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 |
|---|---|---|---|---|---|
| PFG Advisors | 5,025 | $135.2 萬 | 0.08% | −35−0.7% | 減碼 |
| Griffith & Werner, Inc. | 5,028 | $135.3 萬 | 0.84% | +610+13.8% | 加碼 |
| Harbor Investment Advisory, LLC | 5,034 | $135.5 萬 | 0.13% | −40−0.8% | 減碼 |
| Signal Advisors Wealth, LLC | 5,036 | $135.5 萬 | 0.13% | −188−3.6% | 減碼 |
| Cornerstone Planning Group LLC | 5,236 | $136.2 萬 | 0.33% | +40+0.8% | 加碼 |
| Bradyco, Inc. | 5,074 | $136.5 萬 | 1.04% | 00.0% | 不變 |
| WealthTrust Axiom LLC | 5,083 | $136.8 萬 | 0.42% | 00.0% | 不變 |
| Patten & Patten Inc | 5,090 | $136.9 萬 | 0.09% | −19−0.4% | 減碼 |
| Factorial Partners, LLC | 5,100 | $137.2 萬 | 0.85% | −100−1.9% | 減碼 |
| Clarius Group, LLC | 5,101 | $137.2 萬 | 0.09% | +1,922+60.5% | 加碼 |
| Pecaut & Co. | 5,119 | $137.7 萬 | 0.47% | −50−1.0% | 減碼 |
| Solitude Financial Services | 5,123 | $137.8 萬 | 0.54% | +1,130+28.3% | 加碼 |
| Weik Capital Management | 5,138 | $138.2 萬 | 0.56% | −625−10.8% | 減碼 |
| Chicago Partners Investment Group LLC | 5,011 | $138.4 萬 | 0.05% | +340+7.3% | 加碼 |
| Atomi Financial Group, Inc. | 5,151 | $138.6 萬 | 0.06% | −284−5.2% | 減碼 |
| First Dallas Securities Inc. | 5,162 | $138.9 萬 | 0.58% | −250−4.6% | 減碼 |
| Focus Financial Network, Inc. | 5,167 | $139.0 萬 | 0.06% | −710−12.1% | 減碼 |
| MeadowBrook Investment Advisors LLC | 5,174 | $139.2 萬 | 1.30% | −50−1.0% | 減碼 |
| Delphi Management Inc | 5,176 | $139.3 萬 | 1.42% | −537−9.4% | 減碼 |
| Stratos Wealth Advisors, LLC | 5,178 | $139.3 萬 | 0.08% | −470−8.3% | 減碼 |
| Baker Avenue Asset Management, LP | 5,188 | $139.6 萬 | 0.04% | +49+1.0% | 加碼 |
| Vectors Research Management, LLC | 5,189 | $139.6 萬 | 0.49% | 00.0% | 不變 |
| Norden Group LLC | 5,189 | $139.6 萬 | 0.16% | −122−2.3% | 減碼 |
| Sapient Capital LLC | 5,206 | $140.1 萬 | 0.03% | −46−0.9% | 減碼 |
| S.A. Mason LLC | 5,206 | $140.1 萬 | 0.74% | 00.0% | 不變 |
| Ramirez Asset Management, Inc. | 5,208 | $140.1 萬 | 0.29% | −12−0.2% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,408 | $140.7 萬 | 0.01% | −756−12.3% | 減碼 |
| Spinnaker Trust | 5,269 | $141.8 萬 | 0.09% | −20−0.4% | 減碼 |
| Paragon Private Wealth Management, LLC | 5,271 | $141.8 萬 | 0.66% | −25−0.5% | 減碼 |
| Ameritas Investment Partners, Inc. | 5,288 | $142.3 萬 | 0.05% | −134−2.5% | 減碼 |
| Monte Financial Group, LLC | 5,669 | $142.5 萬 | 0.62% | −15−0.3% | 減碼 |
| Stokes Family Office, LLC | 5,304 | $142.7 萬 | 0.16% | −3,000−36.1% | 減碼 |
| U S Global Investors Inc | 5,305 | $142.7 萬 | 0.19% | +805+17.9% | 加碼 |
| Ledyard National Bank | 5,312 | $142.9 萬 | 0.14% | −205−3.7% | 減碼 |
| Legacy Advisors, LLC | 5,324 | $143.2 萬 | 0.15% | +178+3.5% | 加碼 |
| William Allan, LLC | 5,332 | $143.4 萬 | 0.90% | −9,192−63.3% | 減碼 |
| Lawson Kroeker Investment Management Inc | 5,338 | $143.6 萬 | 0.27% | −126−2.3% | 減碼 |
| Advisory Research Inc | 5,389 | $145.0 萬 | 0.26% | −239−4.2% | 減碼 |
| Strategic Advisors LLC | 5,401 | $145.3 萬 | 0.28% | +45+0.8% | 加碼 |
| Lebenthal Global Advisors, LLC | 5,405 | $145.4 萬 | 0.27% | +136+2.6% | 加碼 |
| Sirios Capital Management L P | 5,417 | $145.7 萬 | 0.26% | +18+0.3% | 加碼 |
| Alpine Bank Wealth Management | 5,445 | $146.5 萬 | 0.24% | +5,445 | 新進 |
| Crewe Advisors LLC | 5,457 | $146.8 萬 | 0.21% | −66−1.2% | 減碼 |
| Bank of Hawaii | 5,468 | $147.1 萬 | 0.08% | −388−6.6% | 減碼 |
| Cambridge Financial Group, LLC | 5,495 | $147.5 萬 | 0.63% | 00.0% | 不變 |
| Laurel Wealth Advisors LLC | 5,496 | $147.9 萬 | 0.23% | +5+0.1% | 加碼 |
| Cypress Wealth Services, LLC | 5,499 | $147.9 萬 | 0.30% | +167+3.1% | 加碼 |
| Icon Advisers Inc | 5,500 | $148.0 萬 | 0.35% | 00.0% | 不變 |
| Northcape Wealth Management, LLC | 5,527 | $148.7 萬 | 0.48% | −53−0.9% | 減碼 |
| Caxton Associates LLP | 5,532 | $148.8 萬 | 0.05% | +5,532 | 新進 |
| Pine Valley Investments Ltd Liability Co | 5,535 | $148.9 萬 | 0.10% | +10.0% | 加碼 |
| Interchange Capital Partners, LLC | 5,543 | $149.1 萬 | 0.42% | +30+0.5% | 加碼 |
| KRS Capital Management, LLC | 5,558 | $149.5 萬 | 1.19% | +51+0.9% | 加碼 |
| Harbour Investments, Inc. | 5,560 | $149.6 萬 | 0.04% | +140+2.6% | 加碼 |
| Stonebrook Private Inc. | 5,568 | $149.8 萬 | 0.39% | +55+1.0% | 加碼 |
| Cigna Investments Inc | 5,589 | $150.3 萬 | 0.28% | −188−3.3% | 減碼 |
| Argus Investors' Counsel, Inc. | 5,604 | $150.8 萬 | 1.15% | −1,118−16.6% | 減碼 |
| Hohimer Wealth Management, LLC | 5,607 | $150.9 萬 | 0.29% | −222−3.8% | 減碼 |
| Invst, LLC | 5,617 | $151.1 萬 | 0.21% | −3,433−37.9% | 減碼 |
| Rockland Trust Co | 5,633 | $151.6 萬 | 0.08% | −1,227−17.9% | 減碼 |
| Capital Analysts, LLC | 5,637 | $151.7 萬 | 0.06% | −29−0.5% | 減碼 |
| Greenwood Gearhart Inc | 5,639 | $151.7 萬 | 0.10% | −360−6.0% | 減碼 |
| Red Door Wealth Management, LLC | 5,650 | $152.0 萬 | 0.22% | +1,283+29.4% | 加碼 |
| Blodgett Wealth Advisors, LLC | 5,659 | $152.3 萬 | 1.30% | 00.0% | 不變 |
| Transatlantique Private Wealth LLC | 5,672 | $152.6 萬 | 0.61% | +139+2.5% | 加碼 |
| Canopy Partners, LLC | 5,673 | $152.6 萬 | 0.59% | +617+12.2% | 加碼 |
| Manchester Capital Management LLC | 5,722 | $153.9 萬 | 0.19% | +164+3.0% | 加碼 |
| Community Bank, N.A. | 5,737 | $154.3 萬 | 0.21% | −175−3.0% | 減碼 |
| Conning Inc. | 5,759 | $154.9 萬 | 0.05% | +1,541+36.5% | 加碼 |
| Highview Capital Management LLC | 5,776 | $155.4 萬 | 0.65% | +284+5.2% | 加碼 |
| Advisor OS, LLC | 5,808 | $156.3 萬 | 0.18% | +485+9.1% | 加碼 |
| Financial Counselors Inc | 5,827 | $156.8 萬 | 0.02% | −182−3.0% | 減碼 |
| Highline Wealth Partners LLC | 5,849 | $157.4 萬 | 0.53% | +10.0% | 加碼 |
| Leavell Investment Management, Inc. | 5,865 | $157.8 萬 | 0.08% | −78−1.3% | 減碼 |
| Insight Advisors, LLC | 5,882 | $158.3 萬 | 0.28% | −126−2.1% | 減碼 |
| Syon Capital LLC | 5,894 | $158.6 萬 | 0.13% | +500+9.3% | 加碼 |
| Old National Bancorp | 5,912 | $159.1 萬 | 0.04% | −207−3.4% | 減碼 |
| GeoWealth Management, LLC | 5,914 | $159.1 萬 | 0.06% | −1,535−20.6% | 減碼 |
| Fort Point Capital Partners LLC | 5,928 | $159.5 萬 | 0.18% | −16−0.3% | 減碼 |
| Ransom Advisory, Ltd | 5,946 | $160.0 萬 | 0.79% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 5,957 | $160.3 萬 | 0.14% | −254−4.1% | 減碼 |
| YHB Investment Advisors, Inc. | 5,967 | $160.5 萬 | 0.13% | +6+0.1% | 加碼 |
| Fielder Capital Group LLC | 6,015 | $161.8 萬 | 0.47% | −4−0.1% | 減碼 |
| Lakeshore Capital Group, Inc. | 6,015 | $161.8 萬 | 1.56% | +171+2.9% | 加碼 |
| First Citizens Bank & Trust Co | 6,019 | $161.9 萬 | 0.04% | +143+2.4% | 加碼 |
| B&L Asset Management LLC | 6,026 | $162.1 萬 | 1.06% | +31+0.5% | 加碼 |
| Weil Company, Inc. | 6,035 | $162.4 萬 | 0.48% | 00.0% | 不變 |
| Chesapeake Wealth Management | 6,037 | $162.4 萬 | 0.58% | −235−3.7% | 減碼 |
| Mather Group, LLC. | 6,072 | $163.4 萬 | 0.02% | +473+8.4% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 6,104 | $164.2 萬 | 0.09% | −290−4.5% | 減碼 |
| MainStreet Investment Advisors LLC | 6,104 | $164.2 萬 | 0.24% | +207+3.5% | 加碼 |
| Diligent Investors, LLC | 6,119 | $164.6 萬 | 0.40% | −78−1.3% | 減碼 |
| Grove Bank & Trust | 6,146 | $165.4 萬 | 0.22% | +653+11.9% | 加碼 |
| Busey Wealth Management | 6,157 | $165.7 萬 | 0.06% | +28+0.5% | 加碼 |
| WSFS Capital Management, LLC | 6,157 | $165.7 萬 | 0.10% | −7−0.1% | 減碼 |
| Abundance Wealth Counselors | 6,213 | $167.2 萬 | 0.35% | +74+1.2% | 加碼 |
| Alps Advisors Inc | 6,223 | $167.4 萬 | 0.01% | −676−9.8% | 減碼 |
| Capital International Sarl | 6,227 | $167.5 萬 | 0.04% | +2,554+69.5% | 加碼 |
| Avestar Capital, LLC | 6,243 | $168.0 萬 | 0.16% | +909+17.0% | 加碼 |
| Stablepoint Partners, LLC | 6,244 | $168.0 萬 | 0.30% | −747−10.7% | 減碼 |