AMERICAN EXPRESS CO (AXP) — Institutional Holders, Q2 2026 (page 18)
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 1,701 to 1,800. 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 1,701–1,800 of 3,027
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1701 | CONFLUENCE INVESTMENT MANAGEMENT#1701 · 2,400 sh | 2,400 | $811.8K | — | 0.0% |
| 1702 | AUA CAPITAL MANAGEMENT#1702 · 2,400 sh | 2,400 | $811.8K | — | 0.0% |
| 1703 | Purpose Unlimited#1703 · 2,400 sh | 2,400 | $811.8K | 0.03% | New |
| 1704 | Sound Income Strategies#1704 · 2,399 sh | 2,399 | $811.6K | — | +2.6% |
| 1705 | Weaver Consulting Group#1705 · 2,394 sh | 2,394 | $809.8K | — | +0.6% |
| 1706 | CoreFirst Bank#1706 · 2,393 sh | 2,393 | $809.4K | 0.40% | -4.0% |
| 1707 | One Wealth Advisors#1707 · 2,388 sh | 2,388 | $807.7K | 0.09% | +4.7% |
| 1708 | Sierra Capital#1708 · 2,386 sh | 2,386 | $807.1K | 0.08% | 0.0% |
| 1709 | Summit Wealth Partners#1709 · 2,382 sh | 2,382 | $805.7K | 0.11% | +5.5% |
| 1710 | NORTHBRIDGE FINANCIAL GROUP#1710 · 2,380 sh | 2,380 | $805.2K | 0.31% | +8.1% |
| 1711 | FWL INVESTMENT MANAGEMENT#1711 · 2,376 sh | 2,376 | $803.7K | 0.15% | +2.1% |
| 1712 | BRISTOL JOHN W#1712 · 2,351 sh | 2,351 | $795.2K | 0.01% | 0.0% |
| 1713 | Diversified Enterprises#1713 · 2,345 sh | 2,345 | $793.1K | — | +0.3% |
| 1714 | TRUSTMARK NATIONAL BANK DEPARTMENT#1714 · 2,343 sh | 2,343 | $792.5K | 0.05% | -0.8% |
| 1715 | Millstone Evans Group#1715 · 2,342 sh | 2,342 | $792.2K | 0.43% | 0.0% |
| 1716 | FSM Wealth Advisors#1716 · 2,339 sh | 2,339 | $791.2K | 0.08% | +17.0% |
| 1717 | Allen Investment Management#1717 · 2,338 sh | 2,338 | $790.8K | <0.01% | -28.7% |
| 1718 | Meridian Wealth Advisors#1718 · 2,337 sh | 2,337 | $790.5K | 0.09% | +1.6% |
| 1719 | Empirical Asset Management#1719 · 2,333 sh | 2,333 | $789.3K | 0.18% | +3.4% |
| 1720 | PFC CAPITAL GROUP#1720 · 2,335 sh | 2,335 | $789.0K | 0.30% | 0.0% |
| 1721 | Centennial Bank#1721 · 2,331 sh | 2,331 | $788.5K | 0.25% | -4.1% |
| 1722 | Oslo Pensjonsforsikring AS#1722 · 2,330 sh | 2,330 | $788.1K | — | +7.3% |
| 1723 | Integrated Advisors Network#1723 · 2,326 sh | 2,326 | $786.8K | — | -17.5% |
| 1724 | MONETARY MANAGEMENT GROUP#1724 · 2,325 sh | 2,325 | $786.4K | 0.16% | 0.0% |
| 1725 | Sage Capital Management#1725 · 2,324 sh | 2,324 | $786.4K | — | 0.0% |
| 1726 | DAVIS R M#1726 · 2,323 sh | 2,323 | $785.7K | 0.01% | +155.0% |
| 1727 | MFA Wealth Services#1727 · 2,322 sh | 2,322 | $785.3K | — | -22.1% |
| 1728 | HARBOR INVESTMENT ADVISORY#1728 · 2,318 sh | 2,318 | $784.1K | — | -46.1% |
| 1729 | Round Rock Advisors#1729 · 2,316 sh | 2,316 | $783.3K | 0.10% | +0.8% |
| 1730 | Palisades Hudson Asset Management, L.P.#1730 · 2,315 sh | 2,315 | $783.0K | 0.27% | 0.0% |
| 1731 | StoneX Group#1731 · 2,352 sh | 2,352 | $782.1K | 0.03% | +12.9% |
| 1732 | Sovereign Financial Group#1732 · 2,312 sh | 2,312 | $781.9K | 0.12% | -4.5% |
| 1733 | ORG Wealth Partners#1733 · 2,302 sh | 2,302 | $778.7K | 0.12% | +3.6% |
| 1734 | Crumly & Associates#1734 · 2,302 sh | 2,302 | $778.7K | — | -38.4% |
| 1735 | Kozak & Associates#1735 · 2,234 sh | 2,234 | $777.5K | 0.13% | +0.2% |
| 1736 | TRB Wealth Management#1736 · 2,282 sh | 2,282 | $771.9K | 0.10% | -6.2% |
| 1737 | Catalyst Funds Management Pty Ltd#1737 · 2,281 sh | 2,281 | $771.5K | 0.04% | New |
| 1738 | BLALOCK WILLIAMS#1738 · 2,275 sh | 2,275 | $769.5K | 0.50% | +2.8% |
| 1739 | Relyea Zuckerberg Hanson#1739 · 2,266 sh | 2,266 | $766.5K | — | +32.0% |
| 1740 | Connecticut Wealth Management#1740 · 2,264 sh | 2,264 | $765.8K | — | 0.0% |
| 1741 | GROUP ONE TRADING, L.P.#1741 · 2,263 sh | 2,263 | $765.5K | <0.01% | -92.2% |
| 1742 | CONSULTIVA WEALTH MANAGEMENT#1742 · 2,262 sh | 2,262 | $765.1K | 1.72% | 0.0% |
| 1743 | VisionPoint Advisory Group#1743 · 2,261 sh | 2,261 | $764.9K | — | -2.5% |
| 1744 | All Terrain Financial Advisors#1744 · 2,259 sh | 2,259 | $764.1K | 0.12% | 0.0% |
| 1745 | HCR Wealth Advisors#1745 · 2,258 sh | 2,258 | $763.8K | — | +38.3% |
| 1746 | Linscomb Wealth#1746 · 2,251 sh | 2,251 | $761.4K | 0.03% | -19.9% |
| 1747 | Birch Hill Investment Advisors#1747 · 2,250 sh | 2,250 | $761.1K | — | -1.4% |
| 1748 | PROFESSIONAL ADVISORY SERVICES#1748 · 2,250 sh | 2,250 | $761.0K | — | +50.0% |
| 1749 | Raleigh Capital Management#1749 · 2,250 sh | 2,250 | $760.9K | 0.24% | -4.6% |
| 1750 | United Community Bank#1750 · 2,249 sh | 2,249 | $760.7K | 0.24% | -0.6% |
| 1751 | HAZLETT, BURT & WATSON#1751 · 2,246 sh | 2,246 | $759.0K | 0.20% | -3.4% |
| 1752 | HOWLAND CAPITAL MANAGEMENT#1752 · 2,243 sh | 2,243 | $758.7K | — | +1.7% |
| 1753 | Northside Capital Management#1753 · 2,235 sh | 2,235 | $756.0K | — | 0.0% |
| 1754 | Perpetual Ltd#1754 · 2,211 sh | 2,211 | $747.9K | — | +0.5% |
| 1755 | Capital Group Investment Management Pte. Ltd.#1755 · 2,204 sh | 2,204 | $745.5K | 0.11% | 0.0% |
| 1756 | Berger Financial Group#1756 · 2,194 sh | 2,194 | $742.2K | 0.04% | -0.7% |
| 1757 | Quantum Private Wealth#1757 · 2,190 sh | 2,190 | $740.8K | — | 0.0% |
| 1758 | FELL CAPITAL MANAGEMENT#1758 · 2,190 sh | 2,190 | $740.8K | — | 0.0% |
| 1759 | Rossmore Private Capital#1759 · 2,189 sh | 2,189 | $740.3K | 0.06% | 0.0% |
| 1760 | MACROVIEW INVESTMENT MANAGEMENT#1760 · 2,186 sh | 2,186 | $739.4K | — | +3.4% |
| 1761 | Marest Capital#1761 · 2,180 sh | 2,180 | $737.6K | — | +1.0% |
| 1762 | EDMOND DE ROTHSCHILD HOLDING S.A.#1762 · 2,178 sh | 2,178 | $736.7K | <0.01% | +39.9% |
| 1763 | Wellspring Financial Advisors#1763 · 2,171 sh | 2,171 | $734.5K | 0.05% | 0.0% |
| 1764 | KANE INVESTMENT MANAGEMENT#1764 · 2,169 sh | 2,169 | $733.6K | 0.31% | -1.2% |
| 1765 | Westmount Partners#1765 · 2,163 sh | 2,163 | $731.8K | 0.16% | -39.3% |
| 1766 | Lansing Street Advisors#1766 · 2,162 sh | 2,162 | $731.3K | 0.15% | +1.2% |
| 1767 | SAXON INTERESTS#1767 · 2,158 sh | 2,158 | $729.9K | — | -8.2% |
| 1768 | Alteri Wealth#1768 · 2,148 sh | 2,148 | $726.5K | 0.20% | +20.9% |
| 1769 | Horizon Wealth Management#1769 · 2,144 sh | 2,144 | $725.3K | 0.09% | +0.1% |
| 1770 | Addison Capital#1770 · 2,144 sh | 2,144 | $725.2K | 0.12% | 0.0% |
| 1771 | Keel Point#1771 · 2,143 sh | 2,143 | $724.9K | 0.04% | +8.5% |
| 1772 | JFS WEALTH ADVISORS#1772 · 2,143 sh | 2,143 | $724.9K | 0.04% | +9.1% |
| 1773 | SHUFRO ROSE#1773 · 2,142 sh | 2,142 | $724.5K | 0.04% | -9.2% |
| 1774 | TRAPHAGEN INVESTMENT ADVISORS#1774 · 2,142 sh | 2,142 | $724.4K | — | -4.7% |
| 1775 | Pictet & Cie (Europe) SA#1775 · 2,141 sh | 2,141 | $724.2K | — | +190.9% |
| 1776 | Members#1776 · 2,139 sh | 2,139 | $723.5K | 0.02% | -1.0% |
| 1777 | Visionary Wealth Advisors#1777 · 2,137 sh | 2,137 | $722.9K | 0.03% | +2.5% |
| 1778 | Kathmere Capital Management#1778 · 2,134 sh | 2,134 | $721.8K | — | +10.3% |
| 1779 | C2P Capital Advisory Group, d.b.a. Prosperity Capital Ad#1779 · 2,133 sh | 2,133 | $721.4K | — | +4.5% |
| 1780 | First Bank#1780 · 2,130 sh | 2,130 | $720.5K | — | -50.9% |
| 1781 | one8zero8#1781 · 2,130 sh | 2,130 | $720.5K | 0.14% | -2.1% |
| 1782 | Bangor Savings Bank#1782 · 2,128 sh | 2,128 | $719.8K | — | 0.0% |
| 1783 | Outlook Wealth Advisors#1783 · 2,127 sh | 2,127 | $719.3K | 0.16% | -0.8% |
| 1784 | SmartHarvest Portfolios#1784 · 2,121 sh | 2,121 | $717.5K | — | +16.3% |
| 1785 | PW Nova Financial Services#1785 · 2,121 sh | 2,121 | $717.4K | — | -1.2% |
| 1786 | Essex Savings Bank#1786 · 2,118 sh | 2,118 | $716.4K | — | 0.0% |
| 1787 | Philip James Wealth Mangement#1787 · 2,109 sh | 2,109 | $713.4K | 0.08% | 0.0% |
| 1788 | Princeton Global Asset Management#1788 · 2,107 sh | 2,107 | $712.5K | — | +60.0% |
| 1789 | OVERSEA-CHINESE BANKING Ltd#1789 · 2,095 sh | 2,095 | $711.2K | 0.02% | New |
| 1790 | Alta Advisers Ltd#1790 · 2,102 sh | 2,102 | $711.0K | 0.16% | 0.0% |
| 1791 | 180 WEALTH ADVISORS#1791 · 2,102 sh | 2,102 | $710.9K | 0.07% | -1.7% |
| 1792 | COMPASS CAPITAL /MA#1792 · 2,086 sh | 2,086 | $710.8K | 0.23% | -4.1% |
| 1793 | Aries Wealth Management#1793 · 2,098 sh | 2,098 | $709.6K | — | 0.0% |
| 1794 | Clarendon Private#1794 · 2,097 sh | 2,097 | $709.3K | 0.46% | +1.4% |
| 1795 | Pitcairn Wealth Advisors#1795 · 2,096 sh | 2,096 | $709.2K | 0.08% | -4.2% |
| 1796 | CAMDEN NATIONAL BANK#1796 · 2,092 sh | 2,092 | $707.6K | 0.09% | +0.5% |
| 1797 | Elwood & Goetz Wealth Advisory Group#1797 · 2,084 sh | 2,084 | $704.9K | 0.10% | +2.6% |
| 1798 | MBL Wealth#1798 · 2,079 sh | 2,079 | $703.2K | — | -7.4% |
| 1799 | Wealth Architects#1799 · 2,074 sh | 2,074 | $701.5K | 0.06% | -0.9% |
| 1800 | SteelPeak Wealth#1800 · 2,064 sh | 2,064 | $698.1K | — | -36.1% |
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.