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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
Round Rock Advisors LLC2,232$712K0.12%-18213F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding2,215$711K+74Timeline
SGL Investment Advisors, Inc.2,237$709K0.34%+1,41813F-HRTimeline
Good Life Advisors, LLC2,218$707K0.04%+4813F-HRTimeline
CHAPIN DAVIS, INC.2,217$707K0.2%-1213F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC2,216$707K0.03%+9013F-HRTimeline
RiverFront Investment Group, LLC2,216$707K0.01%+60413F-HRTimeline
Breakwater Capital Group2,214$706K0.12%-12513F-HRTimeline
Tower Wealth Partners, Inc.2,212$706K0.42%-1013F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,215$705K0.29%-6013F-HRTimeline
Berger Financial Group, Inc2,201$702K0.05%+1413F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK2,200$702K0.38%013F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…2,196$700K0.37%+6213F-HRTimelineGroup
Coign Capital Advisors LLC2,191$699K0.47%+3813F-HRTimeline
Quantum Private Wealth, LLC2,190$699K0.23%013F-HRTimeline
CAMDEN NATIONAL BANK2,185$697K0.1%+10613F-HRTimeline
Acropolis Investment Management, LLC2,177$694K0.04%+2613F-HRTimeline
Simplicity Wealth,LLC2,172$693K0.03%+1,20213F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…2,170$692K0.25%+10413F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT2,167$691K0.04%-3613F-HRTimelineGroup
Bangor Savings Bank2,165$691K0.06%013F-HRTimeline
Perennial Investment Advisors, LLC2,159$689K0.07%+8113F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.2,159$689K0.17%+39013F-HRTimeline
Wela Strategies, Inc.2,149$686K0.27%+11713F-HRTimeline
Addison Capital Co2,144$684K0.24%013F-HRTimeline
Polymer Capital Management (US) LLC2,144$684K0.11%-2113F-HRTimeline
Curat Global, LLC2,140$683K0.65%-93513F-HR/ATimeline
Wisconsin Wealth Advisors, LLC2,138$682K0.78%-2213F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group2,137$682K0.08%013F-HRTimelineGroup
Horizon Wealth Management, LLC2,137$682K0.12%+1913F-HRTimeline
ADIRONDACK TRUST CO2,134$681K0.25%-1413F-HRTimeline
MONECO ADVISORS, LLC2,133$680K0.06%+1513F-HRTimeline
Phoenix Wealth Advisors2,132$680K0.28%-3413F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…2,131$680K0.04%+18813F-HRTimeline
Horizon Family Wealth, Inc.2,128$679K0.41%+713F-HRTimeline
Wealth Architects, LLC2,118$676K0.07%+2213F-HRTimeline
CAPITAL ADVISORS INC/OK2,116$675K0.01%+3213F-HRTimeline
Philip James Wealth Mangement, LLC2,116$675K0.09%013F-HRTimeline
Members Trust Co2,111$673K0.02%+50013F-HRTimeline
CALTON & ASSOCIATES, INC.2,108$673K0.12%+8813F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC2,104$671K0.55%+413F-HRTimeline
AlphaCore Capital LLC2,102$670K0.03%+92513F-HRTimeline
Silver Lake Advisory, LLC2,101$670K0.29%-18713F-HRTimeline
Rossmore Private Capital2,090$667K0.08%+18013F-HRTimeline
Astoria Portfolio Advisors LLC.2,162$667K0.19%+5813F-HRTimeline
Davis Investment Partners, LLC2,065$666K0.24%013F-HRTimeline
Keystone Wealth Services, LLC2,082$664K0.16%+513F-HRTimeline
State of Wyoming2,077$663K0.08%+1,44213F-HRTimeline
Keystone Financial Group2,076$662K0.06%+20613F-HRTimeline
Aberdeen Wealth Management LLC2,076$662K0.44%013F-HRTimeline
Aries Wealth Management2,073$661K0.17%013F-HRTimeline
Sand Hill Global Advisors, LLC2,072$661K0.02%-1013F-HRTimeline
LM Advisors LLC2,068$660K0.08%-1213F-HRTimeline
Moss Adams Wealth Advisors LLC2,066$659K0.06%+16413F-HRTimeline
Ranch Capital Advisors Inc.2,056$656K0.28%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.2,049$654K0.17%013F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co2,048$653K0.04%-19813F-HRTimeline
SAX WEALTH ADVISORS, LLC2,048$653K0.04%+7213F-HRTimeline
Strategies Wealth Advisors, LLC2,047$653K0.07%+1,26513F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC2,044$652K0.27%-18013F-HRTimeline
Clarendon Private LLC2,040$651K0.63%+44713F-HRTimeline
WATERS PARKERSON & CO., LLC2,036$649K0.03%-5913F-HRTimeline
Stanley-Laman Group, Ltd.2,035$649K0.1%-49113F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV2,035$649K0.31%013F-HRTimeline
Atala Financial Inc2,032$648K0.45%013F-HRTimeline
Signature Wealth Management Partners, L…2,029$647K0.37%+1913F-HRTimeline
Legacy Capital Group California, Inc.2,025$646K0.18%+1113F-HRTimeline
KKM Financial LLC2,025$646K0.22%013F-HRTimeline
Sonora Investment Management Group, LLC2,025$646K0.05%+54913F-HRTimeline
BridgePort Financial Solutions, LLC2,024$645K0.21%013F-HRTimeline
Gryphon Financial Partners LLC2,023$645K0.08%+13513F-HRTimeline
KPP Advisory Services LLC2,020$644K0.11%-613F-HR/ATimeline
AVALON CAPITAL MANAGEMENT2,018$644K0.17%new13F-HRTimeline
Sunburst Financial Group, LLC2,012$642K0.14%013F-HRTimeline
Thrive Wealth Management, LLC2,011$642K0.1%+913F-HRTimeline
BALLAST ADVISORS LLC2,007$640K0.19%+1713F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC2,002$639K0.16%-11513F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD2,000$638K0.51%013F-HRTimeline
Capital Advantage, Inc.2,000$638K0.1%-96513F-HRTimeline
Harbor Advisors LLC2,000$638K0.1%013F-HRTimeline
Crumly & Associates Inc.2,000$638K0.16%-12213F-HRTimeline
Prospect Hill Management, LLC2,000$638K0.33%013F-HRTimeline
Caerus Investment Advisors, LLC2,000$638K0.61%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL1,999$638K0.19%+1,40813F-HRTimeline
Triangle Securities Wealth Management1,999$638K0.16%-73813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Genesee Capital Advisors, LLC1,991$635K0.28%+513F-HRTimeline
Raleigh Capital Management Inc.1,990$635K0.27%-17813F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC1,976$630K0.01%013F-HRTimelineGroup
Blume Capital Management, Inc.1,965$627K0.13%+213F-HRTimeline
DAVIDSON TRUST CO1,959$625K0.29%013F-HRTimeline
Rothschild Wealth LLC1,952$623K0.15%+22413F-HRTimeline
HOWE & RUSLING INC1,948$621K0.05%+7113F-HRTimeline
Bank Pictet & Cie (Europe) AG1,945$620K0.01%-1,14513F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,953$618K0.42%+4313F-HRTimeline
Independent Family Office, LLC1,932$616K0.29%013F-HRTimeline
White Knight Strategic Wealth Advisors,…1,929$615K0.52%+2013F-HRTimeline
Keudell/Morrison Wealth Management1,927$615K0.14%013F-HRTimeline
LGT Fund Management Co Ltd.1,920$612K0.05%013F-HRTimeline
WITTENBERG INVESTMENT MANAGEMENT, INC.1,900$606K0.26%013F-HRTimeline
Cairn Investment Group, Inc.1,900$606K0.32%013F-HRTimeline
JFS WEALTH ADVISORS, LLC1,899$606K0.04%+30713F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.1,891$603K0.01%+1,03913F-HRTimelineGroup
PRAIRIEVIEW WEALTH PARTNERS, LLC1,889$603K0.63%013F-HRTimeline
Zullo Investment Group, Inc.1,888$603K0.24%-1,58613F-HRTimeline
Nautilus Advisors LLC1,885$601K0.44%+34113F-HRTimeline
Mechanics Financial Corp1,876$598K0.25%013F-HRTimeline
Financial Engines Advisors L.L.C.1,874$598K<0.01%+1,10213F-HRTimeline
Sterling Investment Advisors, Ltd.1,872$597K0.13%013F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC1,870$596K0.31%-313F-HRTimeline
Petros Family Wealth, LLC1,865$595K0.54%+20413F-HRTimeline
Advisor Resource Council1,862$594K0.29%-87813F-HRTimeline
Integrated Investment Consultants, LLC1,860$593K0.12%+513F-HRTimeline
DAVIS R M INC1,854$591K0.01%+32213F-HRTimeline
Whitener Capital Management, Inc.1,845$589K0.16%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.1,839$587K0.06%-4513F-HRTimeline
Plan A Wealth LLC1,838$586K0.33%+87913F-HRTimeline
Abel Hall, LLC1,838$586K0.27%+31013F-HRTimeline
Pines Wealth Management, LLC1,785$586K0.21%-13013F-HRTimeline
Heritage Wealth Management, Inc.1,834$585K0.19%013F-HRTimeline
Cassaday & Co Wealth Management LLC1,829$583K0.01%+713F-HRTimeline
LMCG INVESTMENTS, LLC1,829$583K0.04%-15413F-HRTimeline
Corus Family Wealth Advisors1,826$582K0.41%+14213F-HRTimeline
Fairbanks Capital Management, Inc.1,825$582K0.33%013F-HRTimeline
Blue Fin Capital, Inc.1,824$582K0.1%013F-HRTimeline
Missouri Trust & Investment Co1,822$581K0.19%-613F-HRTimeline
Wealthquest Corp1,818$580K0.05%+4613F-HRTimeline
Retirement Planning Group, LLC1,817$579K0.02%+16913F-HRTimeline
Tripletail Wealth Management, LLC1,955$579K0.83%13F-HRTimeline
Accel Wealth Management1,806$576K0.19%+14413F-HRTimeline
Flagship Private Wealth, LLC1,806$576K0.24%+113F-HR/ATimeline
Silverberg Bernstein Capital Management…1,800$574K0.39%new13F-HRTimeline
Brady Martz Wealth Solutions, LLC1,799$574K0.11%+113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC1,798$573K0.04%-44213F-HRTimeline
Cromwell Holdings LLC1,793$572K0.35%013F-HRTimeline
Tennessee Valley Asset Management Partn…1,793$572K0.15%013F-HRTimeline
GTS SECURITIES LLC1,791$571K0.03%-1,86013F-HRTimeline
Alteri Wealth LLC1,785$569K0.22%+21713F-HRTimeline
Fairtree Asset Management (Pty) Ltd1,783$569K0.43%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.1,781$568K0.08%013F-HRTimeline
RNC CAPITAL MANAGEMENT LLC1,780$568K0.03%-913F-HRTimeline
WRAPMANAGER INC1,778$567K0.14%+1913F-HRTimeline
SAGE PRIVATE WEALTH GROUP, LLC1,771$565K0.36%-8713F-HRTimeline
Turtle Creek Wealth Advisors, LLC1,767$564K0.07%new13F-HRTimeline
Sovereign Financial Group, Inc.1,764$563K0.12%+15313F-HRTimeline
SRN Advisors, LLC1,764$563K0.51%-1,18613F-HRTimeline
Arcataur Capital Management LLC1,760$561K0.18%-1013F-HRTimeline
Legacy Financial Strategies, LLC1,758$561K0.11%+18213F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC1,757$560K0.16%+50313F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC1,751$559K0.09%-8813F-HRTimeline
Kathmere Capital Management, LLC1,745$557K0.04%-14113F-HRTimeline
FSM Wealth Advisors, LLC1,720$555K0.09%+94213F-HRTimeline
Ellis Investment Partners, LLC1,739$555K0.11%+113F-HRTimeline
Sivia Capital Partners, LLC1,738$554K0.19%+20013F-HR/ATimeline
Barton Investment Management1,735$553K0.06%013F-HRTimeline
Oliver Luxxe Assets LLC1,731$552K0.1%-31013F-HRTimeline
Hemington Wealth Management1,725$550K0.08%+6413F-HRTimeline
LaSalle St. Investment Advisors, LLC1,725$550K0.15%-26613F-HRTimeline
Klingman & Associates, LLC1,724$550K0.03%+89313F-HRTimeline
Carter Financial Group, INC.1,724$550K0.36%13F-HRTimeline
CENTAURUS FINANCIAL, INC.1,719$548K0.03%+28113F-HRTimeline
VICTORY FINANCIAL GROUP, LLC1,717$548K0.09%+62713F-HRTimeline
Reyes Financial Architecture, Inc.1,712$546K0.47%+18713F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC1,709$545K0.08%+1013F-HRTimeline
Future Fund LLC1,709$545K0.24%-1,21213F-HRTimeline
Cache Advisors, LLC1,708$545K0.15%new13F-HRTimeline
Wealthspire Retirement, LLC1,708$545K0.04%+1313F-HRTimeline
Oxbow Advisors, LLC1,704$544K0.06%+5113F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC1,702$543K0.27%+38013F-HRTimeline
NAVELLIER & ASSOCIATES INC1,700$542K0.07%013F-HRTimeline
ZEVENBERGEN CAPITAL INVESTMENTS LLC1,700$542K0.01%013F-HRTimeline
Strive Asset Management, LLC1,699$542K0.33%-95213F-HRTimeline
1858 WEALTH MANAGEMENT, LLC1,699$542K0.4%+2613F-HRTimeline
Impact Capital Partners LLC1,691$539K0.18%+7913F-HRTimeline
Apexium Financial, LP1,689$539K0.03%+2513F-HRTimeline
Harbour Trust & Investment Management Co1,687$538K0.06%013F-HRTimeline
True North Advisors, LLC1,683$537K0.1%+23513F-HRTimeline
Heritage Investment Group, Inc.1,681$536K0.09%013F-HRTimeline
Waterloo Capital, L.P.1,677$535K0.04%+66013F-HRTimeline
Amplius Wealth Advisors, LLC1,676$535K0.05%+4613F-HRTimeline
OBSIDIAN CIO, LLC1,675$534K0.08%-4013F-HRTimeline
CITY HOLDING CO1,674$534K0.07%013F-HRTimeline
TFR Capital, LLC.1,673$534K0.19%+26713F-HR/ATimeline
Trilogy Capital Inc.1,671$533K0.03%+6813F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC1,658$529K0.02%-613F-HRTimeline
Meadow Creek Wealth Advisors LLC1,654$528K0.36%013F-HRTimeline
Patriot Financial Group Insurance Agenc…1,649$526K0.06%013F-HRTimeline
FOSTER & MOTLEY INC1,647$525K0.03%-4013F-HRTimeline
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC1,645$525K0.04%013F-HRTimeline
Acorn Wealth Advisors, LLC1,643$524K0.19%-113F-HRTimeline
McElhenny Sheffield Capital Management,…1,642$524K0.14%-713F-HR/ATimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,642$524K0.01%+3013F-HRTimelineGroup
Brown Miller Wealth Management, LLC1,640$523K0.16%013F-HRTimeline
MUFG Securities EMEA plc1,635$522K0.02%new13F-HR/ATimeline
DEARBORN PARTNERS LLC1,634$521K0.02%-1713F-HRTimeline
Richard W. Paul & Associates, LLC1,621$517K0.19%-1013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,618$516K0.04%+4413F-HRTimeline
Peterson Wealth Services1,615$515K0.14%+213F-HRTimeline
Rockbridge Investment Management, LCC1,615$515K0.06%013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP1,613$515K0.02%-91813F-HRTimeline
Cornell Pochily Investment Advisors, In…1,610$513K0.17%+313F-HRTimeline