AMERICAN EXPRESS CO (AXP) — Institutional Holders, Q2 2026 (page 31)
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 3,001 to 3,027. 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 3,001–3,027 of 3,027
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3001 | GILPIN WEALTH MANAGEMENT#3001 · 9 sh | 9 | $3.0K | — | 0.0% |
| 3002 | Breakwater Investment Management#3002 · 8 sh | 8 | $2.7K | — | +33.3% |
| 3003 | Seneschal Advisors#3003 · 7 sh | 7 | $2.4K | <0.01% | 0.0% |
| 3004 | Barnes Dennig Private Wealth Management#3004 · 7 sh | 7 | $2.4K | <0.01% | New |
| 3005 | Navigoe#3005 · 7 sh | 7 | $2.0K | <0.01% | New |
| 3006 | Morton Brown Family Wealth#3006 · 5 sh | 5 | $1.7K | — | New |
| 3007 | Hara Capital#3007 · 5 sh | 5 | $1.7K | <0.01% | 0.0% |
| 3008 | Copia Wealth Management#3008 · 5 sh | 5 | $1.7K | <0.01% | 0.0% |
| 3009 | PALLADIEM#3009 · 4 sh | 4 | $1.4K | <0.01% | 0.0% |
| 3010 | Mosley Wealth Management#3010 · 4 sh | 4 | $1.4K | — | -94.3% |
| 3011 | CKW FINANCIAL GROUP#3011 · 2 sh | 2 | $1.0K | <0.01% | New |
| 3012 | MARYLAND CAPITAL ADVISORS#3012 · 2 sh | 2 | $677.00 | — | — |
| 3013 | Nvest Wealth Strategies#3013 · 2 sh | 2 | $677.00 | — | 0.0% |
| 3014 | Benson Wealth Management#3014 · 2 sh | 2 | $677.00 | <0.01% | 0.0% |
| 3015 | NorthAvenue#3015 · 2 sh | 2 | $677.00 | <0.01% | 0.0% |
| 3016 | 3 FACTOR INDEXING#3016 · 2 sh | 2 | $677.00 | — | 0.0% |
| 3017 | Decker Retirement Planning#3017 · 2 sh | 2 | $572.00 | — | New |
| 3018 | Comprehensive Financial Planning#3018 · 1 sh | 1 | $343.00 | <0.01% | 0.0% |
| 3019 | Highland Investment Advisors#3019 · 1 sh | 1 | $338.00 | <0.01% | — |
| 3020 | Cordant#3020 · 0 sh | 0 | $129.00 | 0.00% | New |
| 3021 | Darwin Wealth Management#3021 · 0 sh | 0 | $104.00 | 0.00% | New |
| 3022 | Evolution Advisers#3022 · 1 sh | 1 | $0.00 | 0.00% | New |
| 3023 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#3023 · 796,430 sh | 796,430 | — | — | -3.6% |
| 3024 | VESTOR CAPITAL#3024 · 181,495 sh | 181,495 | — | — | New |
| 3025 | Elequin Securities#3025 · 164 sh | 164 | — | — | New |
| 3026 | Quantum Portfolio Management#3026 · 2,287 sh | 2,287 | — | — | +1.1% |
| 3027 | PeakShares#3027 · 3,738 sh | 3,738 | — | — | +7.3% |
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.