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 |
|---|---|---|---|---|---|
| Mission Wealth Management, LP | 10,315 | $329.0 萬 | 0.07% | +139+1.4% | 加碼 |
| Parkside Financial Bank & Trust | 10,270 | $327.6 萬 | 0.35% | +574+5.9% | 加碼 |
| Sawyer & Company, Inc | 9,682 | $327.5 萬 | 1.17% | −638−6.2% | 減碼 |
| Jefferies Financial Group Inc. | 10,265 | $327.4 萬 | 0.05% | +2,202+27.3% | 加碼 |
| Carl P. Sherr & Co., LLC | 10,256 | $327.1 萬 | 1.65% | −100−1.0% | 減碼 |
| Lindsell Train Ltd大師Lindsell Train | 10,200 | $325.4 萬 | 0.08% | −1,400−12.1% | 減碼 |
| Ingalls & Snyder LLC | 10,193 | $325.1 萬 | 0.12% | +1,586+18.4% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 10,189 | $325.0 萬 | 0.06% | +3,663+56.1% | 加碼 |
| Arista Wealth Management, LLC | 10,186 | $324.9 萬 | 0.45% | +7,899+345.4% | 加碼 |
| Webster Bank, N. A. | 10,153 | $323.9 萬 | 0.33% | −1,846−15.4% | 減碼 |
| Moneta Group Investment Advisors LLC | 10,149 | $323.7 萬 | 0.04% | +194+1.9% | 加碼 |
| Sterling Capital Management LLC | 10,122 | $322.9 萬 | 0.05% | +911+9.9% | 加碼 |
| SOL Capital Management CO | 10,110 | $322.5 萬 | 0.31% | −100−1.0% | 減碼 |
| Xcel Wealth Management, LLC | 10,073 | $321.3 萬 | 0.91% | +300+3.1% | 加碼 |
| SBI Securities Co., Ltd. | 10,066 | $321.1 萬 | 0.09% | −308−3.0% | 減碼 |
| Leonteq Securities AG | 10,049 | $320.5 萬 | 0.19% | −1,029−9.3% | 減碼 |
| Empower Advisory Group, LLC | 10,030 | $319.9 萬 | 0.01% | −103−1.0% | 減碼 |
| Intrinsic Value Partners, LLC | 10,015 | $319.5 萬 | 2.84% | −32−0.3% | 減碼 |
| Cunning Capital Partners, LP | 10,012 | $319.4 萬 | 1.66% | 00.0% | 不變 |
| Van Strum & Towne Inc. | 9,990 | $318.7 萬 | 1.01% | 00.0% | 不變 |
| Galilei Investment Office LLP | 9,974 | $318.2 萬 | 1.62% | 00.0% | 不變 |
| Personal Cfo Solutions, LLC | 9,968 | $318.0 萬 | 0.59% | −1,092−9.9% | 減碼 |
| Union Heritage Capital, LLC | 9,968 | $318.0 萬 | 1.11% | 00.0% | 不變 |
| GAMMA Investing LLC | 9,907 | $316.0 萬 | 0.20% | +1,868+23.2% | 加碼 |
| Aptus Capital Advisors, LLC | 9,881 | $315.2 萬 | 0.03% | −614−5.9% | 減碼 |
| Peoples Financial Services Corp. | 9,879 | $315.1 萬 | 1.56% | −1,052−9.6% | 減碼 |
| Doheny Asset Management | 9,861 | $314.5 萬 | 2.20% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 9,846 | $314.1 萬 | 1.94% | −208−2.1% | 減碼 |
| Knuff & Co LLC | 9,844 | $314.0 萬 | 0.99% | 00.0% | 不變 |
| BCS Private Wealth Management, Inc. | 9,821 | $313.3 萬 | 1.18% | +9,821 | 新進 |
| Evoke Wealth, LLC | 9,818 | $313.2 萬 | 0.07% | +260+2.7% | 加碼 |
| NVWM, LLC | 9,810 | $312.9 萬 | 0.76% | −5,454−35.7% | 減碼 |
| Inlet Private Wealth, LLC | 9,795 | $312.4 萬 | 0.77% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 9,788 | $312.2 萬 | 0.35% | +189+2.0% | 加碼 |
| Evergreen Capital Management LLC | 9,743 | $310.8 萬 | 0.09% | +244+2.6% | 加碼 |
| Massmutual Trust Co FSB | 9,739 | $310.7 萬 | 0.08% | +406+4.4% | 加碼 |
| NTV Asset Management LLC | 9,679 | $308.7 萬 | 0.37% | 00.0% | 不變 |
| IFP Advisors, Inc | 9,120 | $308.4 萬 | 0.09% | −1,640−15.2% | 減碼 |
| Strategic Wealth Partners, Ltd. | 9,670 | $308.4 萬 | 0.24% | +9,670 | 新進 |
| Rehmann Capital Advisory Group | 9,657 | $308.1 萬 | 0.19% | −1,788−15.6% | 減碼 |
| Eads & Heald Wealth Management | 9,649 | $307.8 萬 | 1.52% | −641−6.2% | 減碼 |
| Guardian Capital LP | 9,588 | $305.8 萬 | 0.11% | +400+4.4% | 加碼 |
| Argent Advisors, Inc. | 9,577 | $305.5 萬 | 0.94% | +174+1.9% | 加碼 |
| Hartford Funds Management Co LLC | 9,545 | $304.6 萬 | 0.26% | −614−6.0% | 減碼 |
| Moors & Cabot, Inc. | 9,548 | $304.6 萬 | 0.14% | +236+2.5% | 加碼 |
| Ascent Group, LLC | 9,533 | $304.1 萬 | 0.12% | +753+8.6% | 加碼 |
| Rathbone Brothers plc | 9,531 | $304.0 萬 | 0.01% | −1,266−11.7% | 減碼 |
| Parkshore Wealth Management, Inc. | 9,519 | $303.6 萬 | 1.48% | +23+0.2% | 加碼 |
| Stenger Family Office, LLC | 10,001 | $303.4 萬 | 0.80% | +10,001 | 新進 |
| Diversify Advisory Services, LLC | 10,001 | $303.2 萬 | 0.12% | +5,171+107.1% | 加碼 |
| Financial Security Advisor, Inc. | 9,450 | $301.4 萬 | 0.69% | −75−0.8% | 減碼 |
| Buttonwood Financial Advisors Inc. | 9,440 | $301.1 萬 | 1.21% | −393−4.0% | 減碼 |
| Ieq Capital, LLC | 9,429 | $300.8 萬 | 0.02% | −14,333−60.3% | 減碼 |
| Lodestone Wealth Management LLC | 9,428 | $300.7 萬 | 1.46% | −2,137−18.5% | 減碼 |
| Fire Capital Management LLC | 9,427 | $300.7 萬 | 1.91% | −53−0.6% | 減碼 |
| Insigneo Advisory Services, LLC | 9,409 | $300.1 萬 | 0.26% | −1,020−9.8% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 9,393 | $299.6 萬 | 0.01% | −844−8.2% | 減碼 |
| Solidarilty Wealth, LLC | 9,375 | $299.0 萬 | 0.70% | −1,200−11.3% | 減碼 |
| Qtron Investments LLC | 9,352 | $298.3 萬 | 0.38% | 00.0% | 不變 |
| Bank Ozk | 9,330 | $297.6 萬 | 1.14% | +366+4.1% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 9,312 | $297.0 萬 | 1.73% | −1,736−15.7% | 減碼 |
| FOCUS Wealth Advisors, LLC | 9,301 | $296.7 萬 | 1.54% | +9+0.1% | 加碼 |
| ProVise Management Group, LLC | 9,300 | $296.7 萬 | 0.23% | −867−8.5% | 減碼 |
| Beacon Investment Advisors LLC | 9,329 | $295.9 萬 | 1.28% | +10.0% | 加碼 |
| Pettee Investors, Inc. | 9,213 | $293.9 萬 | 1.76% | −60−0.6% | 減碼 |
| Applied Capital LLC | 9,184 | $293.0 萬 | 2.18% | +9+0.1% | 加碼 |
| Meiji Yasuda Life Insurance Co | 9,140 | $291.5 萬 | 0.09% | −27−0.3% | 減碼 |
| TAGStone Capital, Inc. | 9,757 | $290.2 萬 | 1.20% | +53+0.5% | 加碼 |
| IFC Advisors LLC | 9,087 | $289.9 萬 | 0.54% | +44+0.5% | 加碼 |
| Trustco Bank Corp N Y | 9,059 | $289.0 萬 | 2.83% | +300+3.4% | 加碼 |
| RB Capital Management, LLC | 9,050 | $288.7 萬 | 0.65% | +1,414+18.5% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 8,995 | $286.9 萬 | 0.08% | +208+2.4% | 加碼 |
| Bigelow Investment Advisors, LLC | 8,986 | $286.6 萬 | 1.26% | −24−0.3% | 減碼 |
| Patton Fund Management, Inc. | 8,979 | $286.4 萬 | 0.63% | −6,760−43.0% | 減碼 |
| Anchor Investment Management, LLC | 8,976 | $286.3 萬 | 0.25% | −177−1.9% | 減碼 |
| Vivid Wealth Management, LLC | 8,963 | $285.9 萬 | 1.26% | −255−2.8% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 8,948 | $285.4 萬 | 0.10% | −1,292−12.6% | 減碼 |
| Bank of New Hampshire | 8,928 | $284.8 萬 | 0.71% | +200+2.3% | 加碼 |
| Bridgeway Capital Management, LLC | 8,900 | $283.9 萬 | 0.07% | −200−2.2% | 減碼 |
| Pinnacle Holdings, LLC | 8,893 | $283.7 萬 | 1.02% | +758+9.3% | 加碼 |
| Pinnacle Wealth Management, LLC | 8,890 | $283.6 萬 | 2.37% | +7,635+608.4% | 加碼 |
| FineMark National Bank & Trust | 8,848 | $282.2 萬 | 0.10% | +504+6.0% | 加碼 |
| Mindset Wealth Management, LLC | 8,838 | $281.9 萬 | 0.92% | +113+1.3% | 加碼 |
| EFG Asset Management (North America) Corp. | 8,837 | $281.8 萬 | 0.40% | +215+2.5% | 加碼 |
| Principle Wealth Partners LLC | 8,826 | $281.5 萬 | 0.18% | −190−2.1% | 減碼 |
| Verition Fund Management LLC | 8,819 | $281.3 萬 | 0.02% | −1,320−13.0% | 減碼 |
| Signature Wealth Management Group | 8,795 | $280.5 萬 | 1.11% | −107−1.2% | 減碼 |
| Northern Financial Advisors Inc | 8,788 | $280.3 萬 | 2.10% | −89−1.0% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 8,772 | $279.8 萬 | 0.10% | +370+4.4% | 加碼 |
| Fulton Bank, N.A. | 8,750 | $279.1 萬 | 0.10% | +682+8.5% | 加碼 |
| First Horizon Advisors, Inc. | 8,737 | $278.7 萬 | 0.07% | −3,054−25.9% | 減碼 |
| National Asset Management, Inc. | 8,706 | $277.7 萬 | 0.13% | −6,132−41.3% | 減碼 |
| Arete Wealth Advisors, LLC | 8,735 | $277.5 萬 | 0.20% | −4,665−34.8% | 減碼 |
| Beaumont Financial Advisors, LLC | 8,631 | $275.3 萬 | 0.20% | −10.0% | 減碼 |
| Flagship Harbor Advisors, LLC | 8,592 | $274.1 萬 | 0.13% | +2,051+31.4% | 加碼 |
| Twin Capital Management Inc | 8,551 | $272.8 萬 | 0.29% | +8,551 | 新進 |
| Investors Asset Management of Georgia Inc | 8,530 | $272.1 萬 | 1.26% | +350+4.3% | 加碼 |
| Fiduciary Family Office, LLC | 8,526 | $272.0 萬 | 0.89% | −139−1.6% | 減碼 |
| Tealwood Asset Management Inc | 8,510 | $271.5 萬 | 1.21% | −15−0.2% | 減碼 |
| Berkshire Asset Management LLC | 8,490 | $270.8 萬 | 0.12% | −52−0.6% | 減碼 |