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 |
|---|---|---|---|---|---|
| Ieq Capital, LLC | 3,522 | $119.1 萬 | 0.01% | −20,633−85.4% | 減碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 3,500 | $118.4 萬 | 0.55% | +2,000+133.3% | 加碼 |
| Beverly Hills Private Wealth, LLC | 3,495 | $118.2 萬 | 0.23% | −3,200−47.8% | 減碼 |
| Equity Investment Corp | 3,495 | $118.2 萬 | 0.02% | −24−0.7% | 減碼 |
| Resolute Wealth Strategies, LLC | 3,488 | $118.0 萬 | 0.46% | −68−1.9% | 減碼 |
| Ervin Investment Management, LLC | 3,488 | $118.0 萬 | 0.64% | −383−9.9% | 減碼 |
| Rhodes Investment Advisors Inc | 3,486 | $117.9 萬 | 0.87% | +1,271+57.4% | 加碼 |
| Bristlecone Value Partners, LLC | 3,484 | $117.8 萬 | 0.95% | 00.0% | 不變 |
| Francis Financial, Inc. | 3,482 | $117.8 萬 | 0.19% | +31+0.9% | 加碼 |
| Argus Investors' Counsel, Inc. | 3,466 | $117.2 萬 | 0.90% | −5−0.1% | 減碼 |
| Defined Wealth Management, LLC | 3,457 | $116.9 萬 | 0.60% | +13+0.4% | 加碼 |
| Signature Estate & Investment Advisors LLC | 3,451 | $116.8 萬 | 0.02% | −216−5.9% | 減碼 |
| Colonial Trust Co | 3,449 | $116.7 萬 | 0.15% | +21+0.6% | 加碼 |
| Rexford Capital Inc | 3,433 | $116.1 萬 | 0.71% | +26+0.8% | 加碼 |
| Quantum Financial Advisors, LLC | 3,422 | $115.7 萬 | 0.11% | −25−0.7% | 減碼 |
| Silver Oak Securities, Inc | 3,421 | $115.7 萬 | 0.07% | +1,684+96.9% | 加碼 |
| Bayesian Capital Management, LP | 3,418 | $115.6 萬 | 0.74% | +3,418 | 新進 |
| Supplemental Annuity Collective Trust of NJ | 3,414 | $115.5 萬 | 0.30% | −224−6.2% | 減碼 |
| Novem Group | 3,414 | $115.5 萬 | 0.12% | +322+10.4% | 加碼 |
| Alchemi Wealth, LLC | 3,411 | $115.4 萬 | 0.54% | −3−0.1% | 減碼 |
| Bahl & Gaynor Inc | 3,408 | $115.3 萬 | 0.01% | +21+0.6% | 加碼 |
| Alerus Financial NA | 3,407 | $115.2 萬 | 0.05% | 00.0% | 不變 |
| Advisor OS, LLC | 3,399 | $115.0 萬 | 0.08% | +11+0.3% | 加碼 |
| MONECO Advisors, LLC | 3,391 | $114.7 萬 | 0.07% | +1,125+49.6% | 加碼 |
| First Foundation Advisors | 3,389 | $114.6 萬 | 0.04% | −503−12.9% | 減碼 |
| Cornerstone Wealth Group, LLC | 3,389 | $114.6 萬 | 0.07% | +105+3.2% | 加碼 |
| CenterBook Partners LP | 3,376 | $114.2 萬 | 0.06% | −4,176−55.3% | 減碼 |
| Washington Trust Co | 3,375 | $114.2 萬 | 0.04% | −583−14.7% | 減碼 |
| Bullseye Investment Management, LLC | 3,373 | $114.1 萬 | 0.56% | +3,373 | 新進 |
| Basecamp Wealth Advisors LLC | 3,370 | $114.0 萬 | 0.21% | +3+0.1% | 加碼 |
| Catalyst Financial Partners LLC | 3,357 | $113.6 萬 | 0.11% | +309+10.1% | 加碼 |
| Union Bancaire Privee, UBP SA | 4,081 | $112.6 萬 | 0.02% | −48−1.2% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,321 | $112.3 萬 | 0.04% | −320−8.8% | 減碼 |
| Quotient Wealth Partners, LLC | 3,318 | $112.2 萬 | 0.03% | +256+8.4% | 加碼 |
| Semper Augustus Investments Group LLC大師Semper Augustus | 3,311 | $112.0 萬 | 0.13% | −125−3.6% | 減碼 |
| S-Bank Fund Management Ltd | 3,308 | $111.9 萬 | 0.15% | +92+2.9% | 加碼 |
| EntryPoint Capital, LLC | 3,298 | $111.6 萬 | 0.27% | +909+38.0% | 加碼 |
| Ausdal Financial Partners, Inc. | 3,281 | $111.0 萬 | 0.04% | −157−4.6% | 減碼 |
| Richwood Investment Advisors, LLC | 3,275 | $110.8 萬 | 0.78% | +161+5.2% | 加碼 |
| Cetera Trust Company, N.A | 3,260 | $110.3 萬 | 0.55% | 00.0% | 不變 |
| FFT Wealth Management LLC | 3,258 | $110.2 萬 | 0.17% | +2+0.1% | 加碼 |
| PDS Planning, Inc | 3,251 | $110.0 萬 | 0.06% | +195+6.4% | 加碼 |
| Cornerstone Wealth Management, LLC | 3,250 | $109.9 萬 | 0.05% | −339−9.4% | 減碼 |
| Howe & Rusling Inc | 3,248 | $109.9 萬 | 0.06% | +57+1.8% | 加碼 |
| Palisade Capital Management LLC | 3,234 | $109.4 萬 | 0.05% | +104+3.3% | 加碼 |
| WBH Advisory Inc | 3,230 | $109.3 萬 | 0.07% | −64−1.9% | 減碼 |
| Geneos Wealth Management Inc. | 3,208 | $108.5 萬 | 0.02% | −41−1.3% | 減碼 |
| Platform Technology Partners | 3,194 | $108.0 萬 | 0.18% | −543−14.5% | 減碼 |
| Financial Sense Advisors, Inc. | 3,194 | $108.0 萬 | 0.21% | +3,194 | 新進 |
| Marshall Financial Group LLC | 3,145 | $106.4 萬 | 0.16% | −261−7.7% | 減碼 |
| Quantbot Technologies LP | 3,136 | $106.1 萬 | 0.04% | +3,136 | 新進 |
| Kennedy Investment Group | 3,130 | $105.9 萬 | 0.36% | +1,977+171.5% | 加碼 |
| US Asset Management LLC | 3,124 | $105.7 萬 | 0.80% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 3,116 | $105.4 萬 | 0.06% | +75+2.5% | 加碼 |
| CFO4Life Group, LLC | 3,110 | $105.2 萬 | 0.14% | +17+0.5% | 加碼 |
| Oak Asset Management, LLC | 3,109 | $105.2 萬 | 0.34% | −303−8.9% | 減碼 |
| Claro Advisors LLC | 3,090 | $104.5 萬 | 0.11% | +1,052+51.6% | 加碼 |
| Provenance Wealth Advisors, LLC | 3,085 | $104.4 萬 | 0.10% | +436+16.5% | 加碼 |
| Advyzon Investment Management, LLC | 3,081 | $104.2 萬 | 0.08% | +275+9.8% | 加碼 |
| Clean Yield Group | 3,079 | $104.1 萬 | 0.26% | 00.0% | 不變 |
| Byrne Asset Management LLC | 3,075 | $104.0 萬 | 0.57% | −195−6.0% | 減碼 |
| Weaver Capital Management LLC | 3,437 | $104.0 萬 | 0.23% | 00.0% | 不變 |
| K.J. Harrison & Partners Inc | 3,072 | $103.9 萬 | 0.15% | −931−23.3% | 減碼 |
| Westfuller Advisors, LLC | 3,069 | $103.8 萬 | 0.38% | −39−1.3% | 減碼 |
| Orleans Capital Management Corp | 3,067 | $103.7 萬 | 0.54% | +200+7.0% | 加碼 |
| Tanager Wealth Management LLP | 3,061 | $103.5 萬 | 0.09% | +964+46.0% | 加碼 |
| Capital Investment Advisory Services, LLC | 3,059 | $103.5 萬 | 0.06% | +86+2.9% | 加碼 |
| Phoenix Wealth Advisors | 3,059 | $103.5 萬 | 0.35% | +597+24.2% | 加碼 |
| Owen LaRue, LLC | 3,054 | $103.3 萬 | 0.36% | +1,500+96.5% | 加碼 |
| Main Street Financial Solutions, LLC | 3,044 | $103.0 萬 | 0.07% | +498+19.6% | 加碼 |
| L2 Asset Management, LLC | 3,041 | $102.9 萬 | 0.11% | +339+12.5% | 加碼 |
| Nilsine Partners, LLC | 3,035 | $102.7 萬 | 0.07% | −24−0.8% | 減碼 |
| Baker Tilly Wealth Management, LLC | 3,027 | $102.4 萬 | 0.22% | +8+0.3% | 加碼 |
| Sax Wealth Advisors, LLC | 3,369 | $101.9 萬 | 0.04% | +1,101+48.5% | 加碼 |
| Childress Capital Advisors, LLC | 3,010 | $101.8 萬 | 0.17% | −106−3.4% | 減碼 |
| Ulysses Management LLC | 3,000 | $101.5 萬 | 0.35% | +3,000 | 新進 |
| Capstone Investment Advisors, LLC | 2,974 | $100.6 萬 | 0.01% | −3,346−52.9% | 減碼 |
| ZEGA Investments, LLC | 2,970 | $100.5 萬 | 0.17% | −87−2.8% | 減碼 |
| Philadelphia Trust Co | 2,960 | $100.1 萬 | 0.06% | −135−4.4% | 減碼 |
| Legal Advantage Investments, Inc. | 2,950 | $99.8 萬 | 0.35% | −100−3.3% | 減碼 |
| Wellington Grp LLC | 2,950 | $99.8 萬 | 0.26% | +957+48.0% | 加碼 |
| BIP Wealth, LLC | 2,938 | $99.4 萬 | 0.03% | +788+36.7% | 加碼 |
| Continuum Advisory, LLC | 2,935 | $99.3 萬 | 0.08% | −227−7.2% | 減碼 |
| Enterprise Financial Services Corp | 2,927 | $99.0 萬 | 0.40% | +187+6.8% | 加碼 |
| Cooper Financial Group | 2,922 | $98.8 萬 | 0.08% | −62−2.1% | 減碼 |
| Bath Savings Trust Co | 2,916 | $98.6 萬 | 0.10% | 00.0% | 不變 |
| Cambridge Advisors Inc. | 2,910 | $98.4 萬 | 0.17% | 00.0% | 不變 |
| Mayflower Financial Advisors, LLC | 2,907 | $98.3 萬 | 0.08% | −176−5.7% | 減碼 |
| Guardian Wealth Advisors, LLC | 2,888 | $97.7 萬 | 0.06% | +6+0.2% | 加碼 |
| Taylor Securities Services, Inc. | 2,882 | $97.5 萬 | 0.40% | 00.0% | 不變 |
| Global Assets Advisory, LLC | 2,790 | $97.5 萬 | 0.21% | +308+12.4% | 加碼 |
| Cornerstone Planning, LLC | 2,880 | $97.4 萬 | 0.23% | −6,834−70.4% | 減碼 |
| Delta Financial Advisors LLC | 2,870 | $97.1 萬 | 0.23% | 00.0% | 不變 |
| Defiance ETFs, LLC | 2,793 | $96.9 萬 | 0.01% | +480+20.8% | 加碼 |
| Avidian Wealth Solutions, LLC | 2,865 | $96.9 萬 | 0.03% | +485+20.4% | 加碼 |
| Tiaa Trust, National Association | 2,863 | $96.8 萬 | 0.06% | −566−16.5% | 減碼 |
| Legacy Financial Advisors, Inc. | 2,855 | $96.6 萬 | 0.12% | −318−10.0% | 減碼 |
| Insight Advisors, LLC | 2,848 | $96.3 萬 | 0.17% | −235−7.6% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 2,846 | $96.3 萬 | 0.00% | +200+7.6% | 加碼 |
| Matrix Asset Advisors Inc | 2,836 | $95.9 萬 | 0.08% | −160−5.3% | 減碼 |