AMERICAN EXPRESS CO (AXP) — Institutional Holders, Q2 2026 (page 25)
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 2,401 to 2,500. 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 2,401–2,500 of 3,027
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2401 | WOODLEY FARRA MANION PORTFOLIO MANAGEMENT#2401 · 886 sh | 886 | $299.7K | 0.01% | +2.4% |
| 2402 | General Partner#2402 · 886 sh | 886 | $299.7K | — | 0.0% |
| 2403 | SMART Wealth#2403 · 885 sh | 885 | $299.4K | 0.06% | -15.6% |
| 2404 | Strid Group#2404 · 885 sh | 885 | $299.2K | 0.03% | +0.1% |
| 2405 | KLCM Advisors#2405 · 883 sh | 883 | $298.5K | 0.02% | 0.0% |
| 2406 | Fortress Wealth Group#2406 · 910 sh | 910 | $296.8K | 0.10% | +3.4% |
| 2407 | Mowery & Schoenfeld Wealth Management#2407 · 877 sh | 877 | $296.7K | 0.40% | 0.0% |
| 2408 | Marks Group Wealth Management#2408 · 877 sh | 877 | $296.5K | 0.03% | +0.2% |
| 2409 | Grey Ledge Advisors#2409 · 874 sh | 874 | $295.6K | 0.06% | +0.7% |
| 2410 | Granite Harbor Advisors#2410 · 873 sh | 873 | $295.3K | 0.12% | +0.9% |
| 2411 | WEDGE CAPITAL MANAGEMENT L L P#2411 · 872 sh | 872 | $295.0K | — | -15.7% |
| 2412 | Saxony Capital Management#2412 · 872 sh | 872 | $294.9K | — | -5.0% |
| 2413 | Lumbard & Kellner#2413 · 870 sh | 870 | $294.3K | 0.09% | 0.0% |
| 2414 | Olde Wealth Management#2414 · 870 sh | 870 | $294.0K | 0.08% | 0.0% |
| 2415 | Jessup Wealth Management#2415 · 868 sh | 868 | $293.6K | — | New |
| 2416 | Redwood Financial Network#2416 · 867 sh | 867 | $293.3K | 0.16% | -7.3% |
| 2417 | Bollard Group#2417 · 865 sh | 865 | $293.0K | <0.01% | 0.0% |
| 2418 | DecisionPoint Financial#2418 · 840 sh | 840 | $292.4K | 0.05% | +0.8% |
| 2419 | James T. Borello RIA#2419 · 863 sh | 863 | $291.9K | — | +0.2% |
| 2420 | HENGEHOLD CAPITAL MANAGEMENT#2420 · 857 sh | 857 | $289.9K | — | +1.7% |
| 2421 | TFC Financial Management#2421 · 855 sh | 855 | $289.4K | — | +0.8% |
| 2422 | FDx Advisors#2422 · 855 sh | 855 | $289.0K | 0.09% | -3.5% |
| 2423 | Schneider Downs Wealth Management Advisors#2423 · 853 sh | 853 | $288.5K | 0.03% | +0.4% |
| 2424 | PERRYMAN FINANCIAL ADVISORY#2424 · 852 sh | 852 | $288.3K | — | -8.5% |
| 2425 | Hopwood Financial Services#2425 · 852 sh | 852 | $288.2K | 0.17% | 0.0% |
| 2426 | Lineweaver Wealth Advisors#2426 · 850 sh | 850 | $287.6K | — | +13.2% |
| 2427 | Center For Asset Management#2427 · 851 sh | 851 | $287.6K | — | +6.5% |
| 2428 | Goepper Burkhardt#2428 · 850 sh | 850 | $287.5K | 0.09% | 0.0% |
| 2429 | TrueNorth#2429 · 849 sh | 849 | $287.2K | 0.02% | +11.9% |
| 2430 | GENESIS PRIVATE WEALTH#2430 · 849 sh | 849 | $287.2K | 0.08% | -0.5% |
| 2431 | BlueStem Wealth Partners#2431 · 848 sh | 848 | $286.7K | 0.03% | +5.0% |
| 2432 | Broadway Wealth Solutions#2432 · 845 sh | 845 | $285.8K | — | 0.0% |
| 2433 | UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT#2433 · 843 sh | 843 | $285.2K | 0.03% | New |
| 2434 | Voya Financial Advisors#2434 · 836 sh | 836 | $285.0K | 0.03% | -23.5% |
| 2435 | Peachtree Investment Partners#2435 · 842 sh | 842 | $284.7K | 0.09% | -27.5% |
| 2436 | Orion Capital Management#2436 · 840 sh | 840 | $284.1K | 0.09% | 0.0% |
| 2437 | Coquina Private Wealth#2437 · 840 sh | 840 | $284.1K | 0.19% | 0.0% |
| 2438 | FARMERS & MERCHANTS INVESTMENTS#2438 · 838 sh | 838 | $283.5K | — | -0.2% |
| 2439 | Financial Council#2439 · 838 sh | 838 | $283.4K | 0.09% | 0.0% |
| 2440 | OakTrust Wealth Advisors#2440 · 837 sh | 837 | $283.1K | 0.24% | -6.3% |
| 2441 | Iron Financial#2441 · 836 sh | 836 | $282.9K | — | -0.1% |
| 2442 | M. Kraus#2442 · 836 sh | 836 | $282.8K | — | 0.0% |
| 2443 | First Heartland Consultants#2443 · 832 sh | 832 | $281.4K | — | 0.0% |
| 2444 | Plante Moran Financial Advisors#2444 · 831 sh | 831 | $281.1K | 0.01% | -9.0% |
| 2445 | WILLNER & HELLER#2445 · 831 sh | 831 | $281.0K | 0.18% | +6.8% |
| 2446 | WEATHERLY ASSET MANAGEMENT L. P.#2446 · 830 sh | 830 | $280.8K | — | 0.0% |
| 2447 | Renasant Bank#2447 · 828 sh | 828 | $280.1K | 0.18% | -0.6% |
| 2448 | Cypress Point Wealth Management#2448 · 825 sh | 825 | $279.1K | 0.06% | +11.3% |
| 2449 | PCG ASSET MANAGEMENT#2449 · 822 sh | 822 | $278.0K | 0.20% | +0.9% |
| 2450 | BUFFALO BUSINESS & ESTATE SERVICES LTD#2450 · 819 sh | 819 | $277.1K | 0.03% | -5.2% |
| 2451 | HOGE FINANCIAL SERVICES#2451 · 818 sh | 818 | $276.8K | 0.13% | +4.7% |
| 2452 | Parkway Wealth Management Group#2452 · 817 sh | 817 | $276.4K | — | -0.1% |
| 2453 | Woodward Financial Advisors#2453 · 817 sh | 817 | $276.4K | — | 0.0% |
| 2454 | Lantz Financial#2454 · 816 sh | 816 | $276.0K | — | +2.4% |
| 2455 | Collaborative Fund Advisors#2455 · 816 sh | 816 | $276.0K | 0.16% | +12.7% |
| 2456 | AM INVESTMENT STRATEGIES#2456 · 815 sh | 815 | $276.0K | 0.05% | +14.0% |
| 2457 | Horst & Graben Wealth Management#2457 · 791 sh | 791 | $275.2K | 0.04% | 0.0% |
| 2458 | EWA#2458 · 813 sh | 813 | $275.0K | 0.05% | +5.7% |
| 2459 | SHRIER WEALTH MANAGEMENT#2459 · 813 sh | 813 | $275.0K | — | 0.0% |
| 2460 | 1832 Asset Management L.P.#2460 · 813 sh | 813 | $275.0K | <0.01% | -2.3% |
| 2461 | Independence Bank of Kentucky#2461 · 810 sh | 810 | $274.0K | — | -1.9% |
| 2462 | Excelsior Advisor Network#2462 · 810 sh | 810 | $274.0K | 0.04% | +16.9% |
| 2463 | Pointe Capital Management#2463 · 810 sh | 810 | $274.0K | 0.12% | +15.9% |
| 2464 | Silver Grove Financial Group#2464 · 810 sh | 810 | $273.9K | 0.15% | +2.7% |
| 2465 | Foster Victor Wealth Advisors#2465 · 771 sh | 771 | $273.7K | — | -2.3% |
| 2466 | Navigate Wealth Management#2466 · 770 sh | 770 | $273.6K | — | 0.0% |
| 2467 | Blue Fin Capital#2467 · 808 sh | 808 | $273.3K | 0.04% | 0.0% |
| 2468 | Simplify Asset Management#2468 · 808 sh | 808 | $273.3K | <0.01% | -4.5% |
| 2469 | AlphaGrep UK Ltd#2469 · 808 sh | 808 | $273.3K | 0.08% | New |
| 2470 | Atlas Wealth#2470 · 804 sh | 804 | $272.0K | 0.04% | -90.6% |
| 2471 | Sivia Capital Partners#2471 · 804 sh | 804 | $272.0K | 0.03% | 0.0% |
| 2472 | DeDora Capital#2472 · 802 sh | 802 | $271.3K | — | -8.4% |
| 2473 | Close Asset Management Ltd#2473 · 801 sh | 801 | $271.0K | <0.01% | 0.0% |
| 2474 | Atwater Malick#2474 · 801 sh | 801 | $270.9K | — | +10.8% |
| 2475 | WEXFORD CAPITAL#2475 · 800 sh | 800 | $270.6K | 0.03% | 0.0% |
| 2476 | BOSTON RESEARCH & MANAGEMENT#2476 · 800 sh | 800 | $270.6K | 0.06% | 0.0% |
| 2477 | Knollwood Investment Advisory#2477 · 800 sh | 800 | $270.6K | 0.02% | 0.0% |
| 2478 | OLD SECOND NATIONAL BANK OF AURORA#2478 · 800 sh | 800 | $270.6K | — | -2.8% |
| 2479 | Gallagher Fiduciary Advisors#2479 · 799 sh | 799 | $270.4K | <0.01% | +0.1% |
| 2480 | Ducere Wealth Management#2480 · 799 sh | 799 | $270.1K | 0.08% | New |
| 2481 | Van Hulzen Asset Management#2481 · 796 sh | 796 | $269.2K | 0.02% | New |
| 2482 | Compton Wealth Advisory Group#2482 · 773 sh | 773 | $269.0K | — | -11.5% |
| 2483 | Goldstone Financial Group#2483 · 793 sh | 793 | $268.4K | 0.02% | +2.9% |
| 2484 | Ariston Services Group#2484 · 792 sh | 792 | $267.9K | — | New |
| 2485 | LEGACY FINANCIAL GROUP#2485 · 792 sh | 792 | $267.9K | — | +0.9% |
| 2486 | Dorato Capital Management#2486 · 760 sh | 760 | $266.4K | — | 0.0% |
| 2487 | apricus wealth#2487 · 787 sh | 787 | $266.2K | — | 0.0% |
| 2488 | Prostatis Group#2488 · 783 sh | 783 | $265.0K | 0.06% | -7.0% |
| 2489 | Bellecapital International Ltd.#2489 · 783 sh | 783 | $264.9K | — | 0.0% |
| 2490 | Ascent Wealth Partners#2490 · 782 sh | 782 | $264.5K | — | 0.0% |
| 2491 | MOTIVE WEALTH ADVISORS#2491 · 782 sh | 782 | $264.5K | — | +3.3% |
| 2492 | Baltimore-Washington Financial Advisors#2492 · 781 sh | 781 | $264.2K | <0.01% | -27.0% |
| 2493 | PVG ASSET MANAGEMENT#2493 · 781 sh | 781 | $264.2K | — | 0.0% |
| 2494 | Verum Partners#2494 · 780 sh | 780 | $264.0K | — | +0.5% |
| 2495 | New England Capital Financial Advisors#2495 · 775 sh | 775 | $262.2K | 0.06% | +0.1% |
| 2496 | LeConte Wealth Management#2496 · 775 sh | 775 | $262.2K | — | +6.5% |
| 2497 | Values Added Financial#2497 · 774 sh | 774 | $261.8K | 0.09% | +10.3% |
| 2498 | Unique Wealth Strategies#2498 · 773 sh | 773 | $261.4K | — | -1.7% |
| 2499 | Tillman Hartley#2499 · 770 sh | 770 | $260.5K | 0.06% | -2.9% |
| 2500 | TrueWealth Advisors#2500 · 770 sh | 770 | $260.4K | — | -61.0% |
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.