AMERICAN EXPRESS CO (AXP) — Institutional Holders, Q2 2026 (page 16)
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 1,501 to 1,600. 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 1,501–1,600 of 3,027
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1501 | Beverly Hills Private Wealth#1501 · 3,495 sh | 3,495 | $1.2M | 0.23% | -47.8% |
| 1502 | EQUITY INVESTMENT#1502 · 3,495 sh | 3,495 | $1.2M | 0.02% | -0.7% |
| 1503 | Resolute Wealth Strategies#1503 · 3,488 sh | 3,488 | $1.2M | 0.46% | -1.9% |
| 1504 | Ervin Investment Management#1504 · 3,488 sh | 3,488 | $1.2M | — | -9.9% |
| 1505 | RHODES INVESTMENT ADVISORS#1505 · 3,486 sh | 3,486 | $1.2M | — | +57.4% |
| 1506 | Bristlecone Value Partners#1506 · 3,484 sh | 3,484 | $1.2M | 0.95% | 0.0% |
| 1507 | Francis Financial#1507 · 3,482 sh | 3,482 | $1.2M | 0.19% | +0.9% |
| 1508 | HOWARD FINANCIAL SERVICES, LTD.#1508 · 3,474 sh | 3,474 | $1.2M | — | +132.4% |
| 1509 | ARGUS INVESTORS' COUNSEL#1509 · 3,466 sh | 3,466 | $1.2M | — | -0.1% |
| 1510 | DEFINED WEALTH MANAGEMENT#1510 · 3,457 sh | 3,457 | $1.2M | — | +0.4% |
| 1511 | SIGNATURE ESTATE & INVESTMENT ADVISORS#1511 · 3,451 sh | 3,451 | $1.2M | — | -5.9% |
| 1512 | Colonial / SC#1512 · 3,449 sh | 3,449 | $1.2M | 0.15% | +0.6% |
| 1513 | REXFORD CAPITAL#1513 · 3,433 sh | 3,433 | $1.2M | 0.71% | +0.8% |
| 1514 | Quantum Financial Advisors#1514 · 3,422 sh | 3,422 | $1.2M | 0.11% | -0.7% |
| 1515 | SILVER OAK SECURITIES#1515 · 3,421 sh | 3,421 | $1.2M | 0.07% | +96.9% |
| 1516 | Bayesian Capital Management#1516 · 3,418 sh | 3,418 | $1.2M | 0.74% | New |
| 1517 | Supplemental Annuity Collective of NJ#1517 · 3,414 sh | 3,414 | $1.2M | 0.30% | -6.2% |
| 1518 | NOVEM GROUP#1518 · 3,414 sh | 3,414 | $1.2M | — | +10.4% |
| 1519 | Alchemi Wealth#1519 · 3,411 sh | 3,411 | $1.2M | 0.54% | -0.1% |
| 1520 | BAHL & GAYNOR#1520 · 3,408 sh | 3,408 | $1.2M | <0.01% | +0.6% |
| 1521 | ALERUS FINANCIAL NA#1521 · 3,407 sh | 3,407 | $1.2M | 0.05% | 0.0% |
| 1522 | Advisor OS#1522 · 3,399 sh | 3,399 | $1.1M | 0.08% | +0.3% |
| 1523 | MONECO Advisors#1523 · 3,391 sh | 3,391 | $1.1M | 0.07% | +49.6% |
| 1524 | FIRST FOUNDATION ADVISORS#1524 · 3,389 sh | 3,389 | $1.1M | 0.04% | -12.9% |
| 1525 | Cornerstone Wealth Group#1525 · 3,389 sh | 3,389 | $1.1M | 0.07% | +3.2% |
| 1526 | CenterBook Partners#1526 · 3,376 sh | 3,376 | $1.1M | 0.06% | -55.3% |
| 1527 | WASHINGTON#1527 · 3,375 sh | 3,375 | $1.1M | — | -14.7% |
| 1528 | Basecamp Wealth Advisors#1528 · 3,370 sh | 3,370 | $1.1M | 0.21% | +0.1% |
| 1529 | CATALYST FINANCIAL PARTNERS#1529 · 3,357 sh | 3,357 | $1.1M | 0.11% | +10.1% |
| 1530 | Union Bancaire Privee, UBP SA#1530 · 4,081 sh | 4,081 | $1.1M | 0.01% | -1.2% |
| 1531 | Livforsakringsbolaget Skandia, Omsesidigt#1531 · 3,321 sh | 3,321 | $1.1M | — | -8.8% |
| 1532 | Quotient Wealth Partners#1532 · 3,318 sh | 3,318 | $1.1M | 0.03% | +8.4% |
| 1533 | SEMPER AUGUSTUS INVESTMENTS GROUP#1533 · 3,311 sh | 3,311 | $1.1M | 0.13% | -3.6% |
| 1534 | S-Bank Fund Management Ltd#1534 · 3,308 sh | 3,308 | $1.1M | 0.15% | +2.9% |
| 1535 | EntryPoint Capital#1535 · 3,298 sh | 3,298 | $1.1M | 0.27% | +38.0% |
| 1536 | Ausdal Financial Partners#1536 · 3,281 sh | 3,281 | $1.1M | 0.04% | -4.6% |
| 1537 | Richwood Investment Advisors#1537 · 3,275 sh | 3,275 | $1.1M | 0.78% | +5.2% |
| 1538 | Cetera Company, N.A#1538 · 3,260 sh | 3,260 | $1.1M | 0.55% | 0.0% |
| 1539 | FFT WEALTH MANAGEMENT#1539 · 3,258 sh | 3,258 | $1.1M | 0.17% | +0.1% |
| 1540 | PDS Planning#1540 · 3,251 sh | 3,251 | $1.1M | 0.06% | +6.4% |
| 1541 | Cornerstone Wealth Management#1541 · 3,250 sh | 3,250 | $1.1M | 0.05% | -9.4% |
| 1542 | HOWE & RUSLING#1542 · 3,248 sh | 3,248 | $1.1M | 0.06% | +1.8% |
| 1543 | PALISADE CAPITAL MANAGEMENT#1543 · 3,234 sh | 3,234 | $1.1M | 0.05% | +3.3% |
| 1544 | WBH ADVISORY#1544 · 3,230 sh | 3,230 | $1.1M | 0.07% | -1.9% |
| 1545 | Geneos Wealth Management#1545 · 3,208 sh | 3,208 | $1.1M | 0.02% | -1.3% |
| 1546 | Platform Technology Partners#1546 · 3,194 sh | 3,194 | $1.1M | 0.18% | -14.5% |
| 1547 | Financial Sense Advisors#1547 · 3,194 sh | 3,194 | $1.1M | 0.21% | New |
| 1548 | Optimize Financial#1548 · 3,154 sh | 3,154 | $1.1M | 0.19% | +99.4% |
| 1549 | Marshall Financial Group#1549 · 3,145 sh | 3,145 | $1.1M | 0.16% | -7.7% |
| 1550 | Quantbot Technologies#1550 · 3,136 sh | 3,136 | $1.1M | 0.04% | New |
| 1551 | KENNEDY INVESTMENT GROUP#1551 · 3,130 sh | 3,130 | $1.1M | — | +171.5% |
| 1552 | US Asset Management#1552 · 3,124 sh | 3,124 | $1.1M | 0.80% | 0.0% |
| 1553 | Tradition Wealth Management#1553 · 3,116 sh | 3,116 | $1.1M | 0.06% | +2.5% |
| 1554 | CFO4Life Group#1554 · 3,110 sh | 3,110 | $1.1M | 0.14% | +0.5% |
| 1555 | Oak Asset Management#1555 · 3,109 sh | 3,109 | $1.1M | — | -8.9% |
| 1556 | Claro Advisors#1556 · 3,090 sh | 3,090 | $1.0M | 0.11% | +51.6% |
| 1557 | Provenance Wealth Advisors#1557 · 3,085 sh | 3,085 | $1.0M | 0.10% | +16.5% |
| 1558 | Advyzon Investment Management#1558 · 3,081 sh | 3,081 | $1.0M | 0.08% | +9.8% |
| 1559 | Clean Yield Group#1559 · 3,079 sh | 3,079 | $1.0M | 0.26% | 0.0% |
| 1560 | Byrne Asset Management#1560 · 3,075 sh | 3,075 | $1.0M | — | -6.0% |
| 1561 | Weaver Capital Management#1561 · 3,437 sh | 3,437 | $1.0M | — | 0.0% |
| 1562 | K.J. Harrison & Partners#1562 · 3,072 sh | 3,072 | $1.0M | 0.15% | -23.3% |
| 1563 | Westfuller Advisors#1563 · 3,069 sh | 3,069 | $1.0M | 0.38% | -1.3% |
| 1564 | ORLEANS CAPITAL MANAGEMENT#1564 · 3,067 sh | 3,067 | $1.0M | 0.54% | +7.0% |
| 1565 | Tanager Wealth Management LLP#1565 · 3,061 sh | 3,061 | $1.0M | — | +46.0% |
| 1566 | Capital Investment Advisory Services#1566 · 3,059 sh | 3,059 | $1.0M | 0.06% | +2.9% |
| 1567 | Phoenix Wealth Advisors#1567 · 3,059 sh | 3,059 | $1.0M | 0.35% | +24.2% |
| 1568 | Owen LaRue#1568 · 3,054 sh | 3,054 | $1.0M | 0.36% | +96.5% |
| 1569 | Main Street Financial Solutions#1569 · 3,044 sh | 3,044 | $1.0M | 0.07% | +19.6% |
| 1570 | L2 Asset Management#1570 · 3,041 sh | 3,041 | $1.0M | 0.11% | +12.5% |
| 1571 | Nilsine Partners#1571 · 3,035 sh | 3,035 | $1.0M | 0.07% | -0.8% |
| 1572 | BAKER TILLY WEALTH MANAGEMENT#1572 · 3,027 sh | 3,027 | $1.0M | — | +0.3% |
| 1573 | SAX WEALTH ADVISORS#1573 · 3,369 sh | 3,369 | $1.0M | — | +48.5% |
| 1574 | CHILDRESS CAPITAL ADVISORS#1574 · 3,010 sh | 3,010 | $1.0M | 0.17% | -3.4% |
| 1575 | Ulysses Management#1575 · 3,000 sh | 3,000 | $1.0M | 0.20% | New |
| 1576 | CAPSTONE INVESTMENT ADVISORS#1576 · 2,974 sh | 2,974 | $1.0M | <0.01% | -52.9% |
| 1577 | ZEGA Investments#1577 · 2,970 sh | 2,970 | $1.0M | 0.10% | -2.8% |
| 1578 | PHILADELPHIA#1578 · 2,960 sh | 2,960 | $1.0M | 0.06% | -4.4% |
| 1579 | Legal Advantage Investments#1579 · 2,950 sh | 2,950 | $997.8K | — | -3.3% |
| 1580 | BIP Wealth#1580 · 2,938 sh | 2,938 | $993.6K | — | +36.7% |
| 1581 | Continuum Advisory#1581 · 2,935 sh | 2,935 | $992.8K | 0.08% | -7.2% |
| 1582 | ENTERPRISE FINANCIAL SERVICES#1582 · 2,927 sh | 2,927 | $990.1K | 0.40% | +6.8% |
| 1583 | Cooper Financial Group#1583 · 2,922 sh | 2,922 | $988.3K | — | -2.1% |
| 1584 | Bath Savings#1584 · 2,916 sh | 2,916 | $986.3K | — | 0.0% |
| 1585 | Cambridge Advisors#1585 · 2,910 sh | 2,910 | $984.3K | — | 0.0% |
| 1586 | Mayflower Financial Advisors#1586 · 2,907 sh | 2,907 | $983.4K | 0.08% | -5.7% |
| 1587 | GUARDIAN WEALTH ADVISORS, / NC#1587 · 2,888 sh | 2,888 | $976.8K | 0.05% | +0.2% |
| 1588 | Taylor Securities Services#1588 · 2,882 sh | 2,882 | $974.8K | — | 0.0% |
| 1589 | Global Assets Advisory#1589 · 2,790 sh | 2,790 | $974.7K | 0.21% | +12.4% |
| 1590 | Cornerstone Planning#1590 · 2,880 sh | 2,880 | $974.2K | 0.23% | -70.4% |
| 1591 | DELTA FINANCIAL ADVISORS#1591 · 2,870 sh | 2,870 | $970.9K | 0.23% | 0.0% |
| 1592 | Defiance ETFs#1592 · 2,793 sh | 2,793 | $969.3K | 0.01% | +20.8% |
| 1593 | Avidian Wealth Solutions#1593 · 2,865 sh | 2,865 | $969.0K | — | +20.4% |
| 1594 | TIAA , NATIONAL ASSOCIATION#1594 · 2,863 sh | 2,863 | $968.4K | 0.06% | -16.5% |
| 1595 | Legacy Financial Advisors#1595 · 2,855 sh | 2,855 | $965.7K | 0.12% | -10.0% |
| 1596 | Insight Advisors, / PA#1596 · 2,848 sh | 2,848 | $963.3K | — | -7.6% |
| 1597 | Bank Julius Baer & Ltd, Zurich#1597 · 2,846 sh | 2,846 | $962.9K | <0.01% | +7.6% |
| 1598 | MATRIX ASSET ADVISORS#1598 · 2,836 sh | 2,836 | $959.3K | — | -5.3% |
| 1599 | OF VIRGINIA#1599 · 2,821 sh | 2,821 | $954.2K | — | +2.0% |
| 1600 | SCHNIEDERS CAPITAL MANAGEMENT#1600 · 2,813 sh | 2,813 | $951.6K | 0.12% | +148.7% |
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.