AMERICAN EXPRESS CO (AXP) — Institutional Holders, Q2 2026 (page 19)
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 1,801 to 1,900. 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 1,801–1,900 of 3,027
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1801 | ASHTON THOMAS SECURITIES#1801 · 2,070 sh | 2,070 | $697.8K | — | +4.7% |
| 1802 | BANQUE PICTET & CIE SA#1802 · 2,061 sh | 2,061 | $697.1K | — | -71.7% |
| 1803 | PRECEDENT WEALTH PARTNERS#1803 · 2,058 sh | 2,058 | $696.1K | — | +1.2% |
| 1804 | Ranch Capital Advisors#1804 · 2,058 sh | 2,058 | $696.0K | 0.22% | 0.0% |
| 1805 | BAR HARBOR WEALTH MANAGEMENT#1805 · 2,049 sh | 2,049 | $693.1K | — | -4.0% |
| 1806 | Clear Street Group#1806 · 2,044 sh | 2,044 | $691.4K | <0.01% | +210.2% |
| 1807 | KKM Financial#1807 · 2,043 sh | 2,043 | $691.0K | 0.09% | +1.0% |
| 1808 | Capital Markets Trading UK LLP#1808 · 2,030 sh | 2,030 | $687.0K | <0.01% | -61.5% |
| 1809 | Signature Wealth Management Partners#1809 · 2,029 sh | 2,029 | $686.3K | — | 0.0% |
| 1810 | Tripletail Wealth Management#1810 · 1,949 sh | 1,949 | $686.0K | 0.79% | 0.0% |
| 1811 | Capital Advantage#1811 · 2,027 sh | 2,027 | $685.6K | — | -1.0% |
| 1812 | Evansbrook#1812 · 2,026 sh | 2,026 | $685.3K | — | 0.0% |
| 1813 | Fragasso Group#1813 · 2,023 sh | 2,023 | $684.2K | — | +30.1% |
| 1814 | White Knight Strategic Wealth Advisors#1814 · 2,016 sh | 2,016 | $682.0K | 0.48% | +6.9% |
| 1815 | Sippican Capital Advisors#1815 · 2,014 sh | 2,014 | $681.2K | — | 0.0% |
| 1816 | Silver Lake Advisory#1816 · 2,014 sh | 2,014 | $681.2K | — | +0.2% |
| 1817 | Sunburst Financial Group#1817 · 2,012 sh | 2,012 | $680.6K | — | -1.7% |
| 1818 | MAGNOLIA CAPITAL MANAGEMENT LTD#1818 · 2,010 sh | 2,010 | $680.0K | — | -21.3% |
| 1819 | Brady Martz Wealth Solutions#1819 · 2,007 sh | 2,007 | $678.9K | 0.10% | +42.7% |
| 1820 | Curat Global#1820 · 1,705 sh | 1,705 | $678.9K | — | -15.4% |
| 1821 | Harbor Advisors#1821 · 2,000 sh | 2,000 | $676.5K | 0.09% | 0.0% |
| 1822 | Birnam Oak Advisors#1822 · 2,000 sh | 2,000 | $676.5K | 0.11% | +100.0% |
| 1823 | Financial Engines Advisors L.L.C.#1823 · 1,998 sh | 1,998 | $675.8K | <0.01% | +6.0% |
| 1824 | MIDLAND WEALTH ADVISORS#1824 · 1,998 sh | 1,998 | $675.8K | — | -2.6% |
| 1825 | Harvest Fund Management , Ltd#1825 · 1,996 sh | 1,996 | $675.0K | 0.02% | -1.9% |
| 1826 | AUGUSTINE ASSET MANAGEMENT#1826 · 1,995 sh | 1,995 | $674.8K | — | New |
| 1827 | E Fund Management , Ltd.#1827 · 1,993 sh | 1,993 | $674.1K | 0.02% | -0.3% |
| 1828 | Oxbow Advisors#1828 · 1,978 sh | 1,978 | $669.1K | 0.05% | +19.7% |
| 1829 | McLean Asset Management#1829 · 1,989 sh | 1,989 | $668.6K | 0.09% | -19.0% |
| 1830 | REGATTA CAPITAL GROUP#1830 · 1,970 sh | 1,970 | $666.3K | — | 0.0% |
| 1831 | BridgePort Financial Solutions#1831 · 1,966 sh | 1,966 | $664.8K | 0.17% | -2.1% |
| 1832 | TORRAY#1832 · 1,965 sh | 1,965 | $664.7K | 0.09% | 0.0% |
| 1833 | DAVIDSON#1833 · 1,964 sh | 1,964 | $664.3K | — | 0.0% |
| 1834 | Blume Capital Management#1834 · 1,963 sh | 1,963 | $664.0K | — | 0.0% |
| 1835 | Revolve Wealth Partners#1835 · 1,962 sh | 1,962 | $663.7K | — | +26.4% |
| 1836 | RNC CAPITAL MANAGEMENT#1836 · 1,960 sh | 1,960 | $663.0K | 0.03% | -0.3% |
| 1837 | Wisconsin Wealth Advisors#1837 · 1,960 sh | 1,960 | $662.9K | — | 0.0% |
| 1838 | Palumbo Wealth Management#1838 · 1,951 sh | 1,951 | $659.9K | 0.14% | +1.9% |
| 1839 | LAVELLE CAPITAL#1839 · 1,950 sh | 1,950 | $659.6K | 0.28% | New |
| 1840 | Thrive Wealth Management#1840 · 1,943 sh | 1,943 | $657.2K | — | -2.7% |
| 1841 | Tradewinds#1841 · 457 sh | 457 | $656.7K | 0.15% | New |
| 1842 | Stanley-Laman Group, Ltd.#1842 · 1,939 sh | 1,939 | $655.9K | — | +4.4% |
| 1843 | Triangle Securities Wealth Management#1843 · 1,933 sh | 1,933 | $653.8K | — | -6.9% |
| 1844 | JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT#1844 · 1,932 sh | 1,932 | $653.5K | — | +14.2% |
| 1845 | Independent Family Office#1845 · 1,932 sh | 1,932 | $653.5K | 0.26% | 0.0% |
| 1846 | BALLAST ADVISORS#1846 · 1,926 sh | 1,926 | $651.5K | 0.16% | 0.0% |
| 1847 | Sage Mountain Advisors#1847 · 1,925 sh | 1,925 | $651.1K | 0.04% | +168.5% |
| 1848 | Balentine#1848 · 1,921 sh | 1,921 | $649.8K | 0.02% | +9.8% |
| 1849 | Steigerwald, Gordon & Koch#1849 · 1,914 sh | 1,914 | $647.4K | 0.06% | +0.9% |
| 1850 | Goldstein Advisors#1850 · 1,912 sh | 1,912 | $646.7K | — | New |
| 1851 | May Hill Capital#1851 · 1,910 sh | 1,910 | $646.1K | 0.13% | +7.4% |
| 1852 | TFR Capital#1852 · 1,902 sh | 1,902 | $643.4K | 0.18% | +2.5% |
| 1853 | Cairn Investment Group#1853 · 1,900 sh | 1,900 | $643.0K | 0.28% | 0.0% |
| 1854 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#1854 · 1,900 sh | 1,900 | $642.7K | 0.04% | -1.2% |
| 1855 | WITTENBERG INVESTMENT MANAGEMENT#1855 · 1,900 sh | 1,900 | $642.7K | 0.22% | 0.0% |
| 1856 | Codex Capital Asset Management L.L.C.#1856 · 1,900 sh | 1,900 | $640.9K | 0.22% | New |
| 1857 | PRAIRIEVIEW WEALTH PARTNERS#1857 · 1,889 sh | 1,889 | $639.0K | 0.48% | 0.0% |
| 1858 | Waterloo Capital, L.P.#1858 · 1,887 sh | 1,887 | $638.3K | 0.04% | -11.7% |
| 1859 | Stonebridge Capital Advisors#1859 · 1,887 sh | 1,887 | $638.2K | 0.04% | 0.0% |
| 1860 | LaSalle St. Investment Advisors#1860 · 1,887 sh | 1,887 | $638.1K | 0.08% | -0.2% |
| 1861 | Everest Financial Group#1861 · 1,886 sh | 1,886 | $637.8K | 0.09% | -3.3% |
| 1862 | Annex Advisory Services#1862 · 1,885 sh | 1,885 | $637.6K | — | +0.1% |
| 1863 | Keystone Wealth Services#1863 · 1,884 sh | 1,884 | $637.2K | 0.12% | +0.9% |
| 1864 | BROWN, LISLE/CUMMINGS#1864 · 1,876 sh | 1,876 | $634.6K | — | -0.9% |
| 1865 | Sterling Investment Advisors, Ltd.#1865 · 1,873 sh | 1,873 | $633.7K | 0.11% | 0.0% |
| 1866 | Capital Asset Advisory Services#1866 · 1,872 sh | 1,872 | $633.2K | 0.02% | +45.7% |
| 1867 | PETTYJOHN, WOOD & WHITE#1867 · 1,870 sh | 1,870 | $632.5K | 0.09% | 0.0% |
| 1868 | ADIRONDACK#1868 · 1,870 sh | 1,870 | $632.5K | — | -4.2% |
| 1869 | Breakwater Capital Group#1869 · 1,869 sh | 1,869 | $632.2K | — | -5.1% |
| 1870 | TIEMANN INVESTMENT ADVISORS#1870 · 1,868 sh | 1,868 | $631.9K | 0.23% | -2.7% |
| 1871 | BLUEDOOR PRIVATE WEALTH#1871 · 1,865 sh | 1,865 | $630.8K | 0.27% | +33.5% |
| 1872 | Legacy Financial Strategies#1872 · 1,863 sh | 1,863 | $630.2K | — | +0.4% |
| 1873 | NBH Bank#1873 · 1,854 sh | 1,854 | $627.1K | 0.26% | — |
| 1874 | TradeWell Securities#1874 · 1,853 sh | 1,853 | $626.8K | — | +0.3% |
| 1875 | NWAM#1875 · 1,843 sh | 1,843 | $623.6K | 0.03% | -1.5% |
| 1876 | Marshall & Sterling Wealth Advisors#1876 · 1,840 sh | 1,840 | $622.5K | 0.37% | +18.0% |
| 1877 | Valmark Advisers#1877 · 1,838 sh | 1,838 | $621.6K | <0.01% | -2.1% |
| 1878 | KPP Advisory Services#1878 · 1,832 sh | 1,832 | $619.8K | — | +1.4% |
| 1879 | Patriot Financial Group Insurance Agency#1879 · 1,827 sh | 1,827 | $617.8K | — | -46.1% |
| 1880 | FIRST NATIONAL BANK OF OMAHA#1880 · 1,826 sh | 1,826 | $617.6K | 0.02% | +2.6% |
| 1881 | PATTON ALBERTSON MILLER GROUP#1881 · 1,824 sh | 1,824 | $617.0K | — | -1.4% |
| 1882 | Capstone Financial Advisors#1882 · 1,821 sh | 1,821 | $615.9K | 0.03% | -0.6% |
| 1883 | Mechanics Financial#1883 · 1,816 sh | 1,816 | $614.3K | 0.22% | -3.2% |
| 1884 | Herold Advisors#1884 · 1,816 sh | 1,816 | $614.0K | — | -3.6% |
| 1885 | BXM Wealth#1885 · 1,815 sh | 1,815 | $613.9K | 0.33% | +118.7% |
| 1886 | ARBOR WEALTH ADVISORS#1886 · 1,812 sh | 1,812 | $613.0K | 0.25% | -6.9% |
| 1887 | Triad Wealth Partners#1887 · 1,776 sh | 1,776 | $612.2K | — | +56.3% |
| 1888 | Retirement Planning Group#1888 · 1,800 sh | 1,800 | $608.9K | — | -20.4% |
| 1889 | Truvestments Capital#1889 · 1,799 sh | 1,799 | $608.4K | 0.09% | -3.8% |
| 1890 | Flagship Private Wealth#1890 · 1,797 sh | 1,797 | $607.7K | 0.21% | +0.3% |
| 1891 | Cromwell#1891 · 1,793 sh | 1,793 | $606.5K | 0.27% | 0.0% |
| 1892 | WHITENER CAPITAL MANAGEMENT#1892 · 1,792 sh | 1,792 | $606.1K | — | 0.0% |
| 1893 | TRILLIUM ASSET MANAGEMENT#1893 · 1,791 sh | 1,791 | $605.8K | 0.02% | -3.5% |
| 1894 | Keudell/Morrison Wealth Management#1894 · 1,787 sh | 1,787 | $604.5K | — | -5.1% |
| 1895 | Wellington Grp#1895 · 1,993 sh | 1,993 | $602.8K | 0.19% | 0.0% |
| 1896 | Clearstead#1896 · 1,779 sh | 1,779 | $601.8K | 0.08% | 0.0% |
| 1897 | Summit Global Investments#1897 · 1,775 sh | 1,775 | $601.0K | 0.03% | -32.2% |
| 1898 | Abacus Wealth Partners#1898 · 1,775 sh | 1,775 | $600.4K | 0.06% | -41.1% |
| 1899 | Secure Asset Management#1899 · 1,774 sh | 1,774 | $599.9K | — | +6.0% |
| 1900 | Atala Financial#1900 · 1,773 sh | 1,773 | $599.7K | — | +1.7% |
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.