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 |
|---|---|---|---|---|---|
| MBL Wealth, LLC | 2,079 | $70.3 萬 | 0.05% | −166−7.4% | 減碼 |
| Wealth Architects, LLC | 2,074 | $70.2 萬 | 0.06% | −18−0.9% | 減碼 |
| Steel Peak Wealth Management LLC | 2,064 | $69.8 萬 | 0.02% | −1,166−36.1% | 減碼 |
| Ashton Thomas Securities, LLC | 2,070 | $69.8 萬 | 0.10% | +93+4.7% | 加碼 |
| Banque Pictet & Cie SA | 2,061 | $69.7 萬 | 0.01% | −5,217−71.7% | 減碼 |
| Precedent Wealth Partners, LLC | 2,058 | $69.6 萬 | 0.12% | +25+1.2% | 加碼 |
| Pacitti Group Inc. | 2,058 | $69.6 萬 | 0.22% | +10.0% | 加碼 |
| Charter Trust Co | 2,049 | $69.3 萬 | 0.04% | −86−4.0% | 減碼 |
| Clear Street Group Inc. | 2,044 | $69.1 萬 | 0.00% | +1,385+210.2% | 加碼 |
| KKM Financial LLC | 2,043 | $69.1 萬 | 0.09% | +20+1.0% | 加碼 |
| Capital Markets Trading UK LLP | 2,030 | $68.7 萬 | 0.49% | −3,237−61.5% | 減碼 |
| Signature Wealth Management Partners, LLC | 2,029 | $68.6 萬 | 0.32% | 00.0% | 不變 |
| Tripletail Wealth Management, LLC | 1,949 | $68.6 萬 | 0.79% | 00.0% | 不變 |
| Capital Advantage, Inc. | 2,027 | $68.6 萬 | 0.08% | −20−1.0% | 減碼 |
| Evansbrook LLC | 2,026 | $68.5 萬 | 0.41% | 00.0% | 不變 |
| Fragasso Group Inc. | 2,023 | $68.4 萬 | 0.04% | +468+30.1% | 加碼 |
| White Knight Strategic Wealth Advisors, LLC | 2,016 | $68.2 萬 | 0.48% | +130+6.9% | 加碼 |
| Sippican Capital Advisors | 2,014 | $68.1 萬 | 0.42% | 00.0% | 不變 |
| Silver Lake Advisory, LLC | 2,014 | $68.1 萬 | 0.24% | +4+0.2% | 加碼 |
| Sunburst Financial Group, LLC | 2,012 | $68.1 萬 | 0.11% | −35−1.7% | 減碼 |
| Magnolia Capital Management Ltd | 2,010 | $68.0 萬 | 0.47% | −545−21.3% | 減碼 |
| Brady Martz Wealth Solutions, LLC | 2,007 | $67.9 萬 | 0.10% | +601+42.7% | 加碼 |
| Curat Global, LLC | 1,705 | $67.9 萬 | 0.57% | −310−15.4% | 減碼 |
| Harbor Advisors LLC | 2,000 | $67.7 萬 | 0.09% | 00.0% | 不變 |
| Birnam Oak Advisors, LP | 2,000 | $67.7 萬 | 0.11% | +1,000+100.0% | 加碼 |
| Midland Wealth Advisors LLC | 1,998 | $67.6 萬 | 0.03% | −54−2.6% | 減碼 |
| Financial Engines Advisors L.L.C. | 1,998 | $67.6 萬 | 0.00% | +113+6.0% | 加碼 |
| Harvest Fund Management Co., Ltd | 1,996 | $67.5 萬 | 0.02% | −38−1.9% | 減碼 |
| Augustine Asset Management Inc | 1,995 | $67.5 萬 | 0.14% | +1,995 | 新進 |
| E Fund Management Co., Ltd. | 1,993 | $67.4 萬 | 0.02% | −6−0.3% | 減碼 |
| Oxbow Advisors, LLC | 1,978 | $66.9 萬 | 0.05% | +325+19.7% | 加碼 |
| McLean Asset Management Corp | 1,989 | $66.9 萬 | 0.09% | −468−19.0% | 減碼 |
| Regatta Capital Group, LLC | 1,970 | $66.6 萬 | 0.09% | 00.0% | 不變 |
| BridgePort Financial Solutions, LLC | 1,966 | $66.5 萬 | 0.17% | −43−2.1% | 減碼 |
| Torray LLC | 1,965 | $66.5 萬 | 0.09% | 00.0% | 不變 |
| Davidson Trust Co | 1,964 | $66.4 萬 | 0.26% | 00.0% | 不變 |
| Blume Capital Management, Inc. | 1,963 | $66.4 萬 | 0.10% | 00.0% | 不變 |
| Revolve Wealth Partners, LLC | 1,962 | $66.4 萬 | 0.07% | +410+26.4% | 加碼 |
| RNC Capital Management LLC | 1,960 | $66.3 萬 | 0.03% | −5−0.3% | 減碼 |
| Wisconsin Wealth Advisors, LLC | 1,960 | $66.3 萬 | 0.57% | 00.0% | 不變 |
| Palumbo Wealth Management LLC | 1,951 | $66.0 萬 | 0.14% | +36+1.9% | 加碼 |
| Lavelle Capital LP | 1,950 | $66.0 萬 | 0.34% | +1,950 | 新進 |
| Thrive Wealth Management, LLC | 1,943 | $65.7 萬 | 0.08% | −54−2.7% | 減碼 |
| Stanley-Laman Group, Ltd. | 1,939 | $65.6 萬 | 0.07% | +82+4.4% | 加碼 |
| Triangle Securities Wealth Management | 1,933 | $65.4 萬 | 0.13% | −143−6.9% | 減碼 |
| Journey Retirement Planning & Investment Management LLC | 1,932 | $65.4 萬 | 0.51% | +240+14.2% | 加碼 |
| Independent Family Office, LLC | 1,932 | $65.3 萬 | 0.26% | 00.0% | 不變 |
| Ballast Advisors LLC | 1,926 | $65.1 萬 | 0.16% | 00.0% | 不變 |
| Sage Mountain Advisors LLC | 1,925 | $65.1 萬 | 0.04% | +1,208+168.5% | 加碼 |
| Balentine LLC | 1,921 | $65.0 萬 | 0.02% | +172+9.8% | 加碼 |
| Steigerwald, Gordon & Koch Inc. | 1,914 | $64.7 萬 | 0.06% | +18+0.9% | 加碼 |
| Goldstein Advisors, LLC | 1,912 | $64.7 萬 | 0.06% | +1,912 | 新進 |
| May Hill Capital, LLC | 1,910 | $64.6 萬 | 0.13% | +131+7.4% | 加碼 |
| TFR Capital, LLC. | 1,902 | $64.3 萬 | 0.18% | +46+2.5% | 加碼 |
| Cairn Investment Group, Inc. | 1,900 | $64.3 萬 | 0.28% | 00.0% | 不變 |
| Zions Bancorporation, National Association | 1,900 | $64.3 萬 | 0.04% | −23−1.2% | 減碼 |
| Wittenberg Investment Management, Inc. | 1,900 | $64.3 萬 | 0.22% | 00.0% | 不變 |
| Codex Capital Asset Management L.L.C. | 1,900 | $64.1 萬 | 0.22% | +1,900 | 新進 |
| Prairieview Wealth Partners, LLC | 1,889 | $63.9 萬 | 0.48% | 00.0% | 不變 |
| Waterloo Capital, L.P. | 1,887 | $63.8 萬 | 0.04% | −251−11.7% | 減碼 |
| Stonebridge Capital Advisors LLC | 1,887 | $63.8 萬 | 0.04% | 00.0% | 不變 |
| LaSalle St. Investment Advisors, LLC | 1,887 | $63.8 萬 | 0.08% | −4−0.2% | 減碼 |
| Everest Financial Group LLC | 1,886 | $63.8 萬 | 0.09% | −64−3.3% | 減碼 |
| Annex Advisory Services, LLC | 1,885 | $63.8 萬 | 0.01% | +1+0.1% | 加碼 |
| Keystone Wealth Services, LLC | 1,884 | $63.7 萬 | 0.12% | +16+0.9% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 1,876 | $63.5 萬 | 0.14% | −17−0.9% | 減碼 |
| Sterling Investment Advisors, Ltd. | 1,873 | $63.4 萬 | 0.11% | 00.0% | 不變 |
| Capital Asset Advisory Services LLC | 1,872 | $63.3 萬 | 0.02% | +587+45.7% | 加碼 |
| Pettyjohn, Wood & White, Inc | 1,870 | $63.3 萬 | 0.09% | 00.0% | 不變 |
| Adirondack Trust Co | 1,870 | $63.3 萬 | 0.19% | −81−4.2% | 減碼 |
| Breakwater Capital Group | 1,869 | $63.2 萬 | 0.08% | −100−5.1% | 減碼 |
| Tiemann Investment Advisors, LLC | 1,868 | $63.2 萬 | 0.23% | −51−2.7% | 減碼 |
| Bluedoor Private Wealth, LLC | 1,865 | $63.1 萬 | 0.27% | +468+33.5% | 加碼 |
| Legacy Financial Strategies, LLC | 1,863 | $63.0 萬 | 0.10% | +8+0.4% | 加碼 |
| NBH Bank | 1,854 | $62.7 萬 | 0.26% | +1,854 | 新進 |
| TradeWell Securities, LLC. | 1,853 | $62.7 萬 | 0.22% | +6+0.3% | 加碼 |
| Nwam LLC | 1,843 | $62.4 萬 | 0.03% | −28−1.5% | 減碼 |
| Marshall & Sterling Wealth Advisors Inc. | 1,840 | $62.3 萬 | 0.37% | +281+18.0% | 加碼 |
| Valmark Advisers, Inc. | 1,838 | $62.2 萬 | 0.01% | −40−2.1% | 減碼 |
| KPP Advisory Services LLC | 1,832 | $62.0 萬 | 0.08% | +26+1.4% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 1,827 | $61.8 萬 | 0.06% | −1,561−46.1% | 減碼 |
| First National Bank of Omaha | 1,826 | $61.8 萬 | 0.02% | +46+2.6% | 加碼 |
| Patton Albertson Miller Group, LLC | 1,824 | $61.7 萬 | 0.06% | −26−1.4% | 減碼 |
| Capstone Financial Advisors, Inc. | 1,821 | $61.6 萬 | 0.03% | −11−0.6% | 減碼 |
| Mechanics Financial Corp | 1,816 | $61.4 萬 | 0.22% | −60−3.2% | 減碼 |
| Herold Advisors, Inc. | 1,816 | $61.4 萬 | 0.12% | −67−3.6% | 減碼 |
| BXM Wealth LLC | 1,815 | $61.4 萬 | 0.33% | +985+118.7% | 加碼 |
| Arbor Trust Wealth Advisors, LLC | 1,812 | $61.3 萬 | 0.25% | −135−6.9% | 減碼 |
| Triad Wealth Partners, LLC | 1,776 | $61.2 萬 | 0.04% | +640+56.3% | 加碼 |
| Retirement Planning Group | 1,800 | $60.9 萬 | 0.02% | −461−20.4% | 減碼 |
| Truvestments Capital LLC | 1,799 | $60.8 萬 | 0.09% | −71−3.8% | 減碼 |
| Flagship Private Wealth, LLC | 1,797 | $60.8 萬 | 0.21% | +6+0.3% | 加碼 |
| Cromwell Holdings LLC | 1,793 | $60.6 萬 | 0.27% | 00.0% | 不變 |
| Whitener Capital Management, Inc. | 1,792 | $60.6 萬 | 0.13% | 00.0% | 不變 |
| Trillium Asset Management, LLC | 1,791 | $60.6 萬 | 0.02% | −65−3.5% | 減碼 |
| Keudell/Morrison Wealth Management | 1,787 | $60.4 萬 | 0.11% | −97−5.1% | 減碼 |
| Atlantic Trust, LLC | 1,779 | $60.2 萬 | 0.08% | 00.0% | 不變 |
| Summit Global Investments | 1,775 | $60.1 萬 | 0.03% | −843−32.2% | 減碼 |
| Abacus Wealth Partners, LLC | 1,775 | $60.0 萬 | 0.06% | −1,238−41.1% | 減碼 |
| Secure Asset Management, LLC | 1,774 | $60.0 萬 | 0.08% | +101+6.0% | 加碼 |