Public record / Tickers / AXP

AXP — AMERICAN EXPRESS CO

Both disclosure regimes on one name: who in Congress filed about AXP, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
124
all PTR rows naming AXP
Members · 12m
8
9 buys · 5 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Nancy Pelosi · $250K–$500K

Purchase · traded 2022-01-21 → filed 2022-03-04. Ranked over every AXP row by the provable lower bound, never a point estimate.

8 members · 9 buys / 5 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

26 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

27 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 27 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING AXP · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning AXP
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-06-16Rick W. Allen R–GA-12Purchase · SP (spouse-owned)Traded 05-08 +39d$1K–$15K
2026-04-30Jared Moskowitz D–FL-23PurchaseTraded 03-31 +30d$1K–$15K
2026-04-15Rick Larsen D–WA-2SaleTraded 04-07 +8d$1K–$15K
2026-04-04Shelley Moore Capito R–WVPurchase · SP (spouse-owned)Traded 03-11 +24d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 124 ↗

Members active in AXP

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing AXP in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Jared Moskowitz D–FL-234$18.0K to $95.0K3
Lisa C. McClain R–MI-93−$29.0K to $13.0K2
Julie Johnson D–TX-322−$30.0K to −$2.0K4
Alan Armstrong R–OK1$1.0K to $15.0K2
Markwayne Mullin R–OK1$1.0K to $15.0K
Rick Larsen D–WA-21−$15.0K to −$1.0K1
Rick W. Allen R–GA-121$1.0K to $15.0K2
Shelley Moore Capito R–WV1$1.0K to $15.0K4

8 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · AXP

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
2 Alan Armstrong R–OK, Rick W. Allen R–GA-12 $2K–$30K
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

new + add vs trim + exit, by shares · $ = reported value now, not the change · AMERICAN EXPRESS CO

Merged timeline of congressional filings and notable-manager moves on AXP
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-06-16Rick W. Allen CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+377 sh
2026-05-15Bridgewater Associates 13Ftrim−10,308 sh
2026-05-14Caxton Associates 13Fexit−6,551 sh
2026-05-01Markel Group 13Fadd+1,950 sh

6 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of AXP for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BERKSHIRE HATHAWAY INC$45.9B1
2BlackRock, Inc.$12.7B1
3VANGUARD CAPITAL MANAGEMENT LLC$10.0B1
4STATE STREET CORP$8.8B1
5JPMORGAN CHASE & CO$6.1B1
6GEODE CAPITAL MANAGEMENT, LLC$4.3B1
7MORGAN STANLEY$3.9B1
8FMR LLC$2.8B1
9Fisher Asset Management, LLC$2.8B1
10VANGUARD PORTFOLIO MANAGEMENT LLC$2.4B1
11BANK OF AMERICA CORP /DE/$2.2B1
12NORTHERN TRUST CORP$1.9B1
13WELLS FARGO & COMPANY/MN$1.7B1
14Nuveen, LLC$1.7B1
15UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.6B1
16MASSACHUSETTS FINANCIAL SERVICES CO /MA/$1.6B1
17Artisan Partners Limited Partnership$1.4B1
18UBS Group AG$1.4B1
19DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$1.3B1
20WELLINGTON MANAGEMENT GROUP LLP$1.3B1
21CHARLES SCHWAB INVESTMENT MANAGEMENT INC$1.2B1
22Bank of New York Mellon Corp$1.2B1
23Legal & General Group Plc$1.1B1
24Invesco Ltd.$1.0B1
25AMERIPRISE FINANCIAL INC$977M1
26Capital Research Global Investors$959M1
27VANGUARD FIDUCIARY TRUST CO$906M1
28Rothschild & Co Wealth Management UK Ltd$860M1
29Capital World Investors$859M1
30DIMENSIONAL FUND ADVISORS LP$820M1
31DEUTSCHE BANK AG\$818M1
32Capital Wealth Planning, LLC$795M1
33NORDEA INVESTMENT MANAGEMENT AB$759M1
34Amundi$754M1
35BARCLAYS PLC$702M1
36Janus Henderson Group Ltd.$700M1
37Boston Partners$622M1
38D. E. Shaw & Co., Inc.$600M1
39ROYAL BANK OF CANADA$527M1
40TD ASSET MANAGEMENT INC$514M1
41HSBC HOLDINGS PLC$505M1
42First Eagle Investment Management, LLC$503M1
43Mitsubishi UFJ Asset Management Co., Ltd.$503M1
44Swiss National Bank$489M1
45SCHRODER INVESTMENT MANAGEMENT GROUP$474M1
46Pictet Asset Management Holding SA$439M1
47Sumitomo Mitsui Trust Group, Inc.$439M1
48FIRST TRUST ADVISORS LP$430M1
49CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$385M1
50BNP Paribas Asset Management Holding S.A.$377M1
51HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$374M1
52AMERICAN CENTURY COMPANIES INC$363M1
53National Pension Service$357M1
54Vanguard Global Advisers, LLC$355M1
55Sustainable Growth Advisers, LP$339M1
56CITIGROUP INC$330M1
57BARROW HANLEY MEWHINNEY & STRAUSS LLC$326M1
58Longview Partners (Guernsey) LTD$325M1
59RAYMOND JAMES FINANCIAL INC$321M1
60RHUMBLINE ADVISERS$304M1
61BANK OF MONTREAL /CAN/$285M1
62VANGUARD ASSET MANAGEMENT, Ltd$284M1
63PROVIDENT TRUST CO$277M1
64LPL Financial LLC$276M1
65CANADA PENSION PLAN INVESTMENT BOARD$265M1
66Corient Private Wealth LLC$255M1
67Qube Research & Technologies Ltd$248M1
68PRINCIPAL FINANCIAL GROUP INC$243M1
69FRANKLIN RESOURCES INC$230M1
70ENVESTNET ASSET MANAGEMENT INC$227M1
71STIFEL FINANCIAL CORP$217M1
72BLAIR WILLIAM & CO/IL$210M1
73ALLIANCEBERNSTEIN L.P.$208M1
74Aberdeen Group plc$204M1
75S&G Foundation$194M1
76Korea Investment CORP$188M1
77Universal- Beteiligungs- und Servicegesellschaft mbH$187M1
78AQR CAPITAL MANAGEMENT LLC$185M1
79NEW YORK STATE COMMON RETIREMENT FUND$184M1
80KING LUTHER CAPITAL MANAGEMENT CORP$183M1
81Smead Capital Management, Inc.$182M1
82Tidal Investments LLC$173M1
83TORONTO DOMINION BANK$170M1
84RENAISSANCE TECHNOLOGIES LLC$167M1
85Alphinity Investment Management Pty Ltd$165M1
86Man Group plc$160M1
87WORLDQUANT MILLENNIUM ADVISORS LLC$159M1
88Focused Investors LLC$152M1
89MARKEL GROUP INC.$148M1
90US BANCORP \DE\$148M1
91AVIVA PLC$147M1
92Ensign Peak Advisors, Inc$146M1
93HighTower Advisors, LLC$146M1
94STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$145M1
95FIRST MANHATTAN CO. LLC.$139M1
96DANSKE BANK A/S$138M1
97VICTORY CAPITAL MANAGEMENT INC$138M1
98Clark Capital Management Group, Inc.$137M1
99PFA Pension, Forsikringsaktieselskab$131M1
100MANUFACTURERS LIFE INSURANCE COMPANY, THE$127M1
101CIBC Bancorp USA Inc.$124M1
102BECK MACK & OLIVER LLC$123M1
103CITADEL ADVISORS LLC$122M1
104MFF Capital Investments Ltd$122M1
105CACTI ASSET MANAGEMENT LLC$118M1
106M&G Plc$117M1
107River Road Asset Management, LLC$115M1
108TD Waterhouse Canada Inc.$113M1
109STOREBRAND ASSET MANAGEMENT AS$113M1
110Retirement Systems of Alabama$113M1
111Asset Management One Co., Ltd.$111M1
112Sumitomo Mitsui DS Asset Management Company, Ltd$111M1
113Neuberger Berman Group LLC$110M1
114CREDIT AGRICOLE S A$108M1
115COMGEST GLOBAL INVESTORS S.A.S.$108M1
116Connor, Clark & Lunn Investment Management Ltd.$107M1
117Epoch Investment Partners, Inc.$106M1
118Rockefeller Capital Management L.P.$105M1
119MILLENNIUM MANAGEMENT LLC$104M1
120Zurcher Kantonalbank (Zurich Cantonalbank)$103M1
121Heard Capital LLC$103M1
122FIFTH THIRD BANCORP$102M1
123Clearbridge Investments, LLC$101M1
124Swedbank AB$101M1
125Lansforsakringar Fondforvaltning AB (publ)$100M1
126SUSQUEHANNA INTERNATIONAL GROUP, LLP$99.4M1
127NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$98.9M1
128ADAGE CAPITAL PARTNERS GP, L.L.C.$98.7M1
129TRUIST FINANCIAL CORP$98.1M1
130BOWEN HANES & CO INC$96.7M1
131CRAWFORD INVESTMENT COUNSEL INC$96.4M1
132KEYBANK NATIONAL ASSOCIATION/OH$96.1M1
133Chevy Chase Trust Holdings, LLC$95.8M1
134Quantinno Capital Management LP$91.6M1
135OSAIC HOLDINGS, INC.$90.7M1
136NOMURA ASSET MANAGEMENT CO LTD$90.5M1
137STATE OF WISCONSIN INVESTMENT BOARD$89.2M1
138Douglas Lane & Associates, LLC$87.0M1
139FEDERATED HERMES, INC.$85.9M1
140GLENMEDE TRUST CO NA$85.5M1
141APG Asset Management N.V.$85.4M1
142GREAT LAKES ADVISORS, LLC$84.8M1
143COMMONWEALTH EQUITY SERVICES, LLC$84.4M1
144DODGE & COX$83.9M1
145Vanguard Investments Australia, Ltd.$83.0M1
146SEI INVESTMENTS CO$82.1M1
147BROWN ADVISORY INC$82.1M1
148PANAGORA ASSET MANAGEMENT INC$81.6M1
149PRUDENTIAL FINANCIAL INC$78.5M1
150VOLORIDGE INVESTMENT MANAGEMENT, LLC$78.3M1
151Focus Partners Wealth$78.0M1
152Calamos Advisors LLC$76.6M1
153ROYAL LONDON ASSET MANAGEMENT LTD$76.1M1
154Mitsubishi UFJ Trust & Banking Corp$75.4M1
155CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$75.2M1
156Creative Planning$73.0M1
157Alberta Investment Management Corp$72.6M1
158TEACHER RETIREMENT SYSTEM OF TEXAS$71.4M1
159KLP KAPITALFORVALTNING AS$70.8M1
160NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$69.7M1
161NISA INVESTMENT ADVISORS, LLC$68.7M1
162LAZARD ASSET MANAGEMENT LLC$68.6M1
163ProShare Advisors LLC$67.4M1
164Mariner, LLC$66.9M1
165Cetera Investment Advisers$66.9M1
166PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$66.8M1
167Cerity Partners LLC$65.2M1
168WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$65.1M1
169HARRIS ASSOCIATES L P$61.6M1
170ZACKS INVESTMENT MANAGEMENT$61.1M1
171ATALANTA SOSNOFF CAPITAL, LLC$60.5M1
172NATIONAL BANK OF CANADA /FI/$60.4M1
173Eurizon Capital SGR S.p.A.$58.9M1
174BALYASNY ASSET MANAGEMENT L.P.$58.1M1
175Candriam S.C.A.$57.9M1
176State of New Jersey Common Pension Fund D$57.5M1
177GFI Investment Counsel Ltd.$57.4M1
178Pinnacle Financial Partners, Inc.$56.8M1
179Daiwa Securities Group Inc.$56.3M1
180Vest Financial, LLC$56.0M1
181Cohen Klingenstein LLC$54.5M1
182CIBC WORLD MARKET INC.$54.5M1
183Dundas Partners LLP$53.3M1
184Fiera Capital Corp$53.2M1
185Resona Asset Management Co.,Ltd.$52.6M1
186Cornerstone Investment Partners, LLC$52.4M1
187ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$52.2M1
188Capital Investment Advisors, LLC$51.9M1
189NATIXIS$49.7M1
190Iron Gate Global Advisors LLC$49.0M1
191Tredje AP-fonden$48.8M1
192JOHNSON INVESTMENT COUNSEL INC$48.4M1
193PINNACLE ASSOCIATES LTD$48.2M1
194JANE STREET GROUP, LLC$48.1M1
195Baird Financial Group, Inc.$48.0M1
196M&T BANK CORP$47.9M1
197Allworth Financial LP$47.9M1
198FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$47.9M1
199ZWJ INVESTMENT COUNSEL INC$47.5M1
200MERCER GLOBAL ADVISORS INC /ADV$47.2M1
201Smith Group Asset Management, LLC$47.0M1
202Swiss Life Asset Management Ltd$46.9M1
203Susquehanna Portfolio Strategies, LLC$46.3M1
204PUBLIC SECTOR PENSION INVESTMENT BOARD$46.1M1
205Arizona State Retirement System$45.7M1
206Groupe la Francaise$45.4M1
207CAMBIAR INVESTORS LLC$45.2M1
208MAIRS & POWER INC$45.0M1
209Allianz Asset Management GmbH$44.9M1
210Czech National Bank$44.1M1
211CIBC Asset Management Inc$43.8M1
212BARR E S & CO$43.4M1
213CENTRAL SECURITIES CORP$42.3M1
214STATE OF MICHIGAN RETIREMENT SYSTEM$42.3M1
215Mirae Asset Global Investments Co., Ltd.$42.3M1
216COUNTRY TRUST BANK$41.4M1
217BRADLEY FOSTER & SARGENT INC/CT$41.2M1
218BANK OF NOVA SCOTIA$41.2M1
219VOYA INVESTMENT MANAGEMENT LLC$40.6M1
220COMMERCE BANK$40.6M1
221ALLIANZ SE$40.4M1
222TODD ASSET MANAGEMENT LLC$40.3M1
223MetLife Investment Management, LLC$40.3M1
224Sterling Capital Management LLC$40.2M1
225RWA WEALTH PARTNERS, LLC$40.0M1
226Rafferty Asset Management, LLC$39.6M1
227O'SHAUGHNESSY ASSET MANAGEMENT, LLC$39.4M1
228OFI INVEST ASSET MANAGEMENT$39.0M1
229UNITED CAPITAL FINANCIAL ADVISORS, LLC$38.6M1
230EASTERN BANK$38.4M1
231L1 Capital International Pty Ltd$38.2M1
232REGIONS FINANCIAL CORP$38.0M1
233COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$37.7M1
234DnB Asset Management AS$37.3M1
235Mill Capital Management, LLC$36.8M1
236CLIFFORD SWAN INVESTMENT COUNSEL LLC$36.5M1
237INVESTMENT HOUSE LLC$35.5M1
238INTECH INVESTMENT MANAGEMENT LLC$35.4M1
239a16z Perennial Management, L.P.$35.3M1
240XPONANCE LLC$34.9M1
241SEB Asset Management AB$34.9M1
242Quadrature Capital Ltd$34.5M1
243FOSTER DYKEMA CABOT & PARTNERS, LLC$34.4M1
244ABN AMRO Bank N.V.$34.2M1
245Varma Mutual Pension Insurance Co$33.6M1
246IFM Investors Pty Ltd$33.4M1
247NOESIS CAPITAL MANGEMENT CORP$33.0M1
248Steward Partners Investment Advisory, LLC$32.9M1
249Federation des caisses Desjardins du Quebec$32.7M1
250Crossmark Global Holdings, Inc.$32.6M1
251BARTLETT & CO. WEALTH MANAGEMENT LLC$32.4M1
252Covea Finance$32.4M1
253Pathstone Holdings, LLC$32.3M1
254NewEdge Advisors, LLC$32.2M1
255Woodline Partners LP$31.9M1
256Destination Wealth Management$31.9M1
257Advisors Asset Management, Inc.$30.9M1
258UniSuper Management Pty Ltd$30.8M1
259BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$30.7M1
260FACTORY MUTUAL INSURANCE CO$30.4M1
261MAI Capital Management$30.4M1
262Zurich Insurance Group Ltd/FI$30.2M1
263Henshaw Capital LLC$29.9M1
264Long Corridor Asset Management Ltd$29.6M1
265SUMITOMO MITSUI FINANCIAL GROUP, INC.$29.0M1
266Drexel Morgan & Co.$29.0M1
267FIDUCIARY TRUST CO$28.9M1
268Port Capital LLC$28.7M1
269USS Investment Management Ltd$28.5M1
270Optiver Holding B.V.$28.4M1
271MML INVESTORS SERVICES, LLC$28.3M1
272Squarepoint Ops LLC$27.9M1
273Waverly Advisors, LLC$27.8M1
274Beacon Pointe Advisors, LLC$27.5M1
275QRG CAPITAL MANAGEMENT, INC.$27.4M1
276Bragg Financial Advisors, Inc$27.3M1
277Vanguard Personalized Indexing Management, LLC$27.2M1
278Andra AP-fonden$27.0M1
279Coleford Investment Management Ltd.$27.0M1
280MARTINGALE ASSET MANAGEMENT L P$26.8M1
281DAVENPORT & Co LLC$26.7M1
282CHILTON CAPITAL MANAGEMENT LLC$26.7M1
283Utah Retirement Systems$26.6M1
284EXCHANGE TRADED CONCEPTS, LLC$26.4M1
285Wealthfront Advisers LLC$26.4M1
286FLOSSBACH VON STORCH SE$26.2M1
287&PARTNERS$26.1M1
288Fisher Funds Management LTD$25.5M1
289MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$25.5M1
290Quilter Plc$25.4M1
291ASSETMARK, INC$25.3M1
292UNIO CAPITAL LLC$25.3M1
293Atlantic Union Bankshares Corp$25.2M1
294Chesley Taft & Associates LLC$25.2M1
295Robeco Institutional Asset Management B.V.$24.9M1
296Trexquant Investment LP$24.9M1
297RENAISSANCE GROUP LLC$24.9M1
298WELCH & FORBES LLC$24.7M1
299Ethic Inc.$24.6M1
300GM Advisory Group, LLC$24.6M1
301MACQUARIE GROUP LTD$24.6M1
302Dana Investment Advisors, Inc.$24.3M1
303BAXTER BROS INC$24.2M1
304NEW YORK LIFE INVESTMENT MANAGEMENT LLC$24.2M1
305HM PAYSON & CO$23.8M1
306Aware Super Pty Ltd as trustee of Aware Super$23.5M1
307Lido Advisors, LLC$23.4M1
308London & Capital Asset Management Ltd$23.3M1
309NEOS Investment Management LLC$23.2M1
310Allspring Global Investments Holdings, LLC$23.2M1
311BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$23.0M1
312FOUNDERS CAPITAL MANAGEMENT, LLC$22.9M1
313Kestra Advisory Services, LLC$22.7M1
314Vontobel Holding Ltd.$22.6M1
315CAPITOLIS LIQUID GLOBAL MARKETS LLC$22.5M1
316HANCOCK WHITNEY CORP$22.3M1
317MACKENZIE FINANCIAL CORP$22.2M1
318Maple Capital Management, Inc.$22.2M1
319Elo Mutual Pension Insurance Co$22.0M1
320BRAUN STACEY ASSOCIATES INC$21.8M1
321GDS Wealth Management$21.7M1
322NISSAY ASSET MANAGEMENT CORP /JAPAN$21.5M1
323Mesirow Financial Investment Management, Inc.$21.3M1
324MARCO INVESTMENT MANAGEMENT LLC$21.2M1
325Holowesko Partners Ltd.$21.1M1
326CI INVESTMENTS INC.$21.0M1
327Orion Porfolio Solutions, LLC$20.6M1
328OPPENHEIMER & CO INC$20.5M1
329Cornerstone Advisors, LLC$20.3M1
330WHITTIER TRUST CO$20.2M1
331HB Wealth Management, LLC$20.2M1
332CITIZENS FINANCIAL GROUP INC/RI$20.2M1
333Perigon Wealth Management, LLC$20.1M1
334PARTHENON LLC$20.0M1
335Generali Asset Management SPA SGR$20.0M1
336Aquatic Capital Management LLC$19.9M1
337Skye Global Management LP$19.8M1
338PRUDENTIAL PLC$19.8M1
339FIL Ltd$19.5M1
340ASR Vermogensbeheer N.V.$19.5M1
341LAFFER TENGLER INVESTMENTS, INC.$19.3M1
342Walleye Trading LLC$19.1M1
343EAGLE GLOBAL ADVISORS LLC$19.1M1
344Davis Asset Management, L.P.$19.1M1
345Tweedy, Browne Co LLC$19.1M1
346BIRCH FINANCIAL GROUP, LLC$19.0M1
347Hamilton Point Investment Advisors, LLC$18.8M1
348Trajan Wealth LLC$18.8M1
349Prospera Financial Services Inc$18.6M1
350OREGON PUBLIC EMPLOYEES RETIREMENT FUND$18.6M1
351Brookstone Capital Management$18.5M1
352Sequoia Financial Advisors, LLC$18.3M1
353Empowered Funds, LLC$18.2M1
354YOUSIF CAPITAL MANAGEMENT, LLC$18.1M1
355Hemenway Trust Co LLC$17.9M1
356OP Asset Management Ltd$17.6M1
357Moran Wealth Management, LLC$17.6M1
358Willis Investment Counsel$17.3M1
359MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$17.2M1
360GHP Investment Advisors, Inc.$17.2M1
361Illinois Municipal Retirement Fund$16.9M1
362Galvin, Gaustad & Stein, LLC$16.8M1
363TOCQUEVILLE ASSET MANAGEMENT L.P.$16.8M1
364Narwhal Capital Management$16.5M1
365Chemistry Wealth Management LLC$16.3M1
366Calamos Wealth Management LLC$16.2M1
367ANCHOR CAPITAL ADVISORS LLC$16.1M1
368Private Advisor Group, LLC$16.1M1
369LBP AM SA$15.9M1
370CARRET ASSET MANAGEMENT, LLC$15.8M1
371ABN AMRO INVESTMENT SOLUTIONS$15.7M1
372KESTRA PRIVATE WEALTH SERVICES, LLC$15.4M1
373EQUITABLE TRUST CO$15.3M1
374Matthew Goff Investment Advisor, LLC$15.3M1
375Grantham, Mayo, Van Otterloo & Co. LLC$15.3M1
376North Reef Capital Management LP$15.1M1
377Cresset Asset Management, LLC$15.0M1
378Stanley Capital Management, LLC$14.8M1
379Glenview Trust Co$14.7M1
380Perennial Advisors, LLC$14.7M1
381Atria Investments, Inc$14.7M1
382SHELTON CAPITAL MANAGEMENT$14.7M1
383Dai-ichi Life Insurance Company, Ltd$14.4M1
384Stockman Wealth Management, Inc.$14.4M1
385Unison Asset Management LLC$14.3M1
386Modern Wealth Management, LLC$14.3M1
387Choate Investment Advisors$14.3M1
388Sky Investment Group LLC$14.3M1
389Merit Financial Group, LLC$14.2M1
390Mediolanum International Funds Ltd$14.1M1
391FULTON BREAKEFIELD BROENNIMAN LLC$14.0M1
392Clearstead Advisors, LLC$13.8M1
393Polar Capital Holdings Plc$13.7M1
394Aptus Capital Advisors, LLC$13.6M1
395Rice Partnership, LLC$13.4M1
396EAGLE ROCK INVESTMENT COMPANY, LLC$13.4M1
397Advisors Capital Management, LLC$13.4M1
398LaFleur & Godfrey LLC$13.0M1
399Foyston, Gordon & Payne Inc$12.9M1
400Diversified Trust Co$12.7M1
401UNIVEST FINANCIAL Corp$12.6M1
402SEARLE & CO.$12.6M1
403Investment Management Corp of Ontario$12.6M1
404Avanza Fonder AB$12.6M1
405Equitable Holdings, Inc.$12.5M1
406SHAYNE & JACOBS, LLC$12.5M1
407Van Cleef Asset Management,Inc$12.4M1
408Norinchukin Bank, The$12.4M1
409SCOTIA CAPITAL INC.$12.3M1
410CULLINAN ASSOCIATES INC$12.3M1
411Vise Technologies, Inc.$12.2M1
412CWM, LLC$12.1M1
413GRIFFIN ASSET MANAGEMENT, INC.$12.1M1
414WHITTIER TRUST CO OF NEVADA INC$12.0M1
415Nippon Life Global Investors Americas, Inc.$12.0M1
416M. Kulyk & Associates, LLC$12.0M1
417Jefferies Financial Group Inc.$11.9M1
418GRIMES & Co WEALTH MANAGEMENT, LLC$11.9M1
419Summit Financial, LLC$11.7M1
420Kintegral Advisory, LLC$11.7M1
421Interval Partners, LP$11.6M1
422Capital International, Inc./CA/$11.5M1
423NOMURA HOLDINGS INC$11.3M1
424NWF Advisory Services Inc.$11.3M1
425Ironwood Investment Counsel, LLC$11.3M1
426Radnor Capital Management, LLC$11.2M1
427Teamwork Financial Advisors, LLC$11.1M1
428EVENTIDE ASSET MANAGEMENT, LLC$11.1M1
429Jain Global LLC$11.1M1
430OpenArc Corporate Advisory, LLC$11.1M1
431Osmosis Investment Management UK Ltd$11.0M1
432D.A. DAVIDSON & CO.$11.0M1
433Stratos Investment Management, LLC$11.0M1
434STANSBERRY ASSET MANAGEMENT, LLC$10.9M1
435GREENWOOD GEARHART LLC$10.9M1
436Concurrent Investment Advisors, LLC$10.8M1
437Bensler, LLC$10.6M1
438Lombard Odier Asset Management (Switzerland) SA$10.6M1
439Orange Investment Advisors, Inc.$10.6M1
440Norman Fields, Gottscho Capital Management, LLC$10.4M1
441MEYER HANDELMAN CO$10.4M1
442HS Management Partners, LLC$10.3M1
443Private Advisory Group LLC$10.3M1
444KLINGENSTEIN FIELDS & CO LP$10.2M1
445Rodgers Brothers Inc.$10.2M1
446SP Asset Management LLC$10.2M1
447Stokes Capital Advisors, LLC$10.2M1
448SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$10.1M1
449Laird Norton Wetherby Trust Company, LLC$10.0M1
450IQ EQ FUND MANAGEMENT (IRELAND) Ltd$9.9M1
451ING GROEP NV$9.9M1
452PITTENGER & ANDERSON INC$9.9M1
453Strategic Wealth Investment Group, LLC$9.9M1
454AMG National Trust Bank$9.9M1
455Lorne Steinberg Wealth Management Inc.$9.8M1
456MIZUHO SECURITIES USA LLC$9.8M1
457QUADRANT CAPITAL GROUP LLC$9.8M1
458Martin Investment Management, LLC$9.6M1
459BENJAMIN EDWARDS INC$9.6M1
460WAYCROSS PARTNERS, LLC$9.6M1
461LETSON INVESTMENT MANAGEMENT, INC.$9.5M1
462Composition Wealth, LLC$9.5M1
463KMG FIDUCIARY PARTNERS, LLC$9.5M1
464Savant Capital, LLC$9.3M1
465Summit Trail Advisors, LLC$9.3M1
466Meiji Yasuda Asset Management Co Ltd.$9.3M1
467HARTFORD INVESTMENT MANAGEMENT CO$9.3M1
468MFA WEALTH ADVISORS, LLC$9.2M1
469Vestmark Advisory Solutions, Inc.$9.1M1
470LB Partners LLC$9.1M1
471Generali Investments CEE, investicni spolecnost, a.s.$9.0M1
472Torrey Growth & Income Advisors$9.0M1
473Callan Family Office, LLC$8.9M1
474Cyndeo Wealth Partners, LLC$8.9M1
475GROUP ONE TRADING LLC$8.8M1
476HIGHLAND CAPITAL MANAGEMENT, LLC$8.7M1
477Assenagon Asset Management S.A.$8.7M1
478MGO ONE SEVEN LLC$8.7M1
479Shelter Mutual Insurance Co$8.7M1
480Independent Advisor Alliance$8.6M1
481Ascent Group, LLC$8.6M1
482Pavion Blue Capital, LLC$8.6M1
483VectorGlobal IAG, Inc.$8.6M1
484EP Wealth Advisors, LLC$8.5M1
485OMERS ADMINISTRATION Corp$8.5M1
486CONTRAVISORY INVESTMENT MANAGEMENT, INC.$8.5M1
487DIVERSIFY WEALTH MANAGEMENT, LLC$8.3M1
488Voleon Capital Management LP$8.3M1
489PRINCIPAL SECURITIES, INC.$8.2M1
490Northwest & Ethical Investments L.P.$8.2M1
491Stratos Wealth Partners, LTD.$8.2M1
492Maryland State Retirement & Pension System$8.2M1
4931ST SOURCE BANK$8.1M1
494Reliant Investment Management, LLC$8.0M1
495Silvant Capital Management LLC$8.0M1
496Foster Group, Inc.$8.0M1
497Guardian Partners Inc.$8.0M1
498UMB Bank, n.a.$8.0M1
499BOYD WATTERSON ASSET MANAGEMENT LLC/OH$7.9M1
500Robertson Stephens Wealth Management, LLC$7.9M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)9 buy / 5 sell
Congress net ($ bound)−$52.0K to $165K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on AXP

RETAINED WINDOW · ACTIVE HITS
Signal hits naming AXP
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against2 hits

Every rule, with its definition →

Planned modules for AXP · financials and macro

Financials — as filed PLANNED

AXP's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: AXP on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing