AMERICAN EXPRESS CO (AXP) — Institutional Holders, Q2 2026 (page 9)
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 801 to 900. 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 801–900 of 3,027
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 801 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#801 · 15,479 sh | 15,479 | $5.2M | 0.08% | +10.7% |
| 802 | Stonebridge Financial Group#802 · 15,442 sh | 15,442 | $5.2M | — | +13.2% |
| 803 | IHT Wealth Management#803 · 15,430 sh | 15,430 | $5.2M | 0.11% | +2.8% |
| 804 | OPPENHEIMER ASSET MANAGEMENT#804 · 15,377 sh | 15,377 | $5.2M | 0.05% | +3.1% |
| 805 | Mathes Company#805 · 15,336 sh | 15,336 | $5.2M | 1.61% | +0.3% |
| 806 | N10 ASSETS#806 · 15,305 sh | 15,305 | $5.2M | — | — |
| 807 | EVOLVE PRIVATE WEALTH#807 · 15,292 sh | 15,292 | $5.2M | 0.32% | -25.7% |
| 808 | Forvis Mazars Wealth Advisors#808 · 15,205 sh | 15,205 | $5.1M | — | +0.1% |
| 809 | BRAVE ASSET MANAGEMENT#809 · 15,046 sh | 15,046 | $5.1M | 1.09% | -6.3% |
| 810 | Nemes Rush Group#810 · 15,032 sh | 15,032 | $5.1M | 0.42% | -0.5% |
| 811 | Broderick Brian C#811 · 15,005 sh | 15,005 | $5.1M | 0.79% | +29.6% |
| 812 | Cullen Capital Management#812 · 14,915 sh | 14,915 | $5.0M | 0.05% | +3.0% |
| 813 | OF TOLEDO NA#813 · 14,894 sh | 14,894 | $5.0M | — | +0.1% |
| 814 | SECURIAN ASSET MANAGEMENT#814 · 14,142 sh | 14,142 | $5.0M | 0.18% | -2.5% |
| 815 | Carnegie Investment Counsel#815 · 14,844 sh | 14,844 | $5.0M | — | +0.2% |
| 816 | RITHOLTZ WEALTH MANAGEMENT#816 · 14,844 sh | 14,844 | $5.0M | 0.07% | +5.4% |
| 817 | DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.#817 · 14,820 sh | 14,820 | $5.0M | 0.21% | +5.9% |
| 818 | NBT BANK N A#818 · 14,792 sh | 14,792 | $5.0M | — | -1.9% |
| 819 | Frank, Rimerman Advisors#819 · 14,776 sh | 14,776 | $5.0M | — | +0.8% |
| 820 | MISSION WEALTH MANAGEMENT#820 · 14,738 sh | 14,738 | $5.0M | — | +36.5% |
| 821 | RMR Wealth Builders#821 · 14,721 sh | 14,721 | $5.0M | — | +32.7% |
| 822 | PARK NATIONAL#822 · 14,681 sh | 14,681 | $5.0M | — | -0.6% |
| 823 | BENEDICT FINANCIAL ADVISORS#823 · 14,574 sh | 14,574 | $4.9M | — | +0.4% |
| 824 | Hodges Capital Management#824 · 14,545 sh | 14,545 | $4.9M | 0.33% | -4.2% |
| 825 | Aviance Capital Partners#825 · 14,519 sh | 14,519 | $4.9M | 0.51% | -0.1% |
| 826 | BRIGHTON JONES#826 · 14,395 sh | 14,395 | $4.9M | 0.09% | +0.5% |
| 827 | Parallel Advisors#827 · 14,370 sh | 14,370 | $4.9M | 0.07% | +4.3% |
| 828 | NorthRock Partners#828 · 14,332 sh | 14,332 | $4.8M | 0.07% | +3.9% |
| 829 | Asio Capital#829 · 14,202 sh | 14,202 | $4.8M | — | -5.8% |
| 830 | Bell & Brown Wealth Advisors#830 · 14,154 sh | 14,154 | $4.8M | — | -0.9% |
| 831 | Kentucky Retirement Systems Insurance Fund#831 · 14,148 sh | 14,148 | $4.8M | 0.29% | -2.1% |
| 832 | Bridgewater Advisors#832 · 13,884 sh | 13,884 | $4.8M | 0.26% | +68.8% |
| 833 | LOS ANGELES CAPITAL MANAGEMENT#833 · 14,103 sh | 14,103 | $4.8M | 0.02% | -2.0% |
| 834 | Sowell Financial Services#834 · 13,952 sh | 13,952 | $4.7M | — | +1.1% |
| 835 | Wynn Capital#835 · 13,935 sh | 13,935 | $4.7M | — | +0.8% |
| 836 | Joel Isaacson#836 · 13,924 sh | 13,924 | $4.7M | 0.14% | -0.1% |
| 837 | WRIGHT INVESTORS SERVICE#837 · 13,905 sh | 13,905 | $4.7M | 1.29% | -0.9% |
| 838 | LMR Partners LLP#838 · 13,891 sh | 13,891 | $4.7M | 0.02% | +166.5% |
| 839 | PFG Investments#839 · 13,889 sh | 13,889 | $4.7M | 0.18% | +57.1% |
| 840 | Journey Advisory Group#840 · 13,809 sh | 13,809 | $4.7M | 0.36% | -0.4% |
| 841 | Farmers & Merchants of Long Beach#841 · 13,759 sh | 13,759 | $4.7M | — | -0.5% |
| 842 | Coastal Bridge Advisors#842 · 13,692 sh | 13,692 | $4.6M | 0.29% | -5.6% |
| 843 | Midwest Professional Planners, LTD.#843 · 13,655 sh | 13,655 | $4.6M | 0.91% | +3.3% |
| 844 | STANCE CAPITAL#844 · 13,466 sh | 13,466 | $4.6M | 1.39% | +192.5% |
| 845 | LEGACY FINANCIAL INDEPENDENT ADVISORS#845 · 13,453 sh | 13,453 | $4.6M | 2.14% | -1.3% |
| 846 | TCTC#846 · 13,445 sh | 13,445 | $4.5M | 0.12% | +2.4% |
| 847 | Wilmington Savings Fund Society, FSB#847 · 13,444 sh | 13,444 | $4.5M | — | +0.6% |
| 848 | Stone Summit Wealth#848 · 13,401 sh | 13,401 | $4.5M | — | -1.7% |
| 849 | Sigma Planning#849 · 13,357 sh | 13,357 | $4.5M | — | +11.0% |
| 850 | Crestwood Advisors Group#850 · 13,333 sh | 13,333 | $4.5M | 0.07% | +0.4% |
| 851 | Elefante Mark B#851 · 13,298 sh | 13,298 | $4.5M | 1.94% | +23.9% |
| 852 | MITCHELL CAPITAL MANAGEMENT#852 · 13,269 sh | 13,269 | $4.5M | 0.68% | New |
| 853 | COOKSON PEIRCE#853 · 13,184 sh | 13,184 | $4.5M | 0.15% | -14.5% |
| 854 | DSG Capital Advisors#854 · 12,492 sh | 12,492 | $4.4M | 0.63% | +71.3% |
| 855 | Wedmont Private Capital#855 · 12,631 sh | 12,631 | $4.4M | — | +3.8% |
| 856 | Smith, Salley & Associates#856 · 13,053 sh | 13,053 | $4.4M | 0.19% | +0.8% |
| 857 | Clear Trail Advisors#857 · 13,037 sh | 13,037 | $4.4M | — | -5.8% |
| 858 | Chicago Capital#858 · 13,031 sh | 13,031 | $4.4M | — | -6.5% |
| 859 | Wealth Enhancement Services#859 · 12,973 sh | 12,973 | $4.4M | — | -18.2% |
| 860 | Constitution Capital#860 · 12,870 sh | 12,870 | $4.4M | — | -5.9% |
| 861 | Strata Wealth Advisors#861 · 12,861 sh | 12,861 | $4.4M | — | +0.5% |
| 862 | FIDUCIARY FAMILY OFFICE#862 · 12,841 sh | 12,841 | $4.3M | 1.09% | +5.3% |
| 863 | Costello Asset Management#863 · 12,819 sh | 12,819 | $4.3M | 1.30% | +457.1% |
| 864 | Haverford#864 · 12,817 sh | 12,817 | $4.3M | 0.04% | -4.2% |
| 865 | Brendel Financial Advisors#865 · 12,800 sh | 12,800 | $4.3M | 2.00% | -8.3% |
| 866 | Greenfield Savings Bank#866 · 12,756 sh | 12,756 | $4.3M | — | -0.5% |
| 867 | SUMITOMO LIFE INSURANCE#867 · 12,756 sh | 12,756 | $4.3M | 0.07% | -13.5% |
| 868 | PLIMOTH#868 · 12,719 sh | 12,719 | $4.3M | — | +2.2% |
| 869 | Clarkston Capital Partners#869 · 12,679 sh | 12,679 | $4.3M | 0.36% | -13.5% |
| 870 | Sargent Investment Group#870 · 12,645 sh | 12,645 | $4.3M | 0.51% | +3.3% |
| 871 | Evercore Wealth Management#871 · 12,645 sh | 12,645 | $4.3M | 0.06% | -0.1% |
| 872 | WEST MICHIGAN ADVISORS#872 · 14,126 sh | 14,126 | $4.3M | 0.94% | 0.0% |
| 873 | Canada Post Registered Pension Plan#873 · 12,561 sh | 12,561 | $4.2M | 0.15% | -25.9% |
| 874 | INDEPENDENT FINANCIAL GROUP#874 · 12,504 sh | 12,504 | $4.2M | — | +67.3% |
| 875 | Fifth Third Wealth Advisors#875 · 12,498 sh | 12,498 | $4.2M | — | -2.6% |
| 876 | INVESTMENT ADVISORY SERVICES /TX#876 · 12,410 sh | 12,410 | $4.2M | 1.21% | 0.0% |
| 877 | BUCKHEAD CAPITAL MANAGEMENT#877 · 12,380 sh | 12,380 | $4.2M | 1.44% | -5.2% |
| 878 | RB Capital Management#878 · 12,369 sh | 12,369 | $4.2M | 0.82% | +9.0% |
| 879 | Lionhunter Capital Management#879 · 12,348 sh | 12,348 | $4.2M | 1.88% | — |
| 880 | Horizon Investment Services#880 · 12,261 sh | 12,261 | $4.1M | 1.15% | -2.5% |
| 881 | Game Plan Financial Advisors#881 · 12,232 sh | 12,232 | $4.1M | 1.54% | +7.5% |
| 882 | BIRMINGHAM CAPITAL MANAGEMENT#882 · 12,225 sh | 12,225 | $4.1M | 1.57% | -3.4% |
| 883 | Woodbridge LTD#883 · 12,224 sh | 12,224 | $4.1M | 0.02% | 0.0% |
| 884 | CreativeOne Wealth#884 · 12,168 sh | 12,168 | $4.1M | 0.09% | -7.3% |
| 885 | Goelzer Investment Management#885 · 12,070 sh | 12,070 | $4.1M | — | -8.8% |
| 886 | Sound View Wealth Advisors Group#886 · 12,061 sh | 12,061 | $4.1M | 0.25% | -7.6% |
| 887 | Dempze Nancy E#887 · 12,032 sh | 12,032 | $4.1M | 1.95% | +22.9% |
| 888 | GRANDFIELD & DODD#888 · 12,024 sh | 12,024 | $4.1M | 0.21% | -10.2% |
| 889 | Karani Asset Management#889 · 12,023 sh | 12,023 | $4.1M | 2.93% | -0.6% |
| 890 | Colter Lewis Investment Partners#890 · 11,955 sh | 11,955 | $4.0M | 1.80% | -14.3% |
| 891 | Bank OZK#891 · 11,921 sh | 11,921 | $4.0M | 1.20% | +10.8% |
| 892 | TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA#892 · 11,899 sh | 11,899 | $4.0M | 4.44% | -2.0% |
| 893 | Banco Santander, S.A.#893 · 11,824 sh | 11,824 | $4.0M | 0.02% | +34.8% |
| 894 | Insight Inv#894 · 11,764 sh | 11,764 | $4.0M | 1.88% | -0.2% |
| 895 | St. Johns Investment Management Company#895 · 11,718 sh | 11,718 | $4.0M | 1.50% | +6.3% |
| 896 | Kentucky Farm Bureau Mutual Insurance#896 · 11,713 sh | 11,713 | $4.0M | 1.10% | 0.0% |
| 897 | Aquatic Capital Management#897 · 11,665 sh | 11,665 | $3.9M | 0.14% | -82.3% |
| 898 | Great Lakes Retirement#898 · 11,633 sh | 11,633 | $3.9M | — | +0.9% |
| 899 | Compass Wealth Management#899 · 11,606 sh | 11,606 | $3.9M | — | -2.1% |
| 900 | INVESCO#900 · 11,602 sh | 11,602 | $3.9M | — | +0.1% |
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.