AMERICAN EXPRESS CO (AXP) — Institutional Holders, Q2 2026 (page 20)
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 1,901 to 2,000. 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 1,901–2,000 of 3,027
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1901 | CARY STREET PARTNERS INVESTMENT ADVISORY#1901 · 1,772 sh | 1,772 | $599.4K | 0.12% | +4.8% |
| 1902 | Tennessee Valley Asset Management Partners#1902 · 1,772 sh | 1,772 | $599.4K | 0.07% | +0.2% |
| 1903 | ADELL HARRIMAN & CARPENTER#1903 · 1,769 sh | 1,769 | $598.5K | 0.03% | +5.0% |
| 1904 | Z3 Capital Partners#1904 · 1,768 sh | 1,768 | $598.0K | 0.13% | 0.0% |
| 1905 | Tandem Investment Partners#1905 · 1,765 sh | 1,765 | $597.0K | — | +115.2% |
| 1906 | Midway Capital Research & Management#1906 · 1,763 sh | 1,763 | $596.3K | — | 0.0% |
| 1907 | AIGEN INVESTMENT MANAGEMENT#1907 · 1,759 sh | 1,759 | $595.0K | 0.16% | -80.6% |
| 1908 | LAKE STREET PRIVATE WEALTH#1908 · 1,758 sh | 1,758 | $594.6K | — | +4.8% |
| 1909 | Legend Capital Advisors#1909 · 1,757 sh | 1,757 | $594.3K | 0.32% | 0.0% |
| 1910 | SAGE PRIVATE WEALTH GROUP#1910 · 1,756 sh | 1,756 | $594.1K | — | -2.1% |
| 1911 | Centurion Wealth Management#1911 · 1,756 sh | 1,756 | $594.0K | — | -1.9% |
| 1912 | Phillips Wealth Planners#1912 · 1,697 sh | 1,697 | $593.2K | 0.44% | -7.0% |
| 1913 | Heritage Investment Group#1913 · 1,752 sh | 1,752 | $592.6K | 0.08% | +0.1% |
| 1914 | Capital Square#1914 · 1,690 sh | 1,690 | $592.5K | — | +26.9% |
| 1915 | WATERS PARKERSON#1915 · 1,749 sh | 1,749 | $591.6K | 0.03% | 0.0% |
| 1916 | Ellis Investment Partners#1916 · 1,748 sh | 1,748 | $591.3K | — | +0.3% |
| 1917 | EVERPAR ADVISORS#1917 · 1,746 sh | 1,746 | $590.7K | 0.17% | +21.9% |
| 1918 | Davis Investment Partners#1918 · 1,746 sh | 1,746 | $590.4K | 0.18% | 0.0% |
| 1919 | VALLEY NATIONAL ADVISERS#1919 · 1,738 sh | 1,738 | $587.9K | — | +8.0% |
| 1920 | Trivium Point Advisory#1920 · 1,736 sh | 1,736 | $587.2K | 0.05% | New |
| 1921 | XML Financial#1921 · 1,733 sh | 1,733 | $586.2K | 0.04% | +1.5% |
| 1922 | Patten Group#1922 · 1,727 sh | 1,727 | $584.2K | — | -18.5% |
| 1923 | CALTON & ASSOCIATES#1923 · 1,726 sh | 1,726 | $583.9K | 0.09% | +0.1% |
| 1924 | Verity Asset Management#1924 · 1,726 sh | 1,726 | $583.8K | 0.22% | New |
| 1925 | First Nebraska#1925 · 1,725 sh | 1,725 | $583.5K | 0.05% | +76.9% |
| 1926 | G&S Capital#1926 · 1,722 sh | 1,722 | $582.5K | — | -83.7% |
| 1927 | FORT WASHINGTON INVESTMENT ADVISORS#1927 · 1,722 sh | 1,722 | $582.5K | — | -4.0% |
| 1928 | North Capital#1928 · 1,717 sh | 1,717 | $580.8K | — | +9.0% |
| 1929 | Pekin Hardy Strauss#1929 · 1,716 sh | 1,716 | $580.4K | 0.05% | 0.0% |
| 1930 | Cache Advisors#1930 · 1,708 sh | 1,708 | $577.7K | — | 0.0% |
| 1931 | SECURITY NATIONAL BANK OF SO DAK#1931 · 1,700 sh | 1,700 | $575.0K | 0.27% | -22.7% |
| 1932 | Warner Group#1932 · 1,699 sh | 1,699 | $574.6K | 0.14% | +106.7% |
| 1933 | Rosenberg Matthew Hamilton#1933 · 1,697 sh | 1,697 | $574.0K | — | +31.0% |
| 1934 | Severin Investments#1934 · 1,696 sh | 1,696 | $573.5K | 0.43% | +8.9% |
| 1935 | VICTORY FINANCIAL GROUP#1935 · 1,695 sh | 1,695 | $573.3K | 0.06% | -13.5% |
| 1936 | WealthPlan Investment Management#1936 · 1,692 sh | 1,692 | $572.3K | — | -75.5% |
| 1937 | RIDGECREST WEALTH PARTNERS#1937 · 1,691 sh | 1,691 | $572.0K | — | +7.1% |
| 1938 | Arcataur Capital Management#1938 · 1,688 sh | 1,688 | $571.0K | — | 0.0% |
| 1939 | Harbour & Investment Management#1939 · 1,687 sh | 1,687 | $570.6K | 0.05% | 0.0% |
| 1940 | PCM Encore#1940 · 1,683 sh | 1,683 | $569.4K | 0.10% | -9.1% |
| 1941 | Accretive Wealth Partners#1941 · 1,683 sh | 1,683 | $569.3K | 0.14% | +8.4% |
| 1942 | THOMPSON INVESTMENT MANAGEMENT#1942 · 1,681 sh | 1,681 | $568.6K | — | 0.0% |
| 1943 | Income Insurance Ltd#1943 · 1,679 sh | 1,679 | $567.9K | — | 0.0% |
| 1944 | Navigation Group#1944 · 1,675 sh | 1,675 | $566.7K | 0.11% | 0.0% |
| 1945 | OneAscent Family Office#1945 · 1,673 sh | 1,673 | $566.0K | 0.29% | +4.1% |
| 1946 | MOTCO#1946 · 1,673 sh | 1,673 | $565.9K | 0.05% | +0.7% |
| 1947 | NFP Retirement#1947 · 1,672 sh | 1,672 | $565.6K | 0.03% | +1.0% |
| 1948 | Zullo Investment Group#1948 · 1,670 sh | 1,670 | $565.1K | — | -1.4% |
| 1949 | Allred Capital Management#1949 · 1,669 sh | 1,669 | $564.4K | 0.19% | +0.2% |
| 1950 | Missouri & Investment#1950 · 1,677 sh | 1,677 | $563.9K | 0.15% | 0.0% |
| 1951 | BOOTHBAY FUND MANAGEMENT#1951 · 1,660 sh | 1,660 | $561.5K | <0.01% | +93.0% |
| 1952 | Apollon Financial#1952 · 1,656 sh | 1,656 | $560.1K | — | -1.5% |
| 1953 | SEVEN MILE ADVISORY#1953 · 1,655 sh | 1,655 | $559.8K | — | -31.4% |
| 1954 | Trilogy Capital#1954 · 1,654 sh | 1,654 | $559.5K | — | +3.4% |
| 1955 | Triumph Capital Management#1955 · 1,649 sh | 1,649 | $557.9K | — | -55.3% |
| 1956 | Cassaday & Wealth Management#1956 · 1,647 sh | 1,647 | $557.1K | 0.01% | -3.5% |
| 1957 | FOSTER & MOTLEY#1957 · 1,647 sh | 1,647 | $557.0K | 0.03% | +1.7% |
| 1958 | Acorn Wealth Advisors#1958 · 1,645 sh | 1,645 | $556.5K | — | -0.1% |
| 1959 | Ancora Advisors#1959 · 1,643 sh | 1,643 | $555.6K | 0.01% | -12.9% |
| 1960 | Acorns Advisers#1960 · 1,640 sh | 1,640 | $555.0K | <0.01% | +7.0% |
| 1961 | Brown Miller Wealth Management#1961 · 1,640 sh | 1,640 | $554.7K | 0.14% | 0.0% |
| 1962 | Peterson Wealth Services#1962 · 1,640 sh | 1,640 | $554.6K | — | +1.2% |
| 1963 | Sandy Cove Advisors#1963 · 1,640 sh | 1,640 | $554.6K | 0.14% | +9.9% |
| 1964 | Kelman-Lazarov#1964 · 1,638 sh | 1,638 | $554.1K | 0.07% | -1.1% |
| 1965 | Wealthquest#1965 · 1,637 sh | 1,637 | $553.7K | 0.03% | -7.3% |
| 1966 | STRATEGY ASSET MANAGERS#1966 · 1,636 sh | 1,636 | $553.5K | — | +2.2% |
| 1967 | Tyche Wealth Partners#1967 · 1,636 sh | 1,636 | $553.4K | 0.08% | +0.1% |
| 1968 | Oliver Luxxe Assets#1968 · 1,635 sh | 1,635 | $553.1K | — | -0.1% |
| 1969 | SILVERLAKE WEALTH MANAGEMENT#1969 · 1,634 sh | 1,634 | $552.6K | — | +2.6% |
| 1970 | Schubert#1970 · 1,632 sh | 1,632 | $552.0K | 0.38% | +0.9% |
| 1971 | Crusonia Wealth Advisors#1971 · 1,629 sh | 1,629 | $551.0K | — | +1.5% |
| 1972 | Rockbridge Investment Management, LCC#1972 · 1,627 sh | 1,627 | $550.3K | 0.04% | +0.7% |
| 1973 | CITY HOLDING#1973 · 1,624 sh | 1,624 | $549.3K | — | 0.0% |
| 1974 | Petros Family Wealth#1974 · 1,621 sh | 1,621 | $548.3K | 0.34% | +9.7% |
| 1975 | Impact Capital Partners#1975 · 1,619 sh | 1,619 | $547.6K | — | +1.5% |
| 1976 | Cornell Pochily Investment Advisors#1976 · 1,618 sh | 1,618 | $547.4K | — | +0.1% |
| 1977 | HBW Advisory Services#1977 · 1,617 sh | 1,617 | $547.0K | — | +24.3% |
| 1978 | Canvas Wealth Advisors#1978 · 1,604 sh | 1,604 | $542.6K | 0.08% | +43.7% |
| 1979 | CDM FINANCIAL COUNSELING SERVICES#1979 · 1,603 sh | 1,603 | $542.1K | — | -15.8% |
| 1980 | MONEY CONCEPTS CAPITAL#1980 · 1,602 sh | 1,602 | $541.9K | 0.03% | -49.8% |
| 1981 | Integrated Investment Consultants#1981 · 1,601 sh | 1,601 | $541.5K | 0.11% | 0.0% |
| 1982 | ZEVENBERGEN CAPITAL INVESTMENTS#1982 · 1,600 sh | 1,600 | $541.2K | — | -5.9% |
| 1983 | Golden Reserve Retirement#1983 · 1,597 sh | 1,597 | $540.2K | 0.09% | +46.8% |
| 1984 | Leonteq Securities AG#1984 · 1,595 sh | 1,595 | $539.5K | 0.02% | -75.7% |
| 1985 | Campbell & Investment Adviser#1985 · 1,584 sh | 1,584 | $535.8K | 0.03% | -92.5% |
| 1986 | Sound Capital Solutions#1986 · 1,577 sh | 1,577 | $533.4K | 0.12% | — |
| 1987 | Parkwoods Wealth Partners#1987 · 1,577 sh | 1,577 | $533.4K | 0.09% | New |
| 1988 | CVA Family Office#1988 · 1,575 sh | 1,575 | $532.9K | 0.05% | +10.0% |
| 1989 | KFA Private Wealth Group#1989 · 1,574 sh | 1,574 | $532.4K | — | -0.3% |
| 1990 | Brucke Financial#1990 · 1,574 sh | 1,574 | $532.4K | — | -11.4% |
| 1991 | Kapstone Financial Advisors#1991 · 1,572 sh | 1,572 | $531.7K | 0.22% | +0.5% |
| 1992 | PLANNING ALTERNATIVES LTD#1992 · 1,571 sh | 1,571 | $531.5K | 0.06% | +18.2% |
| 1993 | Walker Asset Management#1993 · 1,571 sh | 1,571 | $531.3K | — | +0.3% |
| 1994 | Agate Pass Investment Management#1994 · 1,570 sh | 1,570 | $531.0K | — | 0.0% |
| 1995 | MJP ASSOCIATES#1995 · 1,569 sh | 1,569 | $530.6K | 0.06% | +4.5% |
| 1996 | FAIRFIELD, BUSH#1996 · 1,568 sh | 1,568 | $530.4K | 0.26% | +0.8% |
| 1997 | Inscription Capital#1997 · 1,566 sh | 1,566 | $529.8K | 0.05% | +25.1% |
| 1998 | DRIVE WEALTH MANAGEMENT#1998 · 1,566 sh | 1,566 | $529.6K | 0.09% | +6.2% |
| 1999 | Wealthstar Advisors#1999 · 1,563 sh | 1,563 | $528.7K | — | +9.2% |
| 2000 | True North Advisors#2000 · 1,560 sh | 1,560 | $527.6K | — | +4.3% |
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.