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。
2026 年第 2 季 13F 持有人
American Express Co 在 2026/6/30 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
- 3,022
- 較 2026 年第 1 季 +147 家
- 持有股數
- 5.77 億
- 較 2026 年第 1 季 +119.7 萬 (+0.2%)
- 總市值
- $1,951 億
- 較 2026 年第 1 季 +$211.0 億 (+12.1%)
- 新進機構
- 262
- 另有 1,215 家加碼
- 清倉機構
- 115
- 另有 1,067 家減碼
另有 38 家機構在 2026 年第 1 季持有、還沒有申報 2026 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 | 2,913 | $1,748 億 |
| 2025 年第 4 季 | 3,044 | $2,168 億 |
| 2025 年第 3 季 | 2,759 | $1,934 億 |
| 2025 年第 2 季 | 2,720 | $1,899 億 |
| 2025 年第 1 季 | 2,628 | $1,607 億 |
| 2024 年第 4 季 | 2,643 | $1,775 億 |
| 2024 年第 3 季 | 2,460 | $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 |
2026 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Jamison Private Wealth Management, Inc. | 4,099 | $138.6 萬 | 0.14% | +7+0.2% | 加碼 |
| Evelyn Partners Group Ltd | 4,094 | $138.5 萬 | 0.03% | +4,094 | 新進 |
| Cambria Investment Management, L.P. | 4,094 | $138.5 萬 | 0.07% | +613+17.6% | 加碼 |
| Green Harvest Asset Management LLC | 4,083 | $138.1 萬 | 0.02% | −234−5.4% | 減碼 |
| Marex Group plc | 4,083 | $138.1 萬 | 0.01% | +1,923+89.0% | 加碼 |
| Texas Yale Capital Corp. | 4,078 | $137.9 萬 | 0.03% | +165+4.2% | 加碼 |
| Csenge Advisory Group | 4,077 | $137.9 萬 | 0.06% | −449−9.9% | 減碼 |
| Beaton Management Co. Inc. | 4,071 | $137.7 萬 | 0.56% | 00.0% | 不變 |
| Navis Wealth Advisors, LLC | 4,065 | $137.5 萬 | 0.52% | +100+2.5% | 加碼 |
| Oakworth Capital, Inc. | 4,038 | $137.3 萬 | 0.07% | +125+3.2% | 加碼 |
| Portfolio Design Labs, LLC | 4,052 | $137.1 萬 | 0.22% | +87+2.2% | 加碼 |
| Lewis Asset Management, LLC | 4,020 | $136.0 萬 | 0.48% | +914+29.4% | 加碼 |
| Soltis Investment Advisors LLC | 4,008 | $135.6 萬 | 0.08% | −254−6.0% | 減碼 |
| Moment Partners, LLC | 4,000 | $135.3 萬 | 0.24% | 00.0% | 不變 |
| Connective Portfolio Management, LLC | 4,000 | $135.3 萬 | 2.25% | +4,000 | 新進 |
| Evanson Financial, LLC | 3,991 | $135.0 萬 | 0.07% | +3,991 | 新進 |
| Founders Financial Alliance, LLC | 3,990 | $135.0 萬 | 0.18% | +48+1.2% | 加碼 |
| Advisory Research Inc | 3,987 | $134.9 萬 | 0.13% | +14+0.4% | 加碼 |
| Cidel Asset Management Inc | 3,987 | $134.9 萬 | 0.06% | +1,108+38.5% | 加碼 |
| Clear Harbor Asset Management, LLC | 3,985 | $134.8 萬 | 0.08% | −202−4.8% | 減碼 |
| Burford Brothers, Inc. | 3,973 | $134.4 萬 | 0.49% | +52+1.3% | 加碼 |
| Promethium Advisors,llc | 3,973 | $134.4 萬 | 0.65% | +12+0.3% | 加碼 |
| First Commonwealth Financial Corp | 3,969 | $134.2 萬 | 0.19% | +186+4.9% | 加碼 |
| Physicians Financial Services, Inc. | 3,965 | $134.1 萬 | 0.33% | 00.0% | 不變 |
| Wealth Group, Ltd. | 3,965 | $134.1 萬 | 0.33% | +2,628+196.6% | 加碼 |
| Linden Thomas Advisory Services, LLC | 3,962 | $134.0 萬 | 0.11% | −264−6.2% | 減碼 |
| Kepler Cheuvreux (Suisse) SA | 3,962 | $134.0 萬 | 0.08% | −3,607−47.7% | 減碼 |
| Invst, LLC | 3,958 | $133.9 萬 | 0.13% | +128+3.3% | 加碼 |
| Allegheny Financial Group LTD | 3,956 | $133.8 萬 | 0.14% | 00.0% | 不變 |
| Knightsbridge Asset Management, LLC | 3,949 | $133.6 萬 | 0.18% | −12−0.3% | 減碼 |
| Hills Bank & Trust Co | 3,944 | $133.4 萬 | 0.06% | +132+3.5% | 加碼 |
| Trueblood Wealth Management, LLC | 3,941 | $133.3 萬 | 0.47% | −6−0.2% | 減碼 |
| Abel Hall, LLC | 3,940 | $133.3 萬 | 0.23% | +65+1.7% | 加碼 |
| Hanson & Doremus Investment Management | 3,931 | $133.0 萬 | 0.14% | 00.0% | 不變 |
| U S Global Investors Inc | 3,930 | $132.9 萬 | 0.13% | +3,930 | 新進 |
| Culbertson A N & Co Inc | 3,922 | $132.7 萬 | 0.15% | +9+0.2% | 加碼 |
| Gratus Wealth Advisors, LLC | 3,902 | $132.0 萬 | 0.17% | +42+1.1% | 加碼 |
| VeraBank, N.A. | 3,899 | $131.9 萬 | 0.22% | −178−4.4% | 減碼 |
| Newbridge Financial Services Group, Inc. | 3,891 | $131.6 萬 | 0.16% | +712+22.4% | 加碼 |
| Ipswich Investment Management Co., Inc. | 3,890 | $131.6 萬 | 0.28% | 00.0% | 不變 |
| Bannerstone Capital Management, LLC | 3,883 | $131.3 萬 | 1.10% | +56+1.5% | 加碼 |
| MTM Investment Management, LLC | 3,880 | $131.2 萬 | 0.37% | 00.0% | 不變 |
| Kingswood Wealth Advisors, LLC | 3,876 | $131.1 萬 | 0.05% | +226+6.2% | 加碼 |
| Orrstown Financial Services Inc | 3,859 | $130.5 萬 | 0.19% | 00.0% | 不變 |
| Private Wealth Asset Management, LLC | 3,841 | $129.9 萬 | 0.13% | +42+1.1% | 加碼 |
| Marble Wealth, LLC | 3,840 | $129.9 萬 | 0.20% | +104+2.8% | 加碼 |
| Alhambra Investment Partners LLC | 3,839 | $129.9 萬 | 0.57% | −152−3.8% | 減碼 |
| McLaughlin Asset Management, Inc. | 3,832 | $129.6 萬 | 0.89% | −78−2.0% | 減碼 |
| Lifeworks Advisors, LLC | 3,822 | $129.3 萬 | 0.14% | +222+6.2% | 加碼 |
| Tred Avon Family Wealth, LLC | 3,818 | $129.1 萬 | 0.40% | −26−0.7% | 減碼 |
| J. Safra Sarasin Holding AG | 4,072 | $129.0 萬 | 0.02% | +1,636+67.2% | 加碼 |
| Resources Management Corp | 3,814 | $129.0 萬 | 0.16% | +4+0.1% | 加碼 |
| Cypress Capital Group | 3,814 | $129.0 萬 | 0.12% | +1,091+40.1% | 加碼 |
| Sompo Asset Management Co., Ltd. | 3,810 | $128.9 萬 | 0.21% | −730−16.1% | 減碼 |
| Quent Capital, LLC | 3,800 | $128.5 萬 | 0.08% | −31−0.8% | 減碼 |
| PDT Partners, LLC | 3,800 | $128.5 萬 | 0.07% | 00.0% | 不變 |
| Aprio Wealth Management, LLC | 3,799 | $128.5 萬 | 0.06% | +36+1.0% | 加碼 |
| Shelton Wealth Management, LLC | 3,785 | $128.0 萬 | 0.51% | +1,088+40.3% | 加碼 |
| First Western Trust Bank | 3,784 | $128.0 萬 | 0.06% | −1,695−30.9% | 減碼 |
| Golden State Wealth Management, LLC | 3,780 | $127.9 萬 | 0.12% | +58+1.6% | 加碼 |
| Skba Capital Management LLC | 3,779 | $127.8 萬 | 0.21% | +200+5.6% | 加碼 |
| GeoWealth Management, LLC | 3,773 | $127.6 萬 | 0.04% | −379−9.1% | 減碼 |
| Centerpoint Advisors, LLC | 3,751 | $126.9 萬 | 0.36% | 00.0% | 不變 |
| InvesTrust | 3,750 | $126.8 萬 | 0.49% | 00.0% | 不變 |
| Sage Rhino Capital LLC | 3,749 | $126.8 萬 | 0.21% | −37−1.0% | 減碼 |
| Ronald Blue Trust, Inc. | 3,747 | $126.8 萬 | 0.01% | −75−2.0% | 減碼 |
| F/M Investments LLC | 3,745 | $126.7 萬 | 0.06% | +1,147+44.1% | 加碼 |
| Davidson Capital Management Inc. | 3,741 | $126.5 萬 | 0.20% | +128+3.5% | 加碼 |
| PeakShares LLC | 3,738 | $126.4 萬 | 0.94% | +255+7.3% | 加碼 |
| Embree Financial Group | 3,731 | $126.2 萬 | 0.13% | +18+0.5% | 加碼 |
| Howard Capital Management Inc. | 3,729 | $126.1 萬 | 0.02% | +1,698+83.6% | 加碼 |
| Westpac Banking Corp | 3,721 | $125.9 萬 | 0.08% | 00.0% | 不變 |
| Great Diamond Partners, LLC | 3,713 | $125.6 萬 | 0.22% | −21−0.6% | 減碼 |
| Reynders McVeigh Capital Management, LLC | 3,711 | $125.5 萬 | 0.06% | −70−1.9% | 減碼 |
| OneAscent Financial Services LLC | 3,703 | $125.3 萬 | 0.06% | +960+35.0% | 加碼 |
| Winebrenner Capital Management LLC | 3,700 | $125.2 萬 | 0.76% | −287−7.2% | 減碼 |
| Northstar Advisory Group, LLC | 3,698 | $125.1 萬 | 0.39% | −3,219−46.5% | 減碼 |
| United Asset Strategies, Inc. | 3,695 | $125.0 萬 | 0.09% | +9+0.2% | 加碼 |
| Duncker Streett & Co Inc | 3,686 | $124.7 萬 | 0.21% | 00.0% | 不變 |
| Horizon Family Wealth, Inc. | 3,685 | $124.6 萬 | 0.57% | +181+5.2% | 加碼 |
| Clayton Financial Group LLC | 3,683 | $124.6 萬 | 0.69% | −280−7.1% | 減碼 |
| Menard Financial Group LLC | 3,672 | $124.2 萬 | 0.68% | +3,672 | 新進 |
| Prescott Group Capital Management, L.L.C. | 3,662 | $123.9 萬 | 0.11% | 00.0% | 不變 |
| Carr Financial Group Corp | 3,658 | $123.7 萬 | 0.28% | −1,182−24.4% | 減碼 |
| Verity & Verity, LLC | 3,651 | $123.5 萬 | 0.08% | 00.0% | 不變 |
| Polymer Capital Management (US) LLC | 3,649 | $123.4 萬 | 0.18% | +3,649 | 新進 |
| Bell Bank | 3,648 | $123.4 萬 | 0.05% | +60+1.7% | 加碼 |
| Tempo Wealth, LLC | 3,629 | $122.8 萬 | 0.18% | +1,794+97.8% | 加碼 |
| Conway Capital Management, Inc. | 3,625 | $122.6 萬 | 0.55% | 00.0% | 不變 |
| Ellevest, Inc. | 3,664 | $122.6 萬 | 0.14% | −183−4.8% | 減碼 |
| Sunflower Bank, N.A. | 3,621 | $122.5 萬 | 0.29% | −7−0.2% | 減碼 |
| Delphi Management Inc | 3,600 | $121.8 萬 | 1.19% | +361+11.1% | 加碼 |
| Saybrook Capital | 3,600 | $121.8 萬 | 0.30% | 00.0% | 不變 |
| Aventura Private Wealth, LLC | 3,579 | $121.1 萬 | 0.37% | −56−1.5% | 減碼 |
| Odyssey Capital Advisors, Inc. | 3,559 | $120.4 萬 | 0.86% | −27−0.8% | 減碼 |
| Verus Capital Partners, LLC | 3,555 | $120.3 萬 | 0.07% | +74+2.1% | 加碼 |
| MWA Asset Management | 3,553 | $120.2 萬 | 0.54% | +854+31.6% | 加碼 |
| Proficio Capital Partners LLC | 3,532 | $119.5 萬 | 0.04% | +2,156+156.7% | 加碼 |
| Facet Wealth, Inc. | 3,528 | $119.3 萬 | 0.02% | +726+25.9% | 加碼 |
| Heartland Bank & Trust Co | 3,527 | $119.3 萬 | 0.25% | +186+5.6% | 加碼 |