AMERICAN EXPRESS CO (AXP) — Institutional Holders, Q2 2026 (page 14)
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 1,301 to 1,400. 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 1,301–1,400 of 3,027
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1301 | Magnus Financial Group#1301 · 4,859 sh | 4,859 | $1.6M | — | +1.5% |
| 1302 | BOYAR ASSET MANAGEMENT#1302 · 4,853 sh | 4,853 | $1.6M | 0.94% | +14.2% |
| 1303 | Alaethes Wealth#1303 · 4,827 sh | 4,827 | $1.6M | 0.47% | +0.5% |
| 1304 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT#1304 · 4,822 sh | 4,822 | $1.6M | — | +25.0% |
| 1305 | Warther Private Wealth#1305 · 4,823 sh | 4,823 | $1.6M | 0.36% | +65.6% |
| 1306 | Minot DeBlois Advisors#1306 · 4,822 sh | 4,822 | $1.6M | 1.40% | +1.4% |
| 1307 | LAZARI CAPITAL MANAGEMENT#1307 · 4,814 sh | 4,814 | $1.6M | — | +7.4% |
| 1308 | WEALTH ALLIANCE#1308 · 4,809 sh | 4,809 | $1.6M | 0.14% | -2.9% |
| 1309 | Souders Financial Advisors#1309 · 4,803 sh | 4,803 | $1.6M | 0.16% | -15.6% |
| 1310 | L. Roy Papp & Associates, LLP#1310 · 4,779 sh | 4,779 | $1.6M | — | 0.0% |
| 1311 | Investment Research Partners#1311 · 4,778 sh | 4,778 | $1.6M | — | +5.8% |
| 1312 | Strategic Investment Advisors / MI#1312 · 4,758 sh | 4,758 | $1.6M | 0.10% | -18.8% |
| 1313 | BANK OF HAWAII#1313 · 4,753 sh | 4,753 | $1.6M | 0.08% | -3.4% |
| 1314 | Wealthcare Advisory Partners#1314 · 4,748 sh | 4,748 | $1.6M | — | +1.2% |
| 1315 | Focus Financial Network#1315 · 4,748 sh | 4,748 | $1.6M | — | +11.9% |
| 1316 | Advisory Alpha#1316 · 4,729 sh | 4,729 | $1.6M | 0.04% | +20.7% |
| 1317 | Whelan Financial#1317 · 4,728 sh | 4,728 | $1.6M | 0.44% | +6.2% |
| 1318 | Portside Wealth Group#1318 · 4,713 sh | 4,713 | $1.6M | — | +10.1% |
| 1319 | HOHIMER WEALTH MANAGEMENT#1319 · 4,694 sh | 4,694 | $1.6M | 0.16% | +3.8% |
| 1320 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#1320 · 4,557 sh | 4,557 | $1.6M | 0.09% | -1.7% |
| 1321 | 71 West Capital Partners#1321 · 4,674 sh | 4,674 | $1.6M | 0.05% | +54.7% |
| 1322 | Accredited Investors#1322 · 4,673 sh | 4,673 | $1.6M | 0.07% | -3.4% |
| 1323 | First Command Advisory Services#1323 · 4,672 sh | 4,672 | $1.6M | <0.01% | +0.1% |
| 1324 | Nicholas Hoffman & Company#1324 · 4,660 sh | 4,660 | $1.6M | 0.03% | -5.3% |
| 1325 | PROATHLETE WEALTH MANAGEMENT#1325 · 4,658 sh | 4,658 | $1.6M | — | +1.1% |
| 1326 | Ledyard National Bank#1326 · 4,659 sh | 4,659 | $1.6M | — | -1.0% |
| 1327 | Leisure Capital Management#1327 · 4,655 sh | 4,655 | $1.6M | 0.49% | 0.0% |
| 1328 | PATTEN & PATTEN#1328 · 4,644 sh | 4,644 | $1.6M | — | 0.0% |
| 1329 | Pflug Koory#1329 · 4,636 sh | 4,636 | $1.6M | — | 0.0% |
| 1330 | Wellington Shields#1330 · 4,615 sh | 4,615 | $1.6M | 0.35% | -8.8% |
| 1331 | Twelve Points Wealth Management#1331 · 4,597 sh | 4,597 | $1.6M | 0.31% | 0.0% |
| 1332 | Realta Investment Advisors#1332 · 4,594 sh | 4,594 | $1.6M | — | +10.0% |
| 1333 | MUIRFIELD WEALTH ADVISORS#1333 · 4,581 sh | 4,581 | $1.5M | 1.01% | -2.2% |
| 1334 | Ameritas Investment Partners#1334 · 4,565 sh | 4,565 | $1.5M | 0.04% | -5.1% |
| 1335 | RICHARDS, MERRILL & PETERSON#1335 · 4,546 sh | 4,546 | $1.5M | — | +57.8% |
| 1336 | Morse Asset Management#1336 · 4,540 sh | 4,540 | $1.5M | 0.25% | 0.0% |
| 1337 | Gerber Kawasaki Wealth & Investment Management#1337 · 4,534 sh | 4,534 | $1.5M | 0.04% | +2.7% |
| 1338 | FINANCIAL MANAGEMENT NETWORK#1338 · 4,316 sh | 4,316 | $1.5M | — | +15.4% |
| 1339 | Essex Financial Services#1339 · 4,526 sh | 4,526 | $1.5M | 0.08% | -0.1% |
| 1340 | GSA CAPITAL PARTNERS LLP#1340 · 4,514 sh | 4,514 | $1.5M | 0.10% | -60.7% |
| 1341 | ARBOR CAPITAL MANAGEMENT#1341 · 4,558 sh | 4,558 | $1.5M | — | -7.0% |
| 1342 | Riverbend Wealth Management#1342 · 4,500 sh | 4,500 | $1.5M | — | +6.5% |
| 1343 | Sentry#1343 · 4,498 sh | 4,498 | $1.5M | 0.43% | 0.0% |
| 1344 | SageGuard Financial Group#1344 · 4,496 sh | 4,496 | $1.5M | 0.21% | -2.0% |
| 1345 | guardian investment management#1345 · 4,492 sh | 4,492 | $1.5M | — | 0.0% |
| 1346 | MATTERN CAPITAL MANAGEMENT#1346 · 4,491 sh | 4,491 | $1.5M | 0.18% | +17.5% |
| 1347 | SageView Advisory Group#1347 · 4,488 sh | 4,488 | $1.5M | 0.05% | -1.3% |
| 1348 | ROCKLAND#1348 · 4,488 sh | 4,488 | $1.5M | — | -3.2% |
| 1349 | Odyssean#1349 · 4,487 sh | 4,487 | $1.5M | 0.25% | New |
| 1350 | Kovack Advisors#1350 · 4,395 sh | 4,395 | $1.5M | 0.07% | +8.5% |
| 1351 | LEVIN CAPITAL STRATEGIES, L.P.#1351 · 4,475 sh | 4,475 | $1.5M | 0.10% | 0.0% |
| 1352 | SVB WEALTH#1352 · 4,466 sh | 4,466 | $1.5M | 0.10% | -4.3% |
| 1353 | Cambridge Financial Group#1353 · 4,461 sh | 4,461 | $1.5M | — | -2.2% |
| 1354 | MainStreet Investment Advisors#1354 · 4,447 sh | 4,447 | $1.5M | 0.20% | -4.8% |
| 1355 | Tufton Capital Management#1355 · 4,445 sh | 4,445 | $1.5M | — | 0.0% |
| 1356 | First Dallas Securities#1356 · 4,441 sh | 4,441 | $1.5M | 0.50% | 0.0% |
| 1357 | Manchester Capital Management#1357 · 4,406 sh | 4,406 | $1.5M | — | +1.5% |
| 1358 | Mystic Asset Management#1358 · 4,403 sh | 4,403 | $1.5M | — | -9.4% |
| 1359 | ICON ADVISERS#1359 · 4,400 sh | 4,400 | $1.5M | 0.28% | -8.3% |
| 1360 | Hartford Funds Management#1360 · 4,396 sh | 4,396 | $1.5M | 0.12% | -46.7% |
| 1361 | BRIDGES INVESTMENT MANAGEMENT#1361 · 4,396 sh | 4,396 | $1.5M | 0.02% | +11.4% |
| 1362 | Simmons Bank#1362 · 4,390 sh | 4,390 | $1.5M | 0.08% | -0.7% |
| 1363 | Sun Financial#1363 · 4,358 sh | 4,358 | $1.5M | 0.70% | +7.2% |
| 1364 | Old Mission Investment#1364 · 4,364 sh | 4,364 | $1.5M | — | +0.1% |
| 1365 | KNIGHTSBRIDGE ASSET MANAGEMENT#1365 · 3,986 sh | 3,986 | $1.5M | 0.21% | +0.6% |
| 1366 | WOODSTOCK#1366 · 4,356 sh | 4,356 | $1.5M | — | -1.2% |
| 1367 | Next Level Private#1367 · 4,342 sh | 4,342 | $1.5M | — | +2.0% |
| 1368 | Stokes Family Office#1368 · 4,341 sh | 4,341 | $1.5M | 0.17% | -19.4% |
| 1369 | EVERMAY WEALTH MANAGEMENT#1369 · 4,340 sh | 4,340 | $1.5M | 0.15% | +6.6% |
| 1370 | Aspire Private Capital#1370 · 4,339 sh | 4,339 | $1.5M | 0.30% | -13.1% |
| 1371 | Aspen Investment Management#1371 · 4,329 sh | 4,329 | $1.5M | 0.39% | +10.2% |
| 1372 | Mraz, Amerine & Associates#1372 · 4,328 sh | 4,328 | $1.5M | 0.21% | +0.5% |
| 1373 | Cordatus Wealth Management#1373 · 4,312 sh | 4,312 | $1.5M | — | New |
| 1374 | SCHULHOFF#1374 · 4,300 sh | 4,300 | $1.5M | 0.58% | 0.0% |
| 1375 | Generali Investments Towarzystwo Funduszy Inwestycyjnych#1375 · 4,300 sh | 4,300 | $1.5M | 0.58% | +7.5% |
| 1376 | Triad Investment Management#1376 · 4,296 sh | 4,296 | $1.5M | — | -74.3% |
| 1377 | Cane Capital Partners#1377 · 4,283 sh | 4,283 | $1.4M | — | -16.8% |
| 1378 | Pathway Financial Advisers#1378 · 4,278 sh | 4,278 | $1.4M | 0.36% | +8.3% |
| 1379 | AMARILLO NATIONAL BANK#1379 · 4,267 sh | 4,267 | $1.4M | — | 0.0% |
| 1380 | Koshinski Asset Management#1380 · 4,263 sh | 4,263 | $1.4M | 0.08% | +2.1% |
| 1381 | SALEM INVESTMENT COUNSELORS#1381 · 4,263 sh | 4,263 | $1.4M | — | New |
| 1382 | Bedel Financial Consulting#1382 · 4,250 sh | 4,250 | $1.4M | 0.14% | +0.1% |
| 1383 | IFG Advisors#1383 · 4,249 sh | 4,249 | $1.4M | — | -0.8% |
| 1384 | Diligent Investors#1384 · 4,248 sh | 4,248 | $1.4M | — | -31.8% |
| 1385 | LVW Advisors#1385 · 4,246 sh | 4,246 | $1.4M | — | +7.9% |
| 1386 | SNS Financial Group#1386 · 4,238 sh | 4,238 | $1.4M | 0.03% | New |
| 1387 | Core Alternative Capital#1387 · 4,234 sh | 4,234 | $1.4M | 0.43% | +2.0% |
| 1388 | Revisor Wealth Management#1388 · 4,209 sh | 4,209 | $1.4M | — | +11.4% |
| 1389 | Atlas Brown#1389 · 4,199 sh | 4,199 | $1.4M | — | +0.1% |
| 1390 | TOWNSQUARE CAPITAL#1390 · 4,179 sh | 4,179 | $1.4M | 0.26% | +9.7% |
| 1391 | Pure Financial Advisors#1391 · 4,175 sh | 4,175 | $1.4M | 0.02% | +8.6% |
| 1392 | Parrish Capital#1392 · 4,167 sh | 4,167 | $1.4M | — | -14.4% |
| 1393 | MOODY LYNN & LIEBERSON#1393 · 4,164 sh | 4,164 | $1.4M | — | +15.9% |
| 1394 | THOROUGHBRED FINANCIAL SERVICES#1394 · 4,159 sh | 4,159 | $1.4M | 0.07% | -3.8% |
| 1395 | Victrix Investment Advisors#1395 · 4,147 sh | 4,147 | $1.4M | — | -4.9% |
| 1396 | Paul Damon & Associates#1396 · 4,144 sh | 4,144 | $1.4M | 0.54% | -3.8% |
| 1397 | BROOKS, MOORE & ASSOCIATES#1397 · 4,123 sh | 4,123 | $1.4M | 0.63% | +17.0% |
| 1398 | Marathon Wealth Advisors#1398 · 4,123 sh | 4,123 | $1.4M | 0.48% | +0.1% |
| 1399 | BSW Wealth Partners#1399 · 4,122 sh | 4,122 | $1.4M | 0.15% | -4.1% |
| 1400 | Bond & Devick Financial Network#1400 · 4,120 sh | 4,120 | $1.4M | — | 0.0% |
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.