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 |
|---|---|---|---|---|---|
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,408 | $140.7 萬 | 0.01% | −756−12.3% | 減碼 |
| Ramirez Asset Management, Inc. | 5,208 | $140.1 萬 | 0.29% | −12−0.2% | 減碼 |
| S.A. Mason LLC | 5,206 | $140.1 萬 | 0.74% | 00.0% | 不變 |
| Sapient Capital LLC | 5,206 | $140.1 萬 | 0.03% | −46−0.9% | 減碼 |
| Norden Group LLC | 5,189 | $139.6 萬 | 0.16% | −122−2.3% | 減碼 |
| Vectors Research Management, LLC | 5,189 | $139.6 萬 | 0.49% | 00.0% | 不變 |
| Baker Avenue Asset Management, LP | 5,188 | $139.6 萬 | 0.04% | +49+1.0% | 加碼 |
| Stratos Wealth Advisors, LLC | 5,178 | $139.3 萬 | 0.08% | −470−8.3% | 減碼 |
| Delphi Management Inc | 5,176 | $139.3 萬 | 1.42% | −537−9.4% | 減碼 |
| MeadowBrook Investment Advisors LLC | 5,174 | $139.2 萬 | 1.30% | −50−1.0% | 減碼 |
| Focus Financial Network, Inc. | 5,167 | $139.0 萬 | 0.06% | −710−12.1% | 減碼 |
| First Dallas Securities Inc. | 5,162 | $138.9 萬 | 0.58% | −250−4.6% | 減碼 |
| Atomi Financial Group, Inc. | 5,151 | $138.6 萬 | 0.06% | −284−5.2% | 減碼 |
| Chicago Partners Investment Group LLC | 5,011 | $138.4 萬 | 0.05% | +340+7.3% | 加碼 |
| Weik Capital Management | 5,138 | $138.2 萬 | 0.56% | −625−10.8% | 減碼 |
| Solitude Financial Services | 5,123 | $137.8 萬 | 0.54% | +1,130+28.3% | 加碼 |
| Pecaut & Co. | 5,119 | $137.7 萬 | 0.47% | −50−1.0% | 減碼 |
| Clarius Group, LLC | 5,101 | $137.2 萬 | 0.09% | +1,922+60.5% | 加碼 |
| Factorial Partners, LLC | 5,100 | $137.2 萬 | 0.85% | −100−1.9% | 減碼 |
| Patten & Patten Inc | 5,090 | $136.9 萬 | 0.09% | −19−0.4% | 減碼 |
| WealthTrust Axiom LLC | 5,083 | $136.8 萬 | 0.42% | 00.0% | 不變 |
| Bradyco, Inc. | 5,074 | $136.5 萬 | 1.04% | 00.0% | 不變 |
| Cornerstone Planning Group LLC | 5,236 | $136.2 萬 | 0.33% | +40+0.8% | 加碼 |
| Signal Advisors Wealth, LLC | 5,036 | $135.5 萬 | 0.13% | −188−3.6% | 減碼 |
| Harbor Investment Advisory, LLC | 5,034 | $135.5 萬 | 0.13% | −40−0.8% | 減碼 |
| Griffith & Werner, Inc. | 5,028 | $135.3 萬 | 0.84% | +610+13.8% | 加碼 |
| PFG Advisors | 5,025 | $135.2 萬 | 0.08% | −35−0.7% | 減碼 |
| Carnegie Capital Asset Management, LLC | 5,295 | $135.0 萬 | 0.03% | +3,148+146.6% | 加碼 |
| Spirit of America Management Corp | 5,000 | $134.5 萬 | 0.27% | 00.0% | 不變 |
| AXS Investments LLC | 4,991 | $134.3 萬 | 0.37% | −159−3.1% | 減碼 |
| Cozad Asset Management Inc | 4,989 | $134.2 萬 | 0.13% | +1,233+32.8% | 加碼 |
| Garde Capital, Inc. | 4,986 | $134.1 萬 | 0.08% | 00.0% | 不變 |
| First International Bank & Trust | 4,979 | $134.0 萬 | 0.42% | +1,091+28.1% | 加碼 |
| KG&L Capital Management,LLC | 4,959 | $133.4 萬 | 0.43% | +3,947+390.0% | 加碼 |
| Wesbanco Bank Inc | 4,953 | $133.3 萬 | 0.05% | +70+1.4% | 加碼 |
| Modern Wealth Management, LLC | 4,921 | $132.4 萬 | 0.04% | +35+0.7% | 加碼 |
| Levin Capital Strategies, L.P. | 4,917 | $132.3 萬 | 0.14% | +10.0% | 加碼 |
| Westpac Banking Corp | 4,910 | $132.1 萬 | 0.10% | −1,183−19.4% | 減碼 |
| Orrstown Financial Services Inc | 4,902 | $131.9 萬 | 0.31% | −256−5.0% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 4,899 | $131.8 萬 | 0.06% | +248+5.3% | 加碼 |
| Wealth Alliance | 4,869 | $131.0 萬 | 0.16% | −63−1.3% | 減碼 |
| Aspire Private Capital, LLC | 4,863 | $130.8 萬 | 0.33% | +214+4.6% | 加碼 |
| GAM Holding AG | 4,862 | $130.8 萬 | 0.10% | +4,862 | 新進 |
| Guided Capital Wealth Management, LLC | 4,853 | $130.6 萬 | 1.09% | +2,383+96.5% | 加碼 |
| Woodstock Corp | 4,853 | $130.6 萬 | 0.13% | −362−6.9% | 減碼 |
| Skopos Labs, Inc. | 4,845 | $130.3 萬 | 0.28% | +1,255+35.0% | 加碼 |
| Simmons Bank | 4,843 | $130.3 萬 | 0.10% | −603−11.1% | 減碼 |
| Beaumont Asset Management, L.L.C. | 4,834 | $130.1 萬 | 0.79% | +13+0.3% | 加碼 |
| Souders Financial Advisors | 4,824 | $129.8 萬 | 0.18% | +736+18.0% | 加碼 |
| Gen-Wealth Partners Inc | 4,804 | $129.3 萬 | 0.54% | +287+6.4% | 加碼 |
| Diversify Advisory Services, LLC | 4,830 | $129.0 萬 | 0.08% | +617+14.6% | 加碼 |
| Green Harvest Asset Management LLC | 4,786 | $128.8 萬 | 0.03% | +1,874+64.4% | 加碼 |
| Argentarii, LLC | 4,786 | $128.8 萬 | 0.64% | +84+1.8% | 加碼 |
| Leisure Capital Management | 4,767 | $128.3 萬 | 0.53% | −31−0.6% | 減碼 |
| Ignite Planners, LLC | 4,776 | $128.2 萬 | 0.25% | +142+3.1% | 加碼 |
| Aventura Private Wealth, LLC | 4,762 | $128.1 萬 | 0.67% | +122+2.6% | 加碼 |
| Boyar Asset Management Inc. | 4,758 | $128.0 萬 | 0.93% | −27−0.6% | 減碼 |
| Carr Financial Group Corp | 4,757 | $128.0 萬 | 0.42% | −306−6.0% | 減碼 |
| Muirfield Wealth Advisors LLC | 4,752 | $127.9 萬 | 1.09% | +10+0.2% | 加碼 |
| Fidelis Capital Partners, LLC | 4,828 | $127.9 萬 | 0.14% | −811−14.4% | 減碼 |
| Strategic Investment Advisors | 4,749 | $127.8 萬 | 0.14% | −356−7.0% | 減碼 |
| Kestra Investment Management, LLC | 4,745 | $127.7 萬 | 0.04% | −1,104−18.9% | 減碼 |
| Minot DeBlois Advisors LLC | 4,721 | $127.0 萬 | 1.27% | −157−3.2% | 減碼 |
| Mystic Asset Management, Inc. | 4,717 | $126.9 萬 | 0.33% | +1,085+29.9% | 加碼 |
| Washington Trust Co | 4,687 | $126.1 萬 | 0.05% | −308−6.2% | 減碼 |
| North Star Investment Management Corp. | 4,685 | $126.0 萬 | 0.09% | 00.0% | 不變 |
| Premier Path Wealth Partners, LLC | 4,666 | $125.5 萬 | 0.20% | +128+2.8% | 加碼 |
| BigSur Wealth Management LLC | 4,655 | $125.2 萬 | 0.34% | +52+1.1% | 加碼 |
| Magnus Financial Group LLC | 4,651 | $125.1 萬 | 0.12% | +253+5.8% | 加碼 |
| Pflug Koory, LLC | 4,644 | $124.9 萬 | 0.70% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 4,630 | $124.6 萬 | 0.10% | +3+0.1% | 加碼 |
| Aspiriant, LLC | 4,629 | $124.5 萬 | 0.04% | −543−10.5% | 減碼 |
| Profit Investment Management, LLC | 4,619 | $124.3 萬 | 1.15% | −523−10.2% | 減碼 |
| Wellington Shields & Co., LLC | 4,616 | $124.2 萬 | 0.39% | +396+9.4% | 加碼 |
| Plancorp, LLC | 4,615 | $124.2 萬 | 0.05% | +785+20.5% | 加碼 |
| Trust Point Inc. | 4,612 | $124.1 萬 | 0.11% | −943−17.0% | 減碼 |
| Barden Capital Management, Inc. | 4,610 | $124.0 萬 | 1.10% | −25−0.5% | 減碼 |
| Saxon Interests, Inc. | 4,602 | $123.8 萬 | 0.58% | −934−16.9% | 減碼 |
| Sentry LLC | 4,591 | $123.5 萬 | 0.24% | 00.0% | 不變 |
| Advisors Capital Management, LLC | 4,589 | $123.5 萬 | 0.02% | −12−0.3% | 減碼 |
| Twelve Points Wealth Management LLC | 4,582 | $123.3 萬 | 0.33% | +11+0.2% | 加碼 |
| Allegheny Financial Group LTD | 4,566 | $122.9 萬 | 0.32% | −55−1.2% | 減碼 |
| Tufton Capital Management | 4,562 | $122.7 萬 | 0.24% | +20.0% | 加碼 |
| Leo Wealth, LLC | 4,559 | $122.6 萬 | 0.18% | −1,301−22.2% | 減碼 |
| Evelyn Partners Investment Management LLP | 4,509 | $121.3 萬 | 0.04% | −75−1.6% | 減碼 |
| American National Bank | 4,507 | $121.3 萬 | 0.13% | +79+1.8% | 加碼 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,500 | $121.1 萬 | 0.77% | +600+15.4% | 加碼 |
| Marshall Wace, LLP | 4,500 | $121.1 萬 | 0.00% | +4,500 | 新進 |
| Papp L Roy & Associates | 4,500 | $121.1 萬 | 0.15% | 00.0% | 不變 |
| First Command Advisory Services, Inc. | 4,491 | $120.8 萬 | 0.01% | −96−2.1% | 減碼 |
| Virtus Investment Advisers, Inc. | 4,481 | $120.6 萬 | 0.33% | +4,481 | 新進 |
| Twin Tree Management, LP | 4,463 | $120.1 萬 | 0.03% | −15,995−78.2% | 減碼 |
| Proathlete Wealth Management LLC | 4,424 | $119.4 萬 | 0.44% | +50+1.1% | 加碼 |
| Bedel Financial Consulting, Inc. | 4,336 | $119.4 萬 | 0.17% | +3+0.1% | 加碼 |
| Koshinski Asset Management, Inc. | 4,438 | $119.4 萬 | 0.10% | +44+1.0% | 加碼 |
| Semper Augustus Investments Group LLC大師Semper Augustus | 4,432 | $119.2 萬 | 0.19% | 00.0% | 不變 |
| Sage Rhino Capital LLC | 4,430 | $119.2 萬 | 0.28% | +74+1.7% | 加碼 |
| Wealthcare Advisory Partners LLC | 4,416 | $118.8 萬 | 0.03% | −515−10.4% | 減碼 |
| Oakworth Capital, Inc. | 4,412 | $118.7 萬 | 0.08% | 00.0% | 不變 |
| J. W. Coons Advisors, LLC | 4,407 | $118.6 萬 | 0.31% | −190−4.1% | 減碼 |