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 |
|---|---|---|---|---|---|
| 71 West Capital Partners | 4,674 | $158.1 萬 | 0.05% | +1,652+54.7% | 加碼 |
| International Assets Investment Management, LLC | 4,557 | $158.6 萬 | 0.09% | −81−1.7% | 減碼 |
| Hohimer Wealth Management, LLC | 4,694 | $158.8 萬 | 0.16% | +171+3.8% | 加碼 |
| Portside Wealth Group, LLC | 4,713 | $159.4 萬 | 0.19% | +434+10.1% | 加碼 |
| Whelan Financial | 4,728 | $159.9 萬 | 0.44% | +277+6.2% | 加碼 |
| Advisory Alpha, LLC | 4,729 | $160.0 萬 | 0.04% | +812+20.7% | 加碼 |
| Focus Financial Network, Inc. | 4,748 | $160.6 萬 | 0.05% | +506+11.9% | 加碼 |
| Wealthcare Advisory Partners LLC | 4,748 | $160.6 萬 | 0.03% | +58+1.2% | 加碼 |
| Bank of Hawaii | 4,753 | $160.8 萬 | 0.08% | −169−3.4% | 減碼 |
| Strategic Investment Advisors | 4,758 | $160.9 萬 | 0.10% | −1,098−18.8% | 減碼 |
| Investment Research Partners LLC | 4,778 | $161.6 萬 | 0.55% | +262+5.8% | 加碼 |
| Papp L Roy & Associates | 4,779 | $161.6 萬 | 0.17% | 00.0% | 不變 |
| Souders Financial Advisors | 4,803 | $162.5 萬 | 0.16% | −889−15.6% | 減碼 |
| Wealth Alliance | 4,809 | $162.7 萬 | 0.14% | −142−2.9% | 減碼 |
| Lazari Capital Management, Inc. | 4,814 | $162.8 萬 | 0.50% | +330+7.4% | 加碼 |
| Minot DeBlois Advisors LLC | 4,822 | $163.1 萬 | 1.40% | +68+1.4% | 加碼 |
| Warther Private Wealth, LLC | 4,823 | $163.1 萬 | 0.36% | +1,910+65.6% | 加碼 |
| Hunter Associates Investment Management LLC | 4,822 | $163.2 萬 | 0.19% | +965+25.0% | 加碼 |
| Alaethes Wealth LLC | 4,827 | $163.3 萬 | 0.48% | +24+0.5% | 加碼 |
| Boyar Asset Management Inc. | 4,853 | $164.2 萬 | 0.94% | +602+14.2% | 加碼 |
| Magnus Financial Group LLC | 4,859 | $164.3 萬 | 0.12% | +74+1.5% | 加碼 |
| Argentarii, LLC | 4,824 | $164.4 萬 | 0.50% | +18+0.4% | 加碼 |
| North Star Investment Management Corp. | 4,864 | $164.5 萬 | 0.09% | −738−13.2% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 4,874 | $164.9 萬 | 0.03% | +2,851+140.9% | 加碼 |
| NBC Securities, Inc. | 4,887 | $165.3 萬 | 0.11% | −72−1.5% | 減碼 |
| Weik Capital Management | 4,888 | $165.3 萬 | 0.64% | 00.0% | 不變 |
| Milestone Asset Management, LLC | 4,889 | $165.4 萬 | 0.26% | +752+18.2% | 加碼 |
| Xcel Wealth Management, LLC | 4,948 | $167.4 萬 | 0.40% | −2,369−32.4% | 減碼 |
| Cigna Investments Inc | 4,949 | $167.4 萬 | 0.22% | −204−4.0% | 減碼 |
| Schear Investment Advisers, LLC | 4,950 | $167.4 萬 | 0.56% | +129+2.7% | 加碼 |
| Tompkins Financial Corp | 4,969 | $168.1 萬 | 0.12% | 00.0% | 不變 |
| Lyell Wealth Management, LP | 4,977 | $168.3 萬 | 0.10% | +500+11.2% | 加碼 |
| Great Valley Advisor Group, Inc. | 4,978 | $168.4 萬 | 0.03% | −364−6.8% | 減碼 |
| CWA Asset Management Group, LLC | 4,992 | $168.9 萬 | 0.05% | −3−0.1% | 減碼 |
| Spirit of America Management Corp | 5,000 | $169.1 萬 | 0.32% | 00.0% | 不變 |
| Stratos Wealth Advisors, LLC | 5,001 | $169.2 萬 | 0.09% | −308−5.8% | 減碼 |
| Altfest L J & Co Inc | 5,003 | $169.2 萬 | 0.16% | +1,679+50.5% | 加碼 |
| Pecaut & Co. | 5,015 | $169.6 萬 | 0.52% | −25−0.5% | 減碼 |
| AlTi Global, Inc. | 5,035 | $170.3 萬 | 0.04% | −89−1.7% | 減碼 |
| Blodgett Wealth Advisors, LLC | 5,044 | $170.6 萬 | 1.14% | 00.0% | 不變 |
| Bluebird Wealth Management LLC | 5,049 | $170.8 萬 | 1.48% | −291−5.4% | 減碼 |
| William Allan, LLC | 5,057 | $171.1 萬 | 0.84% | 00.0% | 不變 |
| HighPoint Advisor Group LLC | 5,067 | $171.4 萬 | 0.06% | −85−1.6% | 減碼 |
| Bradyco, Inc. | 5,074 | $171.6 萬 | 1.97% | 00.0% | 不變 |
| Cape Cod Five Cents Savings Bank | 5,076 | $171.7 萬 | 0.14% | +5,076 | 新進 |
| Larson Financial Group LLC | 5,081 | $171.9 萬 | 0.05% | +225+4.6% | 加碼 |
| WealthTrust Axiom LLC | 5,088 | $172.1 萬 | 0.38% | 00.0% | 不變 |
| Chesapeake Wealth Management | 5,096 | $172.4 萬 | 0.48% | −24−0.5% | 減碼 |
| PFG Advisors | 5,097 | $172.4 萬 | 0.09% | +10.0% | 加碼 |
| Red Cedar Investment Management, LLC | 5,108 | $172.8 萬 | 0.16% | 00.0% | 不變 |
| Churchill Financial Advisors, LLC | 5,109 | $172.8 萬 | 0.33% | −100−1.9% | 減碼 |
| Armis Advisers, LLC | 4,858 | $173.0 萬 | 0.16% | +332+7.3% | 加碼 |
| WSFS Capital Management, LLC | 5,117 | $173.1 萬 | 0.08% | −138−2.6% | 減碼 |
| S.A. Mason LLC | 5,119 | $173.1 萬 | 0.53% | +16+0.3% | 加碼 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 5,125 | $173.4 萬 | 0.02% | −1,360−21.0% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 5,128 | $173.4 萬 | 0.06% | −51−1.0% | 減碼 |
| Sterling Wealth Management, Inc. | 5,134 | $173.7 萬 | 0.43% | 00.0% | 不變 |
| Laurel Wealth Advisors LLC | 5,140 | $173.9 萬 | 0.17% | −238−4.4% | 減碼 |
| MeadowBrook Investment Advisors LLC | 5,146 | $174.1 萬 | 1.38% | −49−0.9% | 減碼 |
| Strategic Advisors LLC | 5,162 | $174.6 萬 | 0.38% | 00.0% | 不變 |
| Ramirez Asset Management, Inc. | 5,170 | $174.9 萬 | 0.18% | −20.0% | 減碼 |
| Garde Capital, Inc. | 5,179 | $175.2 萬 | 0.08% | +22+0.4% | 加碼 |
| Taylor Frigon Capital Management LLC | 5,204 | $176.0 萬 | 0.82% | −57−1.1% | 減碼 |
| Everhart Financial Group, Inc. | 5,208 | $176.2 萬 | 0.11% | +189+3.8% | 加碼 |
| Doliver Advisors, LP | 5,214 | $176.4 萬 | 0.40% | −117−2.2% | 減碼 |
| Turtle Creek Wealth Advisors, LLC | 5,223 | $176.7 萬 | 0.09% | +281+5.7% | 加碼 |
| Meridian Wealth Management, LLC | 5,249 | $177.5 萬 | 0.06% | −1,511−22.4% | 減碼 |
| DF Dent & Co Inc | 5,253 | $177.7 萬 | 0.03% | 00.0% | 不變 |
| Texas Capital Bank Wealth Management Services Inc | 5,265 | $178.1 萬 | 0.10% | −157−2.9% | 減碼 |
| Capital Analysts, LLC | 5,276 | $178.4 萬 | 0.04% | +77+1.5% | 加碼 |
| Spire Wealth Management | 5,286 | $178.8 萬 | 0.05% | −300−5.4% | 減碼 |
| TCI Wealth Advisors, Inc. | 5,287 | $178.8 萬 | 0.08% | +623+13.4% | 加碼 |
| Net Worth Advisory Group | 5,316 | $179.8 萬 | 0.45% | −566−9.6% | 減碼 |
| Vectors Research Management, LLC | 5,340 | $180.6 萬 | 0.47% | +57+1.1% | 加碼 |
| Peak Asset Management, LLC | 5,346 | $180.8 萬 | 0.27% | +5,346 | 新進 |
| Ark Wealth Advisors LLC | 5,354 | $181.1 萬 | 1.61% | +694+14.9% | 加碼 |
| Spinnaker Trust | 5,355 | $181.1 萬 | 0.09% | +138+2.6% | 加碼 |
| Mirabaud Asset Management Ltd | 5,317 | $181.2 萬 | 1.51% | −7,184−57.5% | 減碼 |
| Ignite Planners, LLC | 5,383 | $182.2 萬 | 0.25% | +74+1.4% | 加碼 |
| Spirepoint Private Client, LLC | 5,395 | $182.5 萬 | 0.15% | +10+0.2% | 加碼 |
| Buckingham Strategic Partners | 5,429 | $183.7 萬 | 0.02% | +31+0.6% | 加碼 |
| Sprucegrove Investment Management Ltd | 5,442 | $184.1 萬 | 0.29% | −5,511−50.3% | 減碼 |
| Alpine Bank Wealth Management | 5,445 | $184.2 萬 | 0.24% | 00.0% | 不變 |
| Cambient Family Office, LLC | 5,460 | $184.7 萬 | 0.23% | +118+2.2% | 加碼 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,480 | $185.4 萬 | 0.58% | +4,384+400.0% | 加碼 |
| Moss Adams Wealth Advisors LLC | 5,512 | $186.4 萬 | 0.12% | +3,358+155.9% | 加碼 |
| Busey Wealth Management | 5,515 | $186.5 萬 | 0.05% | −54−1.0% | 減碼 |
| Acropolis Investment Management, LLC | 5,522 | $186.8 萬 | 0.07% | +80+1.5% | 加碼 |
| Beaumont Asset Management, L.L.C. | 5,527 | $187.0 萬 | 0.73% | −6−0.1% | 減碼 |
| Northcape Wealth Management, LLC | 5,527 | $187.0 萬 | 0.49% | 00.0% | 不變 |
| Gateway Wealth Partners, LLC | 5,530 | $187.1 萬 | 0.11% | −3,204−36.7% | 減碼 |
| Hendley & Co Inc | 5,580 | $188.7 萬 | 0.67% | +35+0.6% | 加碼 |
| Rose Capital Advisors LLC | 5,594 | $189.2 萬 | 1.01% | +5,594 | 新進 |
| KRS Capital Management, LLC | 5,623 | $190.2 萬 | 0.89% | −10−0.2% | 減碼 |
| Cornerstone Planning Group LLC | 5,454 | $190.2 萬 | 0.24% | +10.0% | 加碼 |
| Olistico Wealth, LLC | 5,634 | $190.6 萬 | 0.82% | +20.0% | 加碼 |
| CV Advisors LLC | 5,635 | $190.6 萬 | 0.36% | +5,635 | 新進 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,635 | $190.6 萬 | 0.02% | +35+0.6% | 加碼 |
| Brian Low Financial Group, LLC | 5,637 | $190.7 萬 | 1.11% | +817+17.0% | 加碼 |
| Virtus Investment Advisers, Inc. | 5,654 | $191.2 萬 | 0.45% | +375+7.1% | 加碼 |