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
- 2,628
- 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 | 2,913 | $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 |
|---|---|---|---|---|---|
| Private Wealth Partners, LLC | 10,603 | $285.3 萬 | 0.24% | −680−6.0% | 減碼 |
| Penn Davis McFarland Inc | 10,580 | $284.7 萬 | 0.34% | −22−0.2% | 減碼 |
| Solidarilty Wealth, LLC | 10,575 | $284.5 萬 | 0.70% | +10,575 | 新進 |
| Vestcor Inc | 10,572 | $284.4 萬 | 0.10% | +22+0.2% | 加碼 |
| Aptus Capital Advisors, LLC | 10,495 | $282.4 萬 | 0.03% | +952+10.0% | 加碼 |
| St. Johns Investment Management Company, LLC | 10,483 | $282.0 萬 | 1.39% | +59+0.6% | 加碼 |
| QV Investors Inc. | 10,430 | $280.6 萬 | 0.28% | −790−7.0% | 減碼 |
| Insigneo Advisory Services, LLC | 10,429 | $280.6 萬 | 0.29% | +264+2.6% | 加碼 |
| Connable Office Inc | 10,414 | $280.2 萬 | 0.30% | −180−1.7% | 減碼 |
| Bailard, Inc. | 10,408 | $280.0 萬 | 0.07% | +96+0.9% | 加碼 |
| SBI Securities Co., Ltd. | 10,374 | $279.1 萬 | 0.09% | +706+7.3% | 加碼 |
| Icon Wealth Advisors, LLC | 10,362 | $278.8 萬 | 0.23% | −184−1.7% | 減碼 |
| Ossiam | 10,361 | $278.8 萬 | 0.04% | −4,065−28.2% | 減碼 |
| Carl P. Sherr & Co., LLC | 10,356 | $278.6 萬 | 1.52% | +1,055+11.3% | 加碼 |
| Sawyer & Company, Inc | 10,320 | $277.7 萬 | 1.12% | −972−8.6% | 減碼 |
| Eads & Heald Wealth Management | 10,290 | $276.8 萬 | 1.41% | −600−5.5% | 減碼 |
| Penobscot Investment Management Company, Inc. | 10,244 | $275.6 萬 | 0.26% | +239+2.4% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 10,240 | $275.5 萬 | 0.11% | +417+4.2% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 10,237 | $275.4 萬 | 0.01% | −6,443−38.6% | 減碼 |
| Joel Isaacson & Co., LLC | 10,224 | $275.1 萬 | 0.12% | +381+3.9% | 加碼 |
| SOL Capital Management CO | 10,210 | $274.7 萬 | 0.30% | 00.0% | 不變 |
| Mission Wealth Management, LP | 10,176 | $273.8 萬 | 0.07% | +520+5.4% | 加碼 |
| ProVise Management Group, LLC | 10,167 | $273.5 萬 | 0.23% | −100−1.0% | 減碼 |
| Hartford Funds Management Co LLC | 10,159 | $273.3 萬 | 0.25% | +181+1.8% | 加碼 |
| Verition Fund Management LLC | 10,139 | $272.8 萬 | 0.02% | −9,756−49.0% | 減碼 |
| Empower Advisory Group, LLC | 10,133 | $272.6 萬 | 0.01% | +12+0.1% | 加碼 |
| HBK Sorce Advisory LLC | 10,132 | $272.6 萬 | 0.08% | +474+4.9% | 加碼 |
| Wolff Wiese Magana LLC | 10,054 | $270.5 萬 | 1.84% | +125+1.3% | 加碼 |
| Intrinsic Value Partners, LLC | 10,047 | $270.3 萬 | 2.67% | −672−6.3% | 減碼 |
| Cunning Capital Partners, LP | 10,012 | $269.4 萬 | 1.72% | −58−0.6% | 減碼 |
| Van Strum & Towne Inc. | 9,990 | $268.8 萬 | 0.90% | +1,750+21.2% | 加碼 |
| Galilei Investment Office LLP | 9,974 | $268.4 萬 | 1.45% | 00.0% | 不變 |
| Union Heritage Capital, LLC | 9,968 | $268.2 萬 | 1.00% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 9,955 | $267.8 萬 | 0.04% | +1,469+17.3% | 加碼 |
| Horizon Investments, LLC | 9,967 | $267.3 萬 | 0.08% | +280+2.9% | 加碼 |
| Doheny Asset Management | 9,861 | $265.3 萬 | 2.08% | +41+0.4% | 加碼 |
| Knuff & Co LLC | 9,844 | $264.9 萬 | 0.89% | +27+0.3% | 加碼 |
| Buttonwood Financial Advisors Inc. | 9,833 | $264.6 萬 | 1.16% | −181−1.8% | 減碼 |
| Plimoth Trust Co LLC | 9,824 | $264.3 萬 | 0.69% | +378+4.0% | 加碼 |
| MUFG Securities Americas Inc. | 9,824 | $264.3 萬 | 0.31% | +1,608+19.6% | 加碼 |
| Quantbot Technologies LP | 9,819 | $264.2 萬 | 0.08% | +9,819 | 新進 |
| Inlet Private Wealth, LLC | 9,795 | $263.5 萬 | 0.69% | 00.0% | 不變 |
| Xcel Wealth Management, LLC | 9,773 | $262.9 萬 | 0.82% | −20−0.2% | 減碼 |
| Jennison Associates LLC | 9,752 | $262.4 萬 | 0.00% | −5,236−34.9% | 減碼 |
| Princeton Global Asset Management LLC | 9,725 | $261.7 萬 | 0.52% | +7,456+328.6% | 加碼 |
| TAGStone Capital, Inc. | 9,704 | $261.1 萬 | 1.28% | +240+2.5% | 加碼 |
| Parkside Financial Bank & Trust | 9,696 | $260.9 萬 | 0.33% | +326+3.5% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 9,692 | $260.8 萬 | 0.54% | +40+0.4% | 加碼 |
| NTV Asset Management LLC | 9,679 | $260.4 萬 | 0.35% | 00.0% | 不變 |
| AIA Group Ltd | 9,600 | $258.3 萬 | 0.06% | +9,600 | 新進 |
| Institute for Wealth Management, LLC. | 9,599 | $258.3 萬 | 0.33% | +268+2.9% | 加碼 |
| Farther Finance Advisors, LLC | 9,545 | $258.2 萬 | 0.07% | +4,244+80.1% | 加碼 |
| Evoke Wealth, LLC | 9,558 | $257.2 萬 | 0.07% | −61−0.6% | 減碼 |
| Financial Security Advisor, Inc. | 9,525 | $256.3 萬 | 0.65% | −38−0.4% | 減碼 |
| Ritholtz Wealth Management | 9,516 | $256.0 萬 | 0.08% | +206+2.2% | 加碼 |
| Evergreen Capital Management LLC | 9,499 | $255.6 萬 | 0.09% | +192+2.1% | 加碼 |
| Parkshore Wealth Management, Inc. | 9,496 | $255.5 萬 | 1.49% | +17+0.2% | 加碼 |
| Fire Capital Management LLC | 9,480 | $255.1 萬 | 1.88% | +265+2.9% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 9,461 | $254.5 萬 | 0.29% | −100−1.0% | 減碼 |
| Americana Partners, LLC | 9,456 | $254.4 萬 | 0.10% | +258+2.8% | 加碼 |
| Hilltop Holdings Inc. | 9,440 | $254.0 萬 | 0.16% | −3,385−26.4% | 減碼 |
| J. Safra Sarasin Holding AG | 9,430 | $253.7 萬 | 0.05% | +13+0.1% | 加碼 |
| Argent Advisors, Inc. | 9,403 | $253.0 萬 | 0.85% | +1,005+12.0% | 加碼 |
| Qtron Investments LLC | 9,352 | $251.6 萬 | 0.38% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 9,333 | $251.1 萬 | 0.07% | +477+5.4% | 加碼 |
| Beacon Investment Advisors LLC | 9,328 | $251.0 萬 | 1.19% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 9,312 | $250.5 萬 | 0.13% | −384−4.0% | 減碼 |
| FOCUS Wealth Advisors, LLC | 9,292 | $250.0 萬 | 1.38% | −594−6.0% | 減碼 |
| IHT Wealth Management, LLC | 9,281 | $249.7 萬 | 0.08% | +3,262+54.2% | 加碼 |
| Pettee Investors, Inc. | 9,273 | $249.5 萬 | 1.49% | −5,433−36.9% | 減碼 |
| Vivid Wealth Management, LLC | 9,218 | $248.0 萬 | 1.24% | +364+4.1% | 加碼 |
| Sterling Capital Management LLC | 9,211 | $247.8 萬 | 0.04% | −780−7.8% | 減碼 |
| Guardian Capital LP | 9,188 | $247.2 萬 | 0.10% | 00.0% | 不變 |
| Applied Capital LLC | 9,175 | $246.9 萬 | 1.98% | −36−0.4% | 減碼 |
| Meiji Yasuda Life Insurance Co | 9,167 | $246.6 萬 | 0.05% | +1,037+12.8% | 加碼 |
| Anchor Investment Management, LLC | 9,153 | $246.3 萬 | 0.23% | +127+1.4% | 加碼 |
| Parallax Volatility Advisers, L.P. | 9,125 | $245.5 萬 | 0.08% | −286,675−96.9% | 減碼 |
| Bridgeway Capital Management, LLC | 9,100 | $244.8 萬 | 0.06% | 00.0% | 不變 |
| Mengis Capital Management, Inc. | 9,070 | $244.0 萬 | 0.51% | 00.0% | 不變 |
| IFC Advisors LLC | 9,043 | $243.3 萬 | 0.51% | −29−0.3% | 減碼 |
| Procyon Private Wealth Partners, LLC | 9,022 | $242.7 萬 | 0.15% | +677+8.1% | 加碼 |
| Principle Wealth Partners LLC | 9,016 | $242.6 萬 | 0.17% | +685+8.2% | 加碼 |
| Bigelow Investment Advisors, LLC | 9,010 | $242.4 萬 | 1.15% | −220−2.4% | 減碼 |
| Berkshire Asset Management LLC | 8,542 | $242.3 萬 | 0.12% | +1,097+14.7% | 加碼 |
| Bank Ozk | 8,964 | $241.2 萬 | 1.00% | +1,521+20.4% | 加碼 |
| Signature Wealth Management Group | 8,902 | $239.5 萬 | 0.93% | −85−0.9% | 減碼 |
| Northern Financial Advisors Inc | 8,877 | $238.8 萬 | 1.97% | −20−0.2% | 減碼 |
| JPB Foundation | 8,851 | $238.1 萬 | 0.31% | 00.0% | 不變 |
| Wolf Group Capital Advisors | 8,832 | $237.6 萬 | 0.80% | −2,327−20.9% | 減碼 |
| Northstar Advisory Group, LLC | 8,805 | $236.9 萬 | 1.55% | −1,527−14.8% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 8,787 | $236.4 萬 | 0.07% | +1,199+15.8% | 加碼 |
| Private Wealth Asset Management, LLC | 8,783 | $236.3 萬 | 0.34% | +8,783 | 新進 |
| Ascent Group, LLC | 8,780 | $236.2 萬 | 0.10% | +1,720+24.4% | 加碼 |
| Vista Wealth Management Group, LLC | 8,780 | $236.2 萬 | 0.15% | +63+0.7% | 加碼 |
| Trustco Bank Corp N Y | 8,759 | $235.7 萬 | 2.55% | −195−2.2% | 減碼 |
| Bank of New Hampshire | 8,728 | $234.8 萬 | 0.61% | −200−2.2% | 減碼 |
| Mindset Wealth Management, LLC | 8,725 | $234.7 萬 | 0.91% | −12−0.1% | 減碼 |
| Fiduciary Family Office, LLC | 8,665 | $233.1 萬 | 0.78% | +8,665 | 新進 |
| Beaumont Financial Advisors, LLC | 8,632 | $232.2 萬 | 0.18% | +28+0.3% | 加碼 |
| Walter & Keenan Financial Consulting Co | 8,632 | $232.2 萬 | 0.70% | +31+0.4% | 加碼 |