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 | 2,913 | $1,748 億 |
| 2025 年第 4 季 | 3,044 | $2,168 億 |
| 2025 年第 3 季 | 2,759 | $1,934 億 |
| 2025 年第 2 季 | 2,720 | $1,899 億 |
| 2025 年第 1 季 | 2,628 | $1,607 億 |
| 2024 年第 4 季 | 2,643 | $1,775 億 |
| 2024 年第 3 季 | 2,460 | $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 |
|---|---|---|---|---|---|
| Van Strum & Towne Inc. | 9,990 | $318.7 萬 | 1.01% | 00.0% | 不變 |
| Cunning Capital Partners, LP | 10,012 | $319.4 萬 | 1.66% | 00.0% | 不變 |
| Intrinsic Value Partners, LLC | 10,015 | $319.5 萬 | 2.84% | −32−0.3% | 減碼 |
| Empower Advisory Group, LLC | 10,030 | $319.9 萬 | 0.01% | −103−1.0% | 減碼 |
| Leonteq Securities AG | 10,049 | $320.5 萬 | 0.19% | −1,029−9.3% | 減碼 |
| SBI Securities Co., Ltd. | 10,066 | $321.1 萬 | 0.09% | −308−3.0% | 減碼 |
| Xcel Wealth Management, LLC | 10,073 | $321.3 萬 | 0.91% | +300+3.1% | 加碼 |
| SOL Capital Management CO | 10,110 | $322.5 萬 | 0.31% | −100−1.0% | 減碼 |
| Sterling Capital Management LLC | 10,122 | $322.9 萬 | 0.05% | +911+9.9% | 加碼 |
| Moneta Group Investment Advisors LLC | 10,149 | $323.7 萬 | 0.04% | +194+1.9% | 加碼 |
| Webster Bank, N. A. | 10,153 | $323.9 萬 | 0.33% | −1,846−15.4% | 減碼 |
| Arista Wealth Management, LLC | 10,186 | $324.9 萬 | 0.45% | +7,899+345.4% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 10,189 | $325.0 萬 | 0.06% | +3,663+56.1% | 加碼 |
| Ingalls & Snyder LLC | 10,193 | $325.1 萬 | 0.12% | +1,586+18.4% | 加碼 |
| Lindsell Train Ltd大師Lindsell Train | 10,200 | $325.4 萬 | 0.08% | −1,400−12.1% | 減碼 |
| Carl P. Sherr & Co., LLC | 10,256 | $327.1 萬 | 1.65% | −100−1.0% | 減碼 |
| Jefferies Financial Group Inc. | 10,265 | $327.4 萬 | 0.05% | +2,202+27.3% | 加碼 |
| Sawyer & Company, Inc | 9,682 | $327.5 萬 | 1.17% | −638−6.2% | 減碼 |
| Parkside Financial Bank & Trust | 10,270 | $327.6 萬 | 0.35% | +574+5.9% | 加碼 |
| Mission Wealth Management, LP | 10,315 | $329.0 萬 | 0.07% | +139+1.4% | 加碼 |
| IHT Wealth Management, LLC | 10,362 | $330.5 萬 | 0.09% | +1,081+11.6% | 加碼 |
| HBK Sorce Advisory LLC | 10,376 | $331.0 萬 | 0.09% | +244+2.4% | 加碼 |
| Canada Post Corp Registered Pension Plan | 10,381 | $331.1 萬 | 0.19% | +10,381 | 新進 |
| Peak Financial Advisors LLC | 10,385 | $331.3 萬 | 1.70% | −240−2.3% | 減碼 |
| Northstar Advisory Group, LLC | 10,398 | $331.7 萬 | 1.62% | +1,593+18.1% | 加碼 |
| Connable Office Inc | 10,450 | $333.3 萬 | 0.33% | +36+0.3% | 加碼 |
| Oppenheimer Asset Management Inc. | 10,461 | $333.7 萬 | 0.04% | −3,089−22.8% | 減碼 |
| Asio Capital, LLC | 10,461 | $333.7 萬 | 0.56% | +10,461 | 新進 |
| QV Investors Inc. | 10,500 | $334.9 萬 | 0.33% | +70+0.7% | 加碼 |
| Sigma Planning Corp | 10,517 | $335.5 萬 | 0.10% | −329−3.0% | 減碼 |
| Penn Davis McFarland Inc | 10,580 | $337.5 萬 | 0.38% | 00.0% | 不變 |
| Azimuth Capital Investment Management LLC | 10,585 | $337.6 萬 | 0.13% | −353−3.2% | 減碼 |
| Private Wealth Partners, LLC | 10,603 | $338.2 萬 | 0.26% | 00.0% | 不變 |
| Mitchell McLeod Pugh & Williams Inc | 10,617 | $338.7 萬 | 0.63% | +925+9.5% | 加碼 |
| Holocene Advisors, LP | 10,686 | $340.9 萬 | 0.01% | −11,427−51.7% | 減碼 |
| Sargent Investment Group, LLC | 11,553 | $341.4 萬 | 0.46% | −1,360−10.5% | 減碼 |
| Smithfield Trust Co | 10,772 | $344.0 萬 | 0.16% | −40.0% | 減碼 |
| St. Johns Investment Management Company, LLC | 10,793 | $344.3 萬 | 1.58% | +310+3.0% | 加碼 |
| Farther Finance Advisors, LLC | 10,908 | $347.9 萬 | 0.07% | +1,363+14.3% | 加碼 |
| Texas Bank & Trust Co | 10,964 | $349.7 萬 | 1.39% | +61+0.6% | 加碼 |
| Global Retirement Partners, LLC | 10,973 | $350.0 萬 | 0.09% | +10,973 | 新進 |
| Gifford Fong Associates | 11,000 | $350.9 萬 | 0.81% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 11,013 | $351.3 萬 | 0.17% | +184+1.7% | 加碼 |
| Ahl Investment Management, Inc. | 11,115 | $354.5 萬 | 2.37% | −374−3.3% | 減碼 |
| KCM Investment Advisors LLC | 11,178 | $356.6 萬 | 0.12% | −42−0.4% | 減碼 |
| Great Lakes Retirement, Inc. | 11,189 | $356.9 萬 | 0.42% | +472+4.4% | 加碼 |
| Exchange Traded Concepts, LLC | 11,198 | $357.2 萬 | 0.05% | −41,074−78.6% | 減碼 |
| Diversify Wealth Management, LLC | 11,783 | $357.3 萬 | 0.22% | +433+3.8% | 加碼 |
| Fruth Investment Management | 11,210 | $357.5 萬 | 0.97% | −20−0.2% | 減碼 |
| RFG - Bristol Wealth Advisors, LLC | 11,220 | $357.9 萬 | 1.11% | −136−1.2% | 減碼 |
| Herbst Group, LLC | 11,243 | $358.6 萬 | 2.15% | +51+0.5% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 11,245 | $358.7 萬 | 2.21% | −225−2.0% | 減碼 |
| Wealthspire Advisors, LLC | 11,261 | $359.2 萬 | 0.02% | +21+0.2% | 加碼 |
| Cullen Investment Group, Ltd. | 11,273 | $359.6 萬 | 0.51% | −310−2.7% | 減碼 |
| Deane Retirement Strategies, Inc. | 11,316 | $360.9 萬 | 1.62% | +87+0.8% | 加碼 |
| Vestcor Inc | 11,376 | $362.9 萬 | 0.11% | +804+7.6% | 加碼 |
| Moody National Bank Trust Division | 11,382 | $363.1 萬 | 0.33% | +602+5.6% | 加碼 |
| G&S Capital LLC | 11,385 | $363.2 萬 | 1.44% | +243+2.2% | 加碼 |
| Plimoth Trust Co LLC | 11,395 | $363.5 萬 | 0.87% | +1,571+16.0% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 11,414 | $364.1 萬 | 0.08% | 00.0% | 不變 |
| Bull Street Advisors, LLC | 11,430 | $364.6 萬 | 1.75% | −50−0.4% | 減碼 |
| Lowe Brockenbrough & Co Inc | 11,441 | $364.9 萬 | 0.21% | −12−0.1% | 減碼 |
| Aristotle Capital Management, LLC | 11,530 | $367.8 萬 | 0.01% | 00.0% | 不變 |
| Arcus Capital Partners, LLC | 11,623 | $370.8 萬 | 1.60% | 00.0% | 不變 |
| Ostrum Asset Management | 11,632 | $371.0 萬 | 0.17% | +74+0.6% | 加碼 |
| Conscious Wealth Investments, LLC | 12,090 | $373.1 萬 | 2.38% | −11−0.1% | 減碼 |
| Brighton Jones LLC | 11,697 | $373.1 萬 | 0.10% | −413−3.4% | 減碼 |
| Harbor Capital Advisors, Inc. | 11,707 | $373.4 萬 | 0.16% | −91−0.8% | 減碼 |
| Joel Isaacson & Co., LLC | 11,727 | $374.1 萬 | 0.15% | +1,503+14.7% | 加碼 |
| Sowell Financial Services LLC | 11,752 | $374.9 萬 | 0.15% | +3,467+41.8% | 加碼 |
| Trust Co of Toledo NA | 11,786 | $375.9 萬 | 0.41% | 00.0% | 不變 |
| Insight Inv LLC | 11,811 | $376.7 萬 | 2.53% | −210−1.7% | 減碼 |
| Independent Financial Group, LLC | 11,821 | $377.1 萬 | 0.10% | −2,546−17.7% | 減碼 |
| Profund Advisors LLC | 11,834 | $377.5 萬 | 0.14% | −343−2.8% | 減碼 |
| Bell Asset Management Ltd | 11,843 | $377.8 萬 | 0.83% | −8,157−40.8% | 減碼 |
| Ritholtz Wealth Management | 11,856 | $378.2 萬 | 0.08% | +2,340+24.6% | 加碼 |
| Columbia Asset Management | 11,868 | $378.6 萬 | 0.74% | −39−0.3% | 減碼 |
| Richard Bernstein Advisors LLC | 11,869 | $378.6 萬 | 0.09% | −1,279−9.7% | 減碼 |
| Game Plan Financial Advisors, LLC | 11,879 | $378.9 萬 | 1.66% | −1,420−10.7% | 減碼 |
| AIA Group Ltd | 11,900 | $379.6 萬 | 0.08% | +2,300+24.0% | 加碼 |
| Canandaigua National Bank & Trust Co | 11,934 | $380.7 萬 | 0.35% | +467+4.1% | 加碼 |
| Wedmont Private Capital | 12,040 | $382.1 萬 | 0.16% | +490+4.2% | 加碼 |
| Independent Investors Inc | 12,000 | $382.8 萬 | 0.83% | 00.0% | 不變 |
| SCS Capital Management LLC | 12,026 | $383.6 萬 | 0.04% | +710+6.3% | 加碼 |
| Somerville Kurt F | 12,230 | $390.1 萬 | 0.66% | +8,945+272.3% | 加碼 |
| Zhang Financial LLC | 12,233 | $390.2 萬 | 0.18% | +235+2.0% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 12,251 | $390.8 萬 | 0.06% | +11,023+897.6% | 加碼 |
| MUFG Securities Americas Inc. | 12,266 | $391.3 萬 | 0.33% | +2,442+24.9% | 加碼 |
| Cito Capital Group, LLC | 12,355 | $394.1 萬 | 1.37% | −85−0.7% | 減碼 |
| Strategic Planning Group, LLC | 12,358 | $394.2 萬 | 0.64% | +622+5.3% | 加碼 |
| Constitution Capital LLC | 12,375 | $394.7 萬 | 2.01% | −940−7.1% | 減碼 |
| RFG Advisory, LLC | 12,424 | $396.3 萬 | 0.09% | +746+6.4% | 加碼 |
| Jacobi Capital Management LLC | 12,427 | $396.4 萬 | 0.26% | −97−0.8% | 減碼 |
| Integrated Advisors Network LLC | 12,479 | $398.1 萬 | 0.18% | +10,723+610.6% | 加碼 |
| Infusive Asset Management Inc. | 12,491 | $398.4 萬 | 1.78% | −270−2.1% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 12,506 | $398.9 萬 | 0.75% | −124−1.0% | 減碼 |
| Central Pacific Bank - Trust Division | 12,529 | $399.6 萬 | 0.51% | −1,582−11.2% | 減碼 |
| Midwest Professional Planners, LTD. | 12,533 | $399.8 萬 | 1.05% | +354+2.9% | 加碼 |
| Wesbanco Bank Inc | 12,558 | $400.6 萬 | 0.12% | +7,605+153.5% | 加碼 |
| L2 Asset Management, LLC | 12,706 | $405.3 萬 | 0.66% | −5,306−29.5% | 減碼 |