AMERICAN EXPRESS CO (AXP) — Institutional Holders, Q2 2026 (page 13)
3,027 institutional investment managers reported a AXP position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $194.9B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1,201 to 1,300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
AXP 13F holders ranked 1,201–1,300 of 3,027
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1201 | Checchi Capital Advisers#1201 · 5,881 sh | 5,881 | $2.0M | 0.09% | -1.2% |
| 1202 | Fairbanks Capital Management#1202 · 5,868 sh | 5,868 | $2.0M | 1.18% | -7.8% |
| 1203 | Pine Valley Investments Ltd Liability#1203 · 5,857 sh | 5,857 | $2.0M | 0.08% | +1.0% |
| 1204 | W.G. Shaheen & Associates DBA Whitney#1204 · 5,846 sh | 5,846 | $2.0M | 0.14% | -8.5% |
| 1205 | Citadel Investment Advisory#1205 · 5,832 sh | 5,832 | $2.0M | — | 0.0% |
| 1206 | Dakota Wealth Management#1206 · 5,824 sh | 5,824 | $2.0M | 0.04% | -2.1% |
| 1207 | EverSource Wealth Advisors#1207 · 5,817 sh | 5,817 | $2.0M | 0.07% | -49.3% |
| 1208 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C.#1208 · 5,816 sh | 5,816 | $2.0M | 0.13% | +44.5% |
| 1209 | NICOLET BANKSHARES#1209 · 5,695 sh | 5,695 | $2.0M | 0.06% | +6.1% |
| 1210 | Legacy Edge Advisors#1210 · 5,791 sh | 5,791 | $2.0M | 0.18% | -1.1% |
| 1211 | Washington Advisors#1211 · 5,785 sh | 5,785 | $2.0M | — | 0.0% |
| 1212 | CALDWELL SUTTER CAPITAL#1212 · 5,739 sh | 5,739 | $1.9M | 0.73% | -21.8% |
| 1213 | COZAD ASSET MANAGEMENT#1213 · 5,734 sh | 5,734 | $1.9M | 0.13% | -7.5% |
| 1214 | Hilltop#1214 · 5,723 sh | 5,723 | $1.9M | 0.15% | +3.9% |
| 1215 | MCCARTER PRIVATE WEALTH SERVICES#1215 · 5,712 sh | 5,712 | $1.9M | — | -5.2% |
| 1216 | Crewe Advisors#1216 · 5,708 sh | 5,708 | $1.9M | 0.14% | +0.8% |
| 1217 | ASPIRIANT#1217 · 5,704 sh | 5,704 | $1.9M | — | +12.2% |
| 1218 | Interchange Capital Partners#1218 · 5,662 sh | 5,662 | $1.9M | 0.36% | +2.6% |
| 1219 | Stonebrook Private#1219 · 5,662 sh | 5,662 | $1.9M | 0.35% | -0.2% |
| 1220 | TWO SIGMA SECURITIES#1220 · 5,661 sh | 5,661 | $1.9M | 0.17% | New |
| 1221 | Virtus Investment Advisers#1221 · 5,654 sh | 5,654 | $1.9M | 0.45% | +7.1% |
| 1222 | BRIAN LOW FINANCIAL GROUP#1222 · 5,637 sh | 5,637 | $1.9M | 1.11% | +17.0% |
| 1223 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP#1223 · 5,635 sh | 5,635 | $1.9M | — | +0.6% |
| 1224 | CV Advisors#1224 · 5,635 sh | 5,635 | $1.9M | — | New |
| 1225 | Olistico Wealth#1225 · 5,634 sh | 5,634 | $1.9M | — | 0.0% |
| 1226 | Cornerstone Planning Group#1226 · 5,454 sh | 5,454 | $1.9M | — | 0.0% |
| 1227 | KRS Capital Management#1227 · 5,623 sh | 5,623 | $1.9M | — | -0.2% |
| 1228 | Rose Capital Advisors#1228 · 5,594 sh | 5,594 | $1.9M | 0.95% | — |
| 1229 | HENDLEY#1229 · 5,580 sh | 5,580 | $1.9M | 0.67% | +0.6% |
| 1230 | Gateway Wealth Partners#1230 · 5,530 sh | 5,530 | $1.9M | 0.11% | -36.7% |
| 1231 | Beaumont Asset Management, L.L.C.#1231 · 5,527 sh | 5,527 | $1.9M | — | -0.1% |
| 1232 | NORTHCAPE WEALTH MANAGEMENT#1232 · 5,527 sh | 5,527 | $1.9M | 0.49% | 0.0% |
| 1233 | Acropolis Investment Management#1233 · 5,522 sh | 5,522 | $1.9M | — | +1.5% |
| 1234 | Busey Wealth Management#1234 · 5,515 sh | 5,515 | $1.9M | — | -1.0% |
| 1235 | Moss Adams Wealth Advisors#1235 · 5,512 sh | 5,512 | $1.9M | 0.12% | +155.9% |
| 1236 | Town & Country Bank & dba First Bankers#1236 · 5,480 sh | 5,480 | $1.9M | 0.58% | +400.0% |
| 1237 | CAMBIENT FAMILY OFFICE#1237 · 5,460 sh | 5,460 | $1.8M | 0.23% | +2.2% |
| 1238 | Alpine Bank Wealth Management#1238 · 5,445 sh | 5,445 | $1.8M | — | 0.0% |
| 1239 | SPRUCEGROVE INVESTMENT MANAGEMENT LTD#1239 · 5,442 sh | 5,442 | $1.8M | 0.29% | -50.3% |
| 1240 | Focus Partners Advisor Solutions#1240 · 5,429 sh | 5,429 | $1.8M | 0.02% | +0.6% |
| 1241 | Abundance Wealth Counselors#1241 · 5,404 sh | 5,404 | $1.8M | — | -13.9% |
| 1242 | SPIREPOINT PRIVATE CLIENT#1242 · 5,395 sh | 5,395 | $1.8M | 0.15% | +0.2% |
| 1243 | Ignite Planners#1243 · 5,383 sh | 5,383 | $1.8M | — | +1.4% |
| 1244 | Mirabaud Asset Management Ltd#1244 · 5,317 sh | 5,317 | $1.8M | 1.51% | -57.5% |
| 1245 | SPINNAKER#1245 · 5,355 sh | 5,355 | $1.8M | 0.09% | +2.6% |
| 1246 | Ark Wealth Advisors#1246 · 5,354 sh | 5,354 | $1.8M | 1.61% | +14.9% |
| 1247 | Peak Asset Management#1247 · 5,346 sh | 5,346 | $1.8M | 0.27% | New |
| 1248 | Vectors Research Management#1248 · 5,340 sh | 5,340 | $1.8M | 0.47% | +1.1% |
| 1249 | Net Worth Advisory Group#1249 · 5,316 sh | 5,316 | $1.8M | — | -9.6% |
| 1250 | TCI Wealth Advisors#1250 · 5,287 sh | 5,287 | $1.8M | 0.08% | +13.4% |
| 1251 | Spire Wealth Management#1251 · 5,286 sh | 5,286 | $1.8M | 0.05% | -5.4% |
| 1252 | Capital Analysts#1252 · 5,276 sh | 5,276 | $1.8M | 0.04% | +1.5% |
| 1253 | Texas Capital Bank Wealth Management Services#1253 · 5,265 sh | 5,265 | $1.8M | 0.10% | -2.9% |
| 1254 | DF DENT#1254 · 5,253 sh | 5,253 | $1.8M | 0.03% | 0.0% |
| 1255 | Meridian Wealth Management#1255 · 5,249 sh | 5,249 | $1.8M | 0.05% | -22.4% |
| 1256 | Turtle Creek Wealth Advisors#1256 · 5,223 sh | 5,223 | $1.8M | — | +5.7% |
| 1257 | DOLIVER ADVISORS#1257 · 5,214 sh | 5,214 | $1.8M | — | -2.2% |
| 1258 | Everhart Financial Group#1258 · 5,208 sh | 5,208 | $1.8M | — | +3.8% |
| 1259 | Taylor Frigon Capital Management#1259 · 5,204 sh | 5,204 | $1.8M | — | -1.1% |
| 1260 | Garde Capital#1260 · 5,179 sh | 5,179 | $1.8M | 0.08% | +0.4% |
| 1261 | Ramirez Asset Management#1261 · 5,170 sh | 5,170 | $1.7M | 0.18% | 0.0% |
| 1262 | Strategic Advisors#1262 · 5,162 sh | 5,162 | $1.7M | — | 0.0% |
| 1263 | MeadowBrook Investment Advisors#1263 · 5,146 sh | 5,146 | $1.7M | 1.38% | -0.9% |
| 1264 | Laurel Wealth Advisors#1264 · 5,140 sh | 5,140 | $1.7M | 0.17% | -4.4% |
| 1265 | Sterling Wealth Management#1265 · 5,134 sh | 5,134 | $1.7M | — | 0.0% |
| 1266 | BEACON INVESTMENT ADVISORY SERVICES#1266 · 5,128 sh | 5,128 | $1.7M | — | -1.0% |
| 1267 | GARDNER RUSSO & QUINN#1267 · 5,125 sh | 5,125 | $1.7M | 0.02% | -21.0% |
| 1268 | S.A. Mason#1268 · 5,119 sh | 5,119 | $1.7M | — | +0.3% |
| 1269 | Bryn Mawr Advisors#1269 · 5,117 sh | 5,117 | $1.7M | 0.08% | -2.6% |
| 1270 | Bison Wealth#1270 · 4,858 sh | 4,858 | $1.7M | — | +7.3% |
| 1271 | Churchill Financial Advisors#1271 · 5,109 sh | 5,109 | $1.7M | — | -1.9% |
| 1272 | RED CEDAR INVESTMENT MANAGEMENT#1272 · 5,108 sh | 5,108 | $1.7M | 0.16% | 0.0% |
| 1273 | PFG Advisors#1273 · 5,097 sh | 5,097 | $1.7M | — | 0.0% |
| 1274 | Chesapeake Wealth Management#1274 · 5,096 sh | 5,096 | $1.7M | 0.48% | -0.5% |
| 1275 | WealthTrust Axiom#1275 · 5,088 sh | 5,088 | $1.7M | 0.38% | 0.0% |
| 1276 | Larson Financial Group#1276 · 5,081 sh | 5,081 | $1.7M | 0.05% | +4.6% |
| 1277 | CAPE COD FIVE CENTS SAVINGS BANK#1277 · 5,076 sh | 5,076 | $1.7M | 0.14% | — |
| 1278 | Bradyco#1278 · 5,074 sh | 5,074 | $1.7M | 1.97% | 0.0% |
| 1279 | HighPoint Advisor Group#1279 · 5,067 sh | 5,067 | $1.7M | 0.06% | -1.6% |
| 1280 | William Allan#1280 · 5,057 sh | 5,057 | $1.7M | — | 0.0% |
| 1281 | Bluebird Wealth Management#1281 · 5,049 sh | 5,049 | $1.7M | 1.48% | -5.4% |
| 1282 | BLODGETT WEALTH ADVISORS#1282 · 5,044 sh | 5,044 | $1.7M | — | 0.0% |
| 1283 | AlTi Global#1283 · 5,035 sh | 5,035 | $1.7M | 0.04% | -1.7% |
| 1284 | PECAUT#1284 · 5,015 sh | 5,015 | $1.7M | 0.52% | -0.5% |
| 1285 | ALTFEST L J#1285 · 5,003 sh | 5,003 | $1.7M | 0.16% | +50.5% |
| 1286 | Stratos Wealth Advisors#1286 · 5,001 sh | 5,001 | $1.7M | 0.09% | -5.8% |
| 1287 | SPIRIT OF AMERICA MANAGEMENT#1287 · 5,000 sh | 5,000 | $1.7M | — | 0.0% |
| 1288 | CWA Asset Management Group#1288 · 4,992 sh | 4,992 | $1.7M | — | -0.1% |
| 1289 | GREAT VALLEY ADVISOR GROUP#1289 · 4,978 sh | 4,978 | $1.7M | 0.03% | -6.8% |
| 1290 | LYELL WEALTH MANAGEMENT#1290 · 4,977 sh | 4,977 | $1.7M | 0.10% | +11.2% |
| 1291 | TOMPKINS FINANCIAL#1291 · 4,969 sh | 4,969 | $1.7M | — | 0.0% |
| 1292 | Schear Investment Advisers#1292 · 4,950 sh | 4,950 | $1.7M | — | +2.7% |
| 1293 | CIGNA INVESTMENTS#1293 · 4,949 sh | 4,949 | $1.7M | — | -4.0% |
| 1294 | Xcel Wealth Management#1294 · 4,948 sh | 4,948 | $1.7M | — | -32.4% |
| 1295 | MILESTONE ASSET MANAGEMENT#1295 · 4,889 sh | 4,889 | $1.7M | — | +18.2% |
| 1296 | WEIK CAPITAL MANAGEMENT#1296 · 4,888 sh | 4,888 | $1.7M | 0.64% | 0.0% |
| 1297 | NBC SECURITIES#1297 · 4,887 sh | 4,887 | $1.7M | — | -1.5% |
| 1298 | Y-Intercept (Hong Kong) Ltd#1298 · 4,874 sh | 4,874 | $1.6M | — | +140.9% |
| 1299 | North Star Investment Management#1299 · 4,864 sh | 4,864 | $1.6M | 0.09% | -13.2% |
| 1300 | Argentarii#1300 · 4,824 sh | 4,824 | $1.6M | 0.50% | +0.4% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.