AMERICAN EXPRESS CO (AXP) — Institutional Holders, Q2 2026 (page 7)
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 601 to 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 601–700 of 3,027
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | CASTLEARK MANAGEMENT#601 · 27,295 sh | 27,295 | $9.2M | 0.25% | +920.4% |
| 602 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES#602 · 27,287 sh | 27,287 | $9.2M | 0.03% | -0.7% |
| 603 | Stratos Wealth Partners, LTD.#603 · 27,221 sh | 27,221 | $9.2M | 0.09% | +0.6% |
| 604 | Louisiana State Employees Retirement System#604 · 27,200 sh | 27,200 | $9.2M | — | -0.4% |
| 605 | RBF Capital#605 · 27,000 sh | 27,000 | $9.1M | 0.38% | +17.4% |
| 606 | Generali Investments CEE, investicni spolecnost, a.s.#606 · 26,863 sh | 26,863 | $9.1M | — | -10.1% |
| 607 | Caprock Group#607 · 26,807 sh | 26,807 | $9.1M | 0.17% | New |
| 608 | 1ST SOURCE BANK#608 · 26,791 sh | 26,791 | $9.1M | 0.41% | -0.5% |
| 609 | DCM Advisors#609 · 26,858 sh | 26,858 | $9.0M | 3.56% | +4.1% |
| 610 | NEW MEXICO EDUCATIONAL RETIREMENT BOARD#610 · 26,663 sh | 26,663 | $9.0M | 0.23% | +7.7% |
| 611 | Guardian Partners#611 · 26,654 sh | 26,654 | $9.0M | — | +1.1% |
| 612 | Foster Group#612 · 26,582 sh | 26,582 | $9.0M | — | +0.3% |
| 613 | Reliant Investment Management#613 · 26,535 sh | 26,535 | $9.0M | — | -0.1% |
| 614 | Edgestream Partners, L.P.#614 · 26,321 sh | 26,321 | $8.9M | 0.26% | +17.3% |
| 615 | BOYD WATTERSON ASSET MANAGEMENT#615 · 26,176 sh | 26,176 | $8.9M | 2.39% | -0.2% |
| 616 | UMB Bank, n.a.#616 · 26,157 sh | 26,157 | $8.8M | 0.11% | -0.8% |
| 617 | HEADINVEST#617 · 26,077 sh | 26,077 | $8.8M | 1.65% | -0.4% |
| 618 | Coastline#618 · 25,969 sh | 25,969 | $8.8M | — | -0.3% |
| 619 | BESSEMER GROUP#619 · 25,770 sh | 25,770 | $8.7M | 0.01% | -1.4% |
| 620 | NAPLES GLOBAL ADVISORS#620 · 25,742 sh | 25,742 | $8.7M | 0.54% | +0.6% |
| 621 | Robertson Stephens Wealth Management#621 · 25,741 sh | 25,741 | $8.7M | — | -1.8% |
| 622 | PRINCIPAL SECURITIES#622 · 25,634 sh | 25,634 | $8.7M | 0.10% | -5.6% |
| 623 | Mount Yale Investment Advisors#623 · 25,478 sh | 25,478 | $8.6M | 0.16% | +27.7% |
| 624 | Dai-ichi Life Insurance Company, Ltd#624 · 24,980 sh | 24,980 | $8.4M | 0.20% | -47.6% |
| 625 | CHOREO#625 · 24,888 sh | 24,888 | $8.4M | 0.09% | -3.4% |
| 626 | CHATHAM CAPITAL GROUP#626 · 24,853 sh | 24,853 | $8.4M | — | -0.4% |
| 627 | CENTRAL#627 · 24,836 sh | 24,836 | $8.4M | 0.15% | -2.4% |
| 628 | AMG National Bank#628 · 24,763 sh | 24,763 | $8.4M | 0.17% | -24.0% |
| 629 | Pinnacle Wealth Management Advisory Group#629 · 24,592 sh | 24,592 | $8.3M | — | +2.5% |
| 630 | OF VERMONT#630 · 24,582 sh | 24,582 | $8.3M | — | — |
| 631 | ALLSTATE#631 · 24,558 sh | 24,558 | $8.3M | 0.08% | +15.0% |
| 632 | BOKF, NA#632 · 24,481 sh | 24,481 | $8.3M | 0.11% | -2.5% |
| 633 | Kingsview Wealth Management#633 · 24,455 sh | 24,455 | $8.3M | 0.10% | -3.3% |
| 634 | Envestnet Portfolio Solutions#634 · 24,376 sh | 24,376 | $8.2M | 0.04% | +12.5% |
| 635 | Gotham Asset Management#635 · 24,258 sh | 24,258 | $8.2M | 0.02% | -0.7% |
| 636 | Strategic Wealth Investment Group#636 · 24,203 sh | 24,203 | $8.2M | 0.99% | -26.1% |
| 637 | NewEdge Wealth#637 · 24,186 sh | 24,186 | $8.2M | 0.08% | +2.9% |
| 638 | Americana Partners#638 · 23,995 sh | 23,995 | $8.1M | 0.18% | +8.7% |
| 639 | Hendershot Investments#639 · 23,903 sh | 23,903 | $8.1M | 1.06% | 0.0% |
| 640 | Riggs Asset Managment#640 · 23,872 sh | 23,872 | $8.1M | 1.44% | -3.0% |
| 641 | J.W. COLE ADVISORS#641 · 23,832 sh | 23,832 | $8.1M | 0.14% | -2.6% |
| 642 | Formuepleje A/S#642 · 23,780 sh | 23,780 | $8.0M | — | +12.3% |
| 643 | AG2R LA MONDIALE GESTION D'ACTIFS#643 · 23,632 sh | 23,632 | $8.0M | — | +6.0% |
| 644 | Roundview Capital#644 · 23,606 sh | 23,606 | $8.0M | 0.44% | -4.5% |
| 645 | Ballentine Partners#645 · 23,501 sh | 23,501 | $7.9M | 0.10% | -1.8% |
| 646 | Arvest Bank Division#646 · 23,430 sh | 23,430 | $7.9M | 0.39% | -1.4% |
| 647 | Freestone Capital#647 · 23,353 sh | 23,353 | $7.9M | 0.20% | -0.6% |
| 648 | Dorsey & Whitney#648 · 23,264 sh | 23,264 | $7.9M | 0.38% | -3.2% |
| 649 | Bretton Capital Management#649 · 23,100 sh | 23,100 | $7.8M | — | 0.0% |
| 650 | JLB & ASSOCIATES#650 · 23,081 sh | 23,081 | $7.8M | 1.04% | +2.1% |
| 651 | PARK AVENUE SECURITIES#651 · 23,070 sh | 23,070 | $7.8M | — | -2.1% |
| 652 | Plato Investment Management Ltd#652 · 22,911 sh | 22,911 | $7.7M | 0.44% | 0.0% |
| 653 | Kerusso Capital Management#653 · 22,741 sh | 22,741 | $7.7M | 2.80% | +23.4% |
| 654 | SAGESPRING WEALTH PARTNERS#654 · 22,554 sh | 22,554 | $7.6M | — | +0.1% |
| 655 | Procyon Advisors#655 · 22,540 sh | 22,540 | $7.6M | — | -7.2% |
| 656 | JTC Employer Solutions Trusteee Ltd#656 · 22,500 sh | 22,500 | $7.6M | 0.61% | 0.0% |
| 657 | Diversify Advisory Services#657 · 22,596 sh | 22,596 | $7.6M | — | New |
| 658 | DIVERSIFY WEALTH MANAGEMENT#658 · 22,596 sh | 22,596 | $7.6M | — | -14.4% |
| 659 | Global X Japan , Ltd.#659 · 22,400 sh | 22,400 | $7.6M | — | -3.0% |
| 660 | Prospera Financial Services#660 · 22,376 sh | 22,376 | $7.6M | 0.11% | -63.6% |
| 661 | Fort Sheridan Advisors#661 · 22,391 sh | 22,391 | $7.6M | 0.82% | +5.4% |
| 662 | PARR MCKNIGHT WEALTH MANAGEMENT GROUP#662 · 22,288 sh | 22,288 | $7.5M | 0.89% | +62.6% |
| 663 | SCOTIA CAPITAL#663 · 22,140 sh | 22,140 | $7.5M | 0.03% | -45.6% |
| 664 | AlpenGlobal Capital#664 · 22,111 sh | 22,111 | $7.5M | 4.80% | -1.1% |
| 665 | Family Management#665 · 22,083 sh | 22,083 | $7.5M | 0.77% | -0.6% |
| 666 | Northstar Group#666 · 21,693 sh | 21,693 | $7.3M | 0.94% | +0.5% |
| 667 | WEDBUSH SECURITIES#667 · 21,636 sh | 21,636 | $7.3M | — | -9.5% |
| 668 | Parkside Financial Bank#668 · 21,446 sh | 21,446 | $7.3M | 0.25% | +100.5% |
| 669 | Heritage#669 · 21,389 sh | 21,389 | $7.2M | 0.63% | -1.9% |
| 670 | CHICAGO NA#670 · 21,359 sh | 21,359 | $7.2M | 1.05% | +4.4% |
| 671 | Adalta Capital Management#671 · 21,311 sh | 21,311 | $7.2M | 3.16% | -5.3% |
| 672 | Hi-Line Capital Management#672 · 21,290 sh | 21,290 | $7.2M | 2.03% | +1.8% |
| 673 | Hamilton Capital Partners#673 · 21,266 sh | 21,266 | $7.2M | 0.21% | +19.8% |
| 674 | Asset Dedication#674 · 21,263 sh | 21,263 | $7.2M | 0.45% | -1.8% |
| 675 | CONDOR CAPITAL MANAGEMENT#675 · 21,166 sh | 21,166 | $7.2M | 0.54% | +0.2% |
| 676 | Stenger Family Office#676 · 21,141 sh | 21,141 | $7.2M | — | +5.7% |
| 677 | Sandhill Capital Partners#677 · 21,036 sh | 21,036 | $7.1M | 0.58% | +4.9% |
| 678 | Fiduciary Group#678 · 20,930 sh | 20,930 | $7.1M | 0.56% | -2.3% |
| 679 | DARK FOREST CAPITAL MANAGEMENT#679 · 20,928 sh | 20,928 | $7.1M | 0.46% | New |
| 680 | FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT#680 · 20,912 sh | 20,912 | $7.1M | — | -1.8% |
| 681 | HUTNER CAPITAL MANAGEMENT#681 · 20,835 sh | 20,835 | $7.0M | 2.80% | +1.2% |
| 682 | Impax Asset Management Group plc#682 · 20,768 sh | 20,768 | $7.0M | 0.05% | -0.4% |
| 683 | Arete Wealth Advisors#683 · 20,728 sh | 20,728 | $7.0M | 0.23% | New |
| 684 | FIRST INTERSTATE BANK#684 · 20,721 sh | 20,721 | $7.0M | — | +0.7% |
| 685 | SOMERVILLE KURT F#685 · 20,685 sh | 20,685 | $7.0M | 1.67% | +6.1% |
| 686 | COLDSTREAM CAPITAL MANAGEMENT#686 · 20,682 sh | 20,682 | $7.0M | 0.09% | -5.1% |
| 687 | DILLON & ASSOCIATES#687 · 20,678 sh | 20,678 | $7.0M | — | +1169.4% |
| 688 | INSIGNEO ADVISORY SERVICES#688 · 20,602 sh | 20,602 | $7.0M | 0.26% | +95.2% |
| 689 | CEERA INVESTMENTS#689 · 20,598 sh | 20,598 | $7.0M | 2.95% | -3.2% |
| 690 | Gladstone Institutional Advisory#690 · 20,596 sh | 20,596 | $7.0M | 0.22% | +1.8% |
| 691 | Qube Research & Technologies Ltd#691 · 20,453 sh | 20,453 | $6.9M | <0.01% | -97.5% |
| 692 | KANAWHA CAPITAL MANAGEMENT#692 · 20,417 sh | 20,417 | $6.9M | — | +15.4% |
| 693 | Empirical Finance#693 · 20,353 sh | 20,353 | $6.9M | 0.29% | +3.1% |
| 694 | TOKIO MARINE ASSET MANAGEMENT LTD#694 · 20,210 sh | 20,210 | $6.8M | — | 0.0% |
| 695 | BAILARD#695 · 20,131 sh | 20,131 | $6.8M | — | +4.7% |
| 696 | Generali Powszechne Towarzystwo Emerytalne#696 · 20,118 sh | 20,118 | $6.8M | 1.08% | 0.0% |
| 697 | AMICA MUTUAL INSURANCE#697 · 20,096 sh | 20,096 | $6.8M | 0.57% | -4.3% |
| 698 | Capital International#698 · 20,073 sh | 20,073 | $6.8M | 0.05% | -47.4% |
| 699 | BFSG#699 · 20,026 sh | 20,026 | $6.8M | 0.60% | 0.0% |
| 700 | Arkadios Wealth Advisors#700 · 19,960 sh | 19,960 | $6.8M | 0.10% | -6.1% |
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.