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 |
|---|---|---|---|---|---|
| Navis Wealth Advisors, LLC | 3,548 | $95.5 萬 | 0.94% | +2,791+368.7% | 加碼 |
| MJP Associates Inc | 3,546 | $95.4 萬 | 0.17% | +404+12.9% | 加碼 |
| ICONIQ Capital, LLC | 3,546 | $95.4 萬 | 0.02% | +550+18.4% | 加碼 |
| Platform Technology Partners | 3,501 | $94.2 萬 | 0.27% | +17+0.5% | 加碼 |
| ERn Financial, LLC | 3,498 | $94.1 萬 | 0.15% | 00.0% | 不變 |
| Hills Bank & Trust Co | 3,487 | $93.8 萬 | 0.07% | −37−1.0% | 減碼 |
| Zullo Investment Group, Inc. | 3,474 | $93.5 萬 | 0.40% | +77+2.3% | 加碼 |
| Alerus Financial NA | 3,473 | $93.4 萬 | 0.07% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 3,468 | $93.3 萬 | 0.10% | +109+3.2% | 加碼 |
| Proficio Capital Partners LLC | 3,438 | $92.5 萬 | 0.07% | +29+0.9% | 加碼 |
| Lindbrook Capital, LLC | 3,426 | $92.2 萬 | 0.08% | −233−6.4% | 減碼 |
| Defined Wealth Management, LLC | 3,424 | $92.1 萬 | 0.62% | +11+0.3% | 加碼 |
| MidWestOne Financial Group, Inc. | 3,417 | $91.9 萬 | 0.13% | −14−0.4% | 減碼 |
| Revisor Wealth Management LLC | 3,415 | $91.9 萬 | 0.41% | +3,415 | 新進 |
| Mattson Financial Services, LLC | 3,398 | $91.4 萬 | 0.27% | −243−6.7% | 減碼 |
| Watts Gwilliam & Co., LLC | 3,384 | $91.1 萬 | 0.20% | −13−0.4% | 減碼 |
| Conway Capital Management, Inc. | 3,375 | $90.8 萬 | 0.45% | +2,325+221.4% | 加碼 |
| Knightsbridge Asset Management, LLC | 3,366 | $90.6 萬 | 0.23% | +345+11.4% | 加碼 |
| McGlone Suttner Wealth Management, Inc. | 3,348 | $90.1 萬 | 0.15% | +128+4.0% | 加碼 |
| Texas Yale Capital Corp. | 3,348 | $90.1 萬 | 0.04% | 00.0% | 不變 |
| Virtu Financial LLC | 3,333 | $89.7 萬 | 0.05% | +3,333 | 新進 |
| Bell Bank | 3,333 | $89.7 萬 | 0.05% | 00.0% | 不變 |
| Great Valley Advisor Group, Inc. | 3,332 | $89.6 萬 | 0.02% | +294+9.7% | 加碼 |
| First Foundation Advisors | 3,324 | $89.4 萬 | 0.04% | −7−0.2% | 減碼 |
| Westmount Partners, LLC | 3,322 | $89.4 萬 | 0.27% | +470+16.5% | 加碼 |
| Atlanta Consulting Group Advisors, LLC | 3,318 | $89.3 萬 | 0.26% | 00.0% | 不變 |
| Sigma Investment Counselors Inc | 3,306 | $88.9 萬 | 0.05% | 00.0% | 不變 |
| Sendero Wealth Management, LLC | 3,300 | $88.8 萬 | 0.12% | −195−5.6% | 減碼 |
| Richwood Investment Advisors, LLC | 3,291 | $88.5 萬 | 0.75% | −110−3.2% | 減碼 |
| Howard Capital Management Inc. | 3,288 | $88.5 萬 | 0.02% | −468−12.5% | 減碼 |
| Claudia M.P. Batlle, CRP (R) LLC | 3,286 | $88.4 萬 | 0.21% | +3,286 | 新進 |
| Aspen Investment Management Inc | 3,286 | $88.4 萬 | 0.41% | −30−0.9% | 減碼 |
| Somerville Kurt F | 3,285 | $88.4 萬 | 0.15% | +35+1.1% | 加碼 |
| Brucke Financial, Inc. | 3,314 | $88.3 萬 | 0.77% | +207+6.7% | 加碼 |
| Mayflower Financial Advisors, LLC | 3,273 | $88.1 萬 | 0.13% | −124−3.7% | 減碼 |
| Pekin Hardy Strauss, Inc. | 3,272 | $88.0 萬 | 0.11% | +25+0.8% | 加碼 |
| Capital Advantage, Inc. | 2,965 | $88.0 萬 | 0.16% | 00.0% | 不變 |
| Ocean Capital Management, LLC | 3,270 | $88.0 萬 | 0.21% | +5+0.2% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 3,269 | $88.0 萬 | 0.04% | +139+4.4% | 加碼 |
| Cadent Capital Advisors, LLC | 3,267 | $87.9 萬 | 0.33% | +479+17.2% | 加碼 |
| Continuum Advisory, LLC | 3,263 | $87.8 萬 | 0.11% | +161+5.2% | 加碼 |
| Cetera Trust Company, N.A | 3,260 | $87.7 萬 | 0.56% | 00.0% | 不變 |
| Hartford Financial Management Inc. | 3,258 | $87.7 萬 | 0.18% | 00.0% | 不變 |
| Bahl & Gaynor Inc | 3,258 | $87.7 萬 | 0.00% | +1,760+117.5% | 加碼 |
| Savvy Advisors, Inc. | 3,257 | $87.6 萬 | 0.09% | +899+38.1% | 加碼 |
| United Community Bank | 3,253 | $87.5 萬 | 0.33% | +49+1.5% | 加碼 |
| Verity & Verity, LLC | 3,241 | $87.2 萬 | 0.08% | −126−3.7% | 減碼 |
| International Assets Investment Management, LLC | 3,239 | $87.1 萬 | 0.08% | +26+0.8% | 加碼 |
| Elyxium Wealth, LLC | 3,238 | $87.1 萬 | 0.39% | +3,238 | 新進 |
| Portside Wealth Group, LLC | 3,228 | $86.8 萬 | 0.14% | +251+8.4% | 加碼 |
| Altfest L J & Co Inc | 3,218 | $86.6 萬 | 0.11% | 00.0% | 不變 |
| PDS Planning, Inc | 3,217 | $86.5 萬 | 0.07% | +250+8.4% | 加碼 |
| Cable Hill Partners, LLC | 3,238 | $86.5 萬 | 0.08% | −393−10.8% | 減碼 |
| Reynders McVeigh Capital Management, LLC | 3,214 | $86.5 萬 | 0.05% | +185+6.1% | 加碼 |
| Strategic Wealth Designers | 3,207 | $86.3 萬 | 1.50% | −437,599−99.3% | 減碼 |
| SeaCrest Wealth Management, LLC | 3,204 | $86.2 萬 | 0.10% | −84−2.6% | 減碼 |
| Old Mission Investment Co LLC | 3,189 | $85.8 萬 | 0.26% | +53+1.7% | 加碼 |
| Matrix Asset Advisors Inc | 3,187 | $85.7 萬 | 0.09% | 00.0% | 不變 |
| US Asset Management LLC | 3,183 | $85.6 萬 | 0.82% | −17−0.5% | 減碼 |
| Simon Quick Advisors, LLC | 3,175 | $85.4 萬 | 0.05% | +147+4.9% | 加碼 |
| Embree Financial Group | 3,167 | $85.2 萬 | 0.14% | +129+4.2% | 加碼 |
| CFO4Life Group, LLC | 3,149 | $84.7 萬 | 0.14% | −261−7.7% | 減碼 |
| Cornerstone Wealth Group, LLC | 3,135 | $84.4 萬 | 0.07% | −269−7.9% | 減碼 |
| Clean Yield Group | 3,095 | $83.3 萬 | 0.27% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 3,094 | $83.2 萬 | 0.07% | +23+0.7% | 加碼 |
| Pictet & Cie (Europe) SA | 3,090 | $83.1 萬 | 0.02% | +457+17.4% | 加碼 |
| Curat Global, LLC | 3,075 | $82.7 萬 | 1.01% | +3,075 | 新進 |
| Weaver Capital Management LLC | 3,072 | $82.7 萬 | 0.22% | +34+1.1% | 加碼 |
| Shufro Rose & Co LLC | 3,063 | $82.4 萬 | 0.07% | 00.0% | 不變 |
| Harbour Investment Management LLC | 3,050 | $82.1 萬 | 0.37% | 00.0% | 不變 |
| Global Trust Asset Management, LLC | 3,046 | $82.0 萬 | 0.50% | −509−14.3% | 減碼 |
| Scissortail Wealth Management, LLC | 3,037 | $81.7 萬 | 0.21% | +20+0.7% | 加碼 |
| Prelude Capital Management, LLC | 3,033 | $81.6 萬 | 0.08% | +1,138+60.1% | 加碼 |
| Strategic Blueprint, LLC | 3,021 | $81.3 萬 | 0.04% | +86+2.9% | 加碼 |
| Strategic Advocates LLC | 3,020 | $81.3 萬 | 0.28% | +1,213+67.1% | 加碼 |
| Hendley & Co Inc | 3,015 | $81.1 萬 | 0.28% | +65+2.2% | 加碼 |
| Legacy Financial Advisors, Inc. | 3,012 | $81.0 萬 | 0.14% | −72−2.3% | 減碼 |
| Empirical Asset Management, LLC | 3,010 | $81.0 萬 | 0.28% | −14,973−83.3% | 減碼 |
| LVW Advisors, LLC | 3,006 | $80.9 萬 | 0.10% | −258−7.9% | 減碼 |
| Linscomb & Williams, Inc. | 3,003 | $80.8 萬 | 0.04% | 00.0% | 不變 |
| Legacy Wealth Management, LLC | 3,000 | $80.7 萬 | 0.26% | 00.0% | 不變 |
| FFT Wealth Management LLC | 3,000 | $80.7 萬 | 0.17% | +3,000 | 新進 |
| Exchange Bank | 2,989 | $80.4 萬 | 0.65% | −87−2.8% | 減碼 |
| Pathway Financial Advisers, LLC | 2,975 | $80.1 萬 | 0.27% | +366+14.0% | 加碼 |
| Herold Advisors, Inc. | 2,969 | $79.9 萬 | 0.18% | +997+50.6% | 加碼 |
| Physicians Financial Services, Inc. | 2,965 | $79.8 萬 | 0.26% | +645+27.8% | 加碼 |
| Tompkins Financial Corp | 2,964 | $79.7 萬 | 0.08% | 00.0% | 不變 |
| Outlook Wealth Advisors, LLC | 2,964 | $79.7 萬 | 0.22% | −29−1.0% | 減碼 |
| SRN Advisors, LLC | 2,950 | $79.4 萬 | 0.89% | −1,340−31.2% | 減碼 |
| Centennial Bank | 2,931 | $78.9 萬 | 0.38% | 00.0% | 不變 |
| Accurate Wealth Management, LLC | 3,136 | $78.7 萬 | 0.15% | +609+24.1% | 加碼 |
| Future Fund LLC | 2,921 | $78.6 萬 | 1.01% | +2,921 | 新進 |
| Bath Savings Trust Co | 2,916 | $78.5 萬 | 0.08% | +52+1.8% | 加碼 |
| Cambridge Advisors Inc. | 2,910 | $78.3 萬 | 0.17% | 00.0% | 不變 |
| StoneX Group Inc. | 2,905 | $78.2 萬 | 0.04% | −105−3.5% | 減碼 |
| Lewis Asset Management, LLC | 2,904 | $78.1 萬 | 0.65% | −113−3.7% | 減碼 |
| Puzo Michael J | 2,903 | $78.1 萬 | 0.22% | +1,603+123.3% | 加碼 |
| Purus Wealth Management, LLC | 2,894 | $77.9 萬 | 0.33% | −78−2.6% | 減碼 |
| Basepoint Wealth LLC | 2,870 | $77.2 萬 | 0.60% | −194−6.3% | 減碼 |
| Lifeworks Advisors, LLC | 2,866 | $77.1 萬 | 0.13% | −361−11.2% | 減碼 |