AMERICAN EXPRESS CO (AXP) — Institutional Holders, Q2 2026 (page 27)
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 2,601 to 2,700. 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 2,601–2,700 of 3,027
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2601 | PUREfi Wealth#2601 · 679 sh | 679 | $229.7K | — | New |
| 2602 | PHILLIPS FINANCIAL MANAGEMENT#2602 · 678 sh | 678 | $229.3K | — | New |
| 2603 | Bullock Wealth Management Group#2603 · 659 sh | 659 | $229.3K | — | +0.2% |
| 2604 | Affinity Capital Advisors#2604 · 644 sh | 644 | $229.3K | — | New |
| 2605 | Salomon & Ludwin#2605 · 658 sh | 658 | $229.0K | 0.02% | -6.9% |
| 2606 | Junk Investment Group#2606 · 676 sh | 676 | $228.8K | — | -3.3% |
| 2607 | BBR PARTNERS#2607 · 676 sh | 676 | $228.7K | 0.01% | -51.1% |
| 2608 | O'Brien Greene#2608 · 675 sh | 675 | $228.3K | 0.06% | -44.5% |
| 2609 | Summit Place Financial Advisors#2609 · 675 sh | 675 | $228.3K | — | -15.4% |
| 2610 | Fairvoy Private Wealth#2610 · 675 sh | 675 | $228.3K | — | -9.3% |
| 2611 | AWM CAPITAL#2611 · 675 sh | 675 | $228.2K | — | New |
| 2612 | Wealth Dimensions Group, Ltd.#2612 · 672 sh | 672 | $227.4K | 0.04% | New |
| 2613 | Split Creek DBA Split Creek Capital#2613 · 672 sh | 672 | $227.3K | 0.21% | -2.3% |
| 2614 | FIRST FINANCIAL#2614 · 672 sh | 672 | $227.3K | — | 0.0% |
| 2615 | PLANNING DIRECTIONS#2615 · 671 sh | 671 | $227.0K | 0.11% | New |
| 2616 | Portland Global Advisors#2616 · 671 sh | 671 | $227.0K | 0.02% | -1.5% |
| 2617 | Canal Capital Management#2617 · 670 sh | 670 | $226.7K | 0.03% | New |
| 2618 | Intesa Sanpaolo S.p.A.#2618 · 670 sh | 670 | $226.6K | <0.01% | -42.5% |
| 2619 | Resurgent Financial Advisors#2619 · 669 sh | 669 | $226.4K | 0.06% | New |
| 2620 | Harvest Investment Services#2620 · 666 sh | 666 | $225.3K | 0.03% | -16.3% |
| 2621 | Talisman Wealth Advisors#2621 · 666 sh | 666 | $225.1K | 0.17% | New |
| 2622 | KTF INVESTMENTS#2622 · 665 sh | 665 | $224.9K | — | New |
| 2623 | BALDWIN WEALTH PARTNERS#2623 · 664 sh | 664 | $224.6K | — | -1.2% |
| 2624 | Warwick Investment Management#2624 · 662 sh | 662 | $223.9K | — | New |
| 2625 | Daner Wealth Management#2625 · 650 sh | 650 | $223.4K | 0.12% | New |
| 2626 | Westchester Capital Management#2626 · 660 sh | 660 | $223.2K | — | 0.0% |
| 2627 | Peregrine Asset Advisers#2627 · 660 sh | 660 | $223.2K | 0.05% | New |
| 2628 | RIVERSEDGE ADVISORS#2628 · 658 sh | 658 | $222.5K | — | New |
| 2629 | B.O.S.S. Retirement Advisors#2629 · 657 sh | 657 | $222.3K | — | New |
| 2630 | HALL LAURIE J TRUSTEE#2630 · 656 sh | 656 | $221.9K | — | New |
| 2631 | Buckley Wealth Management#2631 · 655 sh | 655 | $221.6K | 0.05% | -35.3% |
| 2632 | Johnson Financial Group#2632 · 655 sh | 655 | $221.6K | 0.01% | New |
| 2633 | David J Yvars Group#2633 · 655 sh | 655 | $221.6K | — | New |
| 2634 | Holcombe Financial#2634 · 655 sh | 655 | $221.5K | — | New |
| 2635 | Heritage Family Offices, LLP#2635 · 654 sh | 654 | $221.2K | 0.09% | New |
| 2636 | Pacific Excel Wealth Advisors#2636 · 654 sh | 654 | $221.2K | 0.09% | New |
| 2637 | Tactive Advisors#2637 · 653 sh | 653 | $220.9K | — | -20.2% |
| 2638 | Eldridge Investment Advisors#2638 · 652 sh | 652 | $220.5K | 0.04% | New |
| 2639 | Front Street Capital Management#2639 · 650 sh | 650 | $219.9K | 0.03% | 0.0% |
| 2640 | Stegner Investment Associates#2640 · 650 sh | 650 | $219.9K | — | New |
| 2641 | PMG Wealth Management#2641 · 650 sh | 650 | $219.9K | 0.14% | New |
| 2642 | Kingsman Wealth Management#2642 · 649 sh | 649 | $219.6K | — | -25.7% |
| 2643 | Aegis Wealth Management#2643 · 649 sh | 649 | $219.5K | 0.10% | New |
| 2644 | Omnia Family Wealth#2644 · 649 sh | 649 | $219.5K | 0.06% | New |
| 2645 | Cogent Private Wealth#2645 · 649 sh | 649 | $219.5K | 0.14% | New |
| 2646 | Occidental Asset Management#2646 · 648 sh | 648 | $219.2K | 0.02% | New |
| 2647 | BENNETT SELBY INVESTMENTS#2647 · 648 sh | 648 | $219.2K | — | New |
| 2648 | Avid Wealth Partners#2648 · 648 sh | 648 | $219.2K | 0.11% | -4.4% |
| 2649 | PMG Family Office#2649 · 648 sh | 648 | $219.2K | — | New |
| 2650 | OARSMAN CAPITAL#2650 · 648 sh | 648 | $219.2K | 0.02% | New |
| 2651 | ATLAS CAPITAL ADVISORS#2651 · 647 sh | 647 | $218.8K | 0.02% | +70.7% |
| 2652 | Stony Point Wealth Management#2652 · 646 sh | 646 | $218.5K | 0.08% | New |
| 2653 | Second Half Financial Partners#2653 · 646 sh | 646 | $218.5K | 0.09% | New |
| 2654 | Falcon Wealth Planning#2654 · 646 sh | 646 | $218.4K | 0.01% | -25.9% |
| 2655 | RVW Wealth#2655 · 645 sh | 645 | $218.2K | — | New |
| 2656 | Octavia Wealth Advisors#2656 · 643 sh | 643 | $217.6K | 0.02% | -7.6% |
| 2657 | FIRST AMERICAN , FSB#2657 · 643 sh | 643 | $217.4K | 0.01% | New |
| 2658 | FSA Advisors#2658 · 642 sh | 642 | $217.2K | 0.10% | New |
| 2659 | AdvisorNet Financial#2659 · 640 sh | 640 | $216.6K | — | -10.4% |
| 2660 | Legacy Bridge#2660 · 640 sh | 640 | $216.5K | 0.07% | 0.0% |
| 2661 | WealthCollab#2661 · 638 sh | 638 | $215.8K | 0.08% | 0.0% |
| 2662 | Carrera Capital Advisors#2662 · 638 sh | 638 | $215.7K | 0.03% | New |
| 2663 | SevenBridge Financial Group#2663 · 632 sh | 632 | $215.5K | — | 0.0% |
| 2664 | Hibernia Wealth Partners#2664 · 636 sh | 636 | $215.3K | 0.12% | -61.1% |
| 2665 | Semus Wealth Partners#2665 · 636 sh | 636 | $215.1K | — | New |
| 2666 | Wayfinding Financial#2666 · 637 sh | 637 | $215.0K | 0.08% | New |
| 2667 | Signet Private Wealth#2667 · 634 sh | 634 | $214.6K | 0.17% | New |
| 2668 | Western Pacific Wealth Management#2668 · 634 sh | 634 | $214.5K | — | 0.0% |
| 2669 | Signature Equity Partners#2669 · 634 sh | 634 | $214.4K | 0.10% | +12.8% |
| 2670 | Traveka Wealth#2670 · 631 sh | 631 | $213.4K | — | New |
| 2671 | Symmetry Partners#2671 · 630 sh | 630 | $213.1K | 0.01% | New |
| 2672 | Mirador Capital Partners#2672 · 630 sh | 630 | $213.1K | — | New |
| 2673 | Vision Capital Management#2673 · 629 sh | 629 | $212.8K | — | New |
| 2674 | Strategic Financial Services#2674 · 628 sh | 628 | $212.4K | <0.01% | New |
| 2675 | New World Advisors#2675 · 627 sh | 627 | $212.1K | 0.04% | -8.6% |
| 2676 | Colonial River Wealth Management#2676 · 626 sh | 626 | $211.7K | — | New |
| 2677 | Argyle Capital Partners#2677 · 625 sh | 625 | $211.6K | — | New |
| 2678 | DUMONT & BLAKE INVESTMENT ADVISORS#2678 · 625 sh | 625 | $211.4K | 0.05% | New |
| 2679 | RKL Wealth Management#2679 · 624 sh | 624 | $211.2K | — | New |
| 2680 | MQS Management#2680 · 624 sh | 624 | $211.1K | 0.26% | -62.1% |
| 2681 | RETIREMENT INCOME SOLUTIONS#2681 · 695 sh | 695 | $210.2K | 0.04% | 0.0% |
| 2682 | Professional Financial Advisors#2682 · 620 sh | 620 | $209.7K | — | New |
| 2683 | BURNEY#2683 · 619 sh | 619 | $209.4K | — | New |
| 2684 | BlackDiamond Wealth Management#2684 · 616 sh | 616 | $208.7K | 0.08% | New |
| 2685 | Advisory Resource Group#2685 · 617 sh | 617 | $208.7K | — | New |
| 2686 | Hilltop Partners#2686 · 615 sh | 615 | $208.0K | 0.05% | New |
| 2687 | Biltmore Family Office#2687 · 613 sh | 613 | $207.3K | 0.03% | New |
| 2688 | REGIMEN WEALTH#2688 · 611 sh | 611 | $206.8K | 0.06% | New |
| 2689 | WEST PACES ADVISORS#2689 · 611 sh | 611 | $206.7K | — | New |
| 2690 | Kohmann Bosshard Financial Services#2690 · 609 sh | 609 | $206.0K | 0.02% | 0.0% |
| 2691 | Southland Equity Partners#2691 · 609 sh | 609 | $205.9K | — | New |
| 2692 | Permanens Capital L.P.#2692 · 608 sh | 608 | $205.7K | 0.02% | New |
| 2693 | Carson Advisory#2693 · 608 sh | 608 | $205.7K | 0.09% | New |
| 2694 | Clearwave Capital#2694 · 608 sh | 608 | $205.5K | 0.11% | New |
| 2695 | Vann Equity Management#2695 · 607 sh | 607 | $205.5K | — | New |
| 2696 | Arlington#2696 · 607 sh | 607 | $205.3K | — | +7.6% |
| 2697 | Sensenig Capital Advisors#2697 · 607 sh | 607 | $205.3K | — | New |
| 2698 | Rachor Investment Advisory Services#2698 · 606 sh | 606 | $205.1K | 0.10% | +0.3% |
| 2699 | Lionshead Wealth Management#2699 · 606 sh | 606 | $205.0K | — | New |
| 2700 | NewSquare Capital#2700 · 605 sh | 605 | $204.7K | 0.02% | New |
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.