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 |
|---|---|---|---|---|---|
| EFG Asset Management (North America) Corp. | 8,622 | $232.0 萬 | 0.39% | −1,328−13.3% | 減碼 |
| Ingalls & Snyder LLC | 8,607 | $231.6 萬 | 0.08% | 00.0% | 不變 |
| GFG Capital, LLC | 8,602 | $231.4 萬 | 0.71% | −1,805−17.3% | 減碼 |
| Buckingham Strategic Partners | 8,588 | $231.1 萬 | 0.04% | +828+10.7% | 加碼 |
| Wilkins Investment Counsel Inc | 8,532 | $229.6 萬 | 0.33% | −310−3.5% | 減碼 |
| Tealwood Asset Management Inc | 8,525 | $229.4 萬 | 1.06% | +8,525 | 新進 |
| Eqis Capital Management, Inc. | 8,457 | $227.5 萬 | 0.19% | −337−3.8% | 減碼 |
| Hardy Reed LLC | 8,430 | $226.8 萬 | 0.20% | +20.0% | 加碼 |
| Howard Capital Management Group, LLC | 8,426 | $226.7 萬 | 0.18% | 00.0% | 不變 |
| Robertson Stephens Wealth Management, LLC | 8,402 | $226.1 萬 | 0.08% | +1,921+29.6% | 加碼 |
| Prosperity Consulting Group, LLC | 8,387 | $225.7 萬 | 0.17% | +9+0.1% | 加碼 |
| Sawgrass Asset Management LLC | 8,373 | $225.3 萬 | 0.28% | −1,122−11.8% | 減碼 |
| Lazard Freres Gestion S.A.S. | 8,360 | $224.9 萬 | 0.05% | +1,102+15.2% | 加碼 |
| Agf Management Ltd | 8,356 | $224.8 萬 | 0.01% | −263−3.1% | 減碼 |
| FineMark National Bank & Trust | 8,344 | $224.5 萬 | 0.08% | −467−5.3% | 減碼 |
| New England Asset Management Inc | 8,340 | $224.4 萬 | 0.36% | −3,540−29.8% | 減碼 |
| Bank of Stockton | 8,309 | $223.6 萬 | 0.71% | −450−5.1% | 減碼 |
| Sowell Financial Services LLC | 8,285 | $222.9 萬 | 0.10% | +8,285 | 新進 |
| Signet Investment Advisory Group, Inc. | 8,280 | $222.8 萬 | 1.12% | +106+1.3% | 加碼 |
| Berkshire Bank | 8,259 | $222.2 萬 | 0.54% | −145−1.7% | 減碼 |
| Woodmont Investment Counsel LLC | 8,253 | $222.1 萬 | 0.16% | −15−0.2% | 減碼 |
| Spears Abacus Advisors LLC | 8,244 | $221.8 萬 | 0.05% | +21+0.3% | 加碼 |
| SOA Wealth Advisors, LLC. | 8,227 | $221.3 萬 | 0.46% | +80+1.0% | 加碼 |
| Geneos Wealth Management Inc. | 8,205 | $220.8 萬 | 0.07% | +2,003+32.3% | 加碼 |
| Accent Capital Management, LLC | 8,194 | $220.5 萬 | 1.28% | 00.0% | 不變 |
| Investors Asset Management of Georgia Inc | 8,180 | $220.1 萬 | 1.11% | −299−3.5% | 減碼 |
| Natural Investments, LLC | 8,158 | $219.5 萬 | 0.62% | +147+1.8% | 加碼 |
| Pinnacle Holdings, LLC | 8,135 | $218.9 萬 | 0.83% | −381−4.5% | 減碼 |
| Bridgewater Advisors Inc. | 8,182 | $218.5 萬 | 0.19% | +8,182 | 新進 |
| IFG Advisory, LLC | 8,114 | $218.3 萬 | 0.12% | −321−3.8% | 減碼 |
| Western Wealth Management, LLC | 8,068 | $217.1 萬 | 0.14% | −1,177−12.7% | 減碼 |
| Fulton Bank, N.A. | 8,068 | $217.1 萬 | 0.09% | −830−9.3% | 減碼 |
| Jefferies Financial Group Inc. | 8,063 | $216.9 萬 | 0.04% | +6,301+357.6% | 加碼 |
| GAMMA Investing LLC | 8,039 | $216.3 萬 | 0.16% | +238+3.1% | 加碼 |
| RMR Wealth Builders | 8,015 | $215.7 萬 | 0.23% | +349+4.6% | 加碼 |
| Dover Advisors, LLC | 8,006 | $215.4 萬 | 0.94% | +636+8.6% | 加碼 |
| Rothschild Investment LLC | 7,896 | $212.4 萬 | 0.14% | −642−7.5% | 減碼 |
| AlTi Global, Inc. | 7,887 | $212.1 萬 | 0.06% | −682−8.0% | 減碼 |
| Spire Wealth Management | 7,815 | $210.3 萬 | 0.07% | +4,254+119.5% | 加碼 |
| Osborne Partners Capital Management, LLC | 7,808 | $210.1 萬 | 0.12% | −30−0.4% | 減碼 |
| Citizens National Bank Trust Department | 7,805 | $210.0 萬 | 0.45% | +172+2.3% | 加碼 |
| NBZ Investment Advisors LLC | 7,762 | $208.8 萬 | 1.21% | +2,403+44.8% | 加碼 |
| Burke & Herbert Bank & Trust Co | 7,737 | $208.2 萬 | 0.50% | 00.0% | 不變 |
| Holderness Investments Co | 7,734 | $208.1 萬 | 0.49% | −16−0.2% | 減碼 |
| Taylor Frigon Capital Management LLC | 7,713 | $207.5 萬 | 1.24% | +15+0.2% | 加碼 |
| SageView Advisory Group, LLC | 7,646 | $205.7 萬 | 0.09% | −950−11.1% | 減碼 |
| RB Capital Management, LLC | 7,636 | $205.4 萬 | 0.50% | +845+12.4% | 加碼 |
| Pitcairn Co | 7,632 | $205.3 萬 | 0.12% | −30.0% | 減碼 |
| Red Cedar Investment Management, LLC | 7,628 | $205.2 萬 | 0.28% | 00.0% | 不變 |
| RMR Capital Management, LLC | 7,558 | $203.3 萬 | 1.47% | 00.0% | 不變 |
| La Banque Postale Asset Management SA | 7,548 | $203.1 萬 | 0.03% | −288−3.7% | 減碼 |
| Harold Davidson & Associates Inc. | 7,528 | $202.5 萬 | 1.11% | +124+1.7% | 加碼 |
| Oldfather Financial Services, LLC | 7,517 | $202.2 萬 | 0.77% | +20.0% | 加碼 |
| Arjuna Capital | 7,513 | $202.1 萬 | 0.56% | −8,878−54.2% | 減碼 |
| Beverly Hills Private Wealth, LLC | 7,503 | $201.9 萬 | 0.40% | −18−0.2% | 減碼 |
| Western Financial Corp | 7,486 | $201.4 萬 | 1.17% | +1,156+18.3% | 加碼 |
| First National Trust Co | 7,465 | $200.8 萬 | 0.08% | −1,120−13.0% | 減碼 |
| Jackson Wealth Management, LLC | 7,457 | $200.6 萬 | 0.24% | −1,718−18.7% | 減碼 |
| Veracity Capital LLC | 7,417 | $199.6 萬 | 0.78% | +4+0.1% | 加碼 |
| Caldwell Sutter Capital, Inc. | 7,409 | $199.3 萬 | 0.95% | −10−0.1% | 減碼 |
| Sciencast Management LP | 7,405 | $199.2 萬 | 0.46% | −2,847−27.8% | 減碼 |
| Stock Yards Bank & Trust Co | 7,401 | $199.1 萬 | 0.07% | −385−4.9% | 減碼 |
| Nixon Peabody Trust Co | 7,344 | $197.6 萬 | 0.17% | −92−1.2% | 減碼 |
| Ronald Blue Trust, Inc. | 7,334 | $197.3 萬 | 0.03% | +869+13.4% | 加碼 |
| ISAM Funds (UK) Ltd | 7,323 | $197.0 萬 | 0.97% | +7,323 | 新進 |
| Smartleaf Asset Management LLC | 7,402 | $196.5 萬 | 0.19% | +246+3.4% | 加碼 |
| Boltwood Capital Management | 7,298 | $196.4 萬 | 0.60% | −45−0.6% | 減碼 |
| Birinyi Associates Inc | 7,295 | $196.3 萬 | 0.63% | +45+0.6% | 加碼 |
| Palisade Asset Management, LLC | 7,295 | $196.3 萬 | 0.20% | −232−3.1% | 減碼 |
| Gateway Investment Advisers LLC | 7,294 | $196.2 萬 | 0.02% | +38+0.5% | 加碼 |
| Excalibur Management Corp | 7,210 | $194.0 萬 | 0.76% | −144−2.0% | 減碼 |
| Intellectus Partners, LLC | 7,185 | $193.3 萬 | 0.48% | −125−1.7% | 減碼 |
| Raab & Moskowitz Asset Management LLC | 7,156 | $192.5 萬 | 0.48% | −74−1.0% | 減碼 |
| Groupama Asset Managment | 7,245 | $192.3 萬 | 0.04% | −99−1.3% | 減碼 |
| Townsend & Associates, Inc | 7,895 | $191.5 萬 | 0.20% | −4,829−38.0% | 減碼 |
| Auxier Asset Management | 7,093 | $190.8 萬 | 0.28% | 00.0% | 不變 |
| GLOBALT Investments LLC | 7,077 | $190.4 萬 | 0.08% | −126−1.7% | 減碼 |
| Everett Harris & Co | 7,057 | $189.9 萬 | 0.02% | −36−0.5% | 減碼 |
| Flputnam Investment Management Co | 7,057 | $189.9 萬 | 0.04% | −78−1.1% | 減碼 |
| Scientech Research LLC | 7,027 | $189.1 萬 | 0.50% | +7,027 | 新進 |
| NBC Securities, Inc. | 7,017 | $188.7 萬 | 0.16% | +7,011+116,850.0% | 加碼 |
| Level Four Advisory Services, LLC | 7,000 | $188.3 萬 | 0.08% | −776−10.0% | 減碼 |
| Confluence Wealth Services, Inc. | 7,213 | $187.6 萬 | 0.12% | +2,601+56.4% | 加碼 |
| Centiva Capital, LP | 6,965 | $187.4 萬 | 0.11% | +4,955+246.5% | 加碼 |
| Quantitative Investment Management, LLC | 6,957 | $187.1 萬 | 0.17% | +6,120+731.2% | 加碼 |
| Dynasty Wealth Management, LLC | 6,942 | $186.8 萬 | 0.03% | +113+1.7% | 加碼 |
| Associated Banc-Corp | 6,926 | $186.3 萬 | 0.06% | −196−2.8% | 減碼 |
| Crestwood Advisors Group LLC | 6,869 | $184.8 萬 | 0.04% | +702+11.4% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 6,857 | $184.5 萬 | 0.07% | −532−7.2% | 減碼 |
| Inkwell Capital LLC | 6,851 | $184.3 萬 | 2.01% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 6,850 | $184.3 萬 | 0.08% | +6,850 | 新進 |
| Thoroughbred Financial Services, LLC | 6,830 | $183.7 萬 | 0.11% | −538−7.3% | 減碼 |
| Beacon Financial Group | 6,767 | $182.1 萬 | 0.20% | −25−0.4% | 減碼 |
| Cape Cod Five Cents Savings Bank | 6,685 | $181.3 萬 | 0.17% | 00.0% | 不變 |
| Citadel Investment Advisory, Inc. | 6,709 | $180.5 萬 | 0.89% | −175−2.5% | 減碼 |
| Baldwin Investment Management, LLC | 6,687 | $179.9 萬 | 0.22% | +2,050+44.2% | 加碼 |
| Center for Financial Planning, Inc. | 6,664 | $179.3 萬 | 0.23% | −96−1.4% | 減碼 |
| Forum Financial Management, LP | 6,648 | $178.9 萬 | 0.03% | +26+0.4% | 加碼 |
| VestGen Advisors, LLC | 6,615 | $178.0 萬 | 0.08% | +6,615 | 新進 |
| Pensionmark Financial Group, LLC | 6,615 | $178.0 萬 | 0.05% | +558+9.2% | 加碼 |