AMERICAN EXPRESS CO (AXP) — Institutional Holders, Q2 2026 (page 28)
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 2,701 to 2,800. 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 2,701–2,800 of 3,027
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2701 | Kentucky#2701 · 605 sh | 605 | $204.6K | — | 0.0% |
| 2702 | HOWARD BAILEY SECURITIES#2702 · 604 sh | 604 | $204.4K | 0.08% | New |
| 2703 | Frederick Financial Consultants#2703 · 604 sh | 604 | $204.4K | 0.09% | New |
| 2704 | Carmel Capital Partners#2704 · 604 sh | 604 | $204.3K | 0.07% | New |
| 2705 | Generations Wealth#2705 · 604 sh | 604 | $204.3K | 0.19% | New |
| 2706 | Avion Wealth#2706 · 605 sh | 605 | $204.0K | 0.04% | +3.8% |
| 2707 | Warren Street Wealth Advisors#2707 · 602 sh | 602 | $203.6K | 0.05% | New |
| 2708 | STALEY CAPITAL ADVISERS#2708 · 600 sh | 600 | $202.9K | <0.01% | New |
| 2709 | Violich Capital Management#2709 · 600 sh | 600 | $202.9K | — | New |
| 2710 | Aull & Monroe Investment Management#2710 · 600 sh | 600 | $202.9K | — | New |
| 2711 | McKinley Carter Wealth Services#2711 · 600 sh | 600 | $202.9K | — | New |
| 2712 | Pinnacle Family Advisors#2712 · 600 sh | 600 | $202.9K | 0.09% | New |
| 2713 | West Branch Capital#2713 · 600 sh | 600 | $202.9K | — | -76.0% |
| 2714 | Capital Planning#2714 · 600 sh | 600 | $202.9K | — | New |
| 2715 | 1620 INVESTMENT ADVISORS#2715 · 600 sh | 600 | $202.9K | 0.13% | 0.0% |
| 2716 | Summa#2716 · 600 sh | 600 | $202.9K | 0.06% | -34.1% |
| 2717 | ROMANO BROTHERS AND COMPANY#2717 · 600 sh | 600 | $202.9K | — | New |
| 2718 | Orion Investment#2718 · 600 sh | 600 | $202.9K | 0.06% | New |
| 2719 | Monetary Solutions, Ltd#2719 · 600 sh | 600 | $202.9K | — | 0.0% |
| 2720 | SBE DBA CEDAR COVE WEALTH PARTNERS#2720 · 599 sh | 599 | $202.7K | — | New |
| 2721 | Thrive Capital Management#2721 · 599 sh | 599 | $202.5K | 0.04% | New |
| 2722 | Bernardo Wealth Planning#2722 · 597 sh | 597 | $201.9K | — | New |
| 2723 | PARTNERS WEALTH MANAGEMENT#2723 · 597 sh | 597 | $201.9K | 0.20% | New |
| 2724 | IVC Wealth Advisors#2724 · 596 sh | 596 | $201.6K | — | New |
| 2725 | CADINHA#2725 · 596 sh | 596 | $201.6K | — | New |
| 2726 | N.E.W. Advisory Services#2726 · 595 sh | 595 | $201.3K | 0.01% | -40.2% |
| 2727 | Aspen Capital Management#2727 · 595 sh | 595 | $201.3K | 0.04% | New |
| 2728 | UPTICK PARTNERS#2728 · 593 sh | 593 | $200.6K | 0.03% | New |
| 2729 | Benchmark Financial Wealth Advisors#2729 · 593 sh | 593 | $200.5K | — | New |
| 2730 | M3 Advisory Group#2730 · 591 sh | 591 | $200.0K | 0.10% | -14.7% |
| 2731 | JPL Wealth Management#2731 · 586 sh | 586 | $198.2K | 0.04% | +18.6% |
| 2732 | Smallwood Wealth Investment Management#2732 · 585 sh | 585 | $197.9K | 0.09% | +9.3% |
| 2733 | CGC Financial Services#2733 · 582 sh | 582 | $196.9K | — | 0.0% |
| 2734 | WELLINGTON-ALTUS USA#2734 · 648 sh | 648 | $196.0K | 0.14% | -14.5% |
| 2735 | Strategic Investment Solutions#2735 · 579 sh | 579 | $195.6K | 0.04% | +0.5% |
| 2736 | Trifecta Capital Advisors#2736 · 576 sh | 576 | $194.8K | — | +0.2% |
| 2737 | REAP Financial Group#2737 · 573 sh | 573 | $193.9K | 0.03% | -0.5% |
| 2738 | KELLEHER FINANCIAL ADVISORS#2738 · 565 sh | 565 | $191.1K | 0.03% | +39.5% |
| 2739 | MJT & Associates Financial Advisory Group#2739 · 554 sh | 554 | $187.4K | — | +2.0% |
| 2740 | Cape Investment Advisory#2740 · 552 sh | 552 | $186.6K | — | -20.2% |
| 2741 | GABLES CAPITAL MANAGEMENT#2741 · 550 sh | 550 | $186.0K | 0.07% | +50.7% |
| 2742 | AMERIFLEX GROUP#2742 · 547 sh | 547 | $185.1K | 0.08% | +2.6% |
| 2743 | Creative Capital Management Investments#2743 · 538 sh | 538 | $182.0K | 0.04% | +7.2% |
| 2744 | VSM Wealth Advisory#2744 · 533 sh | 533 | $180.3K | 0.05% | 0.0% |
| 2745 | Strive Financial Group#2745 · 533 sh | 533 | $180.3K | 0.08% | -11.8% |
| 2746 | Ritter Daniher Financial Advisory / DE#2746 · 531 sh | 531 | $179.7K | 0.03% | 0.0% |
| 2747 | Mascoma Wealth Management#2747 · 531 sh | 531 | $179.6K | — | 0.0% |
| 2748 | CREATIVE FINANCIAL DESIGNS#2748 · 531 sh | 531 | $179.5K | <0.01% | -6.0% |
| 2749 | Park Place Capital#2749 · 527 sh | 527 | $178.3K | 0.03% | -2.4% |
| 2750 | Markowski Investments#2750 · 525 sh | 525 | $177.6K | 0.04% | — |
| 2751 | IMG Wealth Management#2751 · 507 sh | 507 | $171.5K | 0.10% | +1.0% |
| 2752 | Vision Retirement#2752 · 500 sh | 500 | $169.3K | 0.04% | +2.5% |
| 2753 | Catherine Avery Investment Management#2753 · 500 sh | 500 | $169.1K | — | 0.0% |
| 2754 | Private Wealth Management Group#2754 · 494 sh | 494 | $167.1K | — | +68.0% |
| 2755 | Prudent Man Investment Management#2755 · 449 sh | 449 | $166.1K | 0.06% | 0.0% |
| 2756 | William B. Walkup & Associates#2756 · 490 sh | 490 | $165.7K | 0.08% | -13.3% |
| 2757 | Sankala Group#2757 · 482 sh | 482 | $163.2K | 0.11% | +0.4% |
| 2758 | FIRST COMMUNITY NA#2758 · 475 sh | 475 | $160.7K | — | 0.0% |
| 2759 | Cheviot Value Management#2759 · 475 sh | 475 | $160.7K | 0.02% | 0.0% |
| 2760 | Munich Reinsurance Stock in Munich#2760 · 475 sh | 475 | $160.7K | <0.01% | -24.7% |
| 2761 | Ares Financial Consulting#2761 · 475 sh | 475 | $160.7K | — | +0.6% |
| 2762 | Medallion Wealth Advisors#2762 · 474 sh | 474 | $160.4K | 0.05% | -39.6% |
| 2763 | Catalyst Capital Advisors#2763 · 468 sh | 468 | $158.3K | <0.01% | -1.5% |
| 2764 | Phillip James Consulting#2764 · 466 sh | 466 | $157.6K | 0.11% | 0.0% |
| 2765 | Strategic Advocates#2765 · 465 sh | 465 | $157.3K | 0.61% | +7.4% |
| 2766 | Bay Harbor Wealth Management#2766 · 463 sh | 463 | $156.6K | 0.04% | +8.2% |
| 2767 | Security National Bank#2767 · 461 sh | 461 | $155.9K | — | -0.6% |
| 2768 | Bell Investment Advisors#2768 · 449 sh | 449 | $151.9K | 0.02% | +12.0% |
| 2769 | Beaird Harris Wealth Management#2769 · 445 sh | 445 | $150.7K | <0.01% | +4.5% |
| 2770 | Murphy & Mullick Capital Management#2770 · 433 sh | 433 | $146.5K | 0.09% | +0.9% |
| 2771 | High Note Wealth#2771 · 428 sh | 428 | $144.8K | 0.02% | +17.6% |
| 2772 | Regatta Research & Money Management#2772 · 427 sh | 427 | $144.0K | 0.14% | — |
| 2773 | Activest Wealth Management#2773 · 423 sh | 423 | $143.0K | — | -70.7% |
| 2774 | Fairscale Capital#2774 · 419 sh | 419 | $141.7K | 0.08% | 0.0% |
| 2775 | Aviso Financial#2775 · 417 sh | 417 | $141.1K | <0.01% | +1444.4% |
| 2776 | Rossby Financial, LCC#2776 · 416 sh | 416 | $140.7K | 0.03% | +10.6% |
| 2777 | BIRCHBROOK#2777 · 410 sh | 410 | $138.7K | — | 0.0% |
| 2778 | Bruce G. Allen Investments#2778 · 408 sh | 408 | $138.0K | 0.09% | -1.7% |
| 2779 | GW&K Investment Management#2779 · 401 sh | 401 | $136.0K | <0.01% | -0.7% |
| 2780 | RICHARDSON FINANCIAL SERVICES#2780 · 400 sh | 400 | $135.3K | 0.08% | -9.7% |
| 2781 | Field & Main Bank#2781 · 400 sh | 400 | $135.3K | 0.03% | -11.7% |
| 2782 | Addison Advisors#2782 · 396 sh | 396 | $133.9K | 0.06% | -32.0% |
| 2783 | PlanVest Financial#2783 · 395 sh | 395 | $133.6K | 0.09% | +31.7% |
| 2784 | AXS Investments#2784 · 392 sh | 392 | $132.6K | 0.04% | -14.2% |
| 2785 | Gleason Group#2785 · 388 sh | 388 | $131.3K | — | +9.6% |
| 2786 | Atlantic Edge Private Wealth Management#2786 · 374 sh | 374 | $126.5K | — | 0.0% |
| 2787 | OLD POINT & FINANCIAL SERVICES N A#2787 · 372 sh | 372 | $125.8K | 0.04% | +23.2% |
| 2788 | Allied Private Wealth#2788 · 370 sh | 370 | $124.5K | 0.08% | — |
| 2789 | Jones Collombin Investment Counsel#2789 · 410 sh | 410 | $124.0K | 0.04% | 0.0% |
| 2790 | Pacific Center for Financial Services#2790 · 365 sh | 365 | $123.5K | — | 0.0% |
| 2791 | HOLLENCREST SECURITIES#2791 · 359 sh | 359 | $121.3K | <0.01% | -1.6% |
| 2792 | MRP Capital Investments#2792 · 350 sh | 350 | $118.4K | 0.09% | 0.0% |
| 2793 | Bernard Wealth Management#2793 · 350 sh | 350 | $118.4K | 0.04% | -4.6% |
| 2794 | Pioneer Family Office#2794 · 350 sh | 350 | $118.4K | 0.06% | 0.0% |
| 2795 | PENSION & WEALTH MANAGEMENT ADVISORS#2795 · 345 sh | 345 | $116.9K | — | +13.9% |
| 2796 | Commonwealth Retirement Investments#2796 · 345 sh | 345 | $116.8K | — | New |
| 2797 | SOUTHERN MICHIGAN BANK &#2797 · 341 sh | 341 | $115.3K | — | 0.0% |
| 2798 | KERR FINANCIAL PLANNING#2798 · 341 sh | 341 | $115.2K | 0.13% | -3.9% |
| 2799 | Burk#2799 · 333 sh | 333 | $112.6K | 0.04% | 0.0% |
| 2800 | Golden State Equity Partners#2800 · 332 sh | 332 | $112.3K | 0.30% | -97.1% |
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.