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 |
|---|---|---|---|---|---|
| Atala Financial Inc | 1,773 | $60.0 萬 | 0.37% | +30+1.7% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 1,772 | $59.9 萬 | 0.12% | +81+4.8% | 加碼 |
| Tennessee Valley Asset Management Partners | 1,772 | $59.9 萬 | 0.07% | +4+0.2% | 加碼 |
| Adell Harriman & Carpenter Inc | 1,769 | $59.9 萬 | 0.03% | +85+5.0% | 加碼 |
| Z3 Capital Partners, LLC | 1,768 | $59.8 萬 | 0.13% | 00.0% | 不變 |
| Tandem Investment Partners LLC | 1,765 | $59.7 萬 | 0.46% | +945+115.2% | 加碼 |
| Midway Capital Research & Management | 1,763 | $59.6 萬 | 0.47% | 00.0% | 不變 |
| Aigen Investment Management, LP | 1,759 | $59.5 萬 | 0.16% | −7,316−80.6% | 減碼 |
| Lake Street Financial LLC | 1,758 | $59.5 萬 | 0.07% | +80+4.8% | 加碼 |
| Legend Capital Advisors LLC | 1,757 | $59.4 萬 | 0.32% | 00.0% | 不變 |
| Sage Private Wealth Group, LLC | 1,756 | $59.4 萬 | 0.27% | −37−2.1% | 減碼 |
| Centurion Wealth Management LLC | 1,756 | $59.4 萬 | 0.14% | −34−1.9% | 減碼 |
| Phillips Wealth Planners LLC | 1,697 | $59.3 萬 | 0.44% | −127−7.0% | 減碼 |
| Heritage Investment Group, Inc. | 1,752 | $59.3 萬 | 0.08% | +2+0.1% | 加碼 |
| Capital Square, LLC | 1,690 | $59.2 萬 | 0.26% | +358+26.9% | 加碼 |
| Waters Parkerson & Co., LLC | 1,749 | $59.2 萬 | 0.03% | 00.0% | 不變 |
| Ellis Investment Partners, LLC | 1,748 | $59.1 萬 | 0.09% | +5+0.3% | 加碼 |
| Everpar Advisors LLC | 1,746 | $59.1 萬 | 0.17% | +314+21.9% | 加碼 |
| Davis Investment Partners, LLC | 1,746 | $59.0 萬 | 0.18% | 00.0% | 不變 |
| Valley National Advisers Inc | 1,738 | $58.8 萬 | 0.07% | +128+8.0% | 加碼 |
| Howard Financial Services, Ltd. | 1,737 | $58.8 萬 | 0.06% | +242+16.2% | 加碼 |
| Paradigm Financial Partners, LLC | 1,736 | $58.7 萬 | 0.05% | +1,736 | 新進 |
| XML Financial, LLC | 1,733 | $58.6 萬 | 0.04% | +25+1.5% | 加碼 |
| Patten Group, Inc. | 1,727 | $58.4 萬 | 0.09% | −391−18.5% | 減碼 |
| Calton & Associates, Inc. | 1,726 | $58.4 萬 | 0.09% | +2+0.1% | 加碼 |
| Verity Asset Management, Inc. | 1,726 | $58.4 萬 | 0.22% | +1,726 | 新進 |
| First Nebraska Trust Co | 1,725 | $58.3 萬 | 0.05% | +750+76.9% | 加碼 |
| G&S Capital LLC | 1,722 | $58.2 萬 | 0.17% | −8,866−83.7% | 減碼 |
| Fort Washington Investment Advisors Inc | 1,722 | $58.2 萬 | 0.00% | −72−4.0% | 減碼 |
| North Capital, Inc. | 1,717 | $58.1 萬 | 0.44% | +142+9.0% | 加碼 |
| Pekin Hardy Strauss, Inc. | 1,716 | $58.0 萬 | 0.05% | 00.0% | 不變 |
| Cache Advisors, LLC | 1,708 | $57.8 萬 | 0.05% | 00.0% | 不變 |
| Security National Bank of So Dak | 1,700 | $57.5 萬 | 0.27% | −500−22.7% | 減碼 |
| Warner Group LLC | 1,699 | $57.5 萬 | 0.14% | +877+106.7% | 加碼 |
| Rosenberg Matthew Hamilton | 1,697 | $57.4 萬 | 0.11% | +402+31.0% | 加碼 |
| Severin Investments, LLC | 1,696 | $57.4 萬 | 0.43% | +139+8.9% | 加碼 |
| Victory Financial Group, LLC | 1,695 | $57.3 萬 | 0.06% | −265−13.5% | 減碼 |
| WealthPlan Investment Management, LLC | 1,692 | $57.2 萬 | 0.03% | −5,204−75.5% | 減碼 |
| Ridgecrest Wealth Partners, LLC | 1,691 | $57.2 萬 | 0.28% | +112+7.1% | 加碼 |
| Arcataur Capital Management LLC | 1,688 | $57.1 萬 | 0.14% | 00.0% | 不變 |
| Harbour Trust & Investment Management Co | 1,687 | $57.1 萬 | 0.05% | 00.0% | 不變 |
| PCM Encore, LLC | 1,683 | $56.9 萬 | 0.10% | −169−9.1% | 減碼 |
| Accretive Wealth Partners, LLC | 1,683 | $56.9 萬 | 0.14% | +130+8.4% | 加碼 |
| Thompson Investment Management, Inc. | 1,681 | $56.9 萬 | 0.07% | 00.0% | 不變 |
| Income Insurance Ltd | 1,679 | $56.8 萬 | 0.34% | 00.0% | 不變 |
| Navigation Group, LLC | 1,675 | $56.7 萬 | 0.11% | 00.0% | 不變 |
| OneAscent Family Office, LLC | 1,673 | $56.6 萬 | 0.29% | +66+4.1% | 加碼 |
| Motco | 1,673 | $56.6 萬 | 0.05% | +12+0.7% | 加碼 |
| NFP Retirement, Inc. | 1,672 | $56.6 萬 | 0.03% | +16+1.0% | 加碼 |
| Zullo Investment Group, Inc. | 1,670 | $56.5 萬 | 0.19% | −24−1.4% | 減碼 |
| Allred Capital Management, LLC | 1,669 | $56.4 萬 | 0.19% | +3+0.2% | 加碼 |
| Missouri Trust & Investment Co | 1,677 | $56.4 萬 | 0.15% | 00.0% | 不變 |
| Boothbay Fund Management, LLC | 1,660 | $56.1 萬 | 0.01% | +800+93.0% | 加碼 |
| Apollon Financial, LLC | 1,656 | $56.0 萬 | 0.07% | −25−1.5% | 減碼 |
| Seven Mile Advisory | 1,655 | $56.0 萬 | 0.38% | −757−31.4% | 減碼 |
| Trilogy Capital Inc. | 1,654 | $55.9 萬 | 0.02% | +54+3.4% | 加碼 |
| Triumph Capital Management | 1,649 | $55.8 萬 | 0.10% | −2,043−55.3% | 減碼 |
| Cassaday & Co Wealth Management LLC | 1,647 | $55.7 萬 | 0.01% | −59−3.5% | 減碼 |
| Foster & Motley Inc | 1,647 | $55.7 萬 | 0.03% | +28+1.7% | 加碼 |
| Acorn Wealth Advisors, LLC | 1,645 | $55.6 萬 | 0.14% | −1−0.1% | 減碼 |
| Ancora Advisors, LLC | 1,643 | $55.6 萬 | 0.01% | −244−12.9% | 減碼 |
| Acorns Advisers, LLC | 1,640 | $55.5 萬 | 0.00% | +108+7.0% | 加碼 |
| Brown Miller Wealth Management, LLC | 1,640 | $55.5 萬 | 0.14% | 00.0% | 不變 |
| Peterson Wealth Services | 1,640 | $55.5 萬 | 0.12% | +20+1.2% | 加碼 |
| Sandy Cove Advisors, LLC | 1,640 | $55.5 萬 | 0.14% | +148+9.9% | 加碼 |
| Kelman-Lazarov, Inc. | 1,638 | $55.4 萬 | 0.07% | −19−1.1% | 減碼 |
| Wealthquest Corp | 1,637 | $55.4 萬 | 0.03% | −428−20.7% | 減碼 |
| Strategy Asset Managers LLC | 1,636 | $55.3 萬 | 0.08% | +35+2.2% | 加碼 |
| Tyche Wealth Partners LLC | 1,636 | $55.3 萬 | 0.08% | +1+0.1% | 加碼 |
| Oliver Luxxe Assets LLC | 1,635 | $55.3 萬 | 0.08% | −1−0.1% | 減碼 |
| Silverlake Wealth Management LLC | 1,634 | $55.3 萬 | 0.11% | +41+2.6% | 加碼 |
| Schubert & Co | 1,632 | $55.2 萬 | 0.38% | +14+0.9% | 加碼 |
| Crusonia Wealth Advisors LLC | 1,629 | $55.1 萬 | 0.09% | +24+1.5% | 加碼 |
| Rockbridge Investment Management, LCC | 1,627 | $55.0 萬 | 0.04% | +12+0.7% | 加碼 |
| City Holding Co | 1,624 | $54.9 萬 | 0.06% | 00.0% | 不變 |
| Petros Family Wealth, LLC | 1,621 | $54.8 萬 | 0.34% | +143+9.7% | 加碼 |
| Impact Capital Partners LLC | 1,619 | $54.8 萬 | 0.15% | +24+1.5% | 加碼 |
| Cornell Pochily Investment Advisors, Inc. | 1,618 | $54.7 萬 | 0.15% | +2+0.1% | 加碼 |
| HBW Advisory Services LLC | 1,617 | $54.7 萬 | 0.05% | +316+24.3% | 加碼 |
| Canvas Wealth Advisors, LLC | 1,604 | $54.3 萬 | 0.08% | +488+43.7% | 加碼 |
| CDM Financial Counseling Services, Inc. | 1,603 | $54.2 萬 | 0.47% | −300−15.8% | 減碼 |
| Money Concepts Capital Corp | 1,602 | $54.2 萬 | 0.03% | −1,589−49.8% | 減碼 |
| Integrated Investment Consultants, LLC | 1,601 | $54.2 萬 | 0.11% | 00.0% | 不變 |
| Zevenbergen Capital Investments LLC | 1,600 | $54.1 萬 | 0.01% | −100−5.9% | 減碼 |
| Golden Reserve Retirement LLC | 1,597 | $54.0 萬 | 0.09% | +509+46.8% | 加碼 |
| Leonteq Securities AG | 1,595 | $54.0 萬 | 0.03% | −4,975−75.7% | 減碼 |
| Campbell & CO Investment Adviser LLC | 1,584 | $53.6 萬 | 0.03% | −19,645−92.5% | 減碼 |
| Optimize Financial Inc | 1,577 | $53.3 萬 | 0.19% | −5−0.3% | 減碼 |
| Sound Capital Solutions LLC | 1,577 | $53.3 萬 | 0.12% | +1,577 | 新進 |
| Parkwoods Wealth Partners, LLC | 1,577 | $53.3 萬 | 0.09% | +1,577 | 新進 |
| CVA Family Office, LLC | 1,575 | $53.3 萬 | 0.05% | +143+10.0% | 加碼 |
| Brucke Financial, Inc. | 1,574 | $53.2 萬 | 0.24% | −202−11.4% | 減碼 |
| KFA Private Wealth Group, LLC | 1,574 | $53.2 萬 | 0.13% | −5−0.3% | 減碼 |
| Kapstone Financial Advisors LLC | 1,572 | $53.2 萬 | 0.22% | +8+0.5% | 加碼 |
| Planning Alternatives Ltd | 1,571 | $53.1 萬 | 0.06% | +242+18.2% | 加碼 |
| Walker Asset Management, LLC | 1,571 | $53.1 萬 | 0.27% | +4+0.3% | 加碼 |
| Agate Pass Investment Management, LLC | 1,570 | $53.1 萬 | 0.20% | 00.0% | 不變 |
| MJP Associates Inc | 1,569 | $53.1 萬 | 0.06% | +68+4.5% | 加碼 |
| Fairfield, Bush & Co. | 1,568 | $53.0 萬 | 0.26% | +13+0.8% | 加碼 |
| Inscription Capital, LLC | 1,566 | $53.0 萬 | 0.05% | +314+25.1% | 加碼 |