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 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 | 2,912 | $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 | 2,349 | $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 |
|---|---|---|---|---|---|
| Equitable Trust Co | 57,839 | $1,556 萬 | 0.86% | −3,543−5.8% | 減碼 |
| Kestra Advisory Services, LLC | 57,744 | $1,554 萬 | 0.08% | +1,070+1.9% | 加碼 |
| Perigon Wealth Management, LLC | 57,594 | $1,550 萬 | 0.40% | +2,151+3.9% | 加碼 |
| Silvercrest Asset Management Group LLC | 57,540 | $1,548 萬 | 0.11% | +1,206+2.1% | 加碼 |
| Prospera Financial Services Inc | 57,099 | $1,536 萬 | 0.35% | +8,513+17.5% | 加碼 |
| Oppenheimer & Co Inc | 56,909 | $1,531 萬 | 0.23% | +6,900+13.8% | 加碼 |
| Private Advisor Group, LLC | 56,651 | $1,524 萬 | 0.09% | +1,867+3.4% | 加碼 |
| GHP Investment Advisors, Inc. | 55,704 | $1,499 萬 | 0.72% | −110−0.2% | 減碼 |
| Matthew Goff Investment Advisor, LLC | 54,943 | $1,478 萬 | 2.73% | −3,404−5.8% | 減碼 |
| Jones Financial Companies LLLP | 55,514 | $1,475 萬 | 0.01% | +18,017+48.0% | 加碼 |
| Tocqueville Asset Management L.P. | 54,429 | $1,464 萬 | 0.24% | −380−0.7% | 減碼 |
| Calamos Wealth Management LLC | 53,852 | $1,449 萬 | 0.72% | +566+1.1% | 加碼 |
| Scotia Capital Inc. | 53,797 | $1,447 萬 | 0.08% | +27,814+107.0% | 加碼 |
| Cullinan Associates Inc | 53,766 | $1,447 萬 | 1.02% | +665+1.3% | 加碼 |
| Willis Investment Counsel | 53,694 | $1,445 萬 | 0.97% | −289−0.5% | 減碼 |
| Carret Asset Management, LLC | 53,621 | $1,443 萬 | 1.63% | −1,620−2.9% | 減碼 |
| Laffer Tengler Investments | 53,497 | $1,439 萬 | 3.06% | −2,914−5.2% | 減碼 |
| Cresset Asset Management, LLC | 53,494 | $1,439 萬 | 0.07% | −2,567−4.6% | 減碼 |
| Atria Investments LLC | 53,333 | $1,435 萬 | 0.18% | +3,248+6.5% | 加碼 |
| Jump Financial, LLC | 53,233 | $1,432 萬 | 0.22% | +53,233 | 新進 |
| Exchange Traded Concepts, LLC | 52,272 | $1,406 萬 | 0.25% | +19,634+60.2% | 加碼 |
| Sequoia Financial Advisors, LLC | 52,033 | $1,400 萬 | 0.11% | +26,548+104.2% | 加碼 |
| Chemistry Wealth Management LLC | 51,930 | $1,397 萬 | 3.25% | −110.0% | 減碼 |
| Marex Group plc | 50,961 | $1,371 萬 | 0.26% | −79,621−61.0% | 減碼 |
| Congress Wealth Management LLC | 50,311 | $1,359 萬 | 0.16% | +8,216+19.5% | 加碼 |
| Narwhal Capital Management | 50,458 | $1,358 萬 | 1.21% | +891+1.8% | 加碼 |
| Panagora Asset Management Inc | 50,312 | $1,354 萬 | 0.07% | −8,785−14.9% | 減碼 |
| Rakuten Investment Management, Inc. | 50,964 | $1,353 萬 | 0.06% | +50,964 | 新進 |
| Sandy Spring Bank | 49,786 | $1,339 萬 | 0.56% | −919−1.8% | 減碼 |
| Argent Trust Co | 49,714 | $1,338 萬 | 0.55% | −343−0.7% | 減碼 |
| Nippon Life Global Investors Americas, Inc. | 49,510 | $1,332 萬 | 0.65% | −550−1.1% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 49,482 | $1,331 萬 | 0.43% | +1,533+3.2% | 加碼 |
| Stanley Capital Management, LLC | 48,830 | $1,314 萬 | 2.58% | 00.0% | 不變 |
| Fiera Capital Corp | 48,771 | $1,312 萬 | 0.05% | +7,447+18.0% | 加碼 |
| Sky Investment Group LLC | 48,702 | $1,310 萬 | 2.42% | +400+0.8% | 加碼 |
| Virginia Retirement Systems Et Al | 48,700 | $1,310 萬 | 0.10% | +48,700 | 新進 |
| Sienna Gestion | 49,915 | $1,305 萬 | 1.07% | −4,743−8.7% | 減碼 |
| Perennial Advisors, LLC | 48,508 | $1,305 萬 | 2.60% | −1,434−2.9% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 48,141 | $1,295 萬 | 0.89% | −7,440−13.4% | 減碼 |
| Allspring Global Investments Holdings, LLC | 47,813 | $1,293 萬 | 0.02% | −3,083−6.1% | 減碼 |
| Choate Investment Advisors | 47,785 | $1,286 萬 | 0.32% | +181+0.4% | 加碼 |
| Gradient Investments LLC | 47,767 | $1,285 萬 | 0.26% | −499−1.0% | 減碼 |
| Oregon Public Employees Retirement Fund | 47,645 | $1,282 萬 | 0.25% | −70−0.1% | 減碼 |
| Greystone Financial Group, LLC | 47,608 | $1,281 萬 | 2.33% | −2,485−5.0% | 減碼 |
| Thomasville National Bank | 47,114 | $1,268 萬 | 0.93% | −60,251−56.1% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 47,000 | $1,265 萬 | 0.11% | 00.0% | 不變 |
| Woodline Partners LP | 46,889 | $1,262 萬 | 0.08% | +13,468+40.3% | 加碼 |
| Clearstead Advisors, LLC | 46,767 | $1,258 萬 | 0.20% | +3,873+9.0% | 加碼 |
| Anchor Capital Advisors LLC | 46,754 | $1,258 萬 | 0.38% | −2,263−4.6% | 減碼 |
| Fulton Breakefield Broenniman LLC | 46,620 | $1,254 萬 | 0.91% | +1,198+2.6% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 46,454 | $1,250 萬 | 0.50% | −1,408−2.9% | 減碼 |
| Foyston, Gordon, & Payne Inc | 46,155 | $1,242 萬 | 3.07% | +5,145+12.5% | 加碼 |
| Drexel Morgan & Co. | 45,918 | $1,235 萬 | 2.59% | 00.0% | 不變 |
| Mirova | 45,785 | $1,232 萬 | 2.22% | +2,885+6.7% | 加碼 |
| Hudson Valley Investment Advisors Inc | 45,755 | $1,231 萬 | 1.47% | +132+0.3% | 加碼 |
| Fishman Jay A Ltd | 45,682 | $1,229 萬 | 1.34% | −1,860−3.9% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 45,646 | $1,228 萬 | 0.71% | −2,778−5.7% | 減碼 |
| Eagle Rock Investment Company, LLC | 45,414 | $1,222 萬 | 2.10% | −5,701−11.2% | 減碼 |
| Sprucegrove Investment Management Ltd | 45,390 | $1,221 萬 | 1.31% | −16,807−27.0% | 減碼 |
| Klingenstein Fields & Co LP | 45,390 | $1,221 萬 | 0.52% | −1,026−2.2% | 減碼 |
| Diversified Trust Co | 44,927 | $1,209 萬 | 0.30% | −6,919−13.3% | 減碼 |
| Mizuho Securities USA LLC | 44,439 | $1,196 萬 | 0.26% | −8,306−15.7% | 減碼 |
| Silicon Valley Capital Partners | 44,615 | $1,184 萬 | 1.55% | +5,534+14.2% | 加碼 |
| Edgar Lomax Co | 43,745 | $1,177 萬 | 0.74% | −79,670−64.6% | 減碼 |
| Vontobel Holding Ltd. | 43,705 | $1,176 萬 | 0.04% | +5,129+13.3% | 加碼 |
| Kestra Private Wealth Services, LLC | 43,284 | $1,165 萬 | 0.19% | +2,613+6.4% | 加碼 |
| Investment Management Corp of Ontario | 43,156 | $1,161 萬 | 0.24% | +100+0.2% | 加碼 |
| Elo Mutual Pension Insurance Co | 43,126 | $1,160 萬 | 0.26% | −8,776−16.9% | 減碼 |
| Griffin Asset Management, Inc. | 43,110 | $1,160 萬 | 1.42% | −7,816−15.3% | 減碼 |
| Avanza Fonder AB | 42,055 | $1,158 萬 | 0.38% | +1,344+3.3% | 加碼 |
| Great West Life Assurance Co | 42,520 | $1,145 萬 | 0.02% | +2,441+6.1% | 加碼 |
| Univest Financial Corp | 42,409 | $1,141 萬 | 0.75% | −5,215−11.0% | 減碼 |
| Searle & Co. | 42,199 | $1,135 萬 | 3.24% | 00.0% | 不變 |
| Van Cleef Asset Management,Inc | 42,182 | $1,135 萬 | 1.28% | +40+0.1% | 加碼 |
| Kinneret Advisory, LLC | 41,658 | $1,121 萬 | 1.13% | −140−0.3% | 減碼 |
| NFC Investments, LLC | 41,190 | $1,108 萬 | 3.29% | −1,135−2.7% | 減碼 |
| WoodTrust Financial Corp | 40,985 | $1,103 萬 | 1.54% | −21−0.1% | 減碼 |
| Ofi Invest Asset Management | 44,239 | $1,102 萬 | 0.29% | −22,796−34.0% | 減碼 |
| Financial Avengers, Inc. | 40,449 | $1,088 萬 | 5.51% | −766−1.9% | 減碼 |
| Erste Asset Management GmbH | 40,913 | $1,087 萬 | 0.14% | −11,071−21.3% | 減碼 |
| Brown Brothers Harriman & Co | 40,311 | $1,085 萬 | 0.08% | −1,379−3.3% | 減碼 |
| Independent Advisor Alliance | 40,172 | $1,081 萬 | 0.36% | −151−0.4% | 減碼 |
| Grimes & Company, Inc. | 40,130 | $1,080 萬 | 0.33% | +120.0% | 加碼 |
| Shelter Mutual Insurance Co | 39,885 | $1,073 萬 | 2.59% | 00.0% | 不變 |
| Illinois Municipal Retirement Fund | 39,734 | $1,069 萬 | 0.16% | 00.0% | 不變 |
| Norinchukin Bank, The | 39,570 | $1,065 萬 | 0.20% | +4,225+12.0% | 加碼 |
| NEOS Investment Management LLC | 39,467 | $1,062 萬 | 0.20% | +7,513+23.5% | 加碼 |
| CX Institutional | 39,379 | $1,060 萬 | 0.40% | +3,072+8.5% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 39,350 | $1,059 萬 | 0.97% | +381+1.0% | 加碼 |
| Atria Wealth Solutions, Inc. | 39,300 | $1,057 萬 | 0.13% | −2,763−6.6% | 減碼 |
| M. Kulyk & Associates, LLC | 39,269 | $1,057 萬 | 2.42% | −2,196−5.3% | 減碼 |
| Radnor Capital Management, LLC | 38,948 | $1,048 萬 | 1.76% | −1,486−3.7% | 減碼 |
| Fundamentun, LLC | 38,797 | $1,044 萬 | 0.56% | +6,409+19.8% | 加碼 |
| Davy Global Fund Management Ltd | 38,631 | $1,039 萬 | 1.22% | −625−1.6% | 減碼 |
| Ironwood Investment Counsel, LLC | 38,589 | $1,038 萬 | 1.79% | −413−1.1% | 減碼 |
| Stansberry Asset Management, LLC | 38,430 | $1,034 萬 | 1.24% | −350−0.9% | 減碼 |
| Natixis | 38,784 | $1,031 萬 | 0.06% | +32,939+563.5% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 38,668 | $1,026 萬 | 0.11% | −4,143−9.7% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 37,946 | $1,021 萬 | 0.30% | 00.0% | 不變 |
| Kentucky Retirement Systems | 37,844 | $1,018 萬 | 0.31% | −750−1.9% | 減碼 |