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。
2025 年第 1 季 13F 持有人
American Express Co 在 2025/3/31 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
- 2,627
- 較 2024 年第 4 季 +27 家
- 持有股數
- 5.98 億
- 較 2024 年第 4 季 +552.4 萬 (+0.9%)
- 總市值
- $1,607 億
- 較 2024 年第 4 季 −$149.1 億 (−8.5%)
- 新進機構
- 183
- 另有 958 家加碼
- 清倉機構
- 156
- 另有 1,049 家減碼
另有 42 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sigma Investment Counselors Inc | 3,306 | $88.9 萬 | 0.05% | 00.0% | 不變 |
| Atlanta Consulting Group Advisors, LLC | 3,318 | $89.3 萬 | 0.26% | 00.0% | 不變 |
| Westmount Partners, LLC | 3,322 | $89.4 萬 | 0.27% | +470+16.5% | 加碼 |
| First Foundation Advisors | 3,324 | $89.4 萬 | 0.04% | −7−0.2% | 減碼 |
| Great Valley Advisor Group, Inc. | 3,332 | $89.6 萬 | 0.02% | +294+9.7% | 加碼 |
| Bell Bank | 3,333 | $89.7 萬 | 0.05% | 00.0% | 不變 |
| Virtu Financial LLC | 3,333 | $89.7 萬 | 0.05% | +3,333 | 新進 |
| Texas Yale Capital Corp. | 3,348 | $90.1 萬 | 0.04% | 00.0% | 不變 |
| McGlone Suttner Wealth Management, Inc. | 3,348 | $90.1 萬 | 0.15% | +128+4.0% | 加碼 |
| Knightsbridge Asset Management, LLC | 3,366 | $90.6 萬 | 0.23% | +345+11.4% | 加碼 |
| Conway Capital Management, Inc. | 3,375 | $90.8 萬 | 0.45% | +2,325+221.4% | 加碼 |
| Watts Gwilliam & Co., LLC | 3,384 | $91.1 萬 | 0.20% | −13−0.4% | 減碼 |
| Mattson Financial Services, LLC | 3,398 | $91.4 萬 | 0.27% | −243−6.7% | 減碼 |
| Revisor Wealth Management LLC | 3,415 | $91.9 萬 | 0.41% | +3,415 | 新進 |
| MidWestOne Financial Group, Inc. | 3,417 | $91.9 萬 | 0.13% | −14−0.4% | 減碼 |
| Defined Wealth Management, LLC | 3,424 | $92.1 萬 | 0.62% | +11+0.3% | 加碼 |
| Lindbrook Capital, LLC | 3,426 | $92.2 萬 | 0.08% | −233−6.4% | 減碼 |
| Proficio Capital Partners LLC | 3,438 | $92.5 萬 | 0.07% | +29+0.9% | 加碼 |
| Kovack Advisors, Inc. | 3,468 | $93.3 萬 | 0.10% | +109+3.2% | 加碼 |
| Alerus Financial NA | 3,473 | $93.4 萬 | 0.07% | 00.0% | 不變 |
| Zullo Investment Group, Inc. | 3,474 | $93.5 萬 | 0.40% | +77+2.3% | 加碼 |
| Hills Bank & Trust Co | 3,487 | $93.8 萬 | 0.07% | −37−1.0% | 減碼 |
| ERn Financial, LLC | 3,498 | $94.1 萬 | 0.15% | 00.0% | 不變 |
| Platform Technology Partners | 3,501 | $94.2 萬 | 0.27% | +17+0.5% | 加碼 |
| ICONIQ Capital, LLC | 3,546 | $95.4 萬 | 0.02% | +550+18.4% | 加碼 |
| MJP Associates Inc | 3,546 | $95.4 萬 | 0.17% | +404+12.9% | 加碼 |
| Navis Wealth Advisors, LLC | 3,548 | $95.5 萬 | 0.94% | +2,791+368.7% | 加碼 |
| WBH Advisory Inc | 3,567 | $96.0 萬 | 0.09% | −317−8.2% | 減碼 |
| Park Edge Advisors, LLC | 3,574 | $96.2 萬 | 0.27% | +2,472+224.3% | 加碼 |
| Quent Capital, LLC | 3,577 | $96.2 萬 | 0.10% | −129−3.5% | 減碼 |
| Oak Asset Management, LLC | 3,580 | $96.3 萬 | 0.35% | 00.0% | 不變 |
| Philadelphia Trust Co | 3,595 | $96.7 萬 | 0.08% | 00.0% | 不變 |
| Saybrook Capital | 3,600 | $96.9 萬 | 0.27% | 00.0% | 不變 |
| 180 Wealth Advisors, LLC | 3,603 | $96.9 萬 | 0.15% | +215+6.3% | 加碼 |
| Cornerstone Wealth Management, LLC | 3,621 | $97.4 萬 | 0.07% | −8−0.2% | 減碼 |
| Verus Capital Partners, LLC | 3,627 | $97.6 萬 | 0.10% | −712−16.4% | 減碼 |
| Steel Peak Wealth Management LLC | 3,640 | $97.9 萬 | 0.04% | +15+0.4% | 加碼 |
| Strategy Asset Managers LLC | 3,642 | $98.0 萬 | 0.20% | +1,984+119.7% | 加碼 |
| GTS Securities LLC | 3,651 | $98.2 萬 | 0.04% | +1,040+39.8% | 加碼 |
| Axxcess Wealth Management, LLC | 3,659 | $98.4 萬 | 0.03% | −2,556−41.1% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 3,659 | $98.5 萬 | 0.00% | +1,428+64.0% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 3,662 | $98.5 萬 | 0.14% | 00.0% | 不變 |
| Tang Capital Management LLC | 3,666 | $98.6 萬 | 0.05% | −133−3.5% | 減碼 |
| Ameritas Advisory Services, LLC | 3,497 | $98.9 萬 | 0.04% | −2,562−42.3% | 減碼 |
| Belpointe Asset Management LLC | 3,697 | $99.5 萬 | 0.05% | −4,715−56.1% | 減碼 |
| Gsa Capital Partners LLP | 3,699 | $99.5 萬 | 0.09% | +2,694+268.1% | 加碼 |
| Skba Capital Management LLC | 3,707 | $99.7 萬 | 0.15% | +2,257+155.7% | 加碼 |
| Alexander Randolph Advisory, Inc. | 3,712 | $99.9 萬 | 0.98% | −28−0.7% | 減碼 |
| Gratus Wealth Advisors, LLC | 3,714 | $99.9 萬 | 0.16% | +5+0.1% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 3,718 | $100.0 萬 | 0.03% | +2,704+266.7% | 加碼 |
| Burford Brothers, Inc. | 3,734 | $100.5 萬 | 0.49% | +109+3.0% | 加碼 |
| Sanders Morris Harris LLC | 3,731 | $100.9 萬 | 0.16% | −161−4.1% | 減碼 |
| First Western Trust Bank | 3,785 | $101.8 萬 | 0.05% | −34−0.9% | 減碼 |
| Winebrenner Capital Management LLC | 3,799 | $102.2 萬 | 0.92% | −238−5.9% | 減碼 |
| Midland Wealth Advisors LLC | 3,801 | $102.3 萬 | 0.06% | 00.0% | 不變 |
| Colonial Trust Co | 3,828 | $103.0 萬 | 0.16% | −35−0.9% | 減碼 |
| Benin Management CORP | 3,838 | $103.3 萬 | 0.29% | −308−7.4% | 減碼 |
| Centerpoint Advisors, LLC | 3,841 | $103.3 萬 | 0.38% | −10−0.3% | 減碼 |
| MTM Investment Management, LLC | 3,822 | $103.4 萬 | 0.40% | 00.0% | 不變 |
| Farringdon Capital, Ltd. | 3,844 | $103.4 萬 | 0.52% | +3,844 | 新進 |
| Bridges Investment Management Inc | 3,846 | $103.5 萬 | 0.01% | +8+0.2% | 加碼 |
| Alhambra Investment Partners LLC | 3,851 | $103.6 萬 | 0.53% | −139−3.5% | 減碼 |
| Trueblood Wealth Management, LLC | 3,894 | $104.8 萬 | 0.49% | +527+15.7% | 加碼 |
| Hager Investment Management Services, LLC | 3,898 | $104.9 萬 | 0.73% | +1,093+39.0% | 加碼 |
| Byrne Asset Management LLC | – | $105.0 萬 | 0.78% | – | – |
| Coastal Investment Advisors, Inc. | 3,907 | $105.1 萬 | 0.48% | +202+5.5% | 加碼 |
| Culbertson A N & Co Inc | 3,913 | $105.3 萬 | 0.17% | 00.0% | 不變 |
| Hanson & Doremus Investment Management | 3,915 | $105.3 萬 | 0.15% | +889+29.4% | 加碼 |
| Olistico Wealth, LLC | 3,919 | $105.5 萬 | 0.65% | +94+2.5% | 加碼 |
| Brooks, Moore & Associates, Inc. | 3,923 | $105.6 萬 | 0.60% | 00.0% | 不變 |
| Ellevest, Inc. | 3,926 | $105.6 萬 | 0.07% | −116−2.9% | 減碼 |
| West Coast Financial LLC | 3,949 | $106.2 萬 | 0.12% | 00.0% | 不變 |
| Golden State Wealth Management, LLC | 3,952 | $106.3 萬 | 0.16% | +29+0.7% | 加碼 |
| Forte Capital LLC | 3,966 | $106.7 萬 | 0.13% | +177+4.7% | 加碼 |
| Next Level Private LLC | 3,982 | $107.1 萬 | 0.40% | +74+1.9% | 加碼 |
| Evermay Wealth Management LLC | 3,983 | $107.2 萬 | 0.14% | −58−1.4% | 減碼 |
| Everhart Financial Group, Inc. | 3,987 | $107.3 萬 | 0.15% | −406−9.2% | 減碼 |
| Evanson Asset Management, LLC | 3,989 | $107.3 萬 | 0.08% | 00.0% | 不變 |
| Orleans Capital Management Corp | 4,000 | $107.6 萬 | 0.63% | −35−0.9% | 減碼 |
| Ulysses Management LLC | 4,000 | $107.6 萬 | 0.27% | 00.0% | 不變 |
| Moment Partners, LLC | 4,004 | $107.7 萬 | 0.21% | 00.0% | 不變 |
| Graypoint LLC | 4,016 | $108.1 萬 | 0.07% | −125−3.0% | 減碼 |
| SMART Wealth LLC | 4,025 | $108.3 萬 | 0.39% | +4,025 | 新進 |
| BSW Wealth Partners | 4,028 | $108.4 萬 | 0.16% | +178+4.6% | 加碼 |
| Riverbend Wealth Management, LLC | 4,036 | $108.6 萬 | 0.97% | +159+4.1% | 加碼 |
| Promethium Advisors,llc | 4,036 | $108.6 萬 | 0.70% | −165−3.9% | 減碼 |
| Essex Financial Services, Inc. | 4,036 | $108.6 萬 | 0.08% | +8+0.2% | 加碼 |
| Meridian Wealth Management, LLC | 4,044 | $108.8 萬 | 0.05% | +145+3.7% | 加碼 |
| Lazari Capital Management, Inc. | 4,058 | $109.2 萬 | 0.45% | +452+12.5% | 加碼 |
| Sunflower Bank, N.A. | 4,060 | $109.2 萬 | 0.31% | +6+0.1% | 加碼 |
| Essex Investment Management Co LLC | 4,089 | $110.0 萬 | 0.23% | +7+0.2% | 加碼 |
| Ipswich Investment Management Co., Inc. | 4,091 | $110.1 萬 | 0.27% | +75+1.9% | 加碼 |
| Guardian Investment Management | 4,092 | $110.1 萬 | 0.94% | −250−5.8% | 減碼 |
| Morse Asset Management, Inc | 4,105 | $110.4 萬 | 0.28% | +65+1.6% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,122 | $110.9 萬 | 0.06% | −400−8.8% | 減碼 |
| Bond & Devick Financial Network, Inc. | 4,124 | $111.0 萬 | 0.40% | −250−5.7% | 減碼 |
| United Asset Strategies, Inc. | 4,135 | $111.3 萬 | 0.10% | −167−3.9% | 減碼 |
| Jamison Private Wealth Management, Inc. | 4,152 | $111.7 萬 | 0.17% | +6+0.1% | 加碼 |
| CWA Asset Management Group, LLC | 4,154 | $111.8 萬 | 0.05% | +56+1.4% | 加碼 |
| Amarillo National Bank | 4,156 | $111.8 萬 | 0.22% | 00.0% | 不變 |