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Disclosery

AXP AMERICAN EXPRESS CO

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COM (common), issuer CIK 4962

2,849 managers (2,912 13F filers) reported a position in AXP shares at 2026-03-31, 578,257,544 shares in all. 139 filers opened a position and 287 filers sold out during the quarter.

Managers
2,849
13F filers
2,912
New
139
Added
1,080
Reduced
1,227
Sold out
287
Shares held by filers
578,257,544

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Exchange Bank2,568$777K0.54%-4813F-HRTimeline
Rothschild Wealth LLC2,563$775K0.07%+39713F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,558$774K0.07%-413F-HRTimeline
RFP Financial Group LLC2,557$774K0.42%-8013F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD2,555$773K0.52%+55513F-HRTimeline
Avantax Planning Partners, Inc.2,548$771K0.02%+313F-HRTimeline
Main Street Financial Solutions, LLC2,546$770K0.06%-12213F-HRTimeline
Indiana Trust & Investment Management Co2,526$764K0.24%-21913F-HRTimeline
Twin Lakes Capital Management, LLC2,526$764K0.35%-5813F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp2,509$759K0.08%-33013F-HRTimelineGroup
Palogic Value Management, L.P.2,506$758K0.33%013F-HRTimeline
Auxano Advisors, LLC2,500$756K0.15%-4813F-HRTimeline
West Branch Capital LLC2,498$756K0.2%-50413F-HRTimeline
CoreFirst Bank & Trust2,493$754K0.4%-1513F-HRTimeline
Gryphon Financial Partners LLC2,489$753K0.08%+3613F-HRTimeline
UNION SAVINGS BANK2,484$751K0.33%-2613F-HRTimeline
Global Assets Advisory, LLC2,482$751K0.21%+61913F-HRTimeline
Strategic Blueprint, LLC2,480$750K0.04%+20413F-HRTimeline
Cherry Tree Wealth Management, LLC2,480$750K0.16%013F-HRTimeline
ARVEST INVESTMENTS, INC.2,478$750K0.1%-2813F-HRTimeline
DT Investment Partners, LLC2,475$749K0.06%013F-HRTimeline
Financial Solutions Advisory Group, Inc.2,475$749K0.1%13F-HRTimeline
KKM Financial LLC2,023$748K0.13%013F-HRTimeline
Root Financial Partners, LLC2,465$746K0.03%+44413F-HRTimeline
Phoenix Wealth Advisors2,462$745K0.29%-24513F-HRTimeline
McLean Asset Management Corp2,457$743K0.13%-2513F-HRTimeline
Perennial Investment Advisors, LLC2,456$743K0.06%+23913F-HRTimeline
SGL Investment Advisors, Inc.2,372$741K0.28%+513F-HRTimeline
Opal Wealth Advisors, LLC2,446$740K0.17%+713F-HRTimeline
Old North State Trust, LLC2,439$738K0.44%+38913F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG2,436$737K0.01%-5,68213F-HRTimelineGroup
Unified Investment Management2,434$736K0.76%-9813F-HRTimeline
TRB Wealth Management, LLC2,432$736K0.1%13F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/2,431$735K0.26%-50013F-HRTimelineGroup
Sovereign Financial Group, Inc.2,422$733K0.13%+34513F-HRTimeline
Westbourne Investment Advisors, Inc.2,413$730K0.21%013F-HRTimeline
SEVEN MILE ADVISORY2,412$730K0.53%-1,14413F-HRTimeline
Delta Investment Management, LLC2,411$729K0.13%+213F-HRTimeline
Trust Co2,406$728K0.07%013F-HRTimeline
Coign Capital Advisors LLC2,401$726K0.38%-713F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC2,400$726K0.01%013F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC2,400$726K0.37%013F-HRTimeline
EntryPoint Capital, LLC2,389$723K0.21%+98413F-HRTimeline
Moisand Fitzgerald Tamayo, LLC2,388$722K0.08%-5013F-HRTimeline
Kozak & Associates, Inc.2,230$722K0.14%+213F-HRTimeline
Sierra Capital LLC2,386$722K0.08%+1,38513F-HRTimeline
Avidian Wealth Enterprises, LLC2,380$720K0.02%-10013F-HRTimeline
Weaver Consulting Group2,379$720K0.17%-2213F-HRTimeline
CAPITAL ADVISORS INC/OK2,373$718K0.01%+68013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT2,362$714K0.05%-49913F-HRTimeline
SHUFRO ROSE & CO LLC2,359$714K0.05%-30413F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC2,202$713K0.31%+14813F-HRTimeline
Raleigh Capital Management Inc.2,358$713K0.25%+49413F-HRTimeline
BRISTOL JOHN W & CO INC /NY/2,351$711K0.01%013F-HRTimeline
SAXON INTERESTS, INC.2,351$711K0.25%-2,43413F-HRTimeline
Drucker Wealth 3.0, LLC2,348$710K0.12%-3813F-HRTimeline
Millstone Evans Group, LLC2,342$708K0.43%013F-HRTimeline
Diversified Enterprises, LLC2,338$707K0.04%-2313F-HRTimeline
Financial Planning Hawaii, Inc.2,335$706K0.42%+8013F-HRTimeline
PFC CAPITAL GROUP, INC.2,335$706K0.31%013F-HRTimeline
Sound Income Strategies, LLC2,338$705K0.03%-4213F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC2,328$704K0.15%+1,89013F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,326$704K0.22%+113F-HRTimeline
MONETARY MANAGEMENT GROUP INC2,325$703K0.17%-5013F-HRTimeline
Sage Capital Management, LLC2,324$703K0.33%013F-HRTimeline
Balefire, LLC2,318$701K0.13%+1413F-HRTimeline
Palisades Hudson Asset Management, L.P.2,315$700K0.27%013F-HRTimeline
Defiance ETFs, LLC2,313$700K0.01%new13F-HRTimeline
Meridian Wealth Advisors, LLC2,301$696K0.09%-4213F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV2,176$696K0.25%-2713F-HRTimeline
Costello Asset Management, INC2,301$696K0.24%+1,39613F-HRTimeline
Round Rock Advisors LLC2,297$695K0.11%-9113F-HRTimeline
Birch Hill Investment Advisors LLC2,281$690K0.03%013F-HRTimeline
One Wealth Advisors, LLC2,281$690K0.09%+3313F-HRTimeline
MONECO ADVISORS, LLC2,266$685K0.05%+10913F-HRTimeline
Third View Private Wealth, LLC2,266$685K0.09%+19413F-HRTimeline
Connecticut Wealth Management, LLC2,264$685K0.03%+2713F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.2,262$684K1.98%013F-HRTimeline
United Community Bankin group United Community Bank2,262$684K0.23%-60813F-HRTimelineGroup
Quantum Portfolio Management LLC2,262$684K0.3%-513F-HR/ATimeline
Retirement Planning Group, LLC2,261$684K0.02%+34913F-HRTimeline
All Terrain Financial Advisors, LLC2,259$683K0.21%013F-HRTimeline
Summit Wealth Partners, LLC2,257$683K0.11%new13F-HRTimeline
Empirical Asset Management, LLC2,257$683K0.18%-29813F-HRTimeline
Keystone Financial Group2,252$681K0.05%+14013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC2,248$680K0.06%-1813F-HRTimeline
MBL Wealth, LLC2,245$679K0.05%+4113F-HRTimeline
Indivisible Partners2,235$676K0.06%+21513F-HRTimeline
Northside Capital Management, LLC2,235$676K0.06%-25013F-HRTimeline
Plan A Wealth LLC2,223$672K0.32%+11213F-HRTimeline
KINTRA WEALTH, LLC2,221$672K0.05%+89313F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV2,215$670K0.58%+12513F-HRTimeline
BLALOCK WILLIAMS, LLC2,214$670K0.52%+1,61513F-HRTimeline
Western Financial Corp/CA2,213$669K0.26%-7,65413F-HRTimeline
Berger Financial Group, Inc2,209$668K0.04%+15713F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC2,205$667K0.03%013F-HRTimeline
CAPITAL GROUP INVESTMENT MANAGEMENT PTE…in group CAPITAL GROUP INVESTMENT MANA…2,204$667K0.11%013F-HRTimelineGroup
Perpetual Ltdin group Perpetual Ltd2,201$666K0.01%+30013F-HRTimelineGroup
SECURITY NATIONAL BANK OF SO DAK2,200$665K0.32%013F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.2,195$664K0.34%-25213F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV2,190$662K0.63%-10013F-HRTimeline
Quantum Private Wealth, LLC2,190$662K0.2%013F-HRTimeline
Rossmore Private Capital2,189$662K0.06%-4813F-HRTimeline
one8zero8, LLC2,175$658K0.15%-69013F-HRTimeline
Oslo Pensjonsforsikring AS2,172$657K0.1%+61613F-HRTimeline
Simplicity Wealth,LLC2,171$657K0.04%+30213F-HRTimeline
Wellspring Financial Advisors, LLC2,170$656K0.05%-49913F-HRTimeline
Marex Group Ltdin group Marex Group Ltd2,160$653K0.01%-148,53013F-HRTimelineGroup
Members Trust Co2,160$653K0.02%+2113F-HRTimeline
Marest Capital, LLC2,158$653K0.38%+1,17713F-HRTimeline
Moss Adams Wealth Advisors LLC2,154$651K0.05%-4313F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.2,152$650K0.01%-90613F-HRTimelineGroup
BIP Wealth, LLC2,150$650K0.03%-73413F-HRTimeline
PW Nova Financial Services LLC2,147$649K0.16%new13F-HRTimeline
Outlook Wealth Advisors, LLC2,145$649K0.16%-4113F-HRTimeline
Addison Capital Co2,144$649K0.12%013F-HRTimeline
Horizon Wealth Management, LLC2,142$648K0.09%+213F-HRTimeline
Waterloo Capital, L.P.2,138$647K0.05%-21213F-HRTimeline
180 WEALTH ADVISORS, LLC2,138$647K0.07%-2,10213F-HRTimeline
Lansing Street Advisors2,137$646K0.16%+72713F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT2,135$646K0.04%+913F-HRTimelineGroup
Bangor Savings Bank2,128$644K0.05%013F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC2,121$641K0.2%+4413F-HRTimeline
Patten Group, Inc.2,118$641K0.11%+41413F-HRTimeline
Whalen Wealth Management Inc.2,118$641K0.34%-30613F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC2,115$640K0.45%-5613F-HRTimeline
Philip James Wealth Mangement, LLC2,109$638K0.07%013F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd2,102$636K0.23%013F-HRTimelineGroup
Aries Wealth Management2,098$635K0.14%013F-HRTimeline
Tanager Wealth Management LLP2,097$634K0.06%+7913F-HRTimeline
Wealth Architects, LLC2,092$633K0.06%-713F-HRTimeline
Limestone Investment Advisors LP2,087$631K0.31%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,084$631K0.03%-64613F-HRTimelineGroup
Visionary Wealth Advisors2,084$630K0.03%-12813F-HRTimeline
CAMDEN NATIONAL BANK2,081$629K0.09%-2613F-HRTimeline
Triangle Securities Wealth Management2,076$628K0.14%-56613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Clarendon Private LLC2,069$626K0.48%+15713F-HRTimeline
Wealthquest Corp2,065$625K0.04%+29913F-HR/ATimeline
Machina Capital S.A.S.2,062$624K0.12%new13F-HRTimeline
Ranch Capital Advisors Inc.2,057$622K0.23%013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC2,052$621K0.03%-6013F-HRTimeline
Capital Advantage, Inc.2,047$619K0.08%+3513F-HRTimeline
Sunburst Financial Group, LLC2,047$619K0.12%013F-HR/ATimeline
HANTZ FINANCIAL SERVICES, INC.2,043$618K0.01%+27613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
C2P Capital Advisory Group, LLC d.b.a. …2,042$618K0.04%-25913F-HRTimeline
Claro Advisors Inc.2,038$616K0.07%+87013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …2,034$615K0.03%-1,84813F-HRTimelineGroup
PRECEDENT WEALTH PARTNERS, LLC2,033$615K0.12%013F-HRTimeline
Howard Capital Management, LLC2,031$614K0.01%-1,91913F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…2,031$614K0.1%-3013F-HRTimeline
Engineers Gate Manager LP2,030$614K0.01%+49913F-HRTimeline
Signature Wealth Management Partners, L…2,029$614K0.31%013F-HRTimeline
Evansbrook LLC2,026$613K0.41%013F-HRTimeline
Y-Intercept (Hong Kong) Ltd2,023$612K0.01%-11,54513F-HRTimeline
Curat Global, LLC2,015$609K0.6%-12513F-HRTimeline
Sippican Capital Advisors2,014$609K0.42%013F-HRTimeline
Silver Lake Advisory, LLC2,010$608K0.24%+313F-HRTimeline
BridgePort Financial Solutions, LLC2,009$608K0.17%-3413F-HRTimeline
Harbor Advisors LLC2,000$605K0.09%013F-HRTimeline
FSM Wealth Advisors, LLC2,000$605K0.08%-13013F-HRTimeline
E Fund Management Co., Ltd.1,999$605K0.02%13F-HRTimeline
Thrive Wealth Management, LLC1,997$604K0.09%-3213F-HRTimeline
Wellington Grp LLC1,993$603K0.19%+58313F-HRTimeline
ASHTON THOMAS SECURITIES, LLC1,977$598K0.08%+6113F-HRTimeline
Keel Point, LLC1,975$597K0.04%-56213F-HRTimeline
TrueWealth Advisors, LLC1,974$597K0.15%+1,40313F-HRTimeline
Genesee Capital Advisors, LLC1,971$596K0.25%-813F-HRTimeline
Meadow Creek Wealth Advisors LLC1,971$596K0.39%-213F-HRTimeline
REGATTA CAPITAL GROUP, LLC1,970$596K0.09%-16513F-HRTimeline
Breakwater Capital Group1,969$596K0.08%-5013F-HRTimeline
CHAPIN DAVIS, INC.1,969$596K0.13%-24313F-HRTimeline
RNC CAPITAL MANAGEMENT LLC1,965$594K0.03%+20513F-HRTimeline
Torray Investment Partners LLC1,965$594K0.09%-22,31013F-HRTimeline
JFS WEALTH ADVISORS, LLC1,965$594K0.03%+713F-HRTimeline
DAVIDSON TRUST CO1,964$594K0.26%+4513F-HRTimeline
Blume Capital Management, Inc.1,963$594K0.1%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC1,960$593K0.07%+8113F-HRTimeline
Wisconsin Wealth Advisors, LLC1,960$593K0.58%+313F-HRTimeline
ADIRONDACK TRUST CO1,951$590K0.2%-2113F-HRTimeline
Everest Financial Group LLC1,950$590K0.1%+10113F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC1,947$589K0.26%+13013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,942$588K0.03%-17013F-HRTimeline
Tripletail Wealth Management, LLC1,949$585K0.8%-613F-HRTimeline
Kathmere Capital Management, LLC1,934$585K0.04%-69313F-HRTimeline
Independent Family Office, LLC1,932$584K0.24%013F-HRTimeline
ARWA LLC1,836$583K0.29%-2,14813F-HRTimeline
BALLAST ADVISORS LLC1,926$583K0.17%-2513F-HR/ATimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,923$582K0.04%-1,89413F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC1,919$580K0.23%+10013F-HRTimeline
Palumbo Wealth Management LLC1,915$579K0.14%+20913F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC1,913$579K0.16%+41013F-HRTimeline
Legato Capital Management LLC1,904$576K0.05%-1,26513F-HRTimeline
CDM FINANCIAL COUNSELING SERVICES, INC.1,903$575K0.55%+3713F-HRTimeline
Cairn Investment Group, Inc.1,900$575K0.29%013F-HRTimeline
WITTENBERG INVESTMENT MANAGEMENT, INC.1,900$575K0.21%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.1,896$574K0.06%+6913F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,893$573K0.14%+4413F-HRTimeline
LaSalle St. Investment Advisors, LLC1,891$572K0.08%+2413F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC1,889$571K0.47%013F-HRTimeline
Stonebridge Capital Advisors LLC1,887$571K0.04%-47013F-HRTimeline