AMERICAN EXPRESS CO (AXP) — Institutional Holders, Q2 2026 (page 21)
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 2,001 to 2,100. 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 2,001–2,100 of 3,027
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2001 | GRANITE ISLANDS PRIVATE WEALTH#2001 · 1,557 sh | 1,557 | $526.7K | — | 0.0% |
| 2002 | Vantus Wealth#2002 · 1,555 sh | 1,555 | $526.0K | 0.28% | — |
| 2003 | Consolidated Planning#2003 · 1,553 sh | 1,553 | $525.3K | — | -2.0% |
| 2004 | DDD Partners#2004 · 1,549 sh | 1,549 | $523.9K | 0.03% | -4.0% |
| 2005 | Ethos Financial Group#2005 · 1,576 sh | 1,576 | $523.9K | 0.04% | +49.1% |
| 2006 | Optas#2006 · 1,548 sh | 1,548 | $523.6K | 0.07% | +5.4% |
| 2007 | MIRABELLA FINANCIAL SERVICES LLP#2007 · 1,546 sh | 1,546 | $522.9K | 0.05% | +10.5% |
| 2008 | LMCG INVESTMENTS#2008 · 1,542 sh | 1,542 | $521.6K | — | -0.6% |
| 2009 | CPA Asset Management#2009 · 1,541 sh | 1,541 | $521.2K | — | -2.0% |
| 2010 | Commerce Advisors#2010 · 1,541 sh | 1,541 | $521.2K | — | +1.0% |
| 2011 | DELTA ASSET MANAGEMENT#2011 · 1,538 sh | 1,538 | $520.2K | 0.04% | 0.0% |
| 2012 | VUB Generali dochodkova spravcovska spolocnost, a.s.#2012 · 1,536 sh | 1,536 | $519.6K | — | 0.0% |
| 2013 | TOTH FINANCIAL ADVISORY#2013 · 1,535 sh | 1,535 | $519.3K | — | +0.1% |
| 2014 | Investors Research#2014 · 1,534 sh | 1,534 | $518.9K | — | 0.0% |
| 2015 | CHAPIN DAVIS#2015 · 1,532 sh | 1,532 | $518.3K | — | -22.2% |
| 2016 | Gibbs Wealth Management#2016 · 1,531 sh | 1,531 | $517.9K | — | +21.8% |
| 2017 | MV CAPITAL MANAGEMENT#2017 · 1,530 sh | 1,530 | $517.5K | 0.05% | +1.3% |
| 2018 | Boit C F David#2018 · 1,525 sh | 1,525 | $515.8K | 0.22% | 0.0% |
| 2019 | Windsor Capital Management#2019 · 1,524 sh | 1,524 | $515.7K | — | -14.2% |
| 2020 | OPTIMA CAPITAL#2020 · 1,524 sh | 1,524 | $515.5K | 0.20% | +0.8% |
| 2021 | Walkner Condon Financial Advisors#2021 · 1,519 sh | 1,519 | $513.8K | 0.06% | +13.9% |
| 2022 | Waldron Private Wealth#2022 · 1,517 sh | 1,517 | $513.1K | 0.02% | +0.7% |
| 2023 | OSTERWEIS CAPITAL MANAGEMENT#2023 · 1,515 sh | 1,515 | $512.4K | 0.02% | 0.0% |
| 2024 | PATRICK M SWEENEY & ASSOCIATES#2024 · 1,515 sh | 1,515 | $512.3K | — | +8.2% |
| 2025 | West Family Investments#2025 · 1,509 sh | 1,509 | $510.4K | 0.15% | +2.7% |
| 2026 | CSM Advisors#2026 · 1,507 sh | 1,507 | $510.0K | 0.01% | +0.5% |
| 2027 | Jaffetilchin Investment Partners#2027 · 1,504 sh | 1,504 | $508.8K | 0.03% | +2.7% |
| 2028 | FUKOKU MUTUAL LIFE INSURANCE#2028 · 1,504 sh | 1,504 | $508.7K | 0.03% | 0.0% |
| 2029 | Heritage Wealth Management#2029 · 1,502 sh | 1,502 | $508.1K | 0.13% | -1.1% |
| 2030 | WIMMER ASSOCIATES 1#2030 · 1,500 sh | 1,500 | $507.4K | 0.23% | 0.0% |
| 2031 | Annis Gardner Whiting Capital Advisors#2031 · 1,497 sh | 1,497 | $506.4K | 0.08% | +41.5% |
| 2032 | LIBERTY WEALTH MANAGEMENT#2032 · 1,673 sh | 1,673 | $506.0K | 0.06% | 0.0% |
| 2033 | Greenspring Advisors#2033 · 1,495 sh | 1,495 | $505.6K | 0.03% | +9.3% |
| 2034 | Old Port Advisors#2034 · 1,493 sh | 1,493 | $505.0K | — | +10.8% |
| 2035 | AIRE ADVISORS#2035 · 1,492 sh | 1,492 | $504.7K | — | 0.0% |
| 2036 | Spahn Wealth & Retirement#2036 · 1,488 sh | 1,488 | $503.3K | 0.32% | 0.0% |
| 2037 | Hamilton Capital#2037 · 1,488 sh | 1,488 | $503.3K | — | +36.8% |
| 2038 | FORA Capital#2038 · 1,488 sh | 1,488 | $503.1K | 0.03% | -89.5% |
| 2039 | Strategic Family Wealth Counselors, L.L.C.#2039 · 1,484 sh | 1,484 | $502.0K | 0.12% | -10.8% |
| 2040 | LCNB#2040 · 1,483 sh | 1,483 | $501.6K | 0.15% | +0.7% |
| 2041 | Elmwood Wealth Management#2041 · 1,482 sh | 1,482 | $501.3K | — | +116.4% |
| 2042 | Physician Wealth Advisors#2042 · 1,479 sh | 1,479 | $500.4K | — | +0.1% |
| 2043 | Versant Capital Management#2043 · 1,477 sh | 1,477 | $499.6K | — | -13.4% |
| 2044 | FIRST BUSINESS FINANCIAL SERVICES#2044 · 1,475 sh | 1,475 | $498.9K | 0.04% | +0.2% |
| 2045 | 55 North Private Wealth#2045 · 1,474 sh | 1,474 | $498.6K | — | +1.7% |
| 2046 | SLT#2046 · 1,474 sh | 1,474 | $498.6K | — | +7.8% |
| 2047 | Eagle Strategies#2047 · 1,464 sh | 1,464 | $495.2K | — | New |
| 2048 | CENTAURUS FINANCIAL#2048 · 1,460 sh | 1,460 | $494.0K | 0.02% | -12.1% |
| 2049 | Barton Investment Management#2049 · 1,460 sh | 1,460 | $493.8K | 0.07% | -4.3% |
| 2050 | Crew Capital Management, Ltd.#2050 · 1,460 sh | 1,460 | $493.8K | 0.27% | 0.0% |
| 2051 | Centric Wealth Management#2051 · 1,543 sh | 1,543 | $492.6K | 0.08% | 0.0% |
| 2052 | First Bancorp#2052 · 1,452 sh | 1,452 | $491.1K | — | 0.0% |
| 2053 | ONEFUND#2053 · 1,450 sh | 1,450 | $490.5K | 0.28% | -1.8% |
| 2054 | Investor's Fiduciary Advisor Network#2054 · 1,446 sh | 1,446 | $489.0K | 0.17% | -9.1% |
| 2055 | East Coast Asset Management#2055 · 1,442 sh | 1,442 | $487.8K | 0.08% | 0.0% |
| 2056 | Northwest Bancshares#2056 · 1,439 sh | 1,439 | $486.7K | 0.09% | 0.0% |
| 2057 | Compass Ion Advisors#2057 · 1,439 sh | 1,439 | $486.7K | — | -3.6% |
| 2058 | 626 Financial#2058 · 1,432 sh | 1,432 | $484.3K | 0.19% | +0.1% |
| 2059 | Hudock#2059 · 1,431 sh | 1,431 | $484.0K | — | +26.5% |
| 2060 | Mendel Capital Management#2060 · 1,429 sh | 1,429 | $483.4K | 0.22% | +0.3% |
| 2061 | COMPASS FINANCIAL MANAGEMENT#2061 · 1,414 sh | 1,414 | $483.2K | 0.06% | — |
| 2062 | Redwood Investment Management#2062 · 1,423 sh | 1,423 | $481.0K | 0.05% | +0.4% |
| 2063 | Forza Wealth Management#2063 · 1,416 sh | 1,416 | $479.0K | — | 0.0% |
| 2064 | Shulman DeMeo Asset Management#2064 · 1,408 sh | 1,408 | $476.4K | — | +0.4% |
| 2065 | Tortoise Investment Management#2065 · 1,407 sh | 1,407 | $475.9K | 0.04% | +7.2% |
| 2066 | Terra Nova Asset Management#2066 · 1,406 sh | 1,406 | $475.5K | — | +0.3% |
| 2067 | SWISS RE LTD#2067 · 1,403 sh | 1,403 | $474.6K | 0.04% | +1236.2% |
| 2068 | ELCO Management#2068 · 1,400 sh | 1,400 | $473.6K | — | 0.0% |
| 2069 | PKS Advisory Services#2069 · 1,399 sh | 1,399 | $473.4K | — | New |
| 2070 | Regal Investment Advisors#2070 · 1,399 sh | 1,399 | $473.2K | 0.02% | +7.6% |
| 2071 | Harel Insurance Investments & Financial Services Ltd.#2071 · 1,401 sh | 1,401 | $472.0K | <0.01% | +7.5% |
| 2072 | GWN SECURITIES#2072 · 1,394 sh | 1,394 | $471.6K | 0.08% | +23.7% |
| 2073 | Mechanics Bank Department#2073 · 1,393 sh | 1,393 | $471.2K | — | +16.1% |
| 2074 | Heritage Wealth Advisors#2074 · 1,392 sh | 1,392 | $470.8K | 0.02% | -3.3% |
| 2075 | REBALANCE#2075 · 1,386 sh | 1,386 | $468.8K | — | +2.2% |
| 2076 | Legato Capital Management#2076 · 1,384 sh | 1,384 | $468.1K | 0.04% | -27.3% |
| 2077 | Sienna Gestion#2077 · 1,357 sh | 1,357 | $467.7K | 0.03% | New |
| 2078 | SeaCrest Wealth Management#2078 · 1,382 sh | 1,382 | $467.4K | — | -52.8% |
| 2079 | Westover Capital Advisors#2079 · 1,380 sh | 1,380 | $466.8K | — | 0.0% |
| 2080 | PRUDENT INVESTORS NETWORK#2080 · 1,377 sh | 1,377 | $465.8K | 0.09% | +7.8% |
| 2081 | PROSPERITY BANCSHARES#2081 · 1,376 sh | 1,376 | $465.4K | 0.30% | -5.1% |
| 2082 | WRAPMANAGER#2082 · 1,375 sh | 1,375 | $465.4K | 0.15% | -1.2% |
| 2083 | Prospect Hill Management#2083 · 1,375 sh | 1,375 | $465.1K | 0.18% | 0.0% |
| 2084 | BURNS J W#2084 · 1,371 sh | 1,371 | $463.7K | — | 0.0% |
| 2085 | HHM Wealth Advisors#2085 · 1,369 sh | 1,369 | $463.1K | 0.05% | +1.2% |
| 2086 | Five Oceans Advisors#2086 · 1,366 sh | 1,366 | $462.1K | — | -0.4% |
| 2087 | WASHINGTON BANK#2087 · 1,366 sh | 1,366 | $462.1K | 0.03% | -1.7% |
| 2088 | INVESTED ADVISORS#2088 · 1,365 sh | 1,365 | $461.7K | — | -6.8% |
| 2089 | Centerpoint Advisory Group#2089 · 1,364 sh | 1,364 | $461.4K | — | 0.0% |
| 2090 | Enclave Advisors#2090 · 1,359 sh | 1,359 | $459.7K | — | -9.9% |
| 2091 | OneAscent Wealth Management#2091 · 1,358 sh | 1,358 | $459.3K | 0.14% | -19.1% |
| 2092 | Coston, McIsaac & Partners#2092 · 1,357 sh | 1,357 | $459.0K | 0.09% | 0.0% |
| 2093 | GROUPAMA ASSET MANAGMENT#2093 · 1,354 sh | 1,354 | $458.7K | <0.01% | +0.6% |
| 2094 | Legacy Private#2094 · 1,355 sh | 1,355 | $458.3K | — | 0.0% |
| 2095 | Mayfair Advisory Group#2095 · 1,405 sh | 1,405 | $458.3K | — | -0.3% |
| 2096 | Pines Wealth Management#2096 · 1,355 sh | 1,355 | $458.3K | — | -12.0% |
| 2097 | 1900 WEALTH MANAGEMENT#2097 · 1,354 sh | 1,354 | $458.0K | — | +5.0% |
| 2098 | Murphy, Middleton, Hinkle & Parker#2098 · 1,350 sh | 1,350 | $456.8K | — | 0.0% |
| 2099 | Keating Financial Advisory Services#2099 · 1,350 sh | 1,350 | $456.6K | 0.06% | +2.4% |
| 2100 | Tower Wealth Partners#2100 · 1,344 sh | 1,344 | $454.6K | 0.22% | -16.6% |
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.