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 959 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 | 2,912 | $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 | 2,349 | $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 |
|---|---|---|---|---|---|
| Financial Advisors, LLC | 1,440 | $38.7 萬 | 0.08% | 00.0% | 不變 |
| Sharkey, Howes & Javer | 1,440 | $38.7 萬 | 0.06% | −946−39.6% | 減碼 |
| East Coast Asset Management, LLC. | 1,442 | $38.8 萬 | 0.14% | 00.0% | 不變 |
| Aprio Wealth Management, LLC | 1,443 | $38.8 萬 | 0.05% | +335+30.2% | 加碼 |
| Austin Wealth Management, LLC | 1,453 | $38.8 萬 | 0.08% | +79+5.7% | 加碼 |
| True North Advisors, LLC | 1,448 | $39.0 萬 | 0.07% | +155+12.0% | 加碼 |
| E Fund Management Co., Ltd. | 1,449 | $39.0 萬 | 0.02% | +71+5.2% | 加碼 |
| HHM Wealth Advisors, LLC | 1,453 | $39.1 萬 | 0.05% | 00.0% | 不變 |
| OneAscent Wealth Management LLC | 1,453 | $39.1 萬 | 0.17% | +25+1.8% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 1,454 | $39.1 萬 | 0.23% | +127+9.6% | 加碼 |
| James J. Burns & Company, LLC | 1,455 | $39.1 萬 | 0.07% | 00.0% | 不變 |
| First National Corp | 1,456 | $39.2 萬 | 0.09% | 00.0% | 不變 |
| Drive Wealth Management, LLC | 1,460 | $39.3 萬 | 0.09% | −35−2.3% | 減碼 |
| Crew Capital Management, Ltd. | 1,460 | $39.3 萬 | 0.32% | +15+1.0% | 加碼 |
| Birchcreek Wealth Management, LLC | 1,465 | $39.4 萬 | 0.25% | −105−6.7% | 減碼 |
| MinichMacGregor Wealth Management, LLC | 1,468 | $39.5 萬 | 0.09% | +696+90.2% | 加碼 |
| First Business Financial Services, Inc. | 1,468 | $39.5 萬 | 0.04% | 00.0% | 不變 |
| Valmark Advisers, Inc. | 1,473 | $39.6 萬 | 0.01% | −119−7.5% | 減碼 |
| Sonora Investment Management Group, LLC | 1,476 | $39.7 萬 | 0.03% | +613+71.0% | 加碼 |
| Aire Advisors, LLC | 1,480 | $39.8 萬 | 0.08% | −127−7.9% | 減碼 |
| Delta Asset Management LLC | 1,481 | $39.8 萬 | 0.04% | 00.0% | 不變 |
| Westover Capital Advisors, LLC | 1,482 | $39.9 萬 | 0.09% | +62+4.4% | 加碼 |
| Fragasso Group Inc. | 1,484 | $39.9 萬 | 0.03% | +28+1.9% | 加碼 |
| Waldron Private Wealth LLC | 1,486 | $40.0 萬 | 0.02% | −4,198−73.9% | 減碼 |
| Walker Asset Management, LLC | 1,495 | $40.2 萬 | 0.24% | +3+0.2% | 加碼 |
| Onefund, LLC | 1,498 | $40.3 萬 | 0.41% | +6+0.4% | 加碼 |
| Holowesko Partners Ltd. | 1,500 | $40.4 萬 | 0.15% | −900−37.5% | 減碼 |
| Bramshill Investments, LLC | 1,500 | $40.4 萬 | 0.04% | 00.0% | 不變 |
| Compass Ion Advisors, LLC | 1,500 | $40.4 萬 | 0.05% | 00.0% | 不變 |
| Asset Advisors Investment Management, LLC | 1,500 | $40.4 萬 | 0.04% | 00.0% | 不變 |
| Spahn Wealth & Retirement LLC | 1,500 | $40.4 萬 | 0.30% | 00.0% | 不變 |
| Brasada Capital Management, LP | 1,500 | $40.4 萬 | 0.08% | +1,500 | 新進 |
| Veritas Investment Partners (UK) Ltd. | 1,500 | $40.4 萬 | 0.01% | 00.0% | 不變 |
| Professional Advisory Services Inc | 1,500 | $40.4 萬 | 0.06% | 00.0% | 不變 |
| Koss-Olinger Consulting, LLC | 1,503 | $40.4 萬 | 0.03% | +1,503 | 新進 |
| Claret Asset Management Corp | 1,504 | $40.5 萬 | 0.06% | +1,504 | 新進 |
| Northwest Bancshares, Inc. | 1,509 | $40.6 萬 | 0.07% | 00.0% | 不變 |
| Redwood Investment Management, LLC | 1,517 | $40.8 萬 | 0.04% | −4,882−76.3% | 減碼 |
| LCNB Corp | 1,522 | $40.9 萬 | 0.15% | −58−3.7% | 減碼 |
| MV Capital Management, Inc. | 1,522 | $40.9 萬 | 0.04% | 00.0% | 不變 |
| Investors Research Corp | 1,524 | $41.0 萬 | 0.09% | −170−10.0% | 減碼 |
| Boit C F David | 1,525 | $41.0 萬 | 0.21% | 00.0% | 不變 |
| Reyes Financial Architecture, Inc. | 1,525 | $41.0 萬 | 0.30% | +245+19.1% | 加碼 |
| Cinctive Capital Management LP | 1,525 | $41.0 萬 | 0.03% | +1,525 | 新進 |
| Fort Washington Investment Advisors Inc | 1,526 | $41.1 萬 | 0.00% | 00.0% | 不變 |
| Abel Hall, LLC | 1,528 | $41.1 萬 | 0.25% | +488+46.9% | 加碼 |
| Windsor Capital Management, LLC | 1,529 | $41.1 萬 | 0.13% | −97−6.0% | 減碼 |
| Davis R M Inc | 1,532 | $41.2 萬 | 0.01% | +800+109.3% | 加碼 |
| Centric Wealth Management | 1,534 | $41.3 萬 | 0.11% | 00.0% | 不變 |
| Sivia Capital Partners, LLC | 1,538 | $41.4 萬 | 0.19% | +88+6.1% | 加碼 |
| 626 Financial, LLC | 1,542 | $41.5 萬 | 0.21% | +1+0.1% | 加碼 |
| Nautilus Advisors LLC | 1,544 | $41.5 萬 | 0.34% | +91+6.3% | 加碼 |
| First National Bank | 1,547 | $41.6 萬 | 0.27% | −102−6.2% | 減碼 |
| N.E.W. Advisory Services LLC | 1,551 | $41.7 萬 | 0.03% | +674+76.9% | 加碼 |
| Toth Financial Advisory Corp | 1,552 | $41.7 萬 | 0.05% | −321−17.1% | 減碼 |
| Silver Oak Securities, Inc | 1,574 | $41.8 萬 | 0.04% | +150+10.5% | 加碼 |
| North Capital, Inc. | 1,557 | $41.9 萬 | 0.40% | +1,557 | 新進 |
| Shulman DeMeo Asset Management LLC | 1,559 | $41.9 萬 | 0.12% | +5+0.3% | 加碼 |
| Fidelity D & D Bancorp Inc | 1,560 | $42.0 萬 | 0.28% | 00.0% | 不變 |
| Alteri Wealth LLC | 1,568 | $42.2 萬 | 0.19% | −650−29.3% | 減碼 |
| Monterey Private Wealth, Inc. | 1,570 | $42.2 萬 | 0.12% | +2+0.1% | 加碼 |
| Agate Pass Investment Management, LLC | 1,570 | $42.2 萬 | 0.18% | −150−8.7% | 減碼 |
| Y.D. More Investments Ltd | 1,576 | $42.4 萬 | 0.04% | +28+1.8% | 加碼 |
| Legacy Financial Strategies, LLC | 1,576 | $42.4 萬 | 0.09% | −67−4.1% | 減碼 |
| Fairfield, Bush & Co. | 1,580 | $42.5 萬 | 0.27% | +150+10.5% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 1,581 | $42.5 萬 | 0.03% | +283+21.8% | 加碼 |
| Rebalance, LLC | 1,585 | $42.6 萬 | 0.03% | −191−10.8% | 減碼 |
| Kelman-Lazarov, Inc. | 1,585 | $42.6 萬 | 0.08% | +9+0.6% | 加碼 |
| KFA Private Wealth Group, LLC | 1,589 | $42.8 萬 | 0.15% | +5+0.3% | 加碼 |
| JFS Wealth Advisors, LLC | 1,592 | $42.8 萬 | 0.03% | +149+10.3% | 加碼 |
| Clarendon Private LLC | 1,593 | $42.9 萬 | 0.45% | −552−25.7% | 減碼 |
| David Loasby | 1,737 | $42.9 萬 | 0.04% | −6−0.3% | 減碼 |
| Tyche Wealth Partners LLC | 1,596 | $42.9 萬 | 0.09% | +251+18.7% | 加碼 |
| XML Financial, LLC | 1,598 | $43.0 萬 | 0.04% | −150−8.6% | 減碼 |
| Aveo Capital Partners, LLC | 1,557 | $43.0 萬 | 0.07% | −142−8.4% | 減碼 |
| Trilogy Capital Inc. | 1,603 | $43.1 萬 | 0.02% | −40−2.4% | 減碼 |
| Pettyjohn, Wood & White, Inc | 1,603 | $43.1 萬 | 0.08% | −1,600−50.0% | 減碼 |
| Cornell Pochily Investment Advisors, Inc. | 1,607 | $43.2 萬 | 0.15% | +2+0.1% | 加碼 |
| MEMBERS Trust Co | 1,611 | $43.3 萬 | 0.02% | −267−14.2% | 減碼 |
| Sovereign Financial Group, Inc. | 1,611 | $43.3 萬 | 0.10% | +3+0.2% | 加碼 |
| Ancora Advisors, LLC | 1,612 | $43.4 萬 | 0.01% | +200+14.2% | 加碼 |
| Impact Capital Partners LLC | 1,612 | $43.4 萬 | 0.16% | −31−1.9% | 減碼 |
| RiverFront Investment Group, LLC | 1,612 | $43.4 萬 | 0.01% | +161+11.1% | 加碼 |
| Peterson Wealth Services | 1,613 | $43.4 萬 | 0.13% | +1+0.1% | 加碼 |
| Atlantic Trust, LLC | 1,614 | $43.4 萬 | 0.10% | −130−7.5% | 減碼 |
| Rockbridge Investment Management, LCC | 1,615 | $43.5 萬 | 0.05% | +25+1.6% | 加碼 |
| Union Bancaire Privee, UBP SA | 1,603 | $43.5 萬 | 0.01% | −1,173−42.3% | 減碼 |
| Revolve Wealth Partners, LLC | 1,620 | $43.6 萬 | 0.06% | +40+2.5% | 加碼 |
| Copley Financial Group, Inc. | 1,624 | $43.7 萬 | 0.33% | −47−2.8% | 減碼 |
| Amplius Wealth Advisors, LLC | 1,630 | $43.9 萬 | 0.05% | +3+0.2% | 加碼 |
| Richard W. Paul & Associates, LLC | 1,631 | $43.9 萬 | 0.17% | −20−1.2% | 減碼 |
| Evergreen Wealth Solutions, LLC | 1,631 | $43.9 萬 | 0.30% | −120−6.9% | 減碼 |
| MBL Wealth, LLC | 1,634 | $44.0 萬 | 0.04% | +34+2.1% | 加碼 |
| Brown Miller Wealth Management, LLC | 1,640 | $44.1 萬 | 0.15% | +820+100.0% | 加碼 |
| Brown Financial Advisors | 1,641 | $44.2 萬 | 0.18% | +58+3.7% | 加碼 |
| Acorn Wealth Advisors, LLC | 1,644 | $44.2 萬 | 0.18% | 00.0% | 不變 |
| Mountain Pacific Investment Advisers Inc | 1,645 | $44.3 萬 | 0.03% | −200−10.8% | 減碼 |
| Northeast Financial Consultants Inc | 1,646 | $44.3 萬 | 0.02% | 00.0% | 不變 |
| Pines Wealth Management, LLC | 1,915 | $44.3 萬 | 0.20% | −110−5.4% | 減碼 |
| Retirement Planning Group | 1,648 | $44.3 萬 | 0.02% | +237+16.8% | 加碼 |