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 |
|---|---|---|---|---|---|
| Essex Savings Bank | 2,862 | $77.0 萬 | 0.19% | −86−2.9% | 減碼 |
| MFA Wealth Services | 2,852 | $76.7 萬 | 0.63% | −73−2.5% | 減碼 |
| Legal Advantage Investments, Inc. | 2,850 | $76.7 萬 | 0.41% | 00.0% | 不變 |
| Talon Private Wealth, LLC | 2,839 | $76.4 萬 | 0.10% | +2,839 | 新進 |
| SPC Financial, Inc. | 2,829 | $76.1 萬 | 0.07% | −100−3.4% | 減碼 |
| Fortune Financial Advisors, LLC | 2,828 | $76.1 萬 | 0.66% | +259+10.1% | 加碼 |
| Avantax Planning Partners, Inc. | 2,824 | $76.0 萬 | 0.03% | +305+12.1% | 加碼 |
| one8zero8, LLC | 2,820 | $75.9 萬 | 0.18% | −500−15.1% | 減碼 |
| Channel Wealth LLC | 2,816 | $75.8 萬 | 0.24% | +260+10.2% | 加碼 |
| Whelan Financial | 2,815 | $75.7 萬 | 0.29% | +1,873+198.8% | 加碼 |
| Guardian Wealth Advisors, LLC | 2,809 | $75.6 萬 | 0.06% | +14+0.5% | 加碼 |
| Ridgewood Investments LLC | 2,808 | $75.5 萬 | 0.35% | −285−9.2% | 減碼 |
| CoreFirst Bank & Trust | 2,808 | $75.5 萬 | 0.49% | 00.0% | 不變 |
| Financial Management Network Inc | 3,224 | $75.5 萬 | 0.17% | +10.0% | 加碼 |
| Yoffe Investment Management, LLC | 2,804 | $75.4 萬 | 1.11% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 2,802 | $75.4 萬 | 0.09% | 00.0% | 不變 |
| Kearns & Associates LLC | 2,800 | $75.3 萬 | 0.49% | 00.0% | 不變 |
| Icapital Wealth LLC | 2,800 | $75.3 萬 | 0.46% | 00.0% | 不變 |
| Tanager Wealth Management LLP | 2,796 | $75.2 萬 | 0.10% | −494−15.0% | 減碼 |
| LongView Wealth Management | 2,795 | $75.2 萬 | 0.23% | −226−7.5% | 減碼 |
| VeraBank, N.A. | 2,791 | $75.1 萬 | 0.21% | −75−2.6% | 減碼 |
| SkyView Investment Advisors, LLC | 2,787 | $75.0 萬 | 0.11% | +217+8.4% | 加碼 |
| Hobbs Group Advisors, LLC | 2,781 | $74.8 萬 | 0.28% | −82−2.9% | 減碼 |
| Bank Hapoalim BM | 2,778 | $74.7 萬 | 0.11% | 00.0% | 不變 |
| Founders Financial Securities LLC | 2,805 | $74.3 萬 | 0.06% | +748+36.4% | 加碼 |
| Founders Financial Alliance, LLC | 2,756 | $74.2 萬 | 0.18% | +87+3.3% | 加碼 |
| Union Savings Bank | 2,754 | $74.1 萬 | 0.36% | 00.0% | 不變 |
| Graves-Light Private Wealth Management, Inc. | 2,751 | $74.0 萬 | 0.09% | +68+2.5% | 加碼 |
| OneAscent Family Office, LLC | 2,750 | $74.0 萬 | 0.69% | +1,231+81.0% | 加碼 |
| Indiana Trust & Investment Management CO | 2,745 | $73.9 萬 | 0.27% | −17−0.6% | 減碼 |
| Alta Advisers Ltd | 2,742 | $73.8 萬 | 0.31% | +900+48.9% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 2,740 | $73.7 萬 | 0.11% | −72−2.6% | 減碼 |
| Atlas Private Wealth Advisors | 2,740 | $73.7 萬 | 0.10% | +75+2.8% | 加碼 |
| Triangle Securities Wealth Management | 2,737 | $73.6 萬 | 0.19% | +50+1.9% | 加碼 |
| Midwest Financial Group LLC | 2,733 | $73.5 萬 | 0.43% | +10+0.4% | 加碼 |
| Blueshift Asset Management, LLC | 2,727 | $73.4 萬 | 0.29% | +1,631+148.8% | 加碼 |
| Cooper Financial Group | 2,717 | $73.1 萬 | 0.10% | +347+14.6% | 加碼 |
| Aft, Forsyth & Company, Inc. | 2,706 | $72.8 萬 | 0.39% | 00.0% | 不變 |
| Hunter Associates Investment Management LLC | 2,704 | $72.8 萬 | 0.11% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 2,699 | $72.6 萬 | 0.05% | +1,500+125.1% | 加碼 |
| Provenance Wealth Advisors, LLC | 2,694 | $72.5 萬 | 0.10% | −579−17.7% | 減碼 |
| Cherry Tree Wealth Management, LLC | 2,690 | $72.4 萬 | 0.17% | +53+2.0% | 加碼 |
| Borer Denton & Associates, Inc. | 2,687 | $72.3 萬 | 0.26% | −50−1.8% | 減碼 |
| Arrow Financial Corp | 2,683 | $72.2 萬 | 0.08% | −15−0.6% | 減碼 |
| Bristol John W & Co Inc | 2,682 | $72.2 萬 | 0.01% | −169−5.9% | 減碼 |
| Pure Financial Advisors, Inc. | 2,676 | $72.0 萬 | 0.02% | +616+29.9% | 加碼 |
| Castleark Management LLC | 2,675 | $72.0 萬 | 0.02% | 00.0% | 不變 |
| Main Street Financial Solutions, LLC | 2,674 | $71.9 萬 | 0.06% | +1,584+145.3% | 加碼 |
| Tritonpoint Wealth, LLC | 2,670 | $71.8 萬 | 0.07% | −14−0.5% | 減碼 |
| MQS Management LLC | 2,652 | $71.4 萬 | 0.41% | +2,652 | 新進 |
| Strive Asset Management, LLC | 2,651 | $71.3 萬 | 0.50% | +19+0.7% | 加碼 |
| RFP Financial Group LLC | 2,647 | $71.2 萬 | 0.29% | −11−0.4% | 減碼 |
| MCF Advisors LLC | 2,641 | $71.0 萬 | 0.05% | −86−3.2% | 減碼 |
| Hillsdale Investment Management Inc. | 2,640 | $71.0 萬 | 0.04% | +2,410+1,047.8% | 加碼 |
| Money Concepts Capital Corp | 2,640 | $71.0 萬 | 0.05% | +174+7.1% | 加碼 |
| Marietta Investment Partners LLC | 2,608 | $70.2 萬 | 0.17% | −15−0.6% | 減碼 |
| Creekmur Asset Management LLC | 2,608 | $70.2 萬 | 0.15% | +2,291+722.7% | 加碼 |
| Unified Investment Management | 2,600 | $70.0 萬 | 0.83% | −386−12.9% | 減碼 |
| Pioneer Trust Bank N A | 2,600 | $70.0 萬 | 0.18% | 00.0% | 不變 |
| Duncker Streett & Co Inc | 2,600 | $70.0 萬 | 0.14% | 00.0% | 不變 |
| Twin Lakes Capital Management, LLC | 2,592 | $69.7 萬 | 0.47% | −141−5.2% | 減碼 |
| Central Bank & Trust Co | 2,591 | $69.7 萬 | 0.12% | +1,000+62.9% | 加碼 |
| Catalyst Financial Partners LLC | 2,584 | $69.5 萬 | 0.13% | +57+2.3% | 加碼 |
| Claro Advisors LLC | 2,578 | $69.4 萬 | 0.09% | +485+23.2% | 加碼 |
| Covenant Asset Management, LLC | 2,573 | $69.2 萬 | 0.17% | +312+13.8% | 加碼 |
| PFC Capital Group, Inc. | 2,562 | $68.9 萬 | 0.35% | −138−5.1% | 減碼 |
| Sippican Capital Advisors | 2,559 | $68.8 萬 | 0.52% | 00.0% | 不變 |
| Arvest Investments, Inc. | 2,555 | $68.7 萬 | 0.11% | +2,555 | 新進 |
| Nilsine Partners, LLC | 2,554 | $68.7 萬 | 0.08% | −176−6.4% | 減碼 |
| Kingswood Wealth Advisors, LLC | 2,547 | $68.6 萬 | 0.06% | −358−12.3% | 減碼 |
| Sentry Investment Management LLC | 2,925 | $68.5 萬 | 0.46% | −874−23.0% | 減碼 |
| Readystate Asset Management LP | 2,531 | $68.1 萬 | 0.03% | +2,531 | 新進 |
| Stanley-Laman Group, Ltd. | 2,526 | $68.0 萬 | 0.10% | +470+22.9% | 加碼 |
| Burt Wealth Advisors | 2,521 | $67.8 萬 | 0.17% | 00.0% | 不變 |
| Kane Investment Management, Inc. | 2,514 | $67.7 萬 | 0.33% | −239−8.7% | 減碼 |
| Meridian Wealth Advisors, LLC | 2,508 | $67.5 萬 | 0.11% | 00.0% | 不變 |
| Palogic Value Management, L.P. | 2,506 | $67.4 萬 | 0.30% | 00.0% | 不變 |
| Florida Financial Advisors, LLC | 2,501 | $67.2 萬 | 0.27% | +1,266+102.5% | 加碼 |
| Sage Capital Management, LLC | 2,494 | $67.1 萬 | 0.36% | 00.0% | 不變 |
| Keel Point, LLC | 2,485 | $66.9 萬 | 0.05% | +319+14.7% | 加碼 |
| Moser Wealth Advisors, LLC | 2,483 | $66.8 萬 | 0.35% | +157+6.7% | 加碼 |
| DT Investment Partners, LLC | 2,475 | $66.6 萬 | 0.06% | 00.0% | 不變 |
| Cidel Asset Management Inc | 2,471 | $66.5 萬 | 0.04% | −147−5.6% | 減碼 |
| Sunbelt Securities, Inc. | 2,468 | $66.4 萬 | 0.06% | −32−1.3% | 減碼 |
| Outfitter Financial LLC | 2,460 | $66.2 萬 | 0.60% | −115−4.5% | 減碼 |
| Broderick Brian C | 2,457 | $66.1 萬 | 0.13% | +2,457 | 新進 |
| Diversified Enterprises, LLC | 2,455 | $66.0 萬 | 0.06% | +516+26.6% | 加碼 |
| Auxano Advisors, LLC | 2,454 | $66.0 萬 | 0.17% | −30−1.2% | 減碼 |
| Newbridge Financial Services Group, Inc. | 2,448 | $65.9 萬 | 0.16% | −355−12.7% | 減碼 |
| SRS Capital Advisors, Inc. | 2,448 | $65.9 萬 | 0.04% | −404−14.2% | 減碼 |
| Opal Wealth Advisors, LLC | 2,442 | $65.7 萬 | 0.20% | +300+14.0% | 加碼 |
| Waddell & Associates, LLC | 2,436 | $65.5 萬 | 0.08% | 00.0% | 不變 |
| Westbourne Investment Advisors, Inc. | 2,433 | $65.5 萬 | 0.23% | +35+1.5% | 加碼 |
| TCG Advisory Services, LLC | 2,417 | $65.0 萬 | 0.03% | −83−3.3% | 減碼 |
| Round Rock Advisors, LLC | 2,414 | $64.9 萬 | 0.12% | +729+43.3% | 加碼 |
| LS Investment Advisors, LLC | 2,406 | $64.7 萬 | 0.10% | 00.0% | 不變 |
| RMB Capital Management, LLC | 2,404 | $64.7 萬 | 0.02% | +727+43.4% | 加碼 |
| Delta Investment Management, LLC | 2,403 | $64.7 萬 | 0.13% | +289+13.7% | 加碼 |
| Paradigm Asset Management Co LLC | 2,400 | $64.6 萬 | 0.17% | 00.0% | 不變 |
| Confluence Investment Management LLC | 2,400 | $64.6 萬 | 0.01% | 00.0% | 不變 |