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 |
|---|---|---|---|---|---|
| Kavar Capital Partners Group, LLC | 2,362 | $75.3 萬 | 0.11% | 00.0% | 不變 |
| Quantum Financial Advisors, LLC | 2,358 | $75.2 萬 | 0.10% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 2,355 | $75.1 萬 | 0.06% | −10.0% | 減碼 |
| Bristol John W & Co Inc | 2,351 | $75.0 萬 | 0.01% | −331−12.3% | 減碼 |
| One Wealth Advisors, LLC | 2,350 | $75.0 萬 | 0.10% | +8+0.3% | 加碼 |
| WMG Financial Advisors, LLC | 2,349 | $74.9 萬 | 0.28% | −4−0.2% | 減碼 |
| Moisand Fitzgerald Tamayo, LLC | 2,348 | $74.9 萬 | 0.09% | +10+0.4% | 加碼 |
| Athena Investment Management | 2,347 | $74.9 萬 | 0.42% | −6−0.3% | 減碼 |
| Kingswood Wealth Advisors, LLC | 2,344 | $74.8 萬 | 0.06% | −203−8.0% | 減碼 |
| Lavaca Capital LLC | 2,342 | $74.7 萬 | 0.31% | +104+4.6% | 加碼 |
| West Family Investments, Inc. | 2,339 | $74.6 萬 | 0.19% | +543+30.2% | 加碼 |
| VisionPoint Advisory Group, LLC | 2,326 | $74.2 萬 | 0.16% | +214+10.1% | 加碼 |
| Sunbelt Securities, Inc. | 2,500 | $74.2 萬 | 0.07% | +32+1.3% | 加碼 |
| David Loasby | 2,519 | $74.1 萬 | 0.06% | +782+45.0% | 加碼 |
| Diversified Enterprises, LLC | 2,324 | $74.1 萬 | 0.06% | −131−5.3% | 減碼 |
| OneAscent Financial Services LLC | 2,312 | $73.9 萬 | 0.05% | −3,978−63.2% | 減碼 |
| Palisades Hudson Asset Management, L.P. | 2,315 | $73.8 萬 | 0.29% | 00.0% | 不變 |
| MWA Asset Management | 2,313 | $73.8 萬 | 0.45% | −64−2.7% | 減碼 |
| Integrated Quantitative Investments LLC | 2,311 | $73.7 萬 | 0.22% | +2,311 | 新進 |
| Signature Estate & Investment Advisors LLC | 2,309 | $73.7 萬 | 0.02% | +77+3.4% | 加碼 |
| Regatta Capital Group, LLC | 2,302 | $73.4 萬 | 0.13% | −54−2.3% | 減碼 |
| Traphagen Investment Advisors LLC | 287 | $73.0 萬 | 0.07% | −2,081−87.9% | 減碼 |
| Seven Mile Advisory | 2,286 | $72.9 萬 | 0.44% | +56+2.5% | 加碼 |
| Nine Masts Capital Ltd | 2,284 | $72.9 萬 | 0.29% | +2,284 | 新進 |
| Clear Harbor Asset Management, LLC | 2,281 | $72.8 萬 | 0.05% | 00.0% | 不變 |
| Peregrine Asset Advisers, Inc. | 2,279 | $72.7 萬 | 0.23% | +2,279 | 新進 |
| Advisory Alpha, LLC | 2,277 | $72.6 萬 | 0.02% | +417+22.4% | 加碼 |
| Drucker Wealth 3.0, LLC | 2,278 | $72.3 萬 | 0.14% | +281+14.1% | 加碼 |
| Roberts Capital Advisors, LLC | 2,263 | $72.2 萬 | 0.53% | 00.0% | 不變 |
| Kane Investment Management, Inc. | 2,262 | $72.1 萬 | 0.38% | −252−10.0% | 減碼 |
| Tanager Wealth Management LLP | 2,260 | $72.1 萬 | 0.09% | −536−19.2% | 減碼 |
| All Terrain Financial Advisors, LLC | 2,259 | $72.1 萬 | 0.26% | 00.0% | 不變 |
| Avidian Wealth Solutions, LLC | 2,256 | $72.0 萬 | 0.03% | +323+16.7% | 加碼 |
| Birch Hill Investment Advisors LLC | 2,250 | $71.8 萬 | 0.03% | 00.0% | 不變 |
| Shufro Rose & Co LLC | 2,663 | $71.6 萬 | 0.06% | −400−13.1% | 減碼 |
| Gradient Investments LLC | 2,241 | $71.5 萬 | 0.01% | −45,526−95.3% | 減碼 |
| Partnership Wealth Management, LLC | 2,238 | $71.4 萬 | 0.58% | +53+2.4% | 加碼 |
| Round Rock Advisors, LLC | 2,232 | $71.2 萬 | 0.12% | −182−7.5% | 減碼 |
| SGL Investment Advisors, Inc. | 2,237 | $70.9 萬 | 0.34% | +1,418+173.1% | 加碼 |
| Good Life Advisors, LLC | 2,218 | $70.7 萬 | 0.04% | +48+2.2% | 加碼 |
| Chapin Davis, Inc. | 2,217 | $70.7 萬 | 0.20% | −12−0.5% | 減碼 |
| Howland Capital Management LLC | 2,216 | $70.7 萬 | 0.03% | +90+4.2% | 加碼 |
| RiverFront Investment Group, LLC | 2,216 | $70.7 萬 | 0.01% | +604+37.5% | 加碼 |
| Breakwater Capital Group | 2,214 | $70.6 萬 | 0.12% | −125−5.3% | 減碼 |
| Tower Wealth Partners, Inc. | 2,212 | $70.6 萬 | 0.42% | −10−0.5% | 減碼 |
| Hazlett, Burt & Watson, Inc. | 2,215 | $70.5 萬 | 0.29% | −60−2.6% | 減碼 |
| Berger Financial Group, Inc | 2,201 | $70.2 萬 | 0.05% | +14+0.6% | 加碼 |
| Security National Bank of So Dak | 2,200 | $70.2 萬 | 0.38% | 00.0% | 不變 |
| Enterprise Financial Services Corp | 2,196 | $70.0 萬 | 0.37% | +62+2.9% | 加碼 |
| Coign Capital Advisors LLC | 2,191 | $69.9 萬 | 0.47% | +38+1.8% | 加碼 |
| Quantum Private Wealth, LLC | 2,190 | $69.9 萬 | 0.23% | 00.0% | 不變 |
| Camden National Bank | 2,185 | $69.7 萬 | 0.10% | +106+5.1% | 加碼 |
| Acropolis Investment Management, LLC | 2,177 | $69.4 萬 | 0.04% | +26+1.2% | 加碼 |
| Simplicity Wealth,LLC | 2,172 | $69.3 萬 | 0.03% | +1,202+123.9% | 加碼 |
| Capital Advisory Group Advisory Services, LLC | 2,170 | $69.2 萬 | 0.25% | +104+5.0% | 加碼 |
| Charter Trust Co | 2,167 | $69.1 萬 | 0.04% | −36−1.6% | 減碼 |
| Bangor Savings Bank | 2,165 | $69.1 萬 | 0.06% | 00.0% | 不變 |
| Perennial Investment Advisors, LLC | 2,159 | $68.9 萬 | 0.07% | +81+3.9% | 加碼 |
| Whitaker-Myers Wealth Managers, LTD. | 2,159 | $68.9 萬 | 0.17% | +390+22.0% | 加碼 |
| Wela Strategies, Inc. | 2,149 | $68.6 萬 | 0.27% | +117+5.8% | 加碼 |
| Polymer Capital Management (US) LLC | 2,144 | $68.4 萬 | 0.11% | −21−1.0% | 減碼 |
| Addison Capital Co | 2,144 | $68.4 萬 | 0.24% | 00.0% | 不變 |
| Curat Global, LLC | 2,140 | $68.3 萬 | 0.65% | −935−30.4% | 減碼 |
| Wisconsin Wealth Advisors, LLC | 2,138 | $68.2 萬 | 0.78% | −22−1.0% | 減碼 |
| Cypress Capital Group | 2,137 | $68.2 萬 | 0.08% | 00.0% | 不變 |
| Horizon Wealth Management, LLC | 2,137 | $68.2 萬 | 0.12% | +19+0.9% | 加碼 |
| Adirondack Trust Co | 2,134 | $68.1 萬 | 0.25% | −14−0.7% | 減碼 |
| MONECO Advisors, LLC | 2,133 | $68.0 萬 | 0.06% | +15+0.7% | 加碼 |
| Phoenix Wealth Advisors | 2,132 | $68.0 萬 | 0.28% | −34−1.6% | 減碼 |
| Zions Bancorporation, National Association | 2,131 | $68.0 萬 | 0.04% | +188+9.7% | 加碼 |
| Horizon Family Wealth, Inc. | 2,128 | $67.9 萬 | 0.41% | +7+0.3% | 加碼 |
| Wealth Architects, LLC | 2,118 | $67.6 萬 | 0.07% | +22+1.0% | 加碼 |
| Capital Advisors Inc | 2,116 | $67.5 萬 | 0.01% | +32+1.5% | 加碼 |
| Philip James Wealth Mangement, LLC | 2,116 | $67.5 萬 | 0.09% | 00.0% | 不變 |
| MEMBERS Trust Co | 2,111 | $67.3 萬 | 0.02% | +500+31.0% | 加碼 |
| Calton & Associates, Inc. | 2,108 | $67.3 萬 | 0.12% | +88+4.4% | 加碼 |
| Macroview Investment Management LLC | 2,104 | $67.1 萬 | 0.55% | +4+0.2% | 加碼 |
| AlphaCore Capital LLC | 2,102 | $67.0 萬 | 0.03% | +925+78.6% | 加碼 |
| Silver Lake Advisory, LLC | 2,101 | $67.0 萬 | 0.29% | −187−8.2% | 減碼 |
| Rossmore Private Capital | 2,090 | $66.7 萬 | 0.08% | +180+9.4% | 加碼 |
| Astoria Portfolio Advisors LLC. | 2,162 | $66.7 萬 | 0.19% | +58+2.8% | 加碼 |
| Davis Investment Partners, LLC | 2,065 | $66.6 萬 | 0.24% | 00.0% | 不變 |
| Keystone Wealth Services, LLC | 2,082 | $66.4 萬 | 0.16% | +5+0.2% | 加碼 |
| State of Wyoming | 2,077 | $66.3 萬 | 0.08% | +1,442+227.1% | 加碼 |
| Keystone Financial Group | 2,076 | $66.2 萬 | 0.06% | +206+11.0% | 加碼 |
| Aberdeen Wealth Management LLC | 2,076 | $66.2 萬 | 0.44% | 00.0% | 不變 |
| Aries Wealth Management | 2,073 | $66.1 萬 | 0.17% | 00.0% | 不變 |
| Sand Hill Global Advisors, LLC | 2,072 | $66.1 萬 | 0.02% | −10−0.5% | 減碼 |
| LM Advisors LLC | 2,068 | $66.0 萬 | 0.08% | −12−0.6% | 減碼 |
| Moss Adams Wealth Advisors LLC | 2,066 | $65.9 萬 | 0.06% | +164+8.6% | 加碼 |
| Pacitti Group Inc. | 2,056 | $65.6 萬 | 0.28% | 00.0% | 不變 |
| Brown, Lisle/Cummings, Inc. | 2,049 | $65.4 萬 | 0.17% | 00.0% | 不變 |
| Fukoku Mutual Life Insurance Co | 2,048 | $65.3 萬 | 0.04% | −198−8.8% | 減碼 |
| Sax Wealth Advisors, LLC | 2,048 | $65.3 萬 | 0.04% | +72+3.6% | 加碼 |
| Strategies Wealth Advisors, LLC | 2,047 | $65.3 萬 | 0.07% | +1,265+161.8% | 加碼 |
| Tiemann Investment Advisors, LLC | 2,044 | $65.2 萬 | 0.27% | −180−8.1% | 減碼 |
| Clarendon Private LLC | 2,040 | $65.1 萬 | 0.63% | +447+28.1% | 加碼 |
| Waters Parkerson & Co., LLC | 2,036 | $64.9 萬 | 0.03% | −59−2.8% | 減碼 |
| Stanley-Laman Group, Ltd. | 2,035 | $64.9 萬 | 0.10% | −491−19.4% | 減碼 |
| Compass Capital Corp | 2,035 | $64.9 萬 | 0.31% | 00.0% | 不變 |