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 |
|---|---|---|---|---|---|
| AE Wealth Management LLC | 19,918 | $673.7 萬 | 0.03% | +1,479+8.0% | 加碼 |
| IFP Advisors, Inc | 19,897 | $673.0 萬 | 0.12% | +2,199+12.4% | 加碼 |
| Foundations Investment Advisors, LLC | 19,856 | $671.6 萬 | 0.07% | −879−4.2% | 減碼 |
| Blue Zone Wealth Advisors, LLC | 19,800 | $669.7 萬 | 1.17% | −1,660−7.7% | 減碼 |
| Siemens Fonds Invest GmbH | 19,787 | $669.3 萬 | 0.33% | +246+1.3% | 加碼 |
| Meitav Dash Investments Ltd | 19,696 | $666.8 萬 | 0.04% | 00.0% | 不變 |
| Rayburn West Financial Services LLC | 19,651 | $664.7 萬 | 3.66% | −51−0.3% | 減碼 |
| Concentric Capital Strategies, LP | 19,597 | $662.9 萬 | 0.41% | +19,597 | 新進 |
| Campbell Capital Management Inc | 19,545 | $661.1 萬 | 2.37% | +19,545 | 新進 |
| Capital International Sarl | 19,532 | $660.7 萬 | 0.09% | −1,838−8.6% | 減碼 |
| Bleakley Financial Group, LLC | 19,531 | $660.6 萬 | 0.08% | +381+2.0% | 加碼 |
| AIA Group Ltd | 19,530 | $660.6 萬 | 0.08% | +19,530 | 新進 |
| We Are One Seven, LLC | 19,378 | $655.5 萬 | 0.11% | −9,372−32.6% | 減碼 |
| Resources Investment Advisors, LLC. | 19,365 | $655.0 萬 | 0.06% | −730−3.6% | 減碼 |
| Puzo Michael J | 19,362 | $654.9 萬 | 1.69% | +3,076+18.9% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 19,268 | $651.8 萬 | 0.02% | +1,839+10.6% | 加碼 |
| Guggenheim Capital LLC | 19,249 | $651.1 萬 | 0.04% | +1,930+11.1% | 加碼 |
| Courier Capital LLC | 19,147 | $647.6 萬 | 0.32% | +641+3.5% | 加碼 |
| Fi3 FINANCIAL ADVISORS, LLC | 27,172 | $647.6 萬 | 1.96% | +26,066+2,356.8% | 加碼 |
| Metis Global Partners, LLC | 18,961 | $641.4 萬 | 0.15% | −5,849−23.6% | 減碼 |
| Welch Group, LLC | 18,908 | $639.6 萬 | 0.22% | 00.0% | 不變 |
| Montag A & Associates Inc | 18,883 | $638.7 萬 | 0.27% | +824+4.6% | 加碼 |
| E. Ohman J:or Asset Management AB | 18,797 | $635.8 萬 | 0.15% | 00.0% | 不變 |
| Walleye Capital LLC | 18,793 | $635.7 萬 | 0.03% | +17,385+1,234.7% | 加碼 |
| Emerald Investment Advisers, LLC | 18,785 | $635.4 萬 | 0.42% | +1,410+8.1% | 加碼 |
| Fulcrum Asset Management LLP | 18,607 | $634.3 萬 | 0.63% | +18,607 | 新進 |
| Modera Wealth Management, LLC | 18,722 | $633.3 萬 | 0.07% | +124+0.7% | 加碼 |
| Zhang Financial LLC | 18,691 | $632.2 萬 | 0.18% | +2,119+12.8% | 加碼 |
| Farther Finance Advisors, LLC | 18,655 | $631.2 萬 | 0.05% | +1,992+12.0% | 加碼 |
| Caldwell Trust Co | 18,631 | $630.2 萬 | 0.51% | −23−0.1% | 減碼 |
| Wisconsin Capital Management LLC | 18,600 | $629.1 萬 | 2.99% | −67−0.4% | 減碼 |
| Evergreen Capital Management LLC | 18,555 | $627.6 萬 | 0.11% | +7,314+65.1% | 加碼 |
| Covenant Asset Management, LLC | 18,500 | $625.8 萬 | 1.11% | −270−1.4% | 減碼 |
| Verdence Capital Advisors LLC | 18,482 | $625.2 萬 | 0.33% | −40.0% | 減碼 |
| Morningstar Investment Management LLC | 20,656 | $624.8 萬 | 0.39% | 00.0% | 不變 |
| Conning Inc. | 18,455 | $624.2 萬 | 0.19% | +963+5.5% | 加碼 |
| Osmosis Investment Management UK Ltd | 18,262 | $617.7 萬 | 0.29% | −18,198−49.9% | 減碼 |
| Dynamic Advisor Solutions LLC | 18,210 | $616.0 萬 | 0.18% | +1,146+6.7% | 加碼 |
| Intesa Sanpaolo Wealth Management | 18,166 | $614.5 萬 | 1.23% | +3,289+22.1% | 加碼 |
| Community Financial Services Group, LLC | 17,652 | $614.3 萬 | 0.90% | −2,882−14.0% | 減碼 |
| Trinity Legacy Partners, LLC | 16,987 | $614.2 萬 | 1.23% | +154+0.9% | 加碼 |
| Vertrix Wealth Management, LLC | 18,098 | $612.2 萬 | 2.06% | +1,641+10.0% | 加碼 |
| Apollon Wealth Management, LLC | 18,095 | $612.1 萬 | 0.07% | +1,502+9.1% | 加碼 |
| Lincoln Capital LLC | 18,043 | $610.3 萬 | 1.09% | −951−5.0% | 減碼 |
| Mount Vernon Associates Inc | 18,017 | $609.4 萬 | 3.97% | −915−4.8% | 減碼 |
| Pacifica Capital Investments, LLC | 17,993 | $608.6 萬 | 2.08% | 00.0% | 不變 |
| Gilman Hill Asset Management, LLC | 17,955 | $607.3 萬 | 0.83% | +92+0.5% | 加碼 |
| Rathbone Brothers plc | 17,864 | $604.2 萬 | 0.02% | +1,124+6.7% | 加碼 |
| Chemung Canal Trust Co | 17,863 | $604.2 萬 | 1.12% | −749−4.0% | 減碼 |
| Callahan Advisors, LLC | 17,830 | $603.1 萬 | 0.45% | +10.0% | 加碼 |
| Tower Bridge Advisors | 17,806 | $602.3 萬 | 0.54% | +457+2.6% | 加碼 |
| Sagewood Asset Management LP | 17,705 | $598.9 萬 | 1.35% | −213−1.2% | 減碼 |
| Meeder Advisory Services, Inc. | 17,522 | $592.7 萬 | 0.22% | +182+1.0% | 加碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 17,500 | $591.9 萬 | 0.33% | 00.0% | 不變 |
| Greenleaf Trust | 17,481 | $591.3 萬 | 0.06% | +779+4.7% | 加碼 |
| Stephens Inc | 17,476 | $591.1 萬 | 0.07% | +693+4.1% | 加碼 |
| Seizert Capital Partners, LLC | 17,442 | $590.0 萬 | 0.24% | −442−2.5% | 減碼 |
| Commerzbank Aktiengesellschaft | 17,428 | $589.5 萬 | 0.12% | −2,054−10.5% | 減碼 |
| Nordwand Advisors, LLC | 17,331 | $586.2 萬 | 0.90% | −55−0.3% | 減碼 |
| EFG International AG | 17,234 | $582.9 萬 | 0.11% | +3,529+25.7% | 加碼 |
| Titiun Yejiel | 17,231 | $582.8 萬 | 5.07% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 17,223 | $582.6 萬 | 0.09% | +17,223 | 新進 |
| BNC Wealth Management, LLC | 17,145 | $579.9 萬 | 1.40% | +393+2.3% | 加碼 |
| Delaney Dennis R | 17,114 | $578.9 萬 | 1.84% | +2,565+17.6% | 加碼 |
| Pring Turner Capital Group Inc | 16,891 | $578.7 萬 | 3.31% | −25−0.1% | 減碼 |
| Signaturefd, LLC | 17,093 | $578.2 萬 | 0.08% | +374+2.2% | 加碼 |
| Arq Wealth Advisors, LLC | 16,568 | $577.8 萬 | 0.72% | −1,890−10.2% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 17,064 | $577.2 萬 | 0.07% | −73−0.4% | 減碼 |
| Morton Community Bank | 17,042 | $576.4 萬 | 1.17% | +15+0.1% | 加碼 |
| Boston Family Office LLC | 17,004 | $575.1 萬 | 0.35% | +69+0.4% | 加碼 |
| Valeo Financial Advisors, LLC | 16,950 | $573.3 萬 | 0.12% | +911+5.7% | 加碼 |
| Resonant Capital Advisors, LLC | 16,878 | $570.9 萬 | 0.27% | +235+1.4% | 加碼 |
| Elgethun Capital Management | 16,815 | $568.8 萬 | 0.79% | −61−0.4% | 減碼 |
| Beacon Investment Advisors LLC | 16,760 | $566.9 萬 | 1.78% | +1,375+8.9% | 加碼 |
| Jag Capital Management, LLC | 16,582 | $560.9 萬 | 0.53% | −5,731−25.7% | 減碼 |
| WP Advisors, LLC | 16,474 | $557.2 萬 | 1.35% | +68+0.4% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16,468 | $557.0 萬 | 0.15% | +88+0.5% | 加碼 |
| CFC Planning Co LLC | 16,405 | $554.9 萬 | 3.28% | −729−4.3% | 減碼 |
| Central Pacific Bank - Trust Division | 16,373 | $553.8 萬 | 0.56% | +3,150+23.8% | 加碼 |
| AssuredPartners Investment Advisors, LLC | 16,362 | $553.5 萬 | 0.54% | +273+1.7% | 加碼 |
| Ghe, LLC | 16,354 | $553.2 萬 | 2.09% | −428−2.6% | 減碼 |
| Jump Financial, LLC | 16,344 | $552.8 萬 | 0.05% | +16,344 | 新進 |
| Hartline Investment Corp | 16,329 | $552.3 萬 | 0.48% | +1,980+13.8% | 加碼 |
| Kovitz Investment Group Partners, LLC | 16,275 | $550.5 萬 | 0.12% | −9,794−37.6% | 減碼 |
| Bill Few Associates, Inc. | 16,160 | $546.6 萬 | 1.17% | −74−0.5% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 16,125 | $545.4 萬 | 0.78% | +893+5.9% | 加碼 |
| MUFG Securities Americas Inc. | 16,030 | $542.2 萬 | 0.28% | +1,211+8.2% | 加碼 |
| GAMMA Investing LLC | 16,011 | $541.6 萬 | 0.20% | +1,918+13.6% | 加碼 |
| South State Corp. | 15,981 | $540.6 萬 | 0.23% | +927+6.2% | 加碼 |
| Northwest & Ethical Investments L.P. | 15,956 | $539.7 萬 | 0.13% | −11,171−41.2% | 減碼 |
| MASTERINVEST Kapitalanlage GmbH | 15,894 | $537.6 萬 | 0.46% | +1,569+11.0% | 加碼 |
| Snowden Capital Advisors LLC | 15,866 | $536.7 萬 | 0.13% | −2,892−15.4% | 減碼 |
| Voleon Capital Management LP | 15,864 | $536.6 萬 | 0.10% | −11,594−42.2% | 減碼 |
| Everence Capital Management Inc | 15,794 | $534.2 萬 | 0.28% | 00.0% | 不變 |
| Kidder Stephen W | 15,684 | $530.5 萬 | 1.34% | +1,954+14.2% | 加碼 |
| West Michigan Advisors, LLC | 15,671 | $530.1 萬 | 1.01% | +1,545+10.9% | 加碼 |
| North Dakota State Investment Board | 15,653 | $529.5 萬 | 0.22% | +40.0% | 加碼 |
| NorthCrest Asset Manangement, LLC | 15,255 | $528.9 萬 | 0.14% | −627−3.9% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 15,600 | $527.7 萬 | 0.15% | +648+4.3% | 加碼 |
| Saba Capital Management, L.P. | 15,539 | $525.6 萬 | 0.16% | −9,201−37.2% | 減碼 |