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 |
|---|---|---|---|---|---|
| Mount Yale Investment Advisors, LLC | 4,161 | $112.0 萬 | 0.10% | −469−10.1% | 減碼 |
| Prairie Sky Financial Group LLC | 4,166 | $112.1 萬 | 0.67% | −15−0.4% | 減碼 |
| EverSource Wealth Advisors, LLC | 4,171 | $112.2 萬 | 0.06% | +605+17.0% | 加碼 |
| InvesTrust | 4,200 | $113.0 萬 | 0.31% | 00.0% | 不變 |
| Lyell Wealth Management, LP | 4,205 | $113.1 萬 | 0.11% | −100−2.3% | 減碼 |
| IFG Advisors, LLC | 4,230 | $113.8 萬 | 0.22% | −76−1.8% | 減碼 |
| Marcum Wealth, LLC | 4,233 | $113.9 萬 | 0.10% | +173+4.3% | 加碼 |
| Larson Financial Group LLC | 4,234 | $113.9 萬 | 0.05% | +914+27.5% | 加碼 |
| Moloney Securities Asset Management, LLC | 4,234 | $113.9 萬 | 0.15% | −302−6.7% | 減碼 |
| First Affirmative Financial Network | 4,244 | $114.2 萬 | 0.70% | +229+5.7% | 加碼 |
| Ervin Investment Management, LLC | 4,266 | $114.8 萬 | 0.77% | 00.0% | 不變 |
| Warther Private Wealth, LLC | 4,268 | $114.8 萬 | 0.38% | −19,480−82.0% | 減碼 |
| Atlas Brown,Inc. | 4,272 | $114.9 萬 | 0.40% | +16+0.4% | 加碼 |
| Schulhoff & Co Inc | 4,300 | $115.7 萬 | 0.51% | 00.0% | 不變 |
| Doliver Advisors, LP | 4,301 | $115.7 萬 | 0.33% | +668+18.4% | 加碼 |
| Aaron Wealth Advisors | 4,316 | $116.1 萬 | 0.13% | +90+2.1% | 加碼 |
| Fullcircle Wealth LLC | 4,384 | $116.1 萬 | 0.48% | +8+0.2% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 4,377 | $116.2 萬 | 0.20% | −7−0.2% | 減碼 |
| Resolute Wealth Strategies, LLC | 4,321 | $116.3 萬 | 0.65% | +784+22.2% | 加碼 |
| Accredited Investors Inc. | 4,341 | $116.8 萬 | 0.07% | +14+0.3% | 加碼 |
| Salem Investment Counselors Inc | 4,357 | $117.2 萬 | 0.04% | +23+0.5% | 加碼 |
| Sage Mountain Advisors LLC | 4,377 | $117.8 萬 | 0.09% | −26−0.6% | 減碼 |
| Sompo Asset Management Co., Ltd. | 4,380 | $117.8 萬 | 0.22% | +470+12.0% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 4,387 | $118.0 萬 | 0.08% | +4,387 | 新進 |
| Wolverine Asset Management LLC | 4,397 | $118.3 萬 | 0.02% | +3,197+266.4% | 加碼 |
| Balentine LLC | 4,398 | $118.3 萬 | 0.05% | +3,259+286.1% | 加碼 |
| Resources Management Corp | 4,405 | $118.5 萬 | 0.17% | 00.0% | 不變 |
| J. W. Coons Advisors, LLC | 4,407 | $118.6 萬 | 0.31% | −190−4.1% | 減碼 |
| Oakworth Capital, Inc. | 4,412 | $118.7 萬 | 0.08% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 4,416 | $118.8 萬 | 0.03% | −515−10.4% | 減碼 |
| Sage Rhino Capital LLC | 4,430 | $119.2 萬 | 0.28% | +74+1.7% | 加碼 |
| Semper Augustus Investments Group LLC大師Semper Augustus | 4,432 | $119.2 萬 | 0.19% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 4,438 | $119.4 萬 | 0.10% | +44+1.0% | 加碼 |
| Bedel Financial Consulting, Inc. | 4,336 | $119.4 萬 | 0.17% | +3+0.1% | 加碼 |
| Proathlete Wealth Management LLC | 4,424 | $119.4 萬 | 0.44% | +50+1.1% | 加碼 |
| Twin Tree Management, LP | 4,463 | $120.1 萬 | 0.03% | −15,995−78.2% | 減碼 |
| Virtus Investment Advisers, Inc. | 4,481 | $120.6 萬 | 0.33% | +4,481 | 新進 |
| First Command Advisory Services, Inc. | 4,491 | $120.8 萬 | 0.01% | −96−2.1% | 減碼 |
| Papp L Roy & Associates | 4,500 | $121.1 萬 | 0.15% | 00.0% | 不變 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,500 | $121.1 萬 | 0.77% | +600+15.4% | 加碼 |
| Marshall Wace, LLP | 4,500 | $121.1 萬 | 0.00% | +4,500 | 新進 |
| American National Bank | 4,507 | $121.3 萬 | 0.13% | +79+1.8% | 加碼 |
| Evelyn Partners Investment Management LLP | 4,509 | $121.3 萬 | 0.04% | −75−1.6% | 減碼 |
| Leo Wealth, LLC | 4,559 | $122.6 萬 | 0.18% | −1,301−22.2% | 減碼 |
| Tufton Capital Management | 4,562 | $122.7 萬 | 0.24% | +20.0% | 加碼 |
| Allegheny Financial Group LTD | 4,566 | $122.9 萬 | 0.32% | −55−1.2% | 減碼 |
| Twelve Points Wealth Management LLC | 4,582 | $123.3 萬 | 0.33% | +11+0.2% | 加碼 |
| Advisors Capital Management, LLC | 4,589 | $123.5 萬 | 0.02% | −12−0.3% | 減碼 |
| Sentry LLC | 4,591 | $123.5 萬 | 0.24% | 00.0% | 不變 |
| Saxon Interests, Inc. | 4,602 | $123.8 萬 | 0.58% | −934−16.9% | 減碼 |
| Barden Capital Management, Inc. | 4,610 | $124.0 萬 | 1.10% | −25−0.5% | 減碼 |
| Trust Point Inc. | 4,612 | $124.1 萬 | 0.11% | −943−17.0% | 減碼 |
| Plancorp, LLC | 4,615 | $124.2 萬 | 0.05% | +785+20.5% | 加碼 |
| Wellington Shields & Co., LLC | 4,616 | $124.2 萬 | 0.39% | +396+9.4% | 加碼 |
| Profit Investment Management, LLC | 4,619 | $124.3 萬 | 1.15% | −523−10.2% | 減碼 |
| Aspiriant, LLC | 4,629 | $124.5 萬 | 0.04% | −543−10.5% | 減碼 |
| TCI Wealth Advisors, Inc. | 4,630 | $124.6 萬 | 0.10% | +3+0.1% | 加碼 |
| Pflug Koory, LLC | 4,644 | $124.9 萬 | 0.70% | 00.0% | 不變 |
| Magnus Financial Group LLC | 4,651 | $125.1 萬 | 0.12% | +253+5.8% | 加碼 |
| BigSur Wealth Management LLC | 4,655 | $125.2 萬 | 0.34% | +52+1.1% | 加碼 |
| Premier Path Wealth Partners, LLC | 4,666 | $125.5 萬 | 0.20% | +128+2.8% | 加碼 |
| North Star Investment Management Corp. | 4,685 | $126.0 萬 | 0.09% | 00.0% | 不變 |
| Washington Trust Co | 4,687 | $126.1 萬 | 0.05% | −308−6.2% | 減碼 |
| Mystic Asset Management, Inc. | 4,717 | $126.9 萬 | 0.33% | +1,085+29.9% | 加碼 |
| Minot DeBlois Advisors LLC | 4,721 | $127.0 萬 | 1.27% | −157−3.2% | 減碼 |
| Kestra Investment Management, LLC | 4,745 | $127.7 萬 | 0.04% | −1,104−18.9% | 減碼 |
| Strategic Investment Advisors | 4,749 | $127.8 萬 | 0.14% | −356−7.0% | 減碼 |
| Fidelis Capital Partners, LLC | 4,828 | $127.9 萬 | 0.14% | −811−14.4% | 減碼 |
| Muirfield Wealth Advisors LLC | 4,752 | $127.9 萬 | 1.09% | +10+0.2% | 加碼 |
| Carr Financial Group Corp | 4,757 | $128.0 萬 | 0.42% | −306−6.0% | 減碼 |
| Boyar Asset Management Inc. | 4,758 | $128.0 萬 | 0.93% | −27−0.6% | 減碼 |
| Aventura Private Wealth, LLC | 4,762 | $128.1 萬 | 0.67% | +122+2.6% | 加碼 |
| Ignite Planners, LLC | 4,776 | $128.2 萬 | 0.25% | +142+3.1% | 加碼 |
| Leisure Capital Management | 4,767 | $128.3 萬 | 0.53% | −31−0.6% | 減碼 |
| Argentarii, LLC | 4,786 | $128.8 萬 | 0.64% | +84+1.8% | 加碼 |
| Green Harvest Asset Management LLC | 4,786 | $128.8 萬 | 0.03% | +1,874+64.4% | 加碼 |
| Diversify Advisory Services, LLC | 4,830 | $129.0 萬 | 0.08% | +617+14.6% | 加碼 |
| Gen-Wealth Partners Inc | 4,804 | $129.3 萬 | 0.54% | +287+6.4% | 加碼 |
| Souders Financial Advisors | 4,824 | $129.8 萬 | 0.18% | +736+18.0% | 加碼 |
| Beaumont Asset Management, L.L.C. | 4,834 | $130.1 萬 | 0.79% | +13+0.3% | 加碼 |
| Simmons Bank | 4,843 | $130.3 萬 | 0.10% | −603−11.1% | 減碼 |
| Skopos Labs, Inc. | 4,845 | $130.3 萬 | 0.28% | +1,255+35.0% | 加碼 |
| Woodstock Corp | 4,853 | $130.6 萬 | 0.13% | −362−6.9% | 減碼 |
| Guided Capital Wealth Management, LLC | 4,853 | $130.6 萬 | 1.09% | +2,383+96.5% | 加碼 |
| GAM Holding AG | 4,862 | $130.8 萬 | 0.10% | +4,862 | 新進 |
| Aspire Private Capital, LLC | 4,863 | $130.8 萬 | 0.33% | +214+4.6% | 加碼 |
| Wealth Alliance | 4,869 | $131.0 萬 | 0.16% | −63−1.3% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 4,899 | $131.8 萬 | 0.06% | +248+5.3% | 加碼 |
| Orrstown Financial Services Inc | 4,902 | $131.9 萬 | 0.31% | −256−5.0% | 減碼 |
| Westpac Banking Corp | 4,910 | $132.1 萬 | 0.10% | −1,183−19.4% | 減碼 |
| Levin Capital Strategies, L.P. | 4,917 | $132.3 萬 | 0.14% | +10.0% | 加碼 |
| Modern Wealth Management, LLC | 4,921 | $132.4 萬 | 0.04% | +35+0.7% | 加碼 |
| Wesbanco Bank Inc | 4,953 | $133.3 萬 | 0.05% | +70+1.4% | 加碼 |
| KG&L Capital Management,LLC | 4,959 | $133.4 萬 | 0.43% | +3,947+390.0% | 加碼 |
| First International Bank & Trust | 4,979 | $134.0 萬 | 0.42% | +1,091+28.1% | 加碼 |
| Garde Capital, Inc. | 4,986 | $134.1 萬 | 0.08% | 00.0% | 不變 |
| Cozad Asset Management Inc | 4,989 | $134.2 萬 | 0.13% | +1,233+32.8% | 加碼 |
| AXS Investments LLC | 4,991 | $134.3 萬 | 0.37% | −159−3.1% | 減碼 |
| Spirit of America Management Corp | 5,000 | $134.5 萬 | 0.27% | 00.0% | 不變 |
| Carnegie Capital Asset Management, LLC | 5,295 | $135.0 萬 | 0.03% | +3,148+146.6% | 加碼 |