American Express Co
AXP- 交易所
- NYSE
- 產業
- Finance Services
- SEC CIK
- 0000004962
近 90 天，American Express Co 內部人申報 0 筆公開市場買進、1 筆賣出；2026 年第 2 季末有 3,022 家機構在 13F 申報持有，市值合計 $1,951 億；波克夏、馬克爾集團等 8 位大師持有。
2025 年第 2 季 13F 持有人
American Express Co 在 2025/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 2,719
- 較 2025 年第 1 季 +129 家
- 持有股數
- 5.96 億
- 較 2025 年第 1 季 −79.8 萬 (−0.1%)
- 總市值
- $1,899 億
- 較 2025 年第 1 季 +$295.7 億 (+18.4%)
- 新進機構
- 244
- 另有 1,058 家加碼
- 清倉機構
- 115
- 另有 962 家減碼
另有 37 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 AXP 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 3,022 | $1,951 億 |
| 2026 年第 1 季 | 2,912 | $1,748 億 |
| 2025 年第 4 季 | 3,043 | $2,168 億 |
| 2025 年第 3 季 | 2,758 | $1,934 億 |
| 2025 年第 2 季 | 2,719 | $1,899 億 |
| 2025 年第 1 季 | 2,627 | $1,607 億 |
| 2024 年第 4 季 | 2,642 | $1,775 億 |
| 2024 年第 3 季 | 2,459 | $1,606 億 |
| 2024 年第 2 季 | 2,349 | $1,398 億 |
| 2024 年第 1 季 | 2,316 | $1,395 億 |
| 2023 年第 4 季 | 2,192 | $1,145 億 |
| 2023 年第 3 季 | 2,003 | $913.0 億 |
| 2023 年第 2 季 | 2,048 | $1,079 億 |
| 2023 年第 1 季 | 2,056 | $1,029 億 |
| 2022 年第 4 季 | 2,008 | $922.5 億 |
| 2022 年第 3 季 | 1,919 | $850.9 億 |
| 2022 年第 2 季 | 1,975 | $879.8 億 |
| 2022 年第 1 季 | 2,067 | $1,200 億 |
| 2021 年第 4 季 | 2,005 | $1,061 億 |
| 2021 年第 3 季 | 1,879 | $1,112 億 |
| 2021 年第 2 季 | 1,851 | $1,126 億 |
| 2021 年第 1 季 | 1,781 | $964.7 億 |
2025 年第 2 季持有機構
每家機構持有 American Express Co 的股數、市值與佔組合比重；股數變化跟 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Trilogy Capital Inc. | 1,671 | $53.3 萬 | 0.03% | +68+4.2% | 加碼 |
| TFR Capital, LLC. | 1,673 | $53.4 萬 | 0.19% | +267+19.0% | 加碼 |
| City Holding Co | 1,674 | $53.4 萬 | 0.07% | 00.0% | 不變 |
| Fountainhead AM, LLC | 1,675 | $53.4 萬 | 0.08% | −40−2.3% | 減碼 |
| Amplius Wealth Advisors, LLC | 1,676 | $53.5 萬 | 0.05% | +46+2.8% | 加碼 |
| Waterloo Capital, L.P. | 1,677 | $53.5 萬 | 0.04% | +660+64.9% | 加碼 |
| Heritage Investment Group, Inc. | 1,681 | $53.6 萬 | 0.09% | 00.0% | 不變 |
| True North Advisors, LLC | 1,683 | $53.7 萬 | 0.10% | +235+16.2% | 加碼 |
| Harbour Trust & Investment Management Co | 1,687 | $53.8 萬 | 0.06% | 00.0% | 不變 |
| Apexium Financial, LP | 1,689 | $53.9 萬 | 0.03% | +25+1.5% | 加碼 |
| Impact Capital Partners LLC | 1,691 | $53.9 萬 | 0.18% | +79+4.9% | 加碼 |
| Strive Asset Management, LLC | 1,699 | $54.2 萬 | 0.33% | −952−35.9% | 減碼 |
| 1858 Wealth Management, LLC | 1,699 | $54.2 萬 | 0.40% | +26+1.6% | 加碼 |
| Navellier & Associates Inc | 1,700 | $54.2 萬 | 0.07% | 00.0% | 不變 |
| Zevenbergen Capital Investments LLC | 1,700 | $54.2 萬 | 0.01% | 00.0% | 不變 |
| Arbor Trust Wealth Advisors, LLC | 1,702 | $54.3 萬 | 0.27% | +380+28.7% | 加碼 |
| Oxbow Advisors, LLC | 1,704 | $54.4 萬 | 0.06% | +51+3.1% | 加碼 |
| NFP Retirement, Inc. | 1,708 | $54.5 萬 | 0.04% | +13+0.8% | 加碼 |
| Cache Advisors, LLC | 1,708 | $54.5 萬 | 0.15% | +1,708 | 新進 |
| Future Fund LLC | 1,709 | $54.5 萬 | 0.24% | −1,212−41.5% | 減碼 |
| Lake Street Financial LLC | 1,709 | $54.5 萬 | 0.08% | +10+0.6% | 加碼 |
| Reyes Financial Architecture, Inc. | 1,712 | $54.6 萬 | 0.47% | +187+12.3% | 加碼 |
| Victory Financial Group, LLC | 1,717 | $54.8 萬 | 0.09% | +627+57.5% | 加碼 |
| Centaurus Financial, Inc. | 1,719 | $54.8 萬 | 0.03% | +281+19.5% | 加碼 |
| Carter Financial Group, INC. | 1,724 | $55.0 萬 | 0.36% | +1,724 | 新進 |
| Klingman & Associates, LLC | 1,724 | $55.0 萬 | 0.03% | +893+107.5% | 加碼 |
| LaSalle St. Investment Advisors, LLC | 1,725 | $55.0 萬 | 0.15% | −266−13.4% | 減碼 |
| Hemington Wealth Management | 1,725 | $55.0 萬 | 0.08% | +64+3.9% | 加碼 |
| Oliver Luxxe Assets LLC | 1,731 | $55.2 萬 | 0.10% | −310−15.2% | 減碼 |
| Barton Investment Management | 1,735 | $55.3 萬 | 0.06% | 00.0% | 不變 |
| Sivia Capital Partners, LLC | 1,738 | $55.4 萬 | 0.19% | +200+13.0% | 加碼 |
| Ellis Investment Partners, LLC | 1,739 | $55.5 萬 | 0.11% | +1+0.1% | 加碼 |
| FSM Wealth Advisors, LLC | 1,720 | $55.5 萬 | 0.09% | +942+121.1% | 加碼 |
| Kathmere Capital Management, LLC | 1,745 | $55.7 萬 | 0.04% | −141−7.5% | 減碼 |
| Liberty Wealth Management LLC | 1,751 | $55.9 萬 | 0.09% | −88−4.8% | 減碼 |
| Silverlake Wealth Management LLC | 1,757 | $56.0 萬 | 0.16% | +503+40.1% | 加碼 |
| Legacy Financial Strategies, LLC | 1,758 | $56.1 萬 | 0.11% | +182+11.5% | 加碼 |
| Arcataur Capital Management LLC | 1,760 | $56.1 萬 | 0.18% | −10−0.6% | 減碼 |
| SRN Advisors, LLC | 1,764 | $56.3 萬 | 0.51% | −1,186−40.2% | 減碼 |
| Sovereign Financial Group, Inc. | 1,764 | $56.3 萬 | 0.12% | +153+9.5% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 1,767 | $56.4 萬 | 0.07% | +1,767 | 新進 |
| Sage Private Wealth Group, LLC | 1,771 | $56.5 萬 | 0.36% | −87−4.7% | 減碼 |
| Wrapmanager Inc | 1,778 | $56.7 萬 | 0.14% | +19+1.1% | 加碼 |
| RNC Capital Management LLC | 1,780 | $56.8 萬 | 0.03% | −9−0.5% | 減碼 |
| Thompson Investment Management, Inc. | 1,781 | $56.8 萬 | 0.08% | 00.0% | 不變 |
| Fairtree Asset Management (Pty) Ltd | 1,783 | $56.9 萬 | 0.43% | 00.0% | 不變 |
| Alteri Wealth LLC | 1,785 | $56.9 萬 | 0.22% | +217+13.8% | 加碼 |
| GTS Securities LLC | 1,791 | $57.1 萬 | 0.03% | −1,860−50.9% | 減碼 |
| Tennessee Valley Asset Management Partners | 1,793 | $57.2 萬 | 0.15% | 00.0% | 不變 |
| Cromwell Holdings LLC | 1,793 | $57.2 萬 | 0.35% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 1,798 | $57.3 萬 | 0.04% | −442−19.7% | 減碼 |
| Brady Martz Wealth Solutions, LLC | 1,799 | $57.4 萬 | 0.11% | +1+0.1% | 加碼 |
| Silverberg Bernstein Capital Management LLC | 1,800 | $57.4 萬 | 0.39% | +1,800 | 新進 |
| Flagship Private Wealth, LLC | 1,806 | $57.6 萬 | 0.24% | +1+0.1% | 加碼 |
| Accel Wealth Management | 1,806 | $57.6 萬 | 0.19% | +144+8.7% | 加碼 |
| Tripletail Wealth Management, LLC | 1,955 | $57.9 萬 | 0.83% | +1,955 | 新進 |
| Retirement Planning Group | 1,817 | $57.9 萬 | 0.02% | +169+10.3% | 加碼 |
| Wealthquest Corp | 1,818 | $58.0 萬 | 0.05% | +46+2.6% | 加碼 |
| Missouri Trust & Investment Co | 1,822 | $58.1 萬 | 0.19% | −6−0.3% | 減碼 |
| Blue Fin Capital, Inc. | 1,824 | $58.2 萬 | 0.10% | 00.0% | 不變 |
| Fairbanks Capital Management, Inc. | 1,825 | $58.2 萬 | 0.33% | 00.0% | 不變 |
| Schubert & Co | 1,826 | $58.2 萬 | 0.41% | +142+8.4% | 加碼 |
| LMCG Investments, LLC | 1,829 | $58.3 萬 | 0.04% | −154−7.8% | 減碼 |
| Cassaday & Co Wealth Management LLC | 1,829 | $58.3 萬 | 0.01% | +7+0.4% | 加碼 |
| Heritage Wealth Management, Inc. | 1,834 | $58.5 萬 | 0.19% | 00.0% | 不變 |
| Pines Wealth Management, LLC | 1,785 | $58.6 萬 | 0.21% | −130−6.8% | 減碼 |
| Abel Hall, LLC | 1,838 | $58.6 萬 | 0.27% | +310+20.3% | 加碼 |
| Plan A Wealth LLC | 1,838 | $58.6 萬 | 0.33% | +879+91.7% | 加碼 |
| Steigerwald, Gordon & Koch Inc. | 1,839 | $58.7 萬 | 0.06% | −45−2.4% | 減碼 |
| Whitener Capital Management, Inc. | 1,845 | $58.9 萬 | 0.16% | 00.0% | 不變 |
| Davis R M Inc | 1,854 | $59.1 萬 | 0.01% | +322+21.0% | 加碼 |
| Integrated Investment Consultants, LLC | 1,860 | $59.3 萬 | 0.12% | +5+0.3% | 加碼 |
| Advisor Resource Council | 1,862 | $59.4 萬 | 0.29% | −878−32.0% | 減碼 |
| Petros Family Wealth, LLC | 1,865 | $59.5 萬 | 0.54% | +204+12.3% | 加碼 |
| Ridgecrest Wealth Partners, LLC | 1,870 | $59.6 萬 | 0.31% | −3−0.2% | 減碼 |
| Sterling Investment Advisors, Ltd. | 1,872 | $59.7 萬 | 0.13% | 00.0% | 不變 |
| Financial Engines Advisors L.L.C. | 1,874 | $59.8 萬 | 0.00% | +1,102+142.7% | 加碼 |
| Mechanics Financial Corp | 1,876 | $59.8 萬 | 0.25% | 00.0% | 不變 |
| Nautilus Advisors LLC | 1,885 | $60.1 萬 | 0.44% | +341+22.1% | 加碼 |
| Zullo Investment Group, Inc. | 1,888 | $60.3 萬 | 0.24% | −1,586−45.7% | 減碼 |
| Prairieview Wealth Partners, LLC | 1,889 | $60.3 萬 | 0.63% | 00.0% | 不變 |
| Phoenix Holdings Ltd. | 1,891 | $60.3 萬 | 0.01% | +1,039+121.9% | 加碼 |
| JFS Wealth Advisors, LLC | 1,899 | $60.6 萬 | 0.04% | +307+19.3% | 加碼 |
| Cairn Investment Group, Inc. | 1,900 | $60.6 萬 | 0.32% | 00.0% | 不變 |
| Wittenberg Investment Management, Inc. | 1,900 | $60.6 萬 | 0.26% | 00.0% | 不變 |
| LGT Fund Management Co Ltd. | 1,920 | $61.2 萬 | 0.05% | 00.0% | 不變 |
| Keudell/Morrison Wealth Management | 1,927 | $61.5 萬 | 0.14% | 00.0% | 不變 |
| White Knight Strategic Wealth Advisors, LLC | 1,929 | $61.5 萬 | 0.52% | +20+1.0% | 加碼 |
| Independent Family Office, LLC | 1,932 | $61.6 萬 | 0.29% | 00.0% | 不變 |
| Marshall & Sterling Wealth Advisors Inc. | 1,953 | $61.8 萬 | 0.42% | +43+2.3% | 加碼 |
| Pictet & Cie (Europe) SA | 1,945 | $62.0 萬 | 0.01% | −1,145−37.1% | 減碼 |
| Howe & Rusling Inc | 1,948 | $62.1 萬 | 0.05% | +71+3.8% | 加碼 |
| Sentinus, LLC | 1,952 | $62.3 萬 | 0.15% | +224+13.0% | 加碼 |
| Davidson Trust Co | 1,959 | $62.5 萬 | 0.29% | 00.0% | 不變 |
| Blume Capital Management, Inc. | 1,965 | $62.7 萬 | 0.13% | +2+0.1% | 加碼 |
| Allen Investment Management LLC | 1,976 | $63.0 萬 | 0.01% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 1,990 | $63.5 萬 | 0.27% | −178−8.2% | 減碼 |
| Genesee Capital Advisors, LLC | 1,991 | $63.5 萬 | 0.28% | +5+0.3% | 加碼 |
| Triangle Securities Wealth Management | 1,999 | $63.8 萬 | 0.16% | −738−27.0% | 減碼 |
| Strategic Investment Solutions, Inc. | 1,999 | $63.8 萬 | 0.19% | +1,408+238.2% | 加碼 |