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 |
|---|---|---|---|---|---|
| Magnus Financial Group LLC | 4,859 | $164.3 萬 | 0.12% | +74+1.5% | 加碼 |
| Boyar Asset Management Inc. | 4,853 | $164.2 萬 | 0.94% | +602+14.2% | 加碼 |
| Alaethes Wealth LLC | 4,827 | $163.3 萬 | 0.48% | +24+0.5% | 加碼 |
| Hunter Associates Investment Management LLC | 4,822 | $163.2 萬 | 0.19% | +965+25.0% | 加碼 |
| Warther Private Wealth, LLC | 4,823 | $163.1 萬 | 0.36% | +1,910+65.6% | 加碼 |
| Minot DeBlois Advisors LLC | 4,822 | $163.1 萬 | 1.40% | +68+1.4% | 加碼 |
| Lazari Capital Management, Inc. | 4,814 | $162.8 萬 | 0.50% | +330+7.4% | 加碼 |
| Wealth Alliance | 4,809 | $162.7 萬 | 0.14% | −142−2.9% | 減碼 |
| Souders Financial Advisors | 4,803 | $162.5 萬 | 0.16% | −889−15.6% | 減碼 |
| Papp L Roy & Associates | 4,779 | $161.6 萬 | 0.17% | 00.0% | 不變 |
| Investment Research Partners LLC | 4,778 | $161.6 萬 | 0.55% | +262+5.8% | 加碼 |
| Strategic Investment Advisors | 4,758 | $160.9 萬 | 0.10% | −1,098−18.8% | 減碼 |
| Bank of Hawaii | 4,753 | $160.8 萬 | 0.08% | −169−3.4% | 減碼 |
| Wealthcare Advisory Partners LLC | 4,748 | $160.6 萬 | 0.03% | +58+1.2% | 加碼 |
| Focus Financial Network, Inc. | 4,748 | $160.6 萬 | 0.05% | +506+11.9% | 加碼 |
| Advisory Alpha, LLC | 4,729 | $160.0 萬 | 0.04% | +812+20.7% | 加碼 |
| Whelan Financial | 4,728 | $159.9 萬 | 0.44% | +277+6.2% | 加碼 |
| Portside Wealth Group, LLC | 4,713 | $159.4 萬 | 0.19% | +434+10.1% | 加碼 |
| Hohimer Wealth Management, LLC | 4,694 | $158.8 萬 | 0.16% | +171+3.8% | 加碼 |
| International Assets Investment Management, LLC | 4,557 | $158.6 萬 | 0.09% | −81−1.7% | 減碼 |
| 71 West Capital Partners | 4,674 | $158.1 萬 | 0.05% | +1,652+54.7% | 加碼 |
| Accredited Investors Inc. | 4,673 | $158.1 萬 | 0.07% | −166−3.4% | 減碼 |
| First Command Advisory Services, Inc. | 4,672 | $158.0 萬 | 0.01% | +4+0.1% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 4,660 | $157.6 萬 | 0.03% | −263−5.3% | 減碼 |
| Proathlete Wealth Management LLC | 4,658 | $157.6 萬 | 0.39% | +49+1.1% | 加碼 |
| Ledyard National Bank | 4,659 | $157.6 萬 | 0.13% | −46−1.0% | 減碼 |
| Leisure Capital Management | 4,655 | $157.5 萬 | 0.49% | 00.0% | 不變 |
| Patten & Patten Inc | 4,644 | $157.1 萬 | 0.08% | 00.0% | 不變 |
| Pflug Koory, LLC | 4,636 | $156.8 萬 | 0.63% | 00.0% | 不變 |
| Wellington Shields & Co., LLC | 4,615 | $156.1 萬 | 0.35% | −446−8.8% | 減碼 |
| Twelve Points Wealth Management LLC | 4,597 | $155.5 萬 | 0.31% | 00.0% | 不變 |
| Coastal Investment Advisors, Inc. | 4,594 | $155.4 萬 | 0.48% | +419+10.0% | 加碼 |
| Muirfield Wealth Advisors LLC | 4,581 | $155.0 萬 | 1.01% | −102−2.2% | 減碼 |
| Ameritas Investment Partners, Inc. | 4,565 | $154.4 萬 | 0.04% | −245−5.1% | 減碼 |
| Richards, Merrill & Peterson, Inc. | 4,546 | $153.8 萬 | 0.49% | +1,665+57.8% | 加碼 |
| Morse Asset Management, Inc | 4,540 | $153.6 萬 | 0.25% | 00.0% | 不變 |
| Gerber Kawasaki Wealth & Investment Management | 4,534 | $153.4 萬 | 0.04% | +119+2.7% | 加碼 |
| Financial Management Network Inc | 4,316 | $153.4 萬 | 0.22% | +577+15.4% | 加碼 |
| Essex Financial Services, Inc. | 4,526 | $153.1 萬 | 0.08% | −6−0.1% | 減碼 |
| Gsa Capital Partners LLP | 4,514 | $152.7 萬 | 0.10% | −6,986−60.7% | 減碼 |
| Arbor Capital Management Inc | 4,558 | $152.2 萬 | 1.50% | −343−7.0% | 減碼 |
| Riverbend Wealth Management, LLC | 4,500 | $152.2 萬 | 0.77% | +274+6.5% | 加碼 |
| Sentry LLC | 4,498 | $152.1 萬 | 0.43% | 00.0% | 不變 |
| SageGuard Financial Group, LLC | 4,496 | $152.1 萬 | 0.21% | −90−2.0% | 減碼 |
| Guardian Investment Management | 4,492 | $151.9 萬 | 1.04% | 00.0% | 不變 |
| Mattern Capital Management, LLC | 4,491 | $151.9 萬 | 0.18% | +669+17.5% | 加碼 |
| SageView Advisory Group, LLC | 4,488 | $151.8 萬 | 0.05% | −60−1.3% | 減碼 |
| Rockland Trust Co | 4,488 | $151.8 萬 | 0.06% | −147−3.2% | 減碼 |
| Odyssean, LLC | 4,487 | $151.8 萬 | 0.25% | +4,487 | 新進 |
| Kovack Advisors, Inc. | 4,395 | $151.6 萬 | 0.07% | +344+8.5% | 加碼 |
| Levin Capital Strategies, L.P. | 4,475 | $151.4 萬 | 0.10% | 00.0% | 不變 |
| Boston Private Wealth LLC | 4,466 | $151.0 萬 | 0.10% | −201−4.3% | 減碼 |
| Cambridge Financial Group, LLC | 4,461 | $150.9 萬 | 0.48% | −100−2.2% | 減碼 |
| MainStreet Investment Advisors LLC | 4,447 | $150.4 萬 | 0.20% | −225−4.8% | 減碼 |
| Tufton Capital Management | 4,445 | $150.3 萬 | 0.25% | 00.0% | 不變 |
| First Dallas Securities Inc. | 4,441 | $150.2 萬 | 0.50% | +10.0% | 加碼 |
| Manchester Capital Management LLC | 4,406 | $149.0 萬 | 0.19% | +66+1.5% | 加碼 |
| Mystic Asset Management, Inc. | 4,403 | $148.9 萬 | 0.32% | −457−9.4% | 減碼 |
| Icon Advisers Inc | 4,400 | $148.8 萬 | 0.28% | −400−8.3% | 減碼 |
| Hartford Funds Management Co LLC | 4,396 | $148.7 萬 | 0.12% | −3,847−46.7% | 減碼 |
| Bridges Investment Management Inc | 4,396 | $148.7 萬 | 0.02% | +450+11.4% | 加碼 |
| Simmons Bank | 4,390 | $148.5 萬 | 0.08% | −33−0.7% | 減碼 |
| Sun Financial Inc | 4,358 | $147.7 萬 | 0.70% | +294+7.2% | 加碼 |
| Old Mission Investment Co LLC | 4,364 | $147.6 萬 | 0.31% | +5+0.1% | 加碼 |
| Woodstock Corp | 4,356 | $147.3 萬 | 0.12% | −54−1.2% | 減碼 |
| Next Level Private LLC | 4,342 | $146.9 萬 | 0.29% | +87+2.0% | 加碼 |
| Stokes Family Office, LLC | 4,341 | $146.8 萬 | 0.17% | −1,043−19.4% | 減碼 |
| Evermay Wealth Management LLC | 4,340 | $146.8 萬 | 0.15% | +269+6.6% | 加碼 |
| Aspire Private Capital, LLC | 4,339 | $146.8 萬 | 0.30% | −654−13.1% | 減碼 |
| Aspen Investment Management Inc | 4,329 | $146.4 萬 | 0.39% | +399+10.2% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 4,328 | $146.4 萬 | 0.21% | +23+0.5% | 加碼 |
| Cordatus Wealth Management LLC | 4,312 | $145.8 萬 | 0.32% | +4,312 | 新進 |
| Schulhoff & Co Inc | 4,300 | $145.4 萬 | 0.58% | 00.0% | 不變 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,300 | $145.4 萬 | 0.58% | +300+7.5% | 加碼 |
| Triad Investment Management | 4,296 | $145.3 萬 | 1.60% | 00.0% | 不變 |
| Cane Capital Partners, LLC | 4,283 | $144.9 萬 | 0.58% | −865−16.8% | 減碼 |
| Pathway Financial Advisers, LLC | 4,278 | $144.7 萬 | 0.36% | +327+8.3% | 加碼 |
| Amarillo National Bank | 4,267 | $144.3 萬 | 0.23% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 4,263 | $144.2 萬 | 0.08% | +88+2.1% | 加碼 |
| Salem Investment Counselors Inc | 4,263 | $144.2 萬 | 0.04% | −76−1.8% | 減碼 |
| Bedel Financial Consulting, Inc. | 4,250 | $143.8 萬 | 0.14% | +5+0.1% | 加碼 |
| IFG Advisors, LLC | 4,249 | $143.7 萬 | 0.20% | −35−0.8% | 減碼 |
| Diligent Investors, LLC | 4,248 | $143.7 萬 | 0.32% | −1,984−31.8% | 減碼 |
| LVW Advisors, LLC | 4,246 | $143.6 萬 | 0.12% | +310+7.9% | 加碼 |
| SNS Financial Group, LLC | 4,238 | $143.4 萬 | 0.03% | +4,238 | 新進 |
| Core Alternative Capital | 4,234 | $143.2 萬 | 0.43% | +85+2.0% | 加碼 |
| Revisor Wealth Management LLC | 4,209 | $142.4 萬 | 0.34% | +430+11.4% | 加碼 |
| Atlas Brown,Inc. | 4,199 | $142.0 萬 | 0.38% | +3+0.1% | 加碼 |
| TownSquare Capital, LLC | 4,179 | $141.4 萬 | 0.26% | +368+9.7% | 加碼 |
| Pure Financial Advisors, Inc. | 4,175 | $141.2 萬 | 0.02% | +329+8.6% | 加碼 |
| Parrish Capital LLC | 4,167 | $140.9 萬 | 1.36% | −703−14.4% | 減碼 |
| Moody Lynn & Lieberson, LLC | 4,164 | $140.8 萬 | 0.07% | +571+15.9% | 加碼 |
| Thoroughbred Financial Services, LLC | 4,159 | $140.6 萬 | 0.07% | −163−3.8% | 減碼 |
| Victrix Investment Advisors | 4,147 | $140.3 萬 | 0.59% | −212−4.9% | 減碼 |
| Paul Damon & Associates, Inc. | 4,144 | $140.2 萬 | 0.54% | −163−3.8% | 減碼 |
| Brooks, Moore & Associates, Inc. | 4,123 | $139.5 萬 | 0.63% | +600+17.0% | 加碼 |
| Marathon Wealth Advisors LLC | 4,123 | $139.5 萬 | 0.48% | +6+0.1% | 加碼 |
| BSW Wealth Partners | 4,122 | $139.4 萬 | 0.16% | −177−4.1% | 減碼 |
| Bond & Devick Financial Network, Inc. | 4,120 | $139.4 萬 | 0.34% | 00.0% | 不變 |
| Portus Wealth Advisors, LLC | 4,109 | $139.0 萬 | 1.14% | +430+11.7% | 加碼 |