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 3,021 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 | 3,021 | $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 | 2,348 | $1,398 億 |
| 2024 年第 1 季 | 2,315 | $1,395 億 |
| 2023 年第 4 季 | 2,191 | $1,145 億 |
| 2023 年第 3 季 | 2,002 | $913.0 億 |
| 2023 年第 2 季 | 2,047 | $1,079 億 |
| 2023 年第 1 季 | 2,055 | $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 |
|---|---|---|---|---|---|
| Panagora Asset Management Inc | 50,312 | $1,354 萬 | 0.07% | −8,785−14.9% | 減碼 |
| Narwhal Capital Management | 50,458 | $1,358 萬 | 1.21% | +891+1.8% | 加碼 |
| Congress Wealth Management LLC | 50,311 | $1,359 萬 | 0.16% | +8,216+19.5% | 加碼 |
| Marex Group plc | 50,961 | $1,371 萬 | 0.26% | −79,621−61.0% | 減碼 |
| Chemistry Wealth Management LLC | 51,930 | $1,397 萬 | 3.25% | −110.0% | 減碼 |
| Sequoia Financial Advisors, LLC | 52,033 | $1,400 萬 | 0.11% | +26,548+104.2% | 加碼 |
| Exchange Traded Concepts, LLC | 52,272 | $1,406 萬 | 0.25% | +19,634+60.2% | 加碼 |
| Jump Financial, LLC | 53,233 | $1,432 萬 | 0.22% | +53,233 | 新進 |
| Atria Investments LLC | 53,333 | $1,435 萬 | 0.18% | +3,248+6.5% | 加碼 |
| Cresset Asset Management, LLC | 53,494 | $1,439 萬 | 0.07% | −2,567−4.6% | 減碼 |
| Laffer Tengler Investments | 53,497 | $1,439 萬 | 3.06% | −2,914−5.2% | 減碼 |
| Carret Asset Management, LLC | 53,621 | $1,443 萬 | 1.63% | −1,620−2.9% | 減碼 |
| Willis Investment Counsel | 53,694 | $1,445 萬 | 0.97% | −289−0.5% | 減碼 |
| Cullinan Associates Inc | 53,766 | $1,447 萬 | 1.02% | +665+1.3% | 加碼 |
| Scotia Capital Inc. | 53,797 | $1,447 萬 | 0.08% | +27,814+107.0% | 加碼 |
| Calamos Wealth Management LLC | 53,852 | $1,449 萬 | 0.72% | +566+1.1% | 加碼 |
| Tocqueville Asset Management L.P. | 54,429 | $1,464 萬 | 0.24% | −380−0.7% | 減碼 |
| Jones Financial Companies LLLP | 55,514 | $1,475 萬 | 0.01% | +18,017+48.0% | 加碼 |
| Matthew Goff Investment Advisor, LLC | 54,943 | $1,478 萬 | 2.73% | −3,404−5.8% | 減碼 |
| GHP Investment Advisors, Inc. | 55,704 | $1,499 萬 | 0.72% | −110−0.2% | 減碼 |
| Private Advisor Group, LLC | 56,651 | $1,524 萬 | 0.09% | +1,867+3.4% | 加碼 |
| Oppenheimer & Co Inc | 56,909 | $1,531 萬 | 0.23% | +6,900+13.8% | 加碼 |
| Prospera Financial Services Inc | 57,099 | $1,536 萬 | 0.35% | +8,513+17.5% | 加碼 |
| Silvercrest Asset Management Group LLC | 57,540 | $1,548 萬 | 0.11% | +1,206+2.1% | 加碼 |
| Perigon Wealth Management, LLC | 57,594 | $1,550 萬 | 0.40% | +2,151+3.9% | 加碼 |
| Kestra Advisory Services, LLC | 57,744 | $1,554 萬 | 0.08% | +1,070+1.9% | 加碼 |
| Equitable Trust Co | 57,839 | $1,556 萬 | 0.86% | −3,543−5.8% | 減碼 |
| Sumitomo Mitsui Financial Group, Inc. | 57,950 | $1,559 萬 | 0.29% | +57,950 | 新進 |
| Torray LLC | 58,287 | $1,568 萬 | 2.34% | 00.0% | 不變 |
| Rice Partnership, LLC | 58,668 | $1,578 萬 | 3.24% | −2,359−3.9% | 減碼 |
| Neville Rodie & Shaw Inc | 59,009 | $1,588 萬 | 1.24% | +14,439+32.4% | 加碼 |
| OP Asset Management Ltd | 60,246 | $1,621 萬 | 0.27% | +60,246 | 新進 |
| Mackenzie Financial Corp | 60,634 | $1,631 萬 | 0.02% | +3,776+6.6% | 加碼 |
| Peapack Gladstone Financial Corp | 61,648 | $1,659 萬 | 0.25% | −1,410−2.2% | 減碼 |
| GM Advisory Group, Inc. | 61,818 | $1,663 萬 | 0.90% | +65+0.1% | 加碼 |
| Wesleyan Assurance Society | 62,345 | $1,678 萬 | 1.25% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 62,450 | $1,680 萬 | 0.16% | −5,067−7.5% | 減碼 |
| Orion Portfolio Solutions, LLC | 62,450 | $1,680 萬 | 0.16% | −5,067−7.5% | 減碼 |
| Penserra Capital Management LLC | 62,455 | $1,680 萬 | 0.30% | −8,941−12.5% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 62,838 | $1,691 萬 | 0.17% | +6,239+11.0% | 加碼 |
| Shayne & Co., LLC | 63,182 | $1,700 萬 | 4.18% | −150−0.2% | 減碼 |
| HB Wealth Management, LLC | 63,484 | $1,708 萬 | 0.14% | +5,710+9.9% | 加碼 |
| Mutual of America Capital Management LLC | 64,544 | $1,737 萬 | 0.20% | −2,126−3.2% | 減碼 |
| GDS Wealth Management | 64,621 | $1,739 萬 | 1.48% | +2,153+3.4% | 加碼 |
| Davenport & Co LLC | 64,852 | $1,745 萬 | 0.10% | +11,494+21.5% | 加碼 |
| Long Corridor Asset Management Ltd | 65,000 | $1,749 萬 | 12.80% | +40,000+160.0% | 加碼 |
| Eagle Global Advisors LLC | 65,351 | $1,758 萬 | 0.72% | −676−1.0% | 減碼 |
| Generali Asset Management SPA SGR | 65,588 | $1,765 萬 | 0.43% | +6,921+11.8% | 加碼 |
| Hamilton Point Investment Advisors, LLC | 65,871 | $1,772 萬 | 3.19% | +244+0.4% | 加碼 |
| United Services Automobile Association | 66,800 | $1,773 萬 | 0.55% | 00.0% | 不變 |
| GWM Advisors LLC | 65,999 | $1,776 萬 | 0.11% | −5,777−8.0% | 減碼 |
| Connors Investor Services Inc | 66,174 | $1,780 萬 | 1.77% | +623+1.0% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 67,050 | $1,804 萬 | 2.93% | −1,603−2.3% | 減碼 |
| Wealthfront Advisers LLC | 67,148 | $1,807 萬 | 0.05% | −2,053−3.0% | 減碼 |
| Andra AP-fonden | 67,248 | $1,809 萬 | 0.30% | −28,600−29.8% | 減碼 |
| Payden & Rygel | 67,400 | $1,813 萬 | 1.56% | +2,600+4.0% | 加碼 |
| Moran Wealth Management, LLC | 67,688 | $1,821 萬 | 0.61% | −1,153−1.7% | 減碼 |
| Walleye Capital LLC | 68,046 | $1,831 萬 | 0.20% | +49,384+264.6% | 加碼 |
| Cobblestone Capital Advisors LLC | 68,644 | $1,847 萬 | 1.01% | −13,082−16.0% | 減碼 |
| Whittier Trust Co | 68,718 | $1,849 萬 | 0.26% | +388+0.6% | 加碼 |
| Galvin, Gaustad & Stein, LLC | 69,414 | $1,868 萬 | 1.67% | −700−1.0% | 減碼 |
| Parthenon LLC | 69,520 | $1,870 萬 | 2.30% | −112−0.2% | 減碼 |
| Nissay Asset Management Corp | 69,792 | $1,878 萬 | 0.12% | +99+0.1% | 加碼 |
| JustInvest LLC | 70,148 | $1,887 萬 | 0.28% | +1,309+1.9% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 70,195 | $1,889 萬 | 0.06% | +739+1.1% | 加碼 |
| Marco Investment Management LLC | 70,939 | $1,909 萬 | 1.77% | −520−0.7% | 減碼 |
| Tweedy, Browne Co LLC | 71,820 | $1,932 萬 | 1.71% | −17,728−19.8% | 減碼 |
| FIL Ltd | 71,854 | $1,933 萬 | 0.02% | +70,574+5,513.6% | 加碼 |
| Prime Capital Investment Advisors, LLC | 72,010 | $1,937 萬 | 0.23% | +14,650+25.5% | 加碼 |
| Abner Herrman & Brock LLC | 72,341 | $1,946 萬 | 2.48% | −3,260−4.3% | 減碼 |
| Hancock Whitney Corp | 72,703 | $1,956 萬 | 0.64% | −310−0.4% | 減碼 |
| Steward Partners Investment Advisory, LLC | 73,156 | $1,968 萬 | 0.17% | +1,789+2.5% | 加碼 |
| Abn Amro Investment Solutions | 73,978 | $1,990 萬 | 0.42% | +9,360+14.5% | 加碼 |
| Yousif Capital Management, LLC | 74,258 | $1,998 萬 | 0.23% | −3,164−4.1% | 減碼 |
| Assetmark, Inc | 74,337 | $2,000 萬 | 0.05% | +5,264+7.6% | 加碼 |
| Polar Capital Holdings Plc | 74,941 | $2,016 萬 | 0.12% | −17,236−18.7% | 減碼 |
| Tudor Investment Corp Et Al | 76,000 | $2,045 萬 | 0.18% | +76,000 | 新進 |
| Mesirow Financial Investment Management, Inc. | 76,147 | $2,049 萬 | 0.40% | +880+1.2% | 加碼 |
| Beacon Pointe Advisors, LLC | 76,219 | $2,051 萬 | 0.23% | −1,862−2.4% | 減碼 |
| Founders Capital Management, LLC | 76,995 | $2,072 萬 | 3.81% | −274−0.4% | 減碼 |
| CIBC World Markets Inc. | 77,538 | $2,086 萬 | 0.05% | −222,009−74.1% | 減碼 |
| Prudential PLC | 77,699 | $2,090 萬 | 0.11% | −7,302−8.6% | 減碼 |
| MML Investors Services, LLC | 78,346 | $2,108 萬 | 0.07% | +338+0.4% | 加碼 |
| Baxter Bros Inc | 78,652 | $2,116 萬 | 2.79% | −994−1.2% | 減碼 |
| Franklin Street Advisors Inc | 78,700 | $2,117 萬 | 1.50% | −671−0.8% | 減碼 |
| Ethic Inc. | 78,736 | $2,130 萬 | 0.43% | +1,421+1.8% | 加碼 |
| ASR Vermogensbeheer N.V. | 79,542 | $2,140 萬 | 0.32% | +79,542 | 新進 |
| Anomaly Capital Management, LP | 79,827 | $2,148 萬 | 1.00% | +79,827 | 新進 |
| O'Shaughnessy Asset Management, LLC | 80,035 | $2,153 萬 | 0.17% | +2,745+3.6% | 加碼 |
| HM Payson & Co | 80,754 | $2,173 萬 | 0.38% | −3,742−4.4% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 80,781 | $2,173 萬 | 0.22% | −1,000−1.2% | 減碼 |
| State of Alaska, Department of Revenue | 81,036 | $2,180 萬 | 0.25% | +1,585+2.0% | 加碼 |
| Warren Averett Asset Management, LLC | 81,269 | $2,187 萬 | 0.27% | +38,973+92.1% | 加碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 81,886 | $2,203 萬 | 0.37% | 00.0% | 不變 |
| New York Life Investment Management LLC | 82,119 | $2,209 萬 | 0.23% | −699−0.8% | 減碼 |
| NorthCrest Asset Manangement, LLC | 82,783 | $2,227 萬 | 0.67% | +602+0.7% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 83,363 | $2,243 萬 | 0.27% | −17,500−17.4% | 減碼 |
| Varma Mutual Pension Insurance Co | 83,435 | $2,245 萬 | 0.19% | −8,400−9.1% | 減碼 |
| Brookstone Capital Management | 84,916 | $2,285 萬 | 0.33% | +2,963+3.6% | 加碼 |
| Quantinno Capital Management LP | 85,331 | $2,296 萬 | 0.15% | +29,175+52.0% | 加碼 |