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 |
|---|---|---|---|---|---|
| Kestra Investment Management, LLC | 9,224 | $270.5 萬 | 0.04% | +4,479+94.4% | 加碼 |
| Prosperity Consulting Group, LLC | 8,481 | $270.5 萬 | 0.20% | +94+1.1% | 加碼 |
| Icon Wealth Advisors, LLC | 8,481 | $270.5 萬 | 0.19% | −1,881−18.2% | 減碼 |
| Western Wealth Management, LLC | 8,473 | $270.3 萬 | 0.16% | +405+5.0% | 加碼 |
| Howard Capital Management Group, LLC | 8,426 | $268.8 萬 | 0.19% | 00.0% | 不變 |
| Hardy Reed LLC | 8,420 | $268.6 萬 | 0.22% | −10−0.1% | 減碼 |
| SOA Wealth Advisors, LLC. | 8,417 | $268.5 萬 | 0.50% | +190+2.3% | 加碼 |
| RMR Wealth Builders | 8,394 | $267.8 萬 | 0.24% | +379+4.7% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 8,371 | $267.0 萬 | 0.29% | −1,090−11.5% | 減碼 |
| New England Asset Management Inc | 8,340 | $266.0 萬 | 0.41% | 00.0% | 不變 |
| KWB Wealth | 9,883 | $265.9 萬 | 0.32% | −158−1.6% | 減碼 |
| Natural Investments, LLC | 8,317 | $265.2 萬 | 0.69% | +159+1.9% | 加碼 |
| Bank of Stockton | 8,290 | $264.4 萬 | 0.79% | −19−0.2% | 減碼 |
| Woodmont Investment Counsel LLC | 8,265 | $263.6 萬 | 0.17% | +12+0.1% | 加碼 |
| Signet Investment Advisory Group, Inc. | 8,260 | $263.5 萬 | 1.35% | −20−0.2% | 減碼 |
| GFG Capital, LLC | 8,223 | $262.3 萬 | 0.78% | −379−4.4% | 減碼 |
| IFG Advisory, LLC | 8,200 | $261.6 萬 | 0.13% | +86+1.1% | 加碼 |
| Dover Advisors, LLC | 8,154 | $260.1 萬 | 1.15% | +148+1.8% | 加碼 |
| Americana Partners, LLC | 8,116 | $258.9 萬 | 0.09% | −1,340−14.2% | 減碼 |
| Spears Abacus Advisors LLC | 8,109 | $258.7 萬 | 0.05% | −135−1.6% | 減碼 |
| Berkshire Bank | 8,085 | $257.9 萬 | 0.59% | −174−2.1% | 減碼 |
| Penobscot Investment Management Company, Inc. | 8,068 | $257.4 萬 | 0.22% | −2,176−21.2% | 減碼 |
| Accent Capital Management, LLC | 8,044 | $256.6 萬 | 1.15% | −150−1.8% | 減碼 |
| Burke & Herbert Bank & Trust Co | 7,967 | $254.1 萬 | 0.57% | +230+3.0% | 加碼 |
| Bridgewater Advisors Inc. | 8,232 | $254.0 萬 | 0.19% | +50+0.6% | 加碼 |
| Forum Financial Management, LP | 7,944 | $253.4 萬 | 0.04% | +1,296+19.5% | 加碼 |
| Wilkins Investment Counsel Inc | 7,932 | $253.0 萬 | 0.36% | −600−7.0% | 減碼 |
| Hilltop National Bank | 7,884 | $251.5 萬 | 0.66% | +7,884 | 新進 |
| Rothschild Investment LLC | 7,842 | $250.2 萬 | 0.16% | −54−0.7% | 減碼 |
| Red Door Wealth Management, LLC | 7,828 | $249.7 萬 | 0.30% | +2,178+38.5% | 加碼 |
| Citizens National Bank Trust Department | 7,823 | $249.5 萬 | 0.50% | +18+0.2% | 加碼 |
| Lazard Freres Gestion S.A.S. | 7,820 | $249.4 萬 | 0.05% | −540−6.5% | 減碼 |
| Mengis Capital Management, Inc. | 7,790 | $248.5 萬 | 0.53% | −1,280−14.1% | 減碼 |
| Eqis Capital Management, Inc. | 7,788 | $248.4 萬 | 0.20% | −669−7.9% | 減碼 |
| Applied Finance Capital Management, LLC | 7,779 | $248.1 萬 | 0.17% | +7,779 | 新進 |
| Puzo Michael J | 7,769 | $247.8 萬 | 0.71% | +4,866+167.6% | 加碼 |
| Osborne Partners Capital Management, LLC | 7,765 | $247.7 萬 | 0.13% | −43−0.6% | 減碼 |
| Capital International Sarl | 7,760 | $247.5 萬 | 0.05% | +1,533+24.6% | 加碼 |
| Holderness Investments Co | 7,756 | $247.4 萬 | 0.53% | +22+0.3% | 加碼 |
| Beverly Hills Private Wealth, LLC | 7,752 | $247.3 萬 | 0.46% | +249+3.3% | 加碼 |
| Ronald Blue Trust, Inc. | 7,736 | $246.8 萬 | 0.03% | +402+5.5% | 加碼 |
| Sawgrass Asset Management LLC | 7,682 | $245.0 萬 | 0.28% | −691−8.3% | 減碼 |
| Marsico Capital Management LLC | 7,652 | $244.1 萬 | 0.07% | −16,165−67.9% | 減碼 |
| Red Cedar Investment Management, LLC | 7,628 | $243.3 萬 | 0.31% | 00.0% | 不變 |
| Nixon Peabody Trust Co | 7,627 | $243.3 萬 | 0.19% | +283+3.9% | 加碼 |
| Western Financial Corp | 7,576 | $241.7 萬 | 1.30% | +90+1.2% | 加碼 |
| Oldfather Financial Services, LLC | 7,513 | $239.6 萬 | 0.82% | −4−0.1% | 減碼 |
| Veracity Capital LLC | 7,455 | $237.8 萬 | 0.83% | +38+0.5% | 加碼 |
| Level Four Advisory Services, LLC | 7,447 | $237.6 萬 | 0.09% | +447+6.4% | 加碼 |
| Taylor Frigon Capital Management LLC | 7,425 | $236.8 萬 | 1.26% | −288−3.7% | 減碼 |
| Walter & Keenan Financial Consulting Co | 7,415 | $236.5 萬 | 0.69% | −1,217−14.1% | 減碼 |
| Caldwell Sutter Capital, Inc. | 7,338 | $234.1 萬 | 1.07% | −71−1.0% | 減碼 |
| Crestwood Advisors Group LLC | 7,332 | $233.9 萬 | 0.04% | +463+6.7% | 加碼 |
| Balboa Wealth Partners | 7,323 | $233.6 萬 | 0.47% | +810+12.4% | 加碼 |
| Birinyi Associates Inc | 7,295 | $232.7 萬 | 0.68% | 00.0% | 不變 |
| Pensionmark Financial Group, LLC | 7,253 | $231.3 萬 | 0.05% | +638+9.6% | 加碼 |
| Boltwood Capital Management | 7,243 | $231.0 萬 | 0.66% | −55−0.8% | 減碼 |
| Mutual Advisors, LLC | 7,409 | $230.9 萬 | 0.06% | +804+12.2% | 加碼 |
| Cannon Advisors, Inc. | 7,217 | $230.2 萬 | 1.85% | +7,217 | 新進 |
| Confluence Wealth Services, Inc. | 7,213 | $230.1 萬 | 0.13% | 00.0% | 不變 |
| Landscape Capital Management, L.L.C. | 7,212 | $230.0 萬 | 0.18% | +7,212 | 新進 |
| Jackson Wealth Management, LLC | 7,188 | $229.3 萬 | 0.25% | −269−3.6% | 減碼 |
| Intellectus Partners, LLC | 7,186 | $229.2 萬 | 0.49% | +10.0% | 加碼 |
| Skopos Labs, Inc. | 7,181 | $229.0 萬 | 0.30% | +2,336+48.2% | 加碼 |
| Gateway Investment Advisers LLC | 7,169 | $228.7 萬 | 0.02% | −125−1.7% | 減碼 |
| Excalibur Management Corp | 7,159 | $228.4 萬 | 0.86% | −51−0.7% | 減碼 |
| Arjuna Capital | 7,123 | $227.2 萬 | 0.60% | −390−5.2% | 減碼 |
| Stock Yards Bank & Trust Co | 7,106 | $226.7 萬 | 0.08% | −295−4.0% | 減碼 |
| Auxier Asset Management | 7,093 | $226.3 萬 | 0.33% | 00.0% | 不變 |
| Everett Harris & Co | 7,057 | $225.1 萬 | 0.03% | 00.0% | 不變 |
| First National Trust Co | 7,012 | $223.7 萬 | 0.08% | −453−6.1% | 減碼 |
| Qube Research & Technologies Ltd | 6,957 | $221.9 萬 | 0.00% | −549,133−98.7% | 減碼 |
| Oliver Lagore Vanvalin Investment Group | 8,244 | $221.8 萬 | 0.87% | +8,244 | 新進 |
| SageView Advisory Group, LLC | 7,126 | $221.4 萬 | 0.08% | −520−6.8% | 減碼 |
| Palisade Asset Management, LLC | 6,915 | $220.6 萬 | 0.22% | −380−5.2% | 減碼 |
| Raab & Moskowitz Asset Management LLC | 6,902 | $220.2 萬 | 0.52% | −254−3.5% | 減碼 |
| Syon Capital LLC | 6,882 | $219.5 萬 | 0.15% | +988+16.8% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 6,860 | $218.8 萬 | 0.06% | +30.0% | 加碼 |
| Tilia Fiduciary Partners, Inc. | 6,852 | $218.6 萬 | 1.33% | +416+6.5% | 加碼 |
| Flputnam Investment Management Co | 6,797 | $216.8 萬 | 0.04% | −260−3.7% | 減碼 |
| Baldwin Investment Management, LLC | 6,787 | $216.5 萬 | 0.26% | +100+1.5% | 加碼 |
| Gsa Capital Partners LLP | 6,741 | $215.0 萬 | 0.15% | +3,042+82.2% | 加碼 |
| Huntleigh Advisors, Inc. | 6,740 | $215.0 萬 | 0.41% | +135+2.0% | 加碼 |
| Beacon Financial Group | 6,737 | $214.9 萬 | 0.22% | −30−0.4% | 減碼 |
| Aurora Private Wealth, Inc. | 6,724 | $214.5 萬 | 1.59% | +182+2.8% | 加碼 |
| Symphony Financial, Ltd. Co. | 7,823 | $214.5 萬 | 0.28% | +7,823 | 新進 |
| Hall Capital Management Co Inc | 6,712 | $214.1 萬 | 0.90% | +183+2.8% | 加碼 |
| GLOBALT Investments LLC | 6,710 | $214.0 萬 | 0.08% | −367−5.2% | 減碼 |
| Daymark Wealth Partners, LLC | 6,678 | $213.0 萬 | 0.08% | +260+4.1% | 加碼 |
| Pitcairn Co | 6,674 | $212.9 萬 | 0.14% | −958−12.6% | 減碼 |
| Center for Financial Planning, Inc. | 6,664 | $212.6 萬 | 0.24% | 00.0% | 不變 |
| Atomi Financial Group, Inc. | 6,637 | $211.7 萬 | 0.08% | +1,486+28.8% | 加碼 |
| McAdam, LLC | 6,633 | $211.6 萬 | 0.12% | +99+1.5% | 加碼 |
| Inkwell Capital LLC | 6,601 | $210.6 萬 | 2.25% | −250−3.6% | 減碼 |
| PFG Investments, LLC | 6,562 | $209.3 萬 | 0.12% | +134+2.1% | 加碼 |
| BNP Paribas | 6,589 | $209.1 萬 | 0.07% | +6,089+1,217.8% | 加碼 |
| Net Worth Advisory Group | 6,539 | $208.6 萬 | 0.46% | +4,347+198.3% | 加碼 |
| Lee Danner & Bass Inc | 6,537 | $208.5 萬 | 0.16% | 00.0% | 不變 |
| Eagle Capital Management, LLC | 6,518 | $207.9 萬 | 0.91% | −34−0.5% | 減碼 |
| BancorpSouth Bank | 6,504 | $207.5 萬 | 0.14% | −11−0.2% | 減碼 |