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 +148 家
- 持有股數
- 5.77 億
- 較 2026 年第 1 季 +119.8 萬 (+0.2%)
- 總市值
- $1,951 億
- 較 2026 年第 1 季 +$211.0 億 (+12.1%)
- 新進機構
- 263
- 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 | 2,912 | $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 |
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 |
|---|---|---|---|---|---|
| Bahl & Gaynor Inc | 3,408 | $115.3 萬 | 0.01% | +21+0.6% | 加碼 |
| Alchemi Wealth, LLC | 3,411 | $115.4 萬 | 0.54% | −3−0.1% | 減碼 |
| Novem Group | 3,414 | $115.5 萬 | 0.12% | +322+10.4% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 3,414 | $115.5 萬 | 0.30% | −224−6.2% | 減碼 |
| Bayesian Capital Management, LP | 3,418 | $115.6 萬 | 0.74% | +3,418 | 新進 |
| Silver Oak Securities, Inc | 3,421 | $115.7 萬 | 0.07% | +1,684+96.9% | 加碼 |
| Quantum Financial Advisors, LLC | 3,422 | $115.7 萬 | 0.11% | −25−0.7% | 減碼 |
| Rexford Capital Inc | 3,433 | $116.1 萬 | 0.71% | +26+0.8% | 加碼 |
| Colonial Trust Co | 3,449 | $116.7 萬 | 0.15% | +21+0.6% | 加碼 |
| Signature Estate & Investment Advisors LLC | 3,451 | $116.8 萬 | 0.02% | −216−5.9% | 減碼 |
| Defined Wealth Management, LLC | 3,457 | $116.9 萬 | 0.60% | +13+0.4% | 加碼 |
| Argus Investors' Counsel, Inc. | 3,466 | $117.2 萬 | 0.90% | −5−0.1% | 減碼 |
| Francis Financial, Inc. | 3,482 | $117.8 萬 | 0.19% | +31+0.9% | 加碼 |
| Bristlecone Value Partners, LLC | 3,484 | $117.8 萬 | 0.95% | 00.0% | 不變 |
| Rhodes Investment Advisors Inc | 3,486 | $117.9 萬 | 0.87% | +1,271+57.4% | 加碼 |
| Ervin Investment Management, LLC | 3,488 | $118.0 萬 | 0.64% | −383−9.9% | 減碼 |
| Resolute Wealth Strategies, LLC | 3,488 | $118.0 萬 | 0.46% | −68−1.9% | 減碼 |
| Equity Investment Corp | 3,495 | $118.2 萬 | 0.02% | −24−0.7% | 減碼 |
| Beverly Hills Private Wealth, LLC | 3,495 | $118.2 萬 | 0.23% | −3,200−47.8% | 減碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 3,500 | $118.4 萬 | 0.55% | +2,000+133.3% | 加碼 |
| Ieq Capital, LLC | 3,522 | $119.1 萬 | 0.01% | −20,633−85.4% | 減碼 |
| Heartland Bank & Trust Co | 3,527 | $119.3 萬 | 0.25% | +186+5.6% | 加碼 |
| Facet Wealth, Inc. | 3,528 | $119.3 萬 | 0.02% | +726+25.9% | 加碼 |
| Proficio Capital Partners LLC | 3,532 | $119.5 萬 | 0.04% | +2,156+156.7% | 加碼 |
| MWA Asset Management | 3,553 | $120.2 萬 | 0.54% | +854+31.6% | 加碼 |
| Verus Capital Partners, LLC | 3,555 | $120.3 萬 | 0.07% | +74+2.1% | 加碼 |
| Odyssey Capital Advisors, Inc. | 3,559 | $120.4 萬 | 0.86% | −27−0.8% | 減碼 |
| Aventura Private Wealth, LLC | 3,579 | $121.1 萬 | 0.37% | −56−1.5% | 減碼 |
| Saybrook Capital | 3,600 | $121.8 萬 | 0.30% | 00.0% | 不變 |
| Delphi Management Inc | 3,600 | $121.8 萬 | 1.19% | +361+11.1% | 加碼 |
| Sunflower Bank, N.A. | 3,621 | $122.5 萬 | 0.29% | −7−0.2% | 減碼 |
| Ellevest, Inc. | 3,664 | $122.6 萬 | 0.14% | −183−4.8% | 減碼 |
| Conway Capital Management, Inc. | 3,625 | $122.6 萬 | 0.55% | 00.0% | 不變 |
| Tempo Wealth, LLC | 3,629 | $122.8 萬 | 0.18% | +1,794+97.8% | 加碼 |
| Bell Bank | 3,648 | $123.4 萬 | 0.05% | +60+1.7% | 加碼 |
| Polymer Capital Management (US) LLC | 3,649 | $123.4 萬 | 0.18% | +3,649 | 新進 |
| Verity & Verity, LLC | 3,651 | $123.5 萬 | 0.08% | 00.0% | 不變 |
| Carr Financial Group Corp | 3,658 | $123.7 萬 | 0.28% | −1,182−24.4% | 減碼 |
| Prescott Group Capital Management, L.L.C. | 3,662 | $123.9 萬 | 0.11% | 00.0% | 不變 |
| Menard Financial Group LLC | 3,672 | $124.2 萬 | 0.68% | +3,672 | 新進 |
| Clayton Financial Group LLC | 3,683 | $124.6 萬 | 0.69% | −280−7.1% | 減碼 |
| Horizon Family Wealth, Inc. | 3,685 | $124.6 萬 | 0.57% | +181+5.2% | 加碼 |
| Duncker Streett & Co Inc | 3,686 | $124.7 萬 | 0.21% | 00.0% | 不變 |
| United Asset Strategies, Inc. | 3,695 | $125.0 萬 | 0.09% | +9+0.2% | 加碼 |
| Northstar Advisory Group, LLC | 3,698 | $125.1 萬 | 0.39% | −3,219−46.5% | 減碼 |
| Winebrenner Capital Management LLC | 3,700 | $125.2 萬 | 0.76% | −287−7.2% | 減碼 |
| OneAscent Financial Services LLC | 3,703 | $125.3 萬 | 0.06% | +960+35.0% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 3,711 | $125.5 萬 | 0.06% | −70−1.9% | 減碼 |
| Great Diamond Partners, LLC | 3,713 | $125.6 萬 | 0.22% | −21−0.6% | 減碼 |
| Westpac Banking Corp | 3,721 | $125.9 萬 | 0.08% | 00.0% | 不變 |
| Howard Capital Management Inc. | 3,729 | $126.1 萬 | 0.02% | +1,698+83.6% | 加碼 |
| Embree Financial Group | 3,731 | $126.2 萬 | 0.13% | +18+0.5% | 加碼 |
| PeakShares LLC | 3,738 | $126.4 萬 | 0.94% | +255+7.3% | 加碼 |
| Davidson Capital Management Inc. | 3,741 | $126.5 萬 | 0.20% | +128+3.5% | 加碼 |
| F/M Investments LLC | 3,745 | $126.7 萬 | 0.06% | +1,147+44.1% | 加碼 |
| Ronald Blue Trust, Inc. | 3,747 | $126.8 萬 | 0.01% | −75−2.0% | 減碼 |
| Sage Rhino Capital LLC | 3,749 | $126.8 萬 | 0.21% | −37−1.0% | 減碼 |
| InvesTrust | 3,750 | $126.8 萬 | 0.49% | 00.0% | 不變 |
| Centerpoint Advisors, LLC | 3,751 | $126.9 萬 | 0.36% | 00.0% | 不變 |
| GeoWealth Management, LLC | 3,773 | $127.6 萬 | 0.04% | −379−9.1% | 減碼 |
| Skba Capital Management LLC | 3,779 | $127.8 萬 | 0.21% | +200+5.6% | 加碼 |
| Golden State Wealth Management, LLC | 3,780 | $127.9 萬 | 0.12% | +58+1.6% | 加碼 |
| First Western Trust Bank | 3,784 | $128.0 萬 | 0.06% | −1,695−30.9% | 減碼 |
| Shelton Wealth Management, LLC | 3,785 | $128.0 萬 | 0.51% | +1,088+40.3% | 加碼 |
| Aprio Wealth Management, LLC | 3,799 | $128.5 萬 | 0.06% | +36+1.0% | 加碼 |
| PDT Partners, LLC | 3,800 | $128.5 萬 | 0.07% | 00.0% | 不變 |
| Quent Capital, LLC | 3,800 | $128.5 萬 | 0.08% | −31−0.8% | 減碼 |
| Sompo Asset Management Co., Ltd. | 3,810 | $128.9 萬 | 0.21% | −730−16.1% | 減碼 |
| 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 |
| J. Safra Sarasin Holding AG | 4,072 | $129.0 萬 | 0.02% | +1,636+67.2% | 加碼 |
| Tred Avon Family Wealth, LLC | 3,818 | $129.1 萬 | 0.40% | −26−0.7% | 減碼 |
| Lifeworks Advisors, LLC | 3,822 | $129.3 萬 | 0.14% | +222+6.2% | 加碼 |
| McLaughlin Asset Management, Inc. | 3,832 | $129.6 萬 | 0.89% | −78−2.0% | 減碼 |
| Alhambra Investment Partners LLC | 3,839 | $129.9 萬 | 0.57% | −152−3.8% | 減碼 |
| Marble Wealth, LLC | 3,840 | $129.9 萬 | 0.20% | +104+2.8% | 加碼 |
| Private Wealth Asset Management, LLC | 3,841 | $129.9 萬 | 0.13% | +42+1.1% | 加碼 |
| Orrstown Financial Services Inc | 3,859 | $130.5 萬 | 0.19% | 00.0% | 不變 |
| Kingswood Wealth Advisors, LLC | 3,876 | $131.1 萬 | 0.05% | +226+6.2% | 加碼 |
| MTM Investment Management, LLC | 3,880 | $131.2 萬 | 0.37% | 00.0% | 不變 |
| Bannerstone Capital Management, LLC | 3,883 | $131.3 萬 | 1.10% | +56+1.5% | 加碼 |
| Ipswich Investment Management Co., Inc. | 3,890 | $131.6 萬 | 0.28% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 3,891 | $131.6 萬 | 0.16% | +712+22.4% | 加碼 |
| VeraBank, N.A. | 3,899 | $131.9 萬 | 0.22% | −178−4.4% | 減碼 |
| Gratus Wealth Advisors, LLC | 3,902 | $132.0 萬 | 0.17% | +42+1.1% | 加碼 |
| Culbertson A N & Co Inc | 3,922 | $132.7 萬 | 0.15% | +9+0.2% | 加碼 |
| U S Global Investors Inc | 3,930 | $132.9 萬 | 0.13% | +3,930 | 新進 |
| Hanson & Doremus Investment Management | 3,931 | $133.0 萬 | 0.14% | 00.0% | 不變 |
| Abel Hall, LLC | 3,940 | $133.3 萬 | 0.23% | +65+1.7% | 加碼 |
| Trueblood Wealth Management, LLC | 3,941 | $133.3 萬 | 0.47% | −6−0.2% | 減碼 |
| Hills Bank & Trust Co | 3,944 | $133.4 萬 | 0.06% | +132+3.5% | 加碼 |
| Knightsbridge Asset Management, LLC | 3,949 | $133.6 萬 | 0.18% | −12−0.3% | 減碼 |
| Allegheny Financial Group LTD | 3,956 | $133.8 萬 | 0.14% | 00.0% | 不變 |
| Invst, LLC | 3,958 | $133.9 萬 | 0.13% | +128+3.3% | 加碼 |
| Kepler Cheuvreux (Suisse) SA | 3,962 | $134.0 萬 | 0.08% | −3,607−47.7% | 減碼 |
| Linden Thomas Advisory Services, LLC | 3,962 | $134.0 萬 | 0.11% | −264−6.2% | 減碼 |
| 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 |
| First Commonwealth Financial Corp | 3,969 | $134.2 萬 | 0.19% | +186+4.9% | 加碼 |
| Promethium Advisors,llc | 3,973 | $134.4 萬 | 0.65% | +12+0.3% | 加碼 |