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 |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 24,881 | $793.6 萬 | 0.58% | −454−1.8% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 24,725 | $788.7 萬 | 0.65% | +334+1.4% | 加碼 |
| Roundview Capital LLC | 24,672 | $787.0 萬 | 0.53% | +106+0.4% | 加碼 |
| Summit Trail Advisors, LLC | 24,672 | $786.8 萬 | 0.14% | +24,672 | 新進 |
| Venture Visionary Partners LLC | 24,426 | $779.2 萬 | 0.29% | +195+0.8% | 加碼 |
| Kingsview Wealth Management, LLC | 24,417 | $778.8 萬 | 0.13% | +226+0.9% | 加碼 |
| Arvest Bank Trust Division | 24,310 | $775.4 萬 | 0.45% | +189+0.8% | 加碼 |
| Heritage Trust Co | 24,064 | $767.6 萬 | 0.89% | −993−4.0% | 減碼 |
| Banque Cantonale Vaudoise | 24,055 | $767.3 萬 | 0.31% | +2,701+12.6% | 加碼 |
| Hendershot Investments Inc. | 24,029 | $766.5 萬 | 1.02% | −332−1.4% | 減碼 |
| Bailard, Inc. | 23,933 | $763.4 萬 | 0.18% | +13,525+129.9% | 加碼 |
| E. Ohman J:or Asset Management AB | 23,796 | $759.0 萬 | 0.19% | −524−2.2% | 減碼 |
| Arcadia Investment Management Corp | 23,694 | $755.8 萬 | 1.21% | −405−1.7% | 減碼 |
| Cary Street Partners Financial LLC | 23,558 | $751.4 萬 | 0.21% | −760−3.1% | 減碼 |
| Wetherby Asset Management Inc | 23,533 | $750.7 萬 | 0.33% | +23,533 | 新進 |
| Trust Co of Vermont | 23,504 | $749.7 萬 | 0.35% | −114−0.5% | 減碼 |
| Adalta Capital Management LLC | 23,445 | $747.8 萬 | 3.75% | −940−3.9% | 減碼 |
| Callan Family Office, LLC | 23,434 | $747.5 萬 | 0.24% | +10,842+86.1% | 加碼 |
| Wisconsin Capital Management LLC | 23,348 | $744.8 萬 | 4.11% | +636+2.8% | 加碼 |
| Insight Wealth Strategies, LLC | 23,085 | $744.6 萬 | 0.94% | −38−0.2% | 減碼 |
| Silvant Capital Management LLC | 23,303 | $743.3 萬 | 0.28% | −260−1.1% | 減碼 |
| Guggenheim Capital LLC | 23,300 | $743.2 萬 | 0.06% | −2,327−9.1% | 減碼 |
| Naples Global Advisors, LLC | 23,255 | $741.8 萬 | 0.64% | +1,792+8.3% | 加碼 |
| Seizert Capital Partners, LLC | 23,248 | $741.6 萬 | 0.33% | −932−3.9% | 減碼 |
| First Interstate Bank | 23,179 | $739.4 萬 | 0.43% | −363−1.5% | 減碼 |
| Freestone Capital Holdings, LLC | 23,125 | $737.6 萬 | 0.25% | −156−0.7% | 減碼 |
| Northwest & Ethical Investments L.P. | 23,118 | $737.4 萬 | 0.18% | +2,784+13.7% | 加碼 |
| Bretton Capital Management, LLC | 23,100 | $736.8 萬 | 6.65% | 00.0% | 不變 |
| RBF Capital, LLC | 23,000 | $733.7 萬 | 0.36% | 00.0% | 不變 |
| Park Avenue Securities LLC | 22,972 | $732.8 萬 | 0.07% | −5,023−17.9% | 減碼 |
| RSM US Wealth Management LLC | 22,963 | $732.5 萬 | 0.10% | +434+1.9% | 加碼 |
| NewEdge Wealth, LLC | 24,751 | $729.5 萬 | 0.11% | −671−2.6% | 減碼 |
| Community Financial Services Group, LLC | 22,843 | $728.7 萬 | 1.45% | −339−1.5% | 減碼 |
| Omers Administration Corp | 22,800 | $727.3 萬 | 0.06% | +400+1.8% | 加碼 |
| Sandhill Capital Partners LLC | 22,713 | $724.5 萬 | 0.52% | −116−0.5% | 減碼 |
| Blue Zone Wealth Advisors, LLC | 22,641 | $722.2 萬 | 1.80% | +16,354+260.1% | 加碼 |
| Wright Investors Service Inc | 22,617 | $721.4 萬 | 2.18% | −196−0.9% | 減碼 |
| Siemens Fonds Invest GmbH | 22,576 | $720.1 萬 | 0.42% | +442+2.0% | 加碼 |
| JTC Employer Solutions Trusteee Ltd | 22,500 | $717.5 萬 | 0.68% | −5,000−18.2% | 減碼 |
| AlpenGlobal Capital LLC | 22,295 | $711.2 萬 | 4.26% | +225+1.0% | 加碼 |
| Family Management Corp | 22,190 | $707.8 萬 | 1.08% | +110.0% | 加碼 |
| Voleon Capital Management LP | 22,116 | $705.5 萬 | 0.39% | −13,471−37.9% | 減碼 |
| L & S Advisors Inc | 22,112 | $705.3 萬 | 0.70% | +11,424+106.9% | 加碼 |
| F/M Investments LLC | 22,105 | $705.1 萬 | 0.26% | +328+1.5% | 加碼 |
| Wedbush Securities Inc | 22,068 | $703.9 萬 | 0.25% | −686−3.0% | 減碼 |
| Grassi Investment Management | 22,060 | $703.7 萬 | 0.56% | 00.0% | 不變 |
| Ballentine Partners, LLC | 22,051 | $703.4 萬 | 0.11% | +3,031+15.9% | 加碼 |
| LGT Group Foundation | 22,047 | $703.3 萬 | 0.09% | +4,451+25.3% | 加碼 |
| Concurrent Investment Advisors, LLC | 22,039 | $703.0 萬 | 0.14% | +439+2.0% | 加碼 |
| Chicago Trust Co NA | 22,030 | $702.7 萬 | 0.99% | +435+2.0% | 加碼 |
| Umb Bank N A | 21,841 | $696.7 萬 | 0.11% | −741−3.3% | 減碼 |
| Brevan Howard Capital Management LP | 21,793 | $695.2 萬 | 0.08% | +21,793 | 新進 |
| Plato Investment Management Ltd | 21,816 | $693.3 萬 | 0.52% | +1,475+7.3% | 加碼 |
| Pittenger & Anderson Inc | 21,658 | $690.8 萬 | 0.25% | +19,500+903.6% | 加碼 |
| Condor Capital Management | 21,542 | $687.2 萬 | 0.60% | −248−1.1% | 減碼 |
| Chapman Investment Management, LLC | 21,438 | $683.8 萬 | 4.77% | −24−0.1% | 減碼 |
| Fiduciary Group LLC | 21,344 | $680.8 萬 | 0.64% | 00.0% | 不變 |
| Capstone Investment Advisors, LLC | 21,323 | $680.2 萬 | 0.06% | +10,141+90.7% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 21,287 | $679.0 萬 | 0.75% | −922−4.2% | 減碼 |
| Northstar Group, Inc. | 21,087 | $672.7 萬 | 1.04% | +532+2.6% | 加碼 |
| Investment Management Corp of Ontario | 20,981 | $669.3 萬 | 0.10% | −22,175−51.4% | 減碼 |
| AG2R la Mondiale Gestion D'Actifs | 20,898 | $666.6 萬 | 0.34% | 00.0% | 不變 |
| Verdence Capital Advisors LLC | 20,855 | $665.2 萬 | 0.45% | +2,493+13.6% | 加碼 |
| Hutner Capital Management Inc | 20,659 | $659.0 萬 | 3.00% | −1,650−7.4% | 減碼 |
| Hemenway Trust Co LLC | 20,590 | $656.8 萬 | 0.51% | +19,190+1,370.7% | 加碼 |
| Empirical Finance, LLC | 20,522 | $654.6 萬 | 0.34% | +124+0.6% | 加碼 |
| Fort Sheridan Advisors LLC | 20,446 | $652.2 萬 | 0.93% | 00.0% | 不變 |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $641.7 萬 | 1.33% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 20,082 | $640.6 萬 | 0.06% | +657+3.4% | 加碼 |
| Kathleen S. Wright Associates Inc. | 20,427 | $638.8 萬 | 2.49% | 00.0% | 不變 |
| Montag A & Associates Inc | 19,950 | $636.4 萬 | 0.31% | −2,752−12.1% | 減碼 |
| NewSquare Capital LLC | 19,921 | $635.4 萬 | 0.47% | +957+5.0% | 加碼 |
| Banco Santander, S.A. | 19,895 | $634.6 萬 | 0.06% | +480+2.5% | 加碼 |
| Courier Capital LLC | 19,770 | $630.6 萬 | 0.38% | −215−1.1% | 減碼 |
| Modera Wealth Management, LLC | 19,691 | $628.1 萬 | 0.08% | +247+1.3% | 加碼 |
| CSM Advisors, LLC | 19,640 | $626.4 萬 | 0.18% | +790+4.2% | 加碼 |
| Stephens Inc | 19,547 | $623.5 萬 | 0.09% | −630−3.1% | 減碼 |
| Chemung Canal Trust Co | 19,500 | $622.0 萬 | 1.31% | +25+0.1% | 加碼 |
| Hi-Line Capital Management, LLC | 19,235 | $613.6 萬 | 2.17% | −66−0.3% | 減碼 |
| Impax Asset Management Group plc | 19,218 | $613.0 萬 | 0.04% | +8,421+78.0% | 加碼 |
| TKG Advisors, LLC | 19,195 | $612.3 萬 | 2.74% | −488−2.5% | 減碼 |
| Lincoln Capital LLC | 19,174 | $611.6 萬 | 1.18% | −344−1.8% | 減碼 |
| Beck Bode, LLC | 19,158 | $611.1 萬 | 1.03% | +19,158 | 新進 |
| Principal Securities, Inc. | 19,114 | $609.7 萬 | 0.11% | +3,590+23.1% | 加碼 |
| JLB & Associates Inc | 19,083 | $608.7 萬 | 0.85% | +465+2.5% | 加碼 |
| Trajan Wealth LLC | 19,020 | $606.7 萬 | 0.30% | +3,033+19.0% | 加碼 |
| BFSG, LLC | 18,949 | $604.4 萬 | 0.68% | −16−0.1% | 減碼 |
| Welch Group, LLC | 18,833 | $600.7 萬 | 0.25% | +24+0.1% | 加碼 |
| Foundations Investment Advisors, LLC | 18,619 | $593.9 萬 | 0.09% | +2,849+18.1% | 加碼 |
| Journey Strategic Wealth LLC | 18,580 | $592.7 萬 | 0.19% | +1,179+6.8% | 加碼 |
| Mount Vernon Associates Inc | 18,567 | $592.3 萬 | 4.28% | −20−0.1% | 減碼 |
| Horizon Investments, LLC | 18,490 | $588.3 萬 | 0.09% | +8,523+85.5% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 18,384 | $586.4 萬 | 0.22% | +1,289+7.5% | 加碼 |
| Karani Asset Management LLC | 18,327 | $584.6 萬 | 5.66% | +2,563+16.3% | 加碼 |
| 2Xideas AG | 18,325 | $584.5 萬 | 1.01% | −332−1.8% | 減碼 |
| Chase Investment Counsel Corp | 18,224 | $581.3 萬 | 1.86% | +18,224 | 新進 |
| NorthRock Partners, LLC | 18,206 | $580.7 萬 | 0.15% | +801+4.6% | 加碼 |
| Sagespring Wealth Partners, LLC | 18,171 | $579.6 萬 | 0.12% | +1,906+11.7% | 加碼 |
| Ibex Wealth Advisors | 18,056 | $575.9 萬 | 0.61% | +1,219+7.2% | 加碼 |
| Pacifica Capital Investments, LLC | 18,020 | $574.8 萬 | 1.69% | 00.0% | 不變 |