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 |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 10,132 | $272.6 萬 | 0.08% | +474+4.9% | 加碼 |
| Empower Advisory Group, LLC | 10,133 | $272.6 萬 | 0.01% | +12+0.1% | 加碼 |
| Verition Fund Management LLC | 10,139 | $272.8 萬 | 0.02% | −9,756−49.0% | 減碼 |
| Hartford Funds Management Co LLC | 10,159 | $273.3 萬 | 0.25% | +181+1.8% | 加碼 |
| ProVise Management Group, LLC | 10,167 | $273.5 萬 | 0.23% | −100−1.0% | 減碼 |
| Mission Wealth Management, LP | 10,176 | $273.8 萬 | 0.07% | +520+5.4% | 加碼 |
| SOL Capital Management CO | 10,210 | $274.7 萬 | 0.30% | 00.0% | 不變 |
| Joel Isaacson & Co., LLC | 10,224 | $275.1 萬 | 0.12% | +381+3.9% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 10,237 | $275.4 萬 | 0.01% | −6,443−38.6% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 10,240 | $275.5 萬 | 0.11% | +417+4.2% | 加碼 |
| Penobscot Investment Management Company, Inc. | 10,244 | $275.6 萬 | 0.26% | +239+2.4% | 加碼 |
| Eads & Heald Wealth Management | 10,290 | $276.8 萬 | 1.41% | −600−5.5% | 減碼 |
| Sawyer & Company, Inc | 10,320 | $277.7 萬 | 1.12% | −972−8.6% | 減碼 |
| Carl P. Sherr & Co., LLC | 10,356 | $278.6 萬 | 1.52% | +1,055+11.3% | 加碼 |
| Ossiam | 10,361 | $278.8 萬 | 0.04% | −4,065−28.2% | 減碼 |
| Icon Wealth Advisors, LLC | 10,362 | $278.8 萬 | 0.23% | −184−1.7% | 減碼 |
| SBI Securities Co., Ltd. | 10,374 | $279.1 萬 | 0.09% | +706+7.3% | 加碼 |
| Bailard, Inc. | 10,408 | $280.0 萬 | 0.07% | +96+0.9% | 加碼 |
| Connable Office Inc | 10,414 | $280.2 萬 | 0.30% | −180−1.7% | 減碼 |
| Insigneo Advisory Services, LLC | 10,429 | $280.6 萬 | 0.29% | +264+2.6% | 加碼 |
| QV Investors Inc. | 10,430 | $280.6 萬 | 0.28% | −790−7.0% | 減碼 |
| St. Johns Investment Management Company, LLC | 10,483 | $282.0 萬 | 1.39% | +59+0.6% | 加碼 |
| Aptus Capital Advisors, LLC | 10,495 | $282.4 萬 | 0.03% | +952+10.0% | 加碼 |
| Vestcor Inc | 10,572 | $284.4 萬 | 0.10% | +22+0.2% | 加碼 |
| Solidarilty Wealth, LLC | 10,575 | $284.5 萬 | 0.70% | +10,575 | 新進 |
| Penn Davis McFarland Inc | 10,580 | $284.7 萬 | 0.34% | −22−0.2% | 減碼 |
| Private Wealth Partners, LLC | 10,603 | $285.3 萬 | 0.24% | −680−6.0% | 減碼 |
| Peak Financial Advisors LLC | 10,625 | $285.9 萬 | 1.46% | −71−0.7% | 減碼 |
| Valueworks LLC | 10,687 | $287.5 萬 | 1.08% | +110+1.0% | 加碼 |
| L & S Advisors Inc | 10,688 | $287.5 萬 | 0.35% | −15,472−59.1% | 減碼 |
| Great Lakes Retirement, Inc. | 10,717 | $288.3 萬 | 0.38% | +195+1.9% | 加碼 |
| IFP Advisors, Inc | 10,760 | $289.5 萬 | 0.09% | +5,924+122.5% | 加碼 |
| Smithfield Trust Co | 10,776 | $289.9 萬 | 0.15% | −346−3.1% | 減碼 |
| Moody National Bank Trust Division | 10,780 | $290.0 萬 | 0.30% | −100−0.9% | 減碼 |
| Wedmont Private Capital | 11,550 | $290.1 萬 | 0.15% | +148+1.3% | 加碼 |
| Impax Asset Management Group plc | 10,797 | $290.5 萬 | 0.02% | −144−1.3% | 減碼 |
| Rathbone Brothers plc | 10,797 | $290.5 萬 | 0.01% | +44+0.4% | 加碼 |
| Gladstone Institutional Advisory LLC | 10,828 | $291.3 萬 | 0.14% | −5,536−33.8% | 減碼 |
| Venturi Wealth Management, LLC | 10,829 | $291.4 萬 | 0.15% | −346−3.1% | 減碼 |
| Sigma Planning Corp | 10,846 | $291.8 萬 | 0.09% | +195+1.8% | 加碼 |
| Vinva Investment Management Ltd | 11,037 | $293.0 萬 | 0.12% | +1,201+12.2% | 加碼 |
| Texas Bank & Trust Co | 10,903 | $293.3 萬 | 1.24% | +350+3.3% | 加碼 |
| Peoples Financial Services Corp. | 10,931 | $294.1 萬 | 1.41% | −343−3.0% | 減碼 |
| Azimuth Capital Investment Management LLC | 10,938 | $294.3 萬 | 0.12% | −532−4.6% | 減碼 |
| Gifford Fong Associates | 11,000 | $296.0 萬 | 0.74% | 00.0% | 不變 |
| Leonteq Securities AG | 11,078 | $297.1 萬 | 0.23% | −6,049−35.3% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 11,048 | $297.2 萬 | 1.92% | +2,132+23.9% | 加碼 |
| Personal Cfo Solutions, LLC | 11,060 | $297.6 萬 | 0.60% | −295−2.6% | 減碼 |
| KWB Wealth | 10,041 | $298.0 萬 | 0.36% | +10+0.1% | 加碼 |
| Entropy Technologies, LP | 11,110 | $298.9 萬 | 0.29% | +11,110 | 新進 |
| G&S Capital LLC | 11,142 | $299.8 萬 | 1.27% | −105−0.9% | 減碼 |
| Capstone Investment Advisors, LLC | 11,182 | $300.9 萬 | 0.03% | +4,065+57.1% | 加碼 |
| Herbst Group, LLC | 11,192 | $301.1 萬 | 2.13% | −944−7.8% | 減碼 |
| KCM Investment Advisors LLC | 11,220 | $301.9 萬 | 0.11% | −418−3.6% | 減碼 |
| Deane Retirement Strategies, Inc. | 11,229 | $301.9 萬 | 1.44% | +246+2.2% | 加碼 |
| Fruth Investment Management | 11,230 | $302.1 萬 | 0.84% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 11,234 | $302.2 萬 | 0.25% | −508−4.3% | 減碼 |
| Wealthspire Advisors, LLC | 11,240 | $302.4 萬 | 0.02% | −35−0.3% | 減碼 |
| Diversify Wealth Management, LLC | 11,350 | $303.1 萬 | 0.23% | +277+2.5% | 加碼 |
| SCS Capital Management LLC | 11,316 | $304.4 萬 | 0.04% | +11,316 | 新進 |
| RFG - Bristol Wealth Advisors, LLC | 11,356 | $305.5 萬 | 1.02% | +443+4.1% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 11,414 | $307.1 萬 | 0.07% | −134−1.2% | 減碼 |
| Rehmann Capital Advisory Group | 11,445 | $308.0 萬 | 0.19% | −1,133−9.0% | 減碼 |
| Lowe Brockenbrough & Co Inc | 11,453 | $308.1 萬 | 0.20% | −198−1.7% | 減碼 |
| Canandaigua National Bank & Trust Co | 11,467 | $308.5 萬 | 0.31% | −727−6.0% | 減碼 |
| Arkadios Wealth Advisors | 11,467 | $308.5 萬 | 0.12% | +5,188+82.6% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 11,470 | $308.6 萬 | 2.02% | −293−2.5% | 減碼 |
| Bull Street Advisors, LLC | 11,480 | $308.9 萬 | 1.48% | −70−0.6% | 減碼 |
| Ahl Investment Management, Inc. | 11,489 | $309.1 萬 | 2.13% | −147−1.3% | 減碼 |
| Aristotle Capital Management, LLC | 11,530 | $310.2 萬 | 0.01% | 00.0% | 不變 |
| Ostrum Asset Management | 11,558 | $311.0 萬 | 0.16% | −517−4.3% | 減碼 |
| Lodestone Wealth Management LLC | 11,565 | $311.2 萬 | 1.66% | −2,119−15.5% | 減碼 |
| Campbell & CO Investment Adviser LLC | 11,566 | $311.2 萬 | 0.24% | +11,566 | 新進 |
| Walleye Trading LLC | 11,568 | $311.2 萬 | 0.09% | −26,239−69.4% | 減碼 |
| Cullen Investment Group, Ltd. | 11,583 | $311.6 萬 | 0.47% | −258−2.2% | 減碼 |
| Investment Advisory Services Inc | 11,590 | $311.8 萬 | 1.13% | +14+0.1% | 加碼 |
| Lindsell Train Ltd大師Lindsell Train | 11,600 | $312.1 萬 | 0.09% | 00.0% | 不變 |
| Arcus Capital Partners, LLC | 11,623 | $312.7 萬 | 1.26% | +40+0.3% | 加碼 |
| RFG Advisory, LLC | 11,678 | $314.2 萬 | 0.08% | +484+4.3% | 加碼 |
| Eisler Capital Management Ltd. | 11,678 | $314.3 萬 | 0.09% | +10,980+1,573.1% | 加碼 |
| Strategic Planning Group, LLC | 11,736 | $315.8 萬 | 0.62% | +77+0.7% | 加碼 |
| Trust Co of Toledo NA | 11,786 | $317.1 萬 | 0.42% | +90+0.8% | 加碼 |
| First Horizon Advisors, Inc. | 11,791 | $317.3 萬 | 0.09% | +1,212+11.5% | 加碼 |
| Harbor Capital Advisors, Inc. | 11,798 | $317.4 萬 | 0.14% | −165−1.4% | 減碼 |
| Columbia Asset Management | 11,907 | $320.3 萬 | 0.65% | −790−6.2% | 減碼 |
| Boston Private Wealth LLC | 11,969 | $322.0 萬 | 0.13% | −662−5.2% | 減碼 |
| Zhang Financial LLC | 11,998 | $322.8 萬 | 0.17% | +2,552+27.0% | 加碼 |
| Webster Bank, N. A. | 11,999 | $322.8 萬 | 0.35% | +43+0.4% | 加碼 |
| Independent Investors Inc | 12,000 | $322.9 萬 | 0.69% | 00.0% | 不變 |
| Insight Inv LLC | 12,021 | $323.4 萬 | 2.22% | +40.0% | 加碼 |
| Two Sigma Investments, LP | 12,053 | $324.3 萬 | 0.01% | +53+0.4% | 加碼 |
| Invesco, LLC | 12,083 | $325.1 萬 | 1.34% | −549−4.3% | 減碼 |
| Brighton Jones LLC | 12,110 | $325.8 萬 | 0.10% | +5,629+86.9% | 加碼 |
| Empowered Funds, LLC | 12,141 | $326.7 萬 | 0.05% | −24,624−67.0% | 減碼 |
| Profund Advisors LLC | 12,177 | $327.6 萬 | 0.14% | −768−5.9% | 減碼 |
| Midwest Professional Planners, LTD. | 12,179 | $327.7 萬 | 1.02% | −88−0.7% | 減碼 |
| Schechter Investment Advisors, LLC | 12,183 | $327.8 萬 | 0.27% | −1,836−13.1% | 減碼 |
| Frank, Rimerman Advisors LLC | 12,346 | $332.2 萬 | 0.26% | +172+1.4% | 加碼 |
| Cito Capital Group, LLC | 12,440 | $334.7 萬 | 1.27% | +2,000+19.2% | 加碼 |
| Bleakley Financial Group, LLC | 12,470 | $335.5 萬 | 0.11% | +229+1.9% | 加碼 |