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 |
|---|---|---|---|---|---|
| Csenge Advisory Group | 7,015 | $206.3 萬 | 0.11% | +76+1.1% | 加碼 |
| Stablepoint Partners, LLC | 6,439 | $205.4 萬 | 0.35% | +195+3.1% | 加碼 |
| Private Trust Co NA | 6,437 | $205.3 萬 | 0.20% | −85−1.3% | 減碼 |
| VestGen Advisors, LLC | 6,498 | $205.2 萬 | 0.08% | −117−1.8% | 減碼 |
| Avestar Capital, LLC | 6,429 | $205.1 萬 | 0.15% | +186+3.0% | 加碼 |
| Trust Asset Management LLC | 6,422 | $204.8 萬 | 0.15% | 00.0% | 不變 |
| Midwest Trust Co | 6,402 | $204.2 萬 | 0.03% | +6,402 | 新進 |
| Piscataqua Savings Bank | 6,392 | $203.9 萬 | 1.70% | −117−1.8% | 減碼 |
| Mather Group, LLC. | 6,388 | $203.8 萬 | 0.02% | +316+5.2% | 加碼 |
| Smartleaf Asset Management LLC | 6,423 | $203.7 萬 | 0.18% | −979−13.2% | 減碼 |
| S&CO Inc | 6,386 | $203.7 萬 | 0.13% | 00.0% | 不變 |
| Advisor OS, LLC | 6,383 | $203.6 萬 | 0.20% | +575+9.9% | 加碼 |
| Checchi Capital Advisers, LLC | 6,378 | $203.4 萬 | 0.14% | +68+1.1% | 加碼 |
| Lebenthal Global Advisors, LLC | 6,376 | $203.4 萬 | 0.38% | +971+18.0% | 加碼 |
| Parisi Gray Wealth Management | 6,373 | $203.3 萬 | 0.58% | +30.0% | 加碼 |
| Procyon Private Wealth Partners, LLC | 6,350 | $202.5 萬 | 0.19% | −2,672−29.6% | 減碼 |
| RMB Capital Management, LLC | 6,322 | $201.7 萬 | 0.04% | +3,918+163.0% | 加碼 |
| Carnegie Capital Asset Management, LLC | 6,295 | $200.8 萬 | 0.04% | +1,000+18.9% | 加碼 |
| Legacy Edge Advisors, LLC | 6,292 | $200.7 萬 | 0.27% | −51−0.8% | 減碼 |
| Chicago Partners Investment Group LLC | 6,470 | $199.7 萬 | 0.06% | +1,459+29.1% | 加碼 |
| RMR Capital Management, LLC | 6,260 | $199.7 萬 | 1.43% | −1,298−17.2% | 減碼 |
| MainStreet Investment Advisors LLC | 6,253 | $199.5 萬 | 0.28% | +149+2.4% | 加碼 |
| Grove Bank & Trust | 6,237 | $198.9 萬 | 0.25% | +91+1.5% | 加碼 |
| Associated Banc-Corp | 6,232 | $198.8 萬 | 0.06% | −694−10.0% | 減碼 |
| Canopy Partners, LLC | 6,199 | $197.7 萬 | 0.73% | +526+9.3% | 加碼 |
| Solitude Financial Services | 6,193 | $197.5 萬 | 0.72% | +1,070+20.9% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 6,185 | $197.3 萬 | 0.10% | +81+1.3% | 加碼 |
| Diligent Investors, LLC | 6,170 | $196.8 萬 | 0.47% | +51+0.8% | 加碼 |
| Abundance Wealth Counselors | 6,159 | $196.5 萬 | 0.37% | −54−0.9% | 減碼 |
| Leavell Investment Management, Inc. | 6,120 | $195.2 萬 | 0.09% | +255+4.3% | 加碼 |
| Spire Wealth Management | 6,112 | $195.0 萬 | 0.07% | −1,703−21.8% | 減碼 |
| Cypress Wealth Services, LLC | 6,106 | $194.8 萬 | 0.35% | +607+11.0% | 加碼 |
| NBC Securities, Inc. | 6,106 | $194.7 萬 | 0.16% | −911−13.0% | 減碼 |
| 3Chopt Investment Partners, LLC | 6,084 | $194.1 萬 | 0.47% | −407−6.3% | 減碼 |
| Weil Company, Inc. | 6,039 | $192.6 萬 | 0.51% | +4+0.1% | 加碼 |
| Citadel Investment Advisory, Inc. | 6,032 | $192.4 萬 | 0.93% | −677−10.1% | 減碼 |
| Fielder Capital Group LLC | 6,000 | $191.4 萬 | 0.51% | −15−0.2% | 減碼 |
| B&L Asset Management LLC | 5,997 | $191.3 萬 | 1.09% | −29−0.5% | 減碼 |
| Boston Private Wealth LLC | 5,981 | $190.8 萬 | 0.10% | −5,988−50.0% | 減碼 |
| YHB Investment Advisors, Inc. | 5,978 | $190.7 萬 | 0.15% | +11+0.2% | 加碼 |
| Busey Wealth Management | 5,968 | $190.4 萬 | 0.06% | −189−3.1% | 減碼 |
| Ransom Advisory, Ltd | 5,946 | $189.7 萬 | 0.89% | 00.0% | 不變 |
| Broderick Brian C | 5,868 | $187.2 萬 | 0.37% | +3,411+138.8% | 加碼 |
| Washington Trust Advisors, Inc. | 5,857 | $186.8 萬 | 0.15% | −100−1.7% | 減碼 |
| Highline Wealth Partners LLC | 5,835 | $186.1 萬 | 0.55% | −14−0.2% | 減碼 |
| Harbour Investments, Inc. | 5,808 | $185.2 萬 | 0.05% | +248+4.5% | 加碼 |
| Transatlantique Private Wealth LLC | 5,797 | $184.9 萬 | 0.68% | +125+2.2% | 加碼 |
| Dynasty Wealth Management, LLC | 5,753 | $183.5 萬 | 0.03% | −1,189−17.1% | 減碼 |
| Monte Financial Group, LLC | 5,729 | $182.7 萬 | 0.71% | +60+1.1% | 加碼 |
| Insight Advisors, LLC | 5,686 | $181.4 萬 | 0.29% | −196−3.3% | 減碼 |
| Cape Cod Five Cents Savings Bank | 6,685 | $181.3 萬 | 0.17% | 00.0% | 不變 |
| Chesapeake Wealth Management | 5,681 | $181.2 萬 | 0.60% | −356−5.9% | 減碼 |
| Conning Inc. | 5,673 | $181.0 萬 | 0.06% | −86−1.5% | 減碼 |
| First Citizens Bank & Trust Co | 5,669 | $180.8 萬 | 0.03% | −350−5.8% | 減碼 |
| Capital Analysts, LLC | 5,661 | $180.5 萬 | 0.06% | +24+0.4% | 加碼 |
| Interchange Capital Partners, LLC | 5,654 | $180.3 萬 | 0.42% | +111+2.0% | 加碼 |
| Stonebrook Private Inc. | 5,638 | $179.8 萬 | 0.42% | +70+1.3% | 加碼 |
| Community Bank, N.A. | 5,638 | $179.8 萬 | 0.24% | −99−1.7% | 減碼 |
| Sapient Capital LLC | 5,633 | $179.7 萬 | 0.03% | +427+8.2% | 加碼 |
| Stokes Family Office, LLC | 5,605 | $178.8 萬 | 0.19% | +301+5.7% | 加碼 |
| Hohimer Wealth Management, LLC | 5,581 | $178.0 萬 | 0.32% | −26−0.5% | 減碼 |
| Lakeshore Capital Group, Inc. | 5,578 | $177.9 萬 | 1.58% | −437−7.3% | 減碼 |
| Groupama Asset Managment | 5,593 | $177.4 萬 | 0.03% | −1,652−22.8% | 減碼 |
| KRS Capital Management, LLC | 5,560 | $177.4 萬 | 1.19% | +20.0% | 加碼 |
| Leo Wealth, LLC | 5,551 | $177.1 萬 | 0.14% | +992+21.8% | 加碼 |
| Paragon Private Wealth Management, LLC | 5,539 | $176.7 萬 | 0.70% | +268+5.1% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 5,535 | $176.6 萬 | 0.10% | 00.0% | 不變 |
| Northcape Wealth Management, LLC | 5,527 | $176.3 萬 | 0.54% | 00.0% | 不變 |
| Icon Advisers Inc | 5,500 | $175.4 萬 | 0.40% | 00.0% | 不變 |
| Premier Path Wealth Partners, LLC | 5,490 | $175.1 萬 | 0.24% | +824+17.7% | 加碼 |
| Invst, LLC | 5,484 | $174.9 萬 | 0.22% | −133−2.4% | 減碼 |
| Argus Investors' Counsel, Inc. | 5,471 | $174.5 萬 | 1.24% | −133−2.4% | 減碼 |
| Crewe Advisors LLC | 5,464 | $174.3 萬 | 0.25% | +7+0.1% | 加碼 |
| Laurel Wealth Advisors LLC | 5,462 | $174.2 萬 | 0.26% | −34−0.6% | 減碼 |
| Advisors Capital Management, LLC | 5,454 | $174.0 萬 | 0.02% | +865+18.8% | 加碼 |
| Cigna Investments Inc | 5,447 | $173.8 萬 | 0.30% | −142−2.5% | 減碼 |
| Alpine Bank Wealth Management | 5,445 | $173.7 萬 | 0.26% | 00.0% | 不變 |
| Cozad Asset Management Inc | 5,433 | $173.3 萬 | 0.15% | +444+8.9% | 加碼 |
| NBZ Investment Advisors LLC | 5,423 | $173.0 萬 | 0.99% | −2,339−30.1% | 減碼 |
| Wealth Alliance | 5,417 | $172.8 萬 | 0.19% | +548+11.3% | 加碼 |
| Rydar Equities, Inc. | 5,410 | $172.6 萬 | 1.36% | +5,410 | 新進 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,381 | $171.6 萬 | 0.02% | −27−0.5% | 減碼 |
| Cambridge Financial Group, LLC | 5,379 | $171.6 萬 | 0.64% | −116−2.1% | 減碼 |
| Catalytic Wealth RIA, LLC | 5,370 | $171.3 萬 | 0.14% | +5,370 | 新進 |
| Norden Group LLC | 5,368 | $171.2 萬 | 0.19% | +179+3.4% | 加碼 |
| Sirios Capital Management L P | 5,367 | $171.2 萬 | 0.25% | −50−0.9% | 減碼 |
| Bank of Hawaii | 5,359 | $170.9 萬 | 0.09% | −109−2.0% | 減碼 |
| WSFS Capital Management, LLC | 5,339 | $170.3 萬 | 0.09% | −818−13.3% | 減碼 |
| Lawson Kroeker Investment Management Inc | 5,338 | $170.3 萬 | 0.32% | 00.0% | 不變 |
| William Allan, LLC | 5,332 | $170.1 萬 | 0.99% | 00.0% | 不變 |
| AlphaStar Capital Management, LLC | 5,328 | $170.0 萬 | 0.12% | +5,328 | 新進 |
| Modern Wealth Management, LLC | 5,327 | $169.9 萬 | 0.04% | +406+8.3% | 加碼 |
| Stratos Wealth Advisors, LLC | 5,309 | $169.4 萬 | 0.09% | +131+2.5% | 加碼 |
| Advisory Research Inc | 5,301 | $169.1 萬 | 0.26% | −88−1.6% | 減碼 |
| Virtus Investment Advisers, Inc. | 5,233 | $166.9 萬 | 0.56% | +752+16.8% | 加碼 |
| Ameritas Investment Partners, Inc. | 5,224 | $166.6 萬 | 0.05% | −64−1.2% | 減碼 |
| Blodgett Wealth Advisors, LLC | 5,219 | $166.5 萬 | 1.30% | −440−7.8% | 減碼 |
| Ledyard National Bank | 5,214 | $166.3 萬 | 0.16% | −98−1.8% | 減碼 |
| Ramirez Asset Management, Inc. | 5,208 | $166.1 萬 | 0.25% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 5,195 | $165.7 萬 | 0.04% | +1,536+42.0% | 加碼 |