AMERICAN EXPRESS CO (AXP) — Institutional Holders, Q2 2026 (page 15)
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 1,401 to 1,500. 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 1,401–1,500 of 3,027
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1401 | Portus Wealth Advisors#1401 · 4,109 sh | 4,109 | $1.4M | — | +11.7% |
| 1402 | JAMISON PRIVATE WEALTH MANAGEMENT#1402 · 4,099 sh | 4,099 | $1.4M | — | +0.2% |
| 1403 | Evelyn Partners Group Ltd#1403 · 4,094 sh | 4,094 | $1.4M | <0.01% | — |
| 1404 | Cambria Investment Management, L.P.#1404 · 4,094 sh | 4,094 | $1.4M | 0.07% | +17.6% |
| 1405 | PGIM Custom Harvest#1405 · 4,083 sh | 4,083 | $1.4M | 0.02% | -5.4% |
| 1406 | Marex Group plc#1406 · 4,083 sh | 4,083 | $1.4M | <0.01% | +89.0% |
| 1407 | Texas Yale Capital#1407 · 4,078 sh | 4,078 | $1.4M | 0.03% | +4.2% |
| 1408 | Csenge Advisory Group#1408 · 4,077 sh | 4,077 | $1.4M | 0.06% | -9.9% |
| 1409 | Beaton Management#1409 · 4,071 sh | 4,071 | $1.4M | 0.56% | 0.0% |
| 1410 | Navis Wealth Advisors#1410 · 4,065 sh | 4,065 | $1.4M | 0.52% | +2.5% |
| 1411 | Oakworth Capital#1411 · 4,038 sh | 4,038 | $1.4M | — | +3.2% |
| 1412 | Portfolio Design Labs#1412 · 4,052 sh | 4,052 | $1.4M | 0.22% | +2.2% |
| 1413 | Lewis Asset Management#1413 · 4,020 sh | 4,020 | $1.4M | — | +29.4% |
| 1414 | Soltis Investment Advisors#1414 · 4,008 sh | 4,008 | $1.4M | 0.08% | -6.0% |
| 1415 | Connective Portfolio Management#1415 · 4,000 sh | 4,000 | $1.4M | — | New |
| 1416 | Moment Partners#1416 · 4,000 sh | 4,000 | $1.4M | 0.24% | 0.0% |
| 1417 | Evanson Financial#1417 · 3,991 sh | 3,991 | $1.3M | — | — |
| 1418 | Founders Financial Alliance#1418 · 3,990 sh | 3,990 | $1.3M | 0.18% | +1.2% |
| 1419 | ADVISORY RESEARCH#1419 · 3,987 sh | 3,987 | $1.3M | 0.13% | +0.4% |
| 1420 | CIDEL ASSET MANAGEMENT#1420 · 3,987 sh | 3,987 | $1.3M | 0.06% | +38.5% |
| 1421 | Clear Harbor Asset Management#1421 · 3,985 sh | 3,985 | $1.3M | 0.08% | -4.8% |
| 1422 | Burford Brothers#1422 · 3,973 sh | 3,973 | $1.3M | — | +1.3% |
| 1423 | PROMETHIUM ADVISORS#1423 · 3,973 sh | 3,973 | $1.3M | — | +0.3% |
| 1424 | FIRST COMMONWEALTH FINANCIAL#1424 · 3,969 sh | 3,969 | $1.3M | 0.19% | +4.9% |
| 1425 | PHYSICIANS FINANCIAL SERVICES#1425 · 3,965 sh | 3,965 | $1.3M | 0.33% | 0.0% |
| 1426 | Wealth Group, Ltd.#1426 · 3,965 sh | 3,965 | $1.3M | 0.33% | +196.6% |
| 1427 | Linden Thomas Advisory Services#1427 · 3,962 sh | 3,962 | $1.3M | — | -6.2% |
| 1428 | Kepler Cheuvreux (Suisse) SA#1428 · 3,962 sh | 3,962 | $1.3M | — | -47.7% |
| 1429 | Invst#1429 · 3,958 sh | 3,958 | $1.3M | 0.13% | +3.3% |
| 1430 | Allegheny Financial Group LTD#1430 · 3,956 sh | 3,956 | $1.3M | 0.14% | 0.0% |
| 1431 | Hills Bank#1431 · 3,944 sh | 3,944 | $1.3M | 0.06% | +3.5% |
| 1432 | Trueblood Wealth Management#1432 · 3,941 sh | 3,941 | $1.3M | — | -0.2% |
| 1433 | Abel Hall#1433 · 3,940 sh | 3,940 | $1.3M | — | +1.7% |
| 1434 | Hanson & Doremus Investment Management#1434 · 3,931 sh | 3,931 | $1.3M | — | 0.0% |
| 1435 | U S GLOBAL INVESTORS#1435 · 3,930 sh | 3,930 | $1.3M | — | New |
| 1436 | CULBERTSON A N#1436 · 3,922 sh | 3,922 | $1.3M | — | +0.2% |
| 1437 | Gratus Wealth Advisors#1437 · 3,902 sh | 3,902 | $1.3M | — | +1.1% |
| 1438 | VeraBank, N.A.#1438 · 3,899 sh | 3,899 | $1.3M | 0.22% | -4.4% |
| 1439 | Newbridge Financial Services Group#1439 · 3,891 sh | 3,891 | $1.3M | — | +22.4% |
| 1440 | Ipswich Investment Management#1440 · 3,890 sh | 3,890 | $1.3M | — | 0.0% |
| 1441 | Bannerstone Capital Management#1441 · 3,883 sh | 3,883 | $1.3M | 1.10% | +1.5% |
| 1442 | MTM Investment Management#1442 · 3,880 sh | 3,880 | $1.3M | 0.37% | 0.0% |
| 1443 | KINGSWOOD WEALTH ADVISORS#1443 · 3,876 sh | 3,876 | $1.3M | — | +6.2% |
| 1444 | ORRSTOWN FINANCIAL SERVICES#1444 · 3,859 sh | 3,859 | $1.3M | — | 0.0% |
| 1445 | Private Wealth Asset Management#1445 · 3,841 sh | 3,841 | $1.3M | 0.13% | +1.1% |
| 1446 | Marble Wealth#1446 · 3,840 sh | 3,840 | $1.3M | 0.20% | +2.8% |
| 1447 | Alhambra Investment Partners#1447 · 3,839 sh | 3,839 | $1.3M | — | -3.8% |
| 1448 | Lifeworks Advisors#1448 · 3,822 sh | 3,822 | $1.3M | 0.14% | +6.2% |
| 1449 | TRED AVON FAMILY WEALTH#1449 · 3,818 sh | 3,818 | $1.3M | — | -0.7% |
| 1450 | J. Safra Sarasin Holding AG#1450 · 4,072 sh | 4,072 | $1.3M | — | +67.2% |
| 1451 | Cypress Capital Group#1451 · 3,814 sh | 3,814 | $1.3M | 0.12% | +40.1% |
| 1452 | RESOURCES MANAGEMENT /CT#1452 · 3,814 sh | 3,814 | $1.3M | 0.16% | +0.1% |
| 1453 | Sompo Asset Management , Ltd.#1453 · 3,810 sh | 3,810 | $1.3M | 0.21% | -16.1% |
| 1454 | Quent Capital#1454 · 3,800 sh | 3,800 | $1.3M | 0.08% | -0.8% |
| 1455 | PDT Partners#1455 · 3,800 sh | 3,800 | $1.3M | 0.07% | 0.0% |
| 1456 | Aprio Wealth Management#1456 · 3,799 sh | 3,799 | $1.3M | 0.06% | +1.0% |
| 1457 | SHELTON WEALTH MANAGEMENT#1457 · 3,785 sh | 3,785 | $1.3M | — | +40.3% |
| 1458 | First Western Bank#1458 · 3,784 sh | 3,784 | $1.3M | 0.06% | -30.9% |
| 1459 | Golden State Wealth Management#1459 · 3,780 sh | 3,780 | $1.3M | 0.12% | +1.6% |
| 1460 | SKBA CAPITAL MANAGEMENT#1460 · 3,779 sh | 3,779 | $1.3M | 0.21% | +5.6% |
| 1461 | GeoWealth Management#1461 · 3,773 sh | 3,773 | $1.3M | 0.04% | -9.1% |
| 1462 | Centerpoint Advisors#1462 · 3,751 sh | 3,751 | $1.3M | 0.36% | 0.0% |
| 1463 | InvesTrust#1463 · 3,750 sh | 3,750 | $1.3M | — | 0.0% |
| 1464 | SAGE RHINO CAPITAL#1464 · 3,749 sh | 3,749 | $1.3M | 0.21% | -1.0% |
| 1465 | Ronald Blue#1465 · 3,747 sh | 3,747 | $1.3M | — | -2.0% |
| 1466 | F/m Investments#1466 · 3,745 sh | 3,745 | $1.3M | 0.06% | +44.1% |
| 1467 | Davidson Capital Management#1467 · 3,741 sh | 3,741 | $1.3M | — | +3.5% |
| 1468 | Embree Financial Group#1468 · 3,731 sh | 3,731 | $1.3M | — | +0.5% |
| 1469 | Howard Capital Management#1469 · 3,729 sh | 3,729 | $1.3M | — | +83.6% |
| 1470 | WESTPAC BANKING#1470 · 3,721 sh | 3,721 | $1.3M | 0.08% | 0.0% |
| 1471 | Great Diamond Partners#1471 · 3,713 sh | 3,713 | $1.3M | — | -0.6% |
| 1472 | Reynders McVeigh Capital Management#1472 · 3,711 sh | 3,711 | $1.3M | 0.06% | -1.9% |
| 1473 | OneAscent Financial Services#1473 · 3,703 sh | 3,703 | $1.3M | 0.06% | +35.0% |
| 1474 | WINEBRENNER CAPITAL MANAGEMENT#1474 · 3,700 sh | 3,700 | $1.3M | — | -7.2% |
| 1475 | Northstar Advisory Group#1475 · 3,698 sh | 3,698 | $1.3M | 0.39% | -46.5% |
| 1476 | United Asset Strategies#1476 · 3,695 sh | 3,695 | $1.2M | 0.09% | +0.2% |
| 1477 | DUNCKER STREETT#1477 · 3,686 sh | 3,686 | $1.2M | 0.21% | 0.0% |
| 1478 | Horizon Family Wealth#1478 · 3,685 sh | 3,685 | $1.2M | 0.57% | +5.2% |
| 1479 | Clayton Financial Group#1479 · 3,683 sh | 3,683 | $1.2M | — | -7.1% |
| 1480 | Menard Financial Group#1480 · 3,672 sh | 3,672 | $1.2M | 0.68% | New |
| 1481 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.#1481 · 3,662 sh | 3,662 | $1.2M | 0.11% | 0.0% |
| 1482 | Carr Financial Group#1482 · 3,658 sh | 3,658 | $1.2M | 0.28% | -24.4% |
| 1483 | Verity & Verity#1483 · 3,651 sh | 3,651 | $1.2M | — | 0.0% |
| 1484 | Polymer Capital Management (US)#1484 · 3,649 sh | 3,649 | $1.2M | 0.16% | New |
| 1485 | Bell Bank#1485 · 3,648 sh | 3,648 | $1.2M | — | +1.7% |
| 1486 | Tempo Wealth#1486 · 3,629 sh | 3,629 | $1.2M | — | +97.8% |
| 1487 | CONWAY CAPITAL MANAGEMENT#1487 · 3,625 sh | 3,625 | $1.2M | 0.55% | 0.0% |
| 1488 | Ellevest#1488 · 3,664 sh | 3,664 | $1.2M | 0.14% | -4.8% |
| 1489 | Sunflower Bank, N.A.#1489 · 3,621 sh | 3,621 | $1.2M | 0.29% | -0.2% |
| 1490 | DELPHI MANAGEMENT#1490 · 3,600 sh | 3,600 | $1.2M | 1.19% | +11.1% |
| 1491 | SAYBROOK CAPITAL#1491 · 3,600 sh | 3,600 | $1.2M | 0.30% | 0.0% |
| 1492 | Aventura Private Wealth#1492 · 3,579 sh | 3,579 | $1.2M | 0.37% | -1.5% |
| 1493 | Odyssey Capital Advisors#1493 · 3,559 sh | 3,559 | $1.2M | — | -0.8% |
| 1494 | VERUS CAPITAL PARTNERS#1494 · 3,555 sh | 3,555 | $1.2M | 0.07% | +2.1% |
| 1495 | MWA Asset Management#1495 · 3,553 sh | 3,553 | $1.2M | 0.54% | +32.1% |
| 1496 | Proficio Capital Partners#1496 · 3,532 sh | 3,532 | $1.2M | 0.04% | +156.7% |
| 1497 | Facet Wealth#1497 · 3,528 sh | 3,528 | $1.2M | 0.02% | +25.9% |
| 1498 | Heartland Bank#1498 · 3,527 sh | 3,527 | $1.2M | 0.25% | +5.6% |
| 1499 | IEQ CAPITAL#1499 · 3,522 sh | 3,522 | $1.2M | <0.01% | -85.4% |
| 1500 | Mitsubishi UFJ Asset Management (UK) Ltd.#1500 · 3,500 sh | 3,500 | $1.2M | — | +133.3% |
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.