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
- 2,720
- 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 |
|---|---|---|---|---|---|
| Cadent Capital Advisors, LLC | 3,430 | $109.4 萬 | 0.36% | +163+5.0% | 加碼 |
| Schear Investment Advisers, LLC | 3,436 | $109.6 萬 | 0.54% | +1,318+62.2% | 加碼 |
| Altfest L J & Co Inc | 3,437 | $109.6 萬 | 0.13% | +219+6.8% | 加碼 |
| SeaCrest Wealth Management, LLC | 3,451 | $110.1 萬 | 0.12% | +247+7.7% | 加碼 |
| Dempze Nancy E | 3,459 | $110.3 萬 | 0.64% | +2,344+210.2% | 加碼 |
| Lewis Asset Management, LLC | 3,464 | $110.5 萬 | 0.52% | +560+19.3% | 加碼 |
| Alerus Financial NA | 3,467 | $110.6 萬 | 0.08% | −6−0.2% | 減碼 |
| Mayflower Financial Advisors, LLC | 3,468 | $110.6 萬 | 0.15% | +195+6.0% | 加碼 |
| Ameritas Advisory Services, LLC | 3,478 | $110.9 萬 | 0.06% | −19−0.5% | 減碼 |
| Hills Bank & Trust Co | 3,487 | $111.2 萬 | 0.07% | 00.0% | 不變 |
| Alexander Randolph Advisory, Inc. | 3,488 | $111.3 萬 | 1.00% | −224−6.0% | 減碼 |
| Knightsbridge Asset Management, LLC | 3,495 | $111.5 萬 | 0.25% | +129+3.8% | 加碼 |
| Linden Thomas Advisory Services, LLC | 3,497 | $111.5 萬 | 0.12% | −10,649−75.3% | 減碼 |
| Platform Technology Partners | 3,502 | $111.7 萬 | 0.29% | +10.0% | 加碼 |
| Navis Wealth Advisors, LLC | 3,508 | $111.9 萬 | 0.94% | −40−1.1% | 減碼 |
| Revisor Wealth Management LLC | 3,441 | $112.2 萬 | 0.40% | +26+0.8% | 加碼 |
| Thoroughbred Financial Services, LLC | 3,534 | $112.7 萬 | 0.08% | −3,296−48.3% | 減碼 |
| 180 Wealth Advisors, LLC | 3,536 | $112.8 萬 | 0.16% | −67−1.9% | 減碼 |
| Pure Financial Advisors, Inc. | 3,541 | $112.9 萬 | 0.02% | +865+32.3% | 加碼 |
| Delaney Dennis R | 3,542 | $113.0 萬 | 0.58% | +1,502+73.6% | 加碼 |
| Belpointe Asset Management LLC | 3,555 | $113.4 萬 | 0.05% | −142−3.8% | 減碼 |
| Oak Asset Management, LLC | 3,580 | $114.2 萬 | 0.41% | 00.0% | 不變 |
| Strategy Asset Managers LLC | 3,585 | $114.4 萬 | 0.21% | −57−1.6% | 減碼 |
| Kovack Advisors, Inc. | 3,590 | $114.5 萬 | 0.11% | +122+3.5% | 加碼 |
| Philadelphia Trust Co | 3,595 | $114.7 萬 | 0.09% | 00.0% | 不變 |
| Saybrook Capital | 3,600 | $114.8 萬 | 0.32% | 00.0% | 不變 |
| Northside Capital Management, LLC | 3,613 | $115.2 萬 | 0.09% | +1,930+114.7% | 加碼 |
| First Foundation Advisors | 3,620 | $115.5 萬 | 0.04% | +296+8.9% | 加碼 |
| Cornerstone Wealth Management, LLC | 3,623 | $115.6 萬 | 0.07% | +2+0.1% | 加碼 |
| Proficio Capital Partners LLC | 3,655 | $116.6 萬 | 0.07% | +217+6.3% | 加碼 |
| Verus Capital Partners, LLC | 3,659 | $116.7 萬 | 0.10% | +32+0.9% | 加碼 |
| Watts Gwilliam & Co., LLC | 3,417 | $116.8 萬 | 0.19% | +33+1.0% | 加碼 |
| Soltis Investment Advisors LLC | 3,661 | $116.8 萬 | 0.09% | +1,458+66.2% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 3,662 | $116.8 萬 | 0.14% | 00.0% | 不變 |
| Aspen Investment Management Inc | 3,678 | $117.3 萬 | 0.49% | +392+11.9% | 加碼 |
| Brooks, Moore & Associates, Inc. | 3,923 | $117.4 萬 | 0.63% | 00.0% | 不變 |
| Gratus Wealth Advisors, LLC | 3,684 | $117.5 萬 | 0.18% | −30−0.8% | 減碼 |
| Centiva Capital, LP | 3,688 | $117.6 萬 | 0.08% | −3,277−47.0% | 減碼 |
| MJP Associates Inc | 3,698 | $118.0 萬 | 0.17% | +152+4.3% | 加碼 |
| Skba Capital Management LLC | 3,739 | $119.3 萬 | 0.17% | +32+0.9% | 加碼 |
| Burford Brothers, Inc. | 3,748 | $119.6 萬 | 0.55% | +14+0.4% | 加碼 |
| Quent Capital, LLC | 3,750 | $119.6 萬 | 0.12% | +173+4.8% | 加碼 |
| Banque Transatlantique SA | 3,752 | $120.3 萬 | 0.03% | −12,229−76.5% | 減碼 |
| Golden State Wealth Management, LLC | 3,779 | $120.6 萬 | 0.15% | −173−4.4% | 減碼 |
| Physicians Financial Services, Inc. | 3,790 | $120.9 萬 | 0.36% | +825+27.8% | 加碼 |
| First Western Trust Bank | 3,792 | $121.0 萬 | 0.05% | +7+0.2% | 加碼 |
| Great Diamond Partners, LLC | 3,796 | $121.1 萬 | 0.26% | +2,477+187.8% | 加碼 |
| United Asset Strategies, Inc. | 3,797 | $121.1 萬 | 0.10% | −338−8.2% | 減碼 |
| Geneos Wealth Management Inc. | 3,799 | $121.2 萬 | 0.03% | −4,406−53.7% | 減碼 |
| PDT Partners, LLC | 3,800 | $121.2 萬 | 0.07% | +3,800 | 新進 |
| Creekmur Asset Management LLC | 3,814 | $121.6 萬 | 0.21% | +1,206+46.2% | 加碼 |
| Howard Capital Management Inc. | 3,818 | $121.8 萬 | 0.02% | +530+16.1% | 加碼 |
| MTM Investment Management, LLC | 3,822 | $121.9 萬 | 0.41% | 00.0% | 不變 |
| Private Wealth Asset Management, LLC | 3,831 | $122.2 萬 | 0.16% | −4,952−56.4% | 減碼 |
| Notis-McConarty Edward | 3,832 | $122.2 萬 | 0.60% | +3,832 | 新進 |
| Midland Wealth Advisors LLC | 3,839 | $122.5 萬 | 0.07% | +38+1.0% | 加碼 |
| Centerpoint Advisors, LLC | 3,841 | $122.5 萬 | 0.42% | 00.0% | 不變 |
| Byrne Asset Management LLC | 3,856 | $123.0 萬 | 0.82% | – | – |
| Sunflower Bank, N.A. | 3,857 | $123.0 萬 | 0.31% | −203−5.0% | 減碼 |
| Bridges Investment Management Inc | 3,864 | $123.3 萬 | 0.02% | +18+0.5% | 加碼 |
| Blueshift Asset Management, LLC | 3,877 | $123.7 萬 | 0.38% | +1,150+42.2% | 加碼 |
| Saxon Interests, Inc. | 4,602 | $123.8 萬 | 0.58% | 00.0% | 不變 |
| Claudia M.P. Batlle, CRP (R) LLC | 3,886 | $124.0 萬 | 0.26% | +600+18.3% | 加碼 |
| TownSquare Capital, LLC | 3,886 | $124.0 萬 | 0.12% | −27,639−87.7% | 減碼 |
| Culbertson A N & Co Inc | 3,913 | $124.8 萬 | 0.19% | 00.0% | 不變 |
| Allegheny Financial Group LTD | 3,920 | $125.1 萬 | 0.28% | −646−14.1% | 減碼 |
| Strategic Investment Advisors | 3,965 | $125.6 萬 | 0.12% | −784−16.5% | 減碼 |
| Orleans Capital Management Corp | 3,945 | $125.8 萬 | 0.67% | −55−1.4% | 減碼 |
| Evelyn Partners Investment Management LLP | 3,949 | $126.0 萬 | 0.04% | −560−12.4% | 減碼 |
| Next Level Private LLC | 3,991 | $127.3 萬 | 0.41% | +9+0.2% | 加碼 |
| Promethium Advisors,llc | 3,991 | $127.3 萬 | 0.77% | −45−1.1% | 減碼 |
| FNY Investment Advisers, LLC | 4,000 | $127.5 萬 | 0.54% | +4,000 | 新進 |
| Ulysses Management LLC | 4,000 | $127.6 萬 | 0.28% | 00.0% | 不變 |
| Moment Partners, LLC | 4,004 | $127.7 萬 | 0.24% | 00.0% | 不變 |
| Whelan Financial | 4,005 | $127.7 萬 | 0.46% | +1,190+42.3% | 加碼 |
| Lazari Capital Management, Inc. | 4,008 | $127.8 萬 | 0.48% | −50−1.2% | 減碼 |
| Trueblood Wealth Management, LLC | 4,011 | $127.9 萬 | 0.53% | +117+3.0% | 加碼 |
| Ipswich Investment Management Co., Inc. | 4,036 | $128.7 萬 | 0.31% | −55−1.3% | 減碼 |
| Winebrenner Capital Management LLC | 4,037 | $128.8 萬 | 1.04% | +238+6.3% | 加碼 |
| Evanson Asset Management, LLC | 4,040 | $128.9 萬 | 0.08% | +51+1.3% | 加碼 |
| Plancorp, LLC | 4,041 | $128.9 萬 | 0.04% | −574−12.4% | 減碼 |
| Oakworth Capital, Inc. | 4,041 | $128.9 萬 | 0.08% | −371−8.4% | 減碼 |
| Coastal Investment Advisors, Inc. | 4,047 | $129.1 萬 | 0.51% | +140+3.6% | 加碼 |
| BSW Wealth Partners | 4,058 | $129.4 萬 | 0.18% | +30+0.7% | 加碼 |
| Essex Investment Management Co LLC | 4,089 | $130.4 萬 | 0.24% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 4,094 | $130.6 萬 | 0.16% | +111+2.8% | 加碼 |
| Apella Capital, LLC | 4,047 | $130.6 萬 | 0.04% | +3,055+308.0% | 加碼 |
| Ellevest, Inc. | 4,100 | $130.8 萬 | 0.21% | +174+4.4% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 4,115 | $131.3 萬 | 0.05% | +846+25.9% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,122 | $131.4 萬 | 0.06% | 00.0% | 不變 |
| Bond & Devick Financial Network, Inc. | 4,124 | $131.5 萬 | 0.44% | 00.0% | 不變 |
| Fullcircle Wealth LLC | 4,414 | $131.8 萬 | 0.49% | +30+0.7% | 加碼 |
| Moloney Securities Asset Management, LLC | 4,133 | $131.8 萬 | 0.16% | −101−2.4% | 減碼 |
| Hager Investment Management Services, LLC | 4,142 | $132.1 萬 | 0.79% | +244+6.3% | 加碼 |
| GeoWealth Management, LLC | 4,144 | $132.2 萬 | 0.05% | −1,770−29.9% | 減碼 |
| Accurate Wealth Management, LLC | 4,070 | $132.3 萬 | 0.20% | +934+29.8% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 4,152 | $132.5 萬 | 0.00% | +493+13.5% | 加碼 |
| Amarillo National Bank | 4,156 | $132.6 萬 | 0.25% | 00.0% | 不變 |
| Prairie Sky Financial Group LLC | 4,166 | $132.9 萬 | 0.73% | 00.0% | 不變 |
| Westpac Banking Corp | 4,180 | $133.3 萬 | 0.09% | −730−14.9% | 減碼 |