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 |
|---|---|---|---|---|---|
| Heritage Trust Co | 25,057 | $674.2 萬 | 0.82% | −1,606−6.0% | 減碼 |
| Roundview Capital LLC | 24,566 | $660.9 萬 | 0.48% | −60−0.2% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 24,391 | $656.2 萬 | 0.61% | +867+3.7% | 加碼 |
| Adalta Capital Management LLC | 24,385 | $656.1 萬 | 3.49% | −400−1.6% | 減碼 |
| Oddo BHF Asset Management SAS | 24,373 | $655.8 萬 | 0.27% | −1,355−5.3% | 減碼 |
| Hendershot Investments Inc. | 24,361 | $655.4 萬 | 0.89% | −40.0% | 減碼 |
| E. Ohman J:or Asset Management AB | 24,320 | $654.3 萬 | 0.17% | −1,650−6.4% | 減碼 |
| Cary Street Partners Financial LLC | 24,318 | $654.3 萬 | 0.21% | −799−3.2% | 減碼 |
| Venture Visionary Partners LLC | 24,231 | $652.0 萬 | 0.27% | +233+1.0% | 加碼 |
| Kingsview Wealth Management, LLC | 24,191 | $650.8 萬 | 0.12% | +1,379+6.0% | 加碼 |
| Seizert Capital Partners, LLC | 24,180 | $650.6 萬 | 0.30% | −10,613−30.5% | 減碼 |
| Synovus Financial Corp | 24,178 | $650.5 萬 | 0.08% | +657+2.8% | 加碼 |
| Savant Capital, LLC | 24,170 | $650.3 萬 | 0.06% | −17,149−41.5% | 減碼 |
| Arvest Bank Trust Division | 24,121 | $649.0 萬 | 0.41% | +24,121 | 新進 |
| Arcadia Investment Management Corp | 24,099 | $648.4 萬 | 1.17% | −1,266−5.0% | 減碼 |
| J.W. Cole Advisors, Inc. | 24,082 | $647.9 萬 | 0.20% | +10,852+82.0% | 加碼 |
| CenterBook Partners LP | 23,920 | $643.6 萬 | 0.41% | +3,025+14.5% | 加碼 |
| Marsico Capital Management LLC | 23,817 | $640.8 萬 | 0.22% | −25,577−51.8% | 減碼 |
| Ieq Capital, LLC | 23,762 | $639.3 萬 | 0.05% | −2,892−10.9% | 減碼 |
| Trust Co of Vermont | 23,618 | $635.4 萬 | 0.32% | +449+1.9% | 加碼 |
| Silvant Capital Management LLC | 23,563 | $634.0 萬 | 0.29% | +284+1.2% | 加碼 |
| Bremer Bank National Association | 23,558 | $633.8 萬 | 1.13% | +1,106+4.9% | 加碼 |
| First Interstate Bank | 23,542 | $633.4 萬 | 0.38% | −1,420−5.7% | 減碼 |
| Freestone Capital Holdings, LLC | 23,281 | $626.4 萬 | 0.23% | +24+0.1% | 加碼 |
| Community Financial Services Group, LLC | 23,182 | $623.7 萬 | 1.35% | −275−1.2% | 減碼 |
| Edgestream Partners, L.P. | 23,166 | $623.3 萬 | 0.21% | +18,654+413.4% | 加碼 |
| Insight Wealth Strategies, LLC | 23,123 | $622.1 萬 | 0.84% | +4,364+23.3% | 加碼 |
| Bretton Capital Management, LLC | 23,100 | $621.5 萬 | 5.89% | 00.0% | 不變 |
| Meitav Dash Investments Ltd | 23,121 | $620.4 萬 | 0.11% | −4,015−14.8% | 減碼 |
| RBF Capital, LLC | 23,000 | $618.8 萬 | 0.39% | 00.0% | 不變 |
| Shell Asset Management Co | 22,880 | $615.6 萬 | 0.29% | −835−3.5% | 減碼 |
| AG2R la Mondiale Gestion D'Actifs | 20,898 | $614.5 萬 | 0.33% | +20,898 | 新進 |
| Sandhill Capital Partners LLC | 22,829 | $614.2 萬 | 0.50% | −17−0.1% | 減碼 |
| Wright Investors Service Inc | 22,813 | $613.8 萬 | 2.03% | +6,990+44.2% | 加碼 |
| Wedbush Securities Inc | 22,754 | $612.2 萬 | 0.22% | −249−1.1% | 減碼 |
| Wisconsin Capital Management LLC | 22,712 | $611.1 萬 | 3.89% | −715−3.1% | 減碼 |
| Montag A & Associates Inc | 22,702 | $610.8 萬 | 0.31% | −244−1.1% | 減碼 |
| Umb Bank N A | 22,582 | $607.6 萬 | 0.10% | +724+3.3% | 加碼 |
| RSM US Wealth Management LLC | 22,529 | $606.1 萬 | 0.09% | −776−3.3% | 減碼 |
| Citizens Financial Group Inc | 22,420 | $603.2 萬 | 0.12% | −63,729−74.0% | 減碼 |
| Omers Administration Corp | 22,400 | $602.7 萬 | 0.05% | −3,063−12.0% | 減碼 |
| Hutner Capital Management Inc | 22,309 | $600.2 萬 | 2.56% | −43−0.2% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 22,209 | $597.5 萬 | 0.67% | −710−3.1% | 減碼 |
| Family Management Corp | 22,179 | $596.7 萬 | 0.99% | −12,152−35.4% | 減碼 |
| SG Americas Securities, LLC | 22,163 | $596.3 萬 | 0.02% | −51,224−69.8% | 減碼 |
| Siemens Fonds Invest GmbH | 22,134 | $595.5 萬 | 0.41% | +22,134 | 新進 |
| Holocene Advisors, LP | 22,113 | $595.0 萬 | 0.02% | −212,762−90.6% | 減碼 |
| Comgest Global Investors S.A.S. | 22,102 | $594.7 萬 | 0.11% | +22,102 | 新進 |
| AlpenGlobal Capital LLC | 22,070 | $593.8 萬 | 4.29% | +157+0.7% | 加碼 |
| Grassi Investment Management | 22,060 | $593.5 萬 | 0.55% | −400−1.8% | 減碼 |
| London & Capital Asset Management Ltd | 21,927 | $589.9 萬 | 0.51% | +21,927 | 新進 |
| Condor Capital Management | 21,790 | $586.3 萬 | 0.55% | −196−0.9% | 減碼 |
| F/M Investments LLC | 21,777 | $585.9 萬 | 0.23% | +2,732+14.3% | 加碼 |
| CAPROCK Group, Inc. | 21,606 | $581.3 萬 | 0.18% | +1,700+8.5% | 加碼 |
| Concurrent Investment Advisors, LLC | 21,600 | $581.1 萬 | 0.14% | +1,074+5.2% | 加碼 |
| Chicago Trust Co NA | 21,595 | $581.0 萬 | 1.03% | −1,193−5.2% | 減碼 |
| Mirabaud Asset Management Ltd | 21,858 | $580.3 萬 | 3.04% | −2,598−10.6% | 減碼 |
| AustralianSuper Pty Ltd | 21,480 | $577.9 萬 | 0.03% | −3,786−15.0% | 減碼 |
| Naples Global Advisors, LLC | 21,463 | $577.5 萬 | 0.55% | −356−1.6% | 減碼 |
| Chapman Investment Management, LLC | 21,462 | $577.4 萬 | 4.31% | +73+0.3% | 加碼 |
| Greenleaf Trust | 21,416 | $576.2 萬 | 0.05% | −330−1.5% | 減碼 |
| Banque Cantonale Vaudoise | 21,354 | $574.5 萬 | 0.25% | +21,354 | 新進 |
| Equitable Holdings, Inc. | 21,350 | $574.4 萬 | 0.05% | +2,972+16.2% | 加碼 |
| Fiduciary Group LLC | 21,344 | $574.3 萬 | 0.58% | −56−0.3% | 減碼 |
| Merit Financial Group, LLC | 20,816 | $560.1 萬 | 0.08% | +2,819+15.7% | 加碼 |
| Plato Investment Management Ltd | 20,341 | $553.2 萬 | 0.47% | −1,833−8.3% | 減碼 |
| Northstar Group, Inc. | 20,555 | $553.0 萬 | 0.90% | −200−1.0% | 減碼 |
| Kathleen S. Wright Associates Inc. | 20,427 | $552.6 萬 | 2.28% | 00.0% | 不變 |
| Fort Sheridan Advisors LLC | 20,446 | $550.1 萬 | 0.84% | −411−2.0% | 減碼 |
| Empirical Finance, LLC | 20,398 | $548.8 萬 | 0.33% | +253+1.3% | 加碼 |
| Northwest & Ethical Investments L.P. | 20,334 | $547.1 萬 | 0.15% | −8,081−28.4% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 20,183 | $543.0 萬 | 2.34% | +20,183 | 新進 |
| Stephens Inc | 20,177 | $542.9 萬 | 0.08% | −288−1.4% | 減碼 |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $541.3 萬 | 1.71% | 00.0% | 不變 |
| Bell Asset Management Ltd | 20,000 | $538.1 萬 | 0.99% | −502−2.4% | 減碼 |
| Courier Capital LLC | 19,985 | $537.7 萬 | 0.35% | +1,517+8.2% | 加碼 |
| Meeder Asset Management Inc | 19,739 | $531.1 萬 | 0.36% | +17,041+631.6% | 加碼 |
| TKG Advisors, LLC | 19,683 | $529.6 萬 | 2.61% | +1,229+6.7% | 加碼 |
| LaFleur & Godfrey LLC | 19,649 | $528.7 萬 | 0.72% | −265−1.3% | 減碼 |
| Capital International Inc | 19,503 | $524.7 萬 | 0.06% | 00.0% | 不變 |
| Chemung Canal Trust Co | 19,475 | $524.0 萬 | 1.15% | −1,486−7.1% | 減碼 |
| Modera Wealth Management, LLC | 19,444 | $523.1 萬 | 0.07% | −89−0.5% | 減碼 |
| Integrated Wealth Concepts LLC | 19,425 | $522.6 萬 | 0.06% | +1,157+6.3% | 加碼 |
| Banco Santander, S.A. | 19,415 | $522.4 萬 | 0.06% | +16,581+585.1% | 加碼 |
| Hi-Line Capital Management, LLC | 19,301 | $519.3 萬 | 1.94% | +414+2.2% | 加碼 |
| Ballentine Partners, LLC | 19,020 | $511.7 萬 | 0.09% | −71−0.4% | 減碼 |
| Triglav Skladi, D.O.O. | 19,000 | $511.2 萬 | 0.43% | −8,500−30.9% | 減碼 |
| Covea Finance | 19,000 | $511.2 萬 | 0.23% | +19,000 | 新進 |
| Amica Mutual Insurance Co | 18,981 | $510.7 萬 | 0.56% | −10,362−35.3% | 減碼 |
| BFSG, LLC | 18,965 | $510.2 萬 | 0.62% | −64−0.3% | 減碼 |
| NewSquare Capital LLC | 18,964 | $510.2 萬 | 0.42% | +682+3.7% | 加碼 |
| CSM Advisors, LLC | 18,850 | $507.1 萬 | 0.28% | −975−4.9% | 減碼 |
| Caldwell Trust Co | 18,801 | $505.8 萬 | 0.54% | +345+1.9% | 加碼 |
| Sumitomo Life Insurance Co | 18,710 | $503.4 萬 | 0.18% | −211−1.1% | 減碼 |
| 2Xideas AG | 18,657 | $502.0 萬 | 0.76% | −27,724−59.8% | 減碼 |
| JLB & Associates Inc | 18,618 | $500.9 萬 | 0.70% | −505−2.6% | 減碼 |
| Mount Vernon Associates Inc | 18,587 | $500.1 萬 | 4.08% | +270+1.5% | 加碼 |
| Welch Group, LLC | 18,809 | $499.3 萬 | 0.22% | −14−0.1% | 減碼 |
| Verdence Capital Advisors LLC | 18,362 | $494.0 萬 | 0.38% | 00.0% | 不變 |
| Selway Asset Management | 18,347 | $493.6 萬 | 2.04% | +75+0.4% | 加碼 |