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
2026 年第 3 季的資料還在陸續進來，目前 10 家機構申報持有 AXP。看 2026 年第 3 季
- 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 |
|---|---|---|---|---|---|
| Trust Co of Virginia | 2,821 | $95.4 萬 | 0.07% | +55+2.0% | 加碼 |
| Schnieders Capital Management, LLC. | 2,813 | $95.2 萬 | 0.12% | +1,682+148.7% | 加碼 |
| Brevan Howard Capital Management LP | 2,805 | $94.9 萬 | 0.01% | −12,084−81.2% | 減碼 |
| Yoffe Investment Management, LLC | 2,800 | $94.7 萬 | 1.08% | 00.0% | 不變 |
| Icapital Wealth LLC | 2,800 | $94.7 萬 | 0.53% | 00.0% | 不變 |
| Kearns & Associates LLC | 2,800 | $94.7 萬 | 0.44% | 00.0% | 不變 |
| Alexander Randolph Advisory, Inc. | 2,797 | $94.6 萬 | 0.78% | −573−17.0% | 減碼 |
| Ocean Capital Management, LLC | 2,795 | $94.5 萬 | 0.18% | +5+0.2% | 加碼 |
| Greystone Financial Group, LLC | 2,793 | $94.5 萬 | 0.26% | −244−8.0% | 減碼 |
| Founders Financial Securities LLC | 2,790 | $94.4 萬 | 0.05% | −487−14.9% | 減碼 |
| Values First Advisors, Inc. | 2,787 | $94.3 萬 | 0.43% | −923−24.9% | 減碼 |
| Outfitter Financial LLC | 2,785 | $94.2 萬 | 0.66% | 00.0% | 不變 |
| Hobbs Group Advisors, LLC | 2,783 | $94.1 萬 | 0.25% | +2+0.1% | 加碼 |
| Sentinus, LLC | 2,779 | $94.0 萬 | 0.08% | +216+8.4% | 加碼 |
| Ballast, Inc. | 2,776 | $93.9 萬 | 0.18% | 00.0% | 不變 |
| Forum Financial Management, LP | 2,770 | $93.7 萬 | 0.01% | +88+3.3% | 加碼 |
| Central Bank & Trust Co | 2,770 | $93.7 萬 | 0.13% | 00.0% | 不變 |
| Benin Management CORP | 2,763 | $93.5 萬 | 0.19% | −100−3.5% | 減碼 |
| Klingman & Associates, LLC | 2,760 | $93.4 萬 | 0.04% | +65+2.4% | 加碼 |
| Millington Financial Advisors, LLC | 2,618 | $93.0 萬 | 0.37% | +3+0.1% | 加碼 |
| LS Investment Advisors, LLC | 2,746 | $92.9 萬 | 0.13% | 00.0% | 不變 |
| Gryphon Financial Partners LLC | 2,742 | $92.8 萬 | 0.08% | +253+10.2% | 加碼 |
| Hantz Financial Services, Inc. | 2,741 | $92.7 萬 | 0.01% | +698+34.2% | 加碼 |
| Midwest Financial Group LLC | 2,733 | $92.4 萬 | 0.32% | 00.0% | 不變 |
| Auxano Advisors, LLC | 2,729 | $92.3 萬 | 0.17% | +229+9.2% | 加碼 |
| Navellier & Associates Inc | 2,726 | $92.2 萬 | 0.07% | +1,526+127.2% | 加碼 |
| Purus Wealth Management, LLC | 2,702 | $91.4 萬 | 0.25% | +17+0.6% | 加碼 |
| Financial Planning Hawaii, Inc. | 2,701 | $91.4 萬 | 0.49% | +366+15.7% | 加碼 |
| Bamco Inc | 2,700 | $91.3 萬 | 0.00% | +2,700 | 新進 |
| Kavar Capital Partners Group, LLC | 2,699 | $91.3 萬 | 0.11% | +56+2.1% | 加碼 |
| Integrity Alliance, LLC. | 2,696 | $91.2 萬 | 0.03% | −15−0.6% | 減碼 |
| Evergreen Wealth Solutions, LLC | 2,654 | $91.2 萬 | 0.05% | +433+19.5% | 加碼 |
| Fortune Financial Advisors, LLC | 2,693 | $91.1 萬 | 0.39% | +2+0.1% | 加碼 |
| Hartford Financial Management Inc. | 2,685 | $90.8 萬 | 0.20% | −5−0.2% | 減碼 |
| Old North State Trust, LLC | 2,685 | $90.8 萬 | 0.47% | +246+10.1% | 加碼 |
| RFP Financial Group LLC | 2,674 | $90.5 萬 | 0.41% | +117+4.6% | 加碼 |
| McGlone Suttner Wealth Management, Inc. | 2,673 | $90.4 萬 | 0.11% | +3+0.1% | 加碼 |
| Sendero Wealth Management, LLC | 2,672 | $90.4 萬 | 0.09% | +4+0.1% | 加碼 |
| Waddell & Associates, LLC | 2,662 | $90.0 萬 | 0.04% | −348−11.6% | 減碼 |
| Channel Wealth LLC | 2,655 | $89.8 萬 | 0.20% | +50+1.9% | 加碼 |
| Ridgewood Investments LLC | 2,647 | $89.5 萬 | 0.34% | 00.0% | 不變 |
| Root Financial Partners, LLC | 2,646 | $89.5 萬 | 0.03% | +181+7.3% | 加碼 |
| Silverberg Bernstein Capital Management LLC | 2,645 | $89.5 萬 | 0.34% | 00.0% | 不變 |
| Pioneer Trust Bank N A | 2,640 | $89.3 萬 | 0.20% | 00.0% | 不變 |
| Donaldson Capital Management, LLC | 2,637 | $89.2 萬 | 0.03% | +1,957+287.8% | 加碼 |
| Borer Denton & Associates, Inc. | 2,637 | $89.2 萬 | 0.29% | 00.0% | 不變 |
| Marino, Stram & Associates LLC | 2,637 | $89.2 萬 | 0.14% | +7+0.3% | 加碼 |
| Umpqua Bank | 2,635 | $89.1 萬 | 0.20% | +22+0.8% | 加碼 |
| Strategic Blueprint, LLC | 2,622 | $88.7 萬 | 0.04% | +142+5.7% | 加碼 |
| Transcend Wealth Collective, LLC | 2,617 | $88.5 萬 | 0.06% | −4−0.2% | 減碼 |
| Sigma Investment Counselors Inc | 2,616 | $88.5 萬 | 0.04% | −760−22.5% | 減碼 |
| Aft, Forsyth & Company, Inc. | 2,616 | $88.5 萬 | 0.43% | 00.0% | 不變 |
| First National Bank of Hutchinson | 2,611 | $88.3 萬 | 0.48% | +2,611 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 2,609 | $88.2 萬 | 0.08% | −11−0.4% | 減碼 |
| TritonPoint Partners, LLC | 2,604 | $88.1 萬 | 0.07% | +1,357+108.8% | 加碼 |
| Graves-Light Private Wealth Management, Inc. | 2,603 | $88.0 萬 | 0.08% | 00.0% | 不變 |
| Fortress Private Ledger, LLC | 2,600 | $87.9 萬 | 0.24% | +479+22.6% | 加碼 |
| LongView Wealth Management | 2,593 | $87.7 萬 | 0.23% | −127−4.7% | 減碼 |
| Sandler Capital Management | 2,588 | $87.5 萬 | 0.52% | +2,588 | 新進 |
| Chapman Financial Group, LLC | 2,585 | $87.4 萬 | 0.58% | 00.0% | 不變 |
| Indivisible Partners | 2,584 | $87.4 萬 | 0.05% | +349+15.6% | 加碼 |
| Gradient Investments LLC | 2,580 | $87.3 萬 | 0.01% | +1,074+71.3% | 加碼 |
| Tritonpoint Wealth, LLC | 2,569 | $86.9 萬 | 0.09% | −189−6.9% | 減碼 |
| Exchange Bank | 2,568 | $86.9 萬 | 0.54% | 00.0% | 不變 |
| American National Bank | 2,566 | $86.8 萬 | 0.07% | +8+0.3% | 加碼 |
| Third View Private Wealth, LLC | 2,555 | $86.4 萬 | 0.11% | +289+12.8% | 加碼 |
| Avantax Planning Partners, Inc. | 2,549 | $86.2 萬 | 0.02% | +10.0% | 加碼 |
| Twin Lakes Capital Management, LLC | 2,530 | $85.6 萬 | 0.33% | +4+0.2% | 加碼 |
| Keystone Financial Group | 2,514 | $85.0 萬 | 0.05% | +262+11.6% | 加碼 |
| Amplius Wealth Advisors, LLC | 2,512 | $85.0 萬 | 0.06% | +1,036+70.2% | 加碼 |
| Arrow Financial Corp | 2,509 | $84.9 萬 | 0.08% | 00.0% | 不變 |
| Genesee Capital Advisors, LLC | 2,508 | $84.8 萬 | 0.27% | +537+27.2% | 加碼 |
| Palogic Value Management, L.P. | 2,506 | $84.8 萬 | 0.30% | 00.0% | 不變 |
| Elevated Financial Group LLC | 2,504 | $84.7 萬 | 0.24% | −650−20.6% | 減碼 |
| Alphadyne Asset Management LP | 2,501 | $84.6 萬 | 0.04% | −18,794−88.3% | 減碼 |
| Basepoint Wealth LLC | 2,498 | $84.5 萬 | 0.48% | −211−7.8% | 減碼 |
| Perennial Investment Advisors, LLC | 2,484 | $84.1 萬 | 0.06% | +28+1.1% | 加碼 |
| Arvest Investments, Inc. | 2,480 | $83.9 萬 | 0.10% | +2+0.1% | 加碼 |
| Cherry Tree Wealth Management, LLC | 2,480 | $83.9 萬 | 0.16% | 00.0% | 不變 |
| DT Investment Partners, LLC | 2,475 | $83.7 萬 | 0.06% | 00.0% | 不變 |
| Maridea Wealth Management LLC | 2,474 | $83.7 萬 | 0.09% | +1,772+252.4% | 加碼 |
| Union Savings Bank | 2,472 | $83.6 萬 | 0.34% | −12−0.5% | 減碼 |
| Plan A Wealth LLC | 2,460 | $83.2 萬 | 0.35% | +237+10.7% | 加碼 |
| Keebeck Wealth Management, LLC | 2,460 | $83.2 萬 | 0.08% | +773+45.8% | 加碼 |
| Brookwood Investment Group LLC | 2,451 | $82.9 萬 | 0.10% | −178−6.8% | 減碼 |
| Opal Wealth Advisors, LLC | 2,449 | $82.8 萬 | 0.18% | +3+0.1% | 加碼 |
| Oak Thistle LLC | 2,448 | $82.8 萬 | 0.08% | +2,448 | 新進 |
| Moisand Fitzgerald Tamayo, LLC | 2,437 | $82.4 萬 | 0.08% | +49+2.1% | 加碼 |
| Lavaca Capital LLC | 2,437 | $82.4 萬 | 0.09% | +847+53.3% | 加碼 |
| Coign Capital Advisors LLC | 2,431 | $82.2 萬 | 0.37% | +30+1.2% | 加碼 |
| Indiana Trust & Investment Management CO | 2,426 | $82.1 萬 | 0.22% | −100−4.0% | 減碼 |
| Stonebridge Financial Group, LLC | 2,427 | $82.0 萬 | 0.11% | +2,427 | 新進 |
| Financial Solutions Advisory Group, Inc. | 2,365 | $82.0 萬 | 0.10% | −110−4.4% | 減碼 |
| Plancorp, LLC | 2,313 | $82.0 萬 | 0.02% | −1,598−40.9% | 減碼 |
| Marietta Investment Partners LLC | 2,423 | $82.0 萬 | 0.14% | −175−6.7% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 2,420 | $81.9 萬 | 0.03% | −200−7.6% | 減碼 |
| LM Advisors LLC | 2,423 | $81.9 萬 | 0.09% | +1,689+230.1% | 加碼 |
| Tobam | 2,416 | $81.7 萬 | 0.20% | −2,096−46.5% | 減碼 |
| Westbourne Investment Advisors, Inc. | 2,413 | $81.6 萬 | 0.23% | 00.0% | 不變 |
| Delta Investment Management, LLC | 2,412 | $81.6 萬 | 0.13% | +10.0% | 加碼 |