AMERICAN EXPRESS CO (AXP) — Institutional Holders, Q2 2026 (page 23)
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 2,201 to 2,300. 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 2,201–2,300 of 3,027
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2201 | EdgeRock Capital#2201 · 1,175 sh | 1,175 | $397.4K | 0.09% | New |
| 2202 | Tannin Capital#2202 · 1,175 sh | 1,175 | $397.4K | 0.26% | +34.3% |
| 2203 | Aberdeen Wealth Management#2203 · 1,171 sh | 1,171 | $396.1K | 0.19% | -35.3% |
| 2204 | Colonial Advisors#2204 · 1,169 sh | 1,169 | $395.4K | 0.03% | +3.8% |
| 2205 | Worth Financial Advisory Group#2205 · 1,167 sh | 1,167 | $394.7K | — | +1055.4% |
| 2206 | GAM Holding AG#2206 · 1,166 sh | 1,166 | $394.4K | 0.03% | -5.8% |
| 2207 | ENCOMPASS WEALTH ADVISORS#2207 · 1,164 sh | 1,164 | $393.7K | — | 0.0% |
| 2208 | Cornerstone Advisory#2208 · 1,161 sh | 1,161 | $392.5K | 0.03% | +12.6% |
| 2209 | Owl Creek Wealth Partners#2209 · 1,160 sh | 1,160 | $392.5K | — | +2.2% |
| 2210 | MEANS INVESTMENT#2210 · 1,155 sh | 1,155 | $390.8K | 0.03% | +0.3% |
| 2211 | WOODWARD DIVERSIFIED CAPITAL#2211 · 1,153 sh | 1,153 | $390.1K | — | -8.1% |
| 2212 | Astoria Portfolio Advisors#2212 · 1,153 sh | 1,153 | $390.0K | 0.07% | -0.3% |
| 2213 | Capital Advisors Wealth Management#2213 · 1,153 sh | 1,153 | $389.9K | — | +16.8% |
| 2214 | James J. Burns & Company#2214 · 1,153 sh | 1,153 | $389.9K | — | 0.0% |
| 2215 | Cerro Pacific Wealth Advisors#2215 · 1,151 sh | 1,151 | $389.3K | — | +12.2% |
| 2216 | INTRUST BANK NA#2216 · 1,148 sh | 1,148 | $388.3K | 0.03% | -1.9% |
| 2217 | NORTHWEST WEALTH MANAGEMENT#2217 · 1,148 sh | 1,148 | $388.3K | 0.05% | -0.3% |
| 2218 | Alta Wealth Advisors#2218 · 1,148 sh | 1,148 | $388.3K | 0.11% | -1.1% |
| 2219 | LIBERTY SQUARE WEALTH PARTNERS#2219 · 1,144 sh | 1,144 | $387.0K | 0.09% | -0.4% |
| 2220 | Pacific Capital Wealth Advisors#2220 · 1,143 sh | 1,143 | $386.6K | — | -0.3% |
| 2221 | EHRLICH FINANCIAL GROUP#2221 · 1,143 sh | 1,143 | $386.6K | — | +1.6% |
| 2222 | Invera Wealth Advisors#2222 · 1,140 sh | 1,140 | $385.6K | 0.21% | New |
| 2223 | Samalin Investment Counsel#2223 · 1,138 sh | 1,138 | $385.0K | — | -2.4% |
| 2224 | BARON SILVER STEVENS FINANCIAL ADVISORS#2224 · 1,137 sh | 1,137 | $384.6K | 0.05% | +2.6% |
| 2225 | Strait & Sound Wealth Management#2225 · 1,137 sh | 1,137 | $384.6K | 0.13% | 0.0% |
| 2226 | Mission Creek Capital Partners#2226 · 1,136 sh | 1,136 | $384.2K | 0.07% | New |
| 2227 | TWIN PEAKS WEALTH ADVISORS#2227 · 1,128 sh | 1,128 | $381.7K | 0.09% | +58.6% |
| 2228 | Abacus Planning Group#2228 · 1,128 sh | 1,128 | $381.5K | 0.05% | +5.1% |
| 2229 | SUMMIT WEALTH GROUP#2229 · 1,128 sh | 1,128 | $381.4K | 0.03% | +22.1% |
| 2230 | Uptown Financial Advisors#2230 · 1,127 sh | 1,127 | $381.2K | — | 0.0% |
| 2231 | Monument Capital Management#2231 · 1,124 sh | 1,124 | $380.3K | — | +19.7% |
| 2232 | Sand Hill Global Advisors#2232 · 1,121 sh | 1,121 | $379.2K | 0.01% | +2.5% |
| 2233 | GatePass Capital#2233 · 1,120 sh | 1,120 | $378.8K | 0.14% | -29.7% |
| 2234 | KHAZANAH NASIONAL BERHAD#2234 · 1,118 sh | 1,118 | $378.2K | 0.02% | -3.0% |
| 2235 | SEAVIEW INVESTMENT MANAGERS#2235 · 1,116 sh | 1,116 | $377.5K | 0.11% | -95.7% |
| 2236 | MANCHESTER FINANCIAL#2236 · 1,116 sh | 1,116 | $377.4K | — | 0.0% |
| 2237 | Black Diamond Financial#2237 · 1,109 sh | 1,109 | $375.1K | — | -6.8% |
| 2238 | D'Orazio & Associates#2238 · 1,103 sh | 1,103 | $373.2K | 0.04% | -3.1% |
| 2239 | AMG Asset Management Group#2239 · 1,101 sh | 1,101 | $372.5K | — | +8.8% |
| 2240 | Shepherd Financial Partners#2240 · 1,101 sh | 1,101 | $372.4K | 0.03% | +2.1% |
| 2241 | XY Planning Network#2241 · 1,099 sh | 1,099 | $371.7K | — | +10.1% |
| 2242 | Peak Retirement Planning#2242 · 1,098 sh | 1,098 | $371.5K | 0.06% | +14.6% |
| 2243 | JB Capital#2243 · 1,097 sh | 1,097 | $371.2K | — | +51.3% |
| 2244 | NorthStar Asset Management#2244 · 1,097 sh | 1,097 | $371.2K | 0.15% | +0.1% |
| 2245 | Transamerica Financial Advisors#2245 · 1,096 sh | 1,096 | $370.9K | 0.03% | -1.6% |
| 2246 | Winthrop Advisory Group#2246 · 1,094 sh | 1,094 | $370.2K | — | -4.0% |
| 2247 | Perfromance Wealth Partners#2247 · 1,093 sh | 1,093 | $369.8K | <0.01% | +1.7% |
| 2248 | One Day In July#2248 · 1,092 sh | 1,092 | $369.4K | 0.03% | +2.2% |
| 2249 | Onyx Bridge Wealth Group#2249 · 1,090 sh | 1,090 | $368.8K | — | +25.4% |
| 2250 | GUYASUTA INVESTMENT ADVISORS#2250 · 1,089 sh | 1,089 | $368.4K | — | 0.0% |
| 2251 | LANGLEY WEALTH MANAGEMENT#2251 · 1,087 sh | 1,087 | $367.7K | 0.36% | — |
| 2252 | COWA#2252 · 1,085 sh | 1,085 | $367.0K | 0.09% | 0.0% |
| 2253 | Intrua Financial#2253 · 1,082 sh | 1,082 | $366.0K | 0.03% | New |
| 2254 | Engineers Gate Manager#2254 · 1,081 sh | 1,081 | $365.6K | <0.01% | -46.7% |
| 2255 | MAYPORT#2255 · 1,080 sh | 1,080 | $365.2K | 0.06% | +4.3% |
| 2256 | Eurizon SLJ Capital Ltd#2256 · 1,078 sh | 1,078 | $364.6K | 0.13% | 0.0% |
| 2257 | MLG Wealth Management DBA Pine Grove Financial Group#2257 · 1,077 sh | 1,077 | $364.3K | — | New |
| 2258 | Independent Solutions Wealth Management#2258 · 1,075 sh | 1,075 | $363.6K | 0.05% | 0.0% |
| 2259 | Paragon Capital Management Ltd#2259 · 1,074 sh | 1,074 | $363.3K | — | 0.0% |
| 2260 | Providence Capital Advisors#2260 · 1,070 sh | 1,070 | $361.9K | 0.05% | 0.0% |
| 2261 | MIDDLETON#2261 · 1,070 sh | 1,070 | $361.9K | — | 0.0% |
| 2262 | WOLFF WIESE MAGANA#2262 · 1,068 sh | 1,068 | $361.2K | — | -89.3% |
| 2263 | Aspetuck Financial Management#2263 · 1,065 sh | 1,065 | $360.2K | 0.21% | +3.4% |
| 2264 | Insight Wealth Strategies#2264 · 1,029 sh | 1,029 | $358.1K | — | -95.6% |
| 2265 | ACIMA PRIVATE WEALTH#2265 · 1,056 sh | 1,056 | $357.2K | — | -4.0% |
| 2266 | MOUNTAIN PACIFIC INVESTMENT ADVISERS#2266 · 1,055 sh | 1,055 | $357.0K | 0.06% | -19.2% |
| 2267 | Bouchey Financial Group Ltd#2267 · 1,054 sh | 1,054 | $356.5K | 0.02% | +16.9% |
| 2268 | Northwest Quadrant Wealth Management#2268 · 1,052 sh | 1,052 | $356.0K | 0.07% | +0.3% |
| 2269 | Nikulski Financial#2269 · 1,052 sh | 1,052 | $355.8K | 0.08% | +0.1% |
| 2270 | Plotkin Financial Advisors#2270 · 1,052 sh | 1,052 | $355.8K | 0.15% | +16.4% |
| 2271 | BURLING WEALTH PARTNERS#2271 · 1,051 sh | 1,051 | $355.5K | 0.05% | 0.0% |
| 2272 | Itau Unibanco Holding S.A.#2272 · 1,050 sh | 1,050 | $355.2K | <0.01% | New |
| 2273 | Park Capital Management, / WI#2273 · 1,049 sh | 1,049 | $354.9K | — | +0.7% |
| 2274 | VISTA INVESTMENT MANAGEMENT#2274 · 1,048 sh | 1,048 | $354.5K | 0.11% | -0.9% |
| 2275 | Sharkey, Howes & Javer#2275 · 1,047 sh | 1,047 | $354.3K | — | 0.0% |
| 2276 | CRA Financial Services#2276 · 1,047 sh | 1,047 | $354.1K | — | -1.6% |
| 2277 | First Fiduciary Investment Counsel#2277 · 1,046 sh | 1,046 | $354.0K | 0.07% | -15.4% |
| 2278 | ADVISORS MANAGEMENT GROUP#2278 · 1,048 sh | 1,048 | $354.0K | 0.06% | 0.0% |
| 2279 | VISTA CAPITAL PARTNERS#2279 · 1,046 sh | 1,046 | $353.8K | 0.03% | -8.2% |
| 2280 | CFS Investment Advisory Services#2280 · 1,005 sh | 1,005 | $353.7K | — | +1.4% |
| 2281 | Roble, Belko & Company#2281 · 1,042 sh | 1,042 | $352.0K | 0.04% | 0.0% |
| 2282 | Leith Wheeler Investment Counsel Ltd.#2282 · 1,040 sh | 1,040 | $351.8K | 0.03% | -20.0% |
| 2283 | EJMK Ventures#2283 · 1,039 sh | 1,039 | $351.5K | — | -5.4% |
| 2284 | New Covenant Company, N.A.#2284 · 1,033 sh | 1,033 | $349.4K | — | +6.9% |
| 2285 | COLTON GROOME FINANCIAL ADVISORS#2285 · 1,029 sh | 1,029 | $348.0K | — | +52.7% |
| 2286 | KILEY JUERGENS WEALTH MANAGEMENT#2286 · 1,028 sh | 1,028 | $347.7K | 0.05% | -1.8% |
| 2287 | Stembrook Asset Management#2287 · 1,028 sh | 1,028 | $347.7K | 0.30% | 0.0% |
| 2288 | Clark Asset Management#2288 · 1,027 sh | 1,027 | $347.5K | — | -1.4% |
| 2289 | Phoenix Financial Ltd.#2289 · 1,030 sh | 1,030 | $347.4K | <0.01% | -52.1% |
| 2290 | Y.D. More Investments Ltd#2290 · 1,026 sh | 1,026 | $346.5K | 0.01% | -31.0% |
| 2291 | ALESCO ADVISORS#2291 · 1,023 sh | 1,023 | $346.0K | <0.01% | -1.0% |
| 2292 | Alliance Wealth Advisors#2292 · 1,020 sh | 1,020 | $345.0K | 0.07% | +7.8% |
| 2293 | Ponta Wealth Partners#2293 · 1,020 sh | 1,020 | $345.0K | 0.18% | +17.4% |
| 2294 | Rooted Wealth Advisors#2294 · 1,020 sh | 1,020 | $345.0K | 0.08% | +6.6% |
| 2295 | Caerus Investment Advisors#2295 · 1,019 sh | 1,019 | $344.7K | 0.11% | -4.9% |
| 2296 | AGH Wealth Advisors#2296 · 1,018 sh | 1,018 | $344.3K | — | -14.1% |
| 2297 | Mine & Arao Wealth Creation & Management#2297 · 1,015 sh | 1,015 | $343.4K | 0.12% | 0.0% |
| 2298 | Wealth Management Partners#2298 · 1,014 sh | 1,014 | $343.4K | — | 0.0% |
| 2299 | PCB Capital#2299 · 1,015 sh | 1,015 | $343.4K | 0.42% | New |
| 2300 | OXFORD FINANCIAL GROUP, LTD.#2300 · 1,011 sh | 1,011 | $342.1K | 0.02% | -47.9% |
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.