%+46013F-HRTimeline
Beaumont Asset Management, L.L.C.4,838$1.54M0.83%+413F-HRTimeline
WOODSTOCK CORP4,826$1.54M0.14%-2713F-HRTimeline
Argentarii, LLC4,792$1.53M0.7%+613F-HRTimeline
Carr Financial Group Corp4,787$1.53M0.45%+3013F-HRTimeline
Simmons Bankin group Simmons Bank4,783$1.53M0.11%-6013F-HRTimelineGroup
MUIRFIELD WEALTH ADVISORS LLC4,766$1.52M1.21%+1413F-HRTimeline
BOYAR ASSET MANAGEMENT INC.4,758$1.52M0.99%013F-HRTimeline
Souders Financial Advisors4,755$1.52M0.19%-6913F-HRTimeline
Minot DeBlois Advisors LLC4,742$1.51M1.43%+2113F-HRTimeline
Mystic Asset Management, Inc.4,742$1.51M0.37%+2513F-HRTimeline
NFJ INVESTMENT GROUP, LLC4,729$1.51M0.05%new13F-HRTimeline
LEVIN CAPITAL STRATEGIES, L.P.4,698$1.5M0.15%-21913F-HRTimeline
Graypoint LLC4,691$1.5M0.08%+67513F-HRTimeline
North Star Investment Management Corp.4,685$1.49M0.1%013F-HRTimeline
DELPHI MANAGEMENT INC /MA/4,683$1.49M1.44%-49313F-HRTimeline
TCI Wealth Advisors, Inc.4,673$1.49M0.1%+4313F-HRTimeline
First Affirmative Financial Network4,671$1.49M0.77%+42713F-HRTimeline
Aventura Private Wealth, LLC4,660$1.49M0.64%-10213F-HRTimeline
Ignite Planners, LLC4,823$1.49M0.26%+4713F-HR/ATimeline
Leisure Capital Management4,655$1.48M0.56%-11213F-HRTimeline
BigSur Wealth Management LLC4,653$1.48M0.37%-213F-HRTimeline
Arax Advisory Partners2,174$1.48M0.07%-27413F-HRTimeline
Pflug Koory, LLC4,636$1.48M0.75%-813F-HRTimeline
Barden Capital Management, Inc.4,598$1.47M1.29%-1213F-HRTimeline
Twelve Points Wealth Management LLC4,597$1.47M0.39%+1513F-HRTimeline
First Command Advisory Services, Inc.4,593$1.47M0.01%+10213F-HRTimeline
Sentry LLC4,591$1.46M0.29%013F-HRTimeline
DOLIVER ADVISORS, LP4,566$1.46M0.4%+26513F-HRTimeline
Morse Asset Management, Inc4,563$1.46M0.32%+45813F-HRTimeline
Magnus Financial Group LLC4,549$1.45M0.13%-10213F-HRTimeline
Harold Davidson & Associates Inc.4,544$1.45M0.94%-2,98413F-HRTimeline
IronOak Wealth LLC.4,538$1.45M1.41%13F-HRTimeline
Profit Investment Management, LLC4,517$1.44M1.3%-10213F-HRTimeline
Koshinski Asset Management, Inc.4,508$1.44M0.11%+7013F-HRTimeline
L. Roy Papp & Associates, LLP4,500$1.44M0.17%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,481$1.43M0.03%+6513F-HRTimelineGroup
STANCE CAPITAL LLC4,479$1.43M0.54%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST4,477$1.43M0.15%-3013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC4,455$1.43M0.45%+3113F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP4,442$1.42M0.13%+1,47813F-HRTimelineGroup
SAGE RHINO CAPITAL LLC4,440$1.42M0.3%+1013F-HRTimeline
SEMPER AUGUSTUS INVESTMENTS GROUP LLC4,432$1.41M0.2%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC4,431$1.41M0.11%+27013F-HR/ATimeline
Olistico Wealth, LLC4,427$1.41M0.78%+50813F-HRTimeline
Core Alternative Capital4,417$1.41M0.39%+4,09513F-HRTimeline
ASPIRIANT, LLC4,410$1.41M0.04%-21913F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC4,408$1.41M0.16%new13F-HRTimeline
Larson Financial Group LLC4,407$1.41M0.06%+17313F-HRTimeline
Strategic Advisors LLC4,405$1.41M0.28%-99613F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV4,400$1.4M0.19%-513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.4,398$1.4M0.09%-5,04213F-HRTimelineGroup
Meridian Wealth Management, LLC4,397$1.4M0.06%+35313F-HRTimeline
Aaron Wealth Advisors LLC4,387$1.4M0.14%+7113F-HRTimeline
Strategic Advocates LLC4,362$1.39M0.41%+1,34213F-HRTimeline
SALEM INVESTMENT COUNSELORS INC4,357$1.39M0.04%013F-HR/ATimeline
Mraz, Amerine & Associates, Inc.4,355$1.39M0.22%-2213F-HRTimeline
FORTE CAPITAL LLC /ADV4,354$1.39M0.15%+38813F-HRTimeline
Bedel Financial Consulting, Inc.4,340$1.38M0.19%+413F-HRTimeline
VeraBank, N.A.4,304$1.37M0.28%+1,51313F-HRTimeline
SCHULHOFF & CO INC4,300$1.37M0.61%013F-HRTimeline
Alhambra Investment Management LLC4,275$1.36M0.68%+42413F-HRTimeline
Ervin Investment Management, LLC4,266$1.36M0.85%013F-HRTimeline
Atlas Brown,Inc.4,262$1.36M0.44%-1013F-HRTimeline
Everhart Financial Group, Inc.4,254$1.36M0.16%+26713F-HRTimeline
Savvy Advisors, Inc.4,246$1.35M0.09%+98913F-HRTimeline
S-Bank Fund Management Ltd4,238$1.35M0.2%new13F-HRTimeline
IFG Advisors, LLC4,233$1.35M0.23%+313F-HRTimeline
J. W. Coons Advisors, LLC4,232$1.35M0.31%-17513F-HRTimeline
LYELL WEALTH MANAGEMENT, LP4,205$1.34M0.11%013F-HRTimeline
Clarius Group, LLC4,204$1.34M0.08%-89713F-HRTimeline
United Super Pty Ltd in its capacity as…4,200$1.34M0.05%new13F-HRTimeline
InvesTrust4,200$1.34M0.52%013F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.4,189$1.34M0.19%+3713F-HRTimeline
Riverbend Wealth Management, LLC4,185$1.33M1.01%+14913F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP4,180$1.33M0.09%-73013F-HRTimelineGroup
Prairie Sky Financial Group LLC4,166$1.33M0.73%013F-HRTimeline
AMARILLO NATIONAL BANK4,156$1.33M0.25%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…4,152$1.32M<0.01%+49313F-HRTimeline
Accurate Wealth Management, LLC4,070$1.32M0.2%+93413F-HRTimeline
GeoWealth Management, LLC4,144$1.32M0.05%-1,77013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…4,142$1.32M0.79%+24413F-HRTimeline
Moloney Securities Asset Management, LLC4,133$1.32M0.16%-10113F-HRTimeline
FULLCIRCLE WEALTH LLC4,414$1.32M0.49%+3013F-HRTimeline
Bond & Devick Financial Network, Inc.4,124$1.32M0.44%013F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…4,122$1.31M0.06%013F-HR/ATimeline
Gerber Kawasaki Wealth & Investment Man…4,115$1.31M0.05%+84613F-HRTimeline
Ellevest, Inc.4,100$1.31M0.21%+17413F-HRTimeline
Apella Capital, LLC4,047$1.31M0.04%+3,05513F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC4,094$1.31M0.16%+11113F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC4,089$1.3M0.24%013F-HRTimeline
BSW Wealth Partners4,058$1.29M0.18%+3013F-HRTimeline
Realta Investment Advisors4,047$1.29M0.51%+14013F-HRTimeline
OAKWORTH CAPITAL, INC.4,041$1.29M0.08%-37113F-HRTimeline
Plancorp, LLC4,041$1.29M0.04%-57413F-HRTimeline
Evanson Asset Management, LLC4,040$1.29M0.08%+5113F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC4,037$1.29M1.04%+23813F-HRTimeline
Ipswich Investment Management Co., Inc.4,036$1.29M0.31%-5513F-HRTimeline
Trueblood Wealth Management, LLC4,011$1.28M0.53%+11713F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.4,008$1.28M0.48%-5013F-HRTimeline
Whelan Financial4,005$1.28M0.46%+1,19013F-HRTimeline
Moment Partners, LLC4,004$1.28M0.24%013F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding4,004$1.28M-960Timeline
Ulysses Management LLC4,000$1.28M0.28%013F-HRTimeline
FNY Investment Advisers, LLC4,000$1.27M0.54%new13F-HRTimeline
PROMETHIUM ADVISORS,LLC3,991$1.27M0.77%-4513F-HRTimeline
Next Level Private LLC3,991$1.27M0.41%+913F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA3,945$1.26M0.67%-5513F-HRTimeline
Strategic Investment Advisors / MI3,965$1.26M0.12%-78413F-HRTimeline
Allegheny Financial Group3,920$1.25M0.28%-64613F-HRTimeline
CULBERTSON A N & CO INC3,913$1.25M0.19%013F-HRTimeline
TOWNSQUARE CAPITAL LLC3,886$1.24M0.12%-27,63913F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC3,886$1.24M0.26%+60013F-HR/ATimeline
SAXON INTERESTS, INC.4,602$1.24M0.58%013F-HRTimeline
Blueshift Asset Management, LLC3,877$1.24M0.38%+1,15013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC3,864$1.23M0.02%+1813F-HRTimeline
Sunflower Bank, N.A.3,857$1.23M0.31%-20313F-HRTimeline
Byrne Asset Management LLC3,856$1.23M0.81%new13F-HRTimeline
Centerpoint Advisors, LLC3,841$1.23M0.42%013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC3,839$1.22M0.07%+3813F-HRTimeline
Notis-McConarty Edward3,832$1.22M0.6%new13F-HRTimeline
Private Wealth Asset Management, LLC3,831$1.22M0.16%-4,95213F-HRTimeline
MTM Investment Management, LLC3,822$1.22M0.41%013F-HRTimeline
Howard Capital Management, LLC3,818$1.22M0.02%+53013F-HRTimeline
Creekmur Asset Management LLC3,814$1.22M0.21%+1,20613F-HRTimeline
PDT Partners, LLC3,800$1.21M0.07%new13F-HRTimeline
Geneos Wealth Management Inc.3,799$1.21M0.03%-18,22413F-HRTimeline
United Asset Strategies, Inc.3,797$1.21M0.1%-33813F-HRTimeline
Great Diamond Partners, LLC3,796$1.21M0.26%+2,47713F-HRTimeline
First Western Trust Bank3,792$1.21M0.05%+713F-HRTimeline
PHYSICIANS FINANCIAL SERVICES, INC.3,790$1.21M0.36%+82513F-HRTimeline
Golden State Wealth Management, LLC3,779$1.21M0.15%-17313F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA3,752$1.2M0.03%-12,22913F-HRTimelineGroup
Quent Capital, LLC3,750$1.2M0.12%+17313F-HRTimeline
Burford Brothers, Inc.3,748$1.2M0.55%+1413F-HRTimeline
SKBA CAPITAL MANAGEMENT LLC3,739$1.19M0.17%+3213F-HRTimeline
MJP ASSOCIATES INC /ADV3,698$1.18M0.17%+15213F-HRTimeline
Centiva Capital, LP3,688$1.18M0.08%-3,27713F-HRTimeline
Gratus Wealth Advisors, LLC3,684$1.18M0.18%-3013F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.3,923$1.17M0.63%013F-HRTimeline
Aspen Investment Management Inc3,678$1.17M0.49%+39213F-HRTimeline
Prescott Group Capital Management, L.L.…3,662$1.17M0.14%013F-HRTimeline
Soltis Investment Advisors LLC3,661$1.17M0.09%+1,45813F-HRTimeline
Watts Gwilliam & Co., LLC3,417$1.17M0.19%+3313F-HRTimeline
VERUS CAPITAL PARTNERS, LLC3,659$1.17M0.1%+3213F-HR/ATimeline
Proficio Capital Partners LLC3,655$1.17M0.07%+21713F-HRTimeline
Cornerstone Wealth Management, LLC3,623$1.16M0.07%+213F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS3,620$1.15M0.04%+29613F-HRTimelineGroup
Northside Capital Management, LLC3,613$1.15M0.09%+1,93013F-HRTimeline
SAYBROOK CAPITAL /NC3,600$1.15M0.32%013F-HRTimeline
PHILADELPHIA TRUST CO3,595$1.15M0.09%013F-HRTimeline
Kovack Advisors, Inc.3,590$1.15M0.11%+12213F-HRTimeline
STRATEGY ASSET MANAGERS LLC3,585$1.14M0.21%-5713F-HRTimeline
Oak Asset Management, LLC3,580$1.14M0.41%013F-HRTimeline
Belpointe Asset Management LLC3,555$1.13M0.05%-14213F-HRTimeline
Delaney Dennis R3,542$1.13M0.58%+1,50213F-HRTimeline
Pure Financial Advisors, LLC3,541$1.13M0.02%+86513F-HRTimeline
180 WEALTH ADVISORS, LLC3,536$1.13M0.16%-6713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC3,534$1.13M0.08%-3,29613F-HRTimeline
Revisor Wealth Management LLC3,441$1.12M0.4%+2613F-HRTimeline
Navis Wealth Advisors, LLC3,508$1.12M0.94%-4013F-HRTimeline
Platform Technology Partners3,502$1.12M0.29%+113F-HRTimeline
Linden Thomas Advisory Services, LLC3,497$1.12M0.12%-10,64913F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC3,495$1.11M0.25%+12913F-HRTimeline
Alexander Randolph Advisory, Inc.3,488$1.11M1%-22413F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co3,487$1.11M0.07%013F-HRTimelineGroup
Mayflower Financial Advisors, LLC3,468$1.11M0.15%+19513F-HRTimeline
ALERUS FINANCIAL NA3,467$1.11M0.08%-613F-HRTimeline
Lewis Asset Management, LLC3,464$1.1M0.52%+56013F-HRTimeline
Dempze Nancy E3,459$1.1M0.64%+2,34413F-HRTimeline
SeaCrest Wealth Management, LLC3,451$1.1M0.12%+24713F-HRTimeline
ALTFEST L J & CO INC3,437$1.1M0.13%+21913F-HRTimeline
Schear Investment Advisers, LLC3,436$1.1M0.54%+1,31813F-HRTimeline
Cadent Capital Advisors, LLC3,430$1.09M0.36%+16313F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC3,428$1.09M0.68%+413F-HRTimeline
MIdWestOne Financial Group, Inc.3,417$1.09M0.14%013F-HRTimeline
Elyxium Wealth, LLC3,414$1.09M0.41%+17613F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC3,315$1.09M0.19%+9113F-HRTimeline
Embree Financial Group3,397$1.08M0.16%+23013F-HRTimeline
HENDLEY & CO INC3,390$1.08M0.38%+37513F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC3,376$1.08M0.06%+7013F-HRTimeline
CONWAY CAPITAL MANAGEMENT, INC.3,375$1.08M0.48%013F-HRTimeline
Pathway Financial Advisers, LLC3,360$1.07M0.35%+38513F-HRTimeline
PDS Planning, Inc3,358$1.07M0.08%+14113F-HRTimeline
Strategic Wealth Investment Group, LLC3,357$1.07M1.55%+15013F-HRTimeline
Texas Yale Capital Corp.3,348$1.07M0.03%013F-HRTimeline
REXFORD CAPITAL INC3,341$1.07M0.88%13F-HRTimeline
Bell Bank3,333$1.06M0.05%013F-HRTimeline
Sendero Wealth Management, LLC3,321$1.06M0.13%+2113F-HR/ATimeline