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 |
|---|---|---|---|---|---|
| Balyasny Asset Management LLC | 18,333 | $493.2 萬 | 0.01% | −59,429−76.4% | 減碼 |
| Lincoln Capital LLC | 19,518 | $492.7 萬 | 1.03% | +4,171+27.2% | 加碼 |
| Quadrant Capital Group LLC | 18,305 | $492.5 萬 | 0.18% | +5,527+43.3% | 加碼 |
| Trinity Legacy Partners, LLC | 16,285 | $492.3 萬 | 1.25% | −4,542−21.8% | 減碼 |
| Pacifica Capital Investments, LLC | 18,020 | $484.8 萬 | 1.72% | 00.0% | 不變 |
| L2 Asset Management, LLC | 18,012 | $484.6 萬 | 1.00% | +2,994+19.9% | 加碼 |
| Callahan Advisors, LLC | 17,826 | $479.6 萬 | 0.46% | +10.0% | 加碼 |
| Resources Investment Advisors, LLC. | 17,658 | $475.1 萬 | 0.06% | −3,082−14.9% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 17,652 | $474.9 萬 | 0.08% | −18−0.1% | 減碼 |
| LGT Group Foundation | 17,596 | $473.4 萬 | 0.07% | −1,757−9.1% | 減碼 |
| Morton Community Bank | 17,577 | $472.9 萬 | 1.24% | −778−4.2% | 減碼 |
| NorthRock Partners, LLC | 17,405 | $468.3 萬 | 0.16% | +612+3.6% | 加碼 |
| Journey Strategic Wealth LLC | 17,401 | $468.2 萬 | 0.16% | +7,052+68.1% | 加碼 |
| NBT Bank N A | 17,369 | $467.3 萬 | 0.34% | −1,603−8.4% | 減碼 |
| Jag Capital Management, LLC | 17,298 | $465.4 萬 | 0.62% | −1,184−6.4% | 減碼 |
| Elgethun Capital Management | 17,284 | $465.0 萬 | 1.04% | −330−1.9% | 減碼 |
| Snowden Capital Advisors LLC | 17,271 | $464.7 萬 | 0.15% | −2,241−11.5% | 減碼 |
| BDF-Gestion | 17,271 | $464.7 萬 | 0.51% | 00.0% | 不變 |
| Ghe, LLC | 17,160 | $461.7 萬 | 2.09% | +139+0.8% | 加碼 |
| Principal Securities, Inc. | 15,524 | $460.7 萬 | 0.10% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 17,095 | $459.9 萬 | 0.17% | +441+2.6% | 加碼 |
| Pring Turner Capital Group Inc | 16,941 | $455.8 萬 | 2.83% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 17,305 | $455.2 萬 | 0.14% | −23,684−57.8% | 減碼 |
| Ibex Wealth Advisors | 16,837 | $453.0 萬 | 0.60% | +4,173+33.0% | 加碼 |
| Glenview Trust Co | 16,822 | $452.6 萬 | 0.09% | −483−2.8% | 減碼 |
| Resonant Capital Advisors, LLC | 16,805 | $452.1 萬 | 0.32% | −160−0.9% | 減碼 |
| Park National Corp | 16,733 | $450.2 萬 | 0.17% | −534−3.1% | 減碼 |
| Apollon Wealth Management, LLC | 16,681 | $448.8 萬 | 0.10% | +617+3.8% | 加碼 |
| Cullen Capital Management LLC | 16,664 | $448.3 萬 | 0.05% | −504−2.9% | 減碼 |
| Bill Few Associates, Inc. | 16,653 | $448.0 萬 | 1.60% | −283−1.7% | 減碼 |
| Catalyst Capital Advisors LLC | 16,628 | $447.4 萬 | 0.09% | −535−3.1% | 減碼 |
| Haverford Trust Co | 16,612 | $446.9 萬 | 0.04% | −1,507−8.3% | 減碼 |
| Salvus Wealth Management, LLC | 16,578 | $446.0 萬 | 2.80% | −4,084−19.8% | 減碼 |
| WP Advisors, LLC | 16,572 | $445.9 萬 | 1.48% | +169+1.0% | 加碼 |
| Everence Capital Management Inc | 16,494 | $443.8 萬 | 0.30% | −3,210−16.3% | 減碼 |
| Banque Pictet & Cie SA | 16,430 | $442.0 萬 | 0.05% | −4,108−20.0% | 減碼 |
| Lee Johnson Capital Management, LLC | 16,429 | $442.0 萬 | 2.34% | +297+1.8% | 加碼 |
| Sagespring Wealth Partners, LLC | 16,265 | $437.6 萬 | 0.11% | +2,905+21.7% | 加碼 |
| Gilman Hill Asset Management, LLC | 16,222 | $436.5 萬 | 0.76% | −52−0.3% | 減碼 |
| Nemes Rush Group LLC | 16,201 | $435.9 萬 | 0.55% | −211−1.3% | 減碼 |
| Dynamic Advisor Solutions LLC | 16,157 | $434.7 萬 | 0.14% | +534+3.4% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 16,138 | $434.2 萬 | 0.19% | +201+1.3% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 16,119 | $433.7 萬 | 0.31% | −16,507−50.6% | 減碼 |
| Impact Asset Management GmbH | 16,040 | $431.6 萬 | 1.69% | 00.0% | 不變 |
| Kanawha Capital Management LLC | 16,032 | $431.3 萬 | 0.34% | +561+3.6% | 加碼 |
| Brave Asset Management Inc | 16,009 | $430.7 萬 | 1.35% | 00.0% | 不變 |
| Trajan Wealth LLC | 15,987 | $430.1 萬 | 0.23% | +1,955+13.9% | 加碼 |
| Banque Transatlantique SA | 15,981 | $429.7 萬 | 0.13% | +3,698+30.1% | 加碼 |
| Vident Advisory, LLC | 15,932 | $428.7 萬 | 0.06% | +5,230+48.9% | 加碼 |
| Kerusso Capital Management LLC | 15,919 | $428.3 萬 | 2.72% | +403+2.6% | 加碼 |
| Hodges Capital Management Inc. | 15,881 | $427.3 萬 | 0.43% | +6,120+62.7% | 加碼 |
| Hamilton Capital Partners Inc. | 15,856 | $426.6 萬 | 0.27% | +3,387+27.2% | 加碼 |
| Valeo Financial Advisors, LLC | 15,832 | $426.0 萬 | 0.12% | +22+0.1% | 加碼 |
| Milestone Asset Management, LLC | 15,826 | $425.8 萬 | 0.91% | −8,816−35.8% | 減碼 |
| Foundations Investment Advisors, LLC | 15,770 | $424.3 萬 | 0.08% | −142−0.9% | 減碼 |
| Karani Asset Management LLC | 15,764 | $424.1 萬 | 4.49% | −3,984−20.2% | 減碼 |
| Patton Fund Management, Inc. | 15,739 | $423.5 萬 | 1.03% | −4,631−22.7% | 減碼 |
| Van Eck Associates Corp | 15,731 | $423.2 萬 | 0.01% | +631+4.2% | 加碼 |
| Stone Point Wealth LLC | 15,654 | $421.2 萬 | 1.43% | −410−2.6% | 減碼 |
| Dakota Wealth Management | 15,627 | $420.4 萬 | 0.10% | −728−4.5% | 減碼 |
| Gotham Asset Management, LLC | 15,612 | $420.0 萬 | 0.04% | +1,091+7.5% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,407 | $414.5 萬 | 0.11% | +7,391+92.2% | 加碼 |
| Moody Lynn & Lieberson, LLC | 15,376 | $413.7 萬 | 0.27% | +19+0.1% | 加碼 |
| Birmingham Capital Management Co Inc | 15,365 | $413.4 萬 | 1.56% | −640−4.0% | 減碼 |
| NVWM, LLC | 15,264 | $410.7 萬 | 1.09% | +206+1.4% | 加碼 |
| Hartline Investment Corp | 15,252 | $410.4 萬 | 0.55% | −19−0.1% | 減碼 |
| CFC Planning Co LLC | 15,220 | $409.5 萬 | 4.48% | +1,392+10.1% | 加碼 |
| Horizon Investment Services, LLC | 15,083 | $405.8 萬 | 1.97% | −128−0.8% | 減碼 |
| BKD Wealth Advisors, LLC | 15,074 | $405.6 萬 | 0.10% | +4,408+41.3% | 加碼 |
| BNC Wealth Management, LLC | 15,066 | $405.4 萬 | 1.46% | +162+1.1% | 加碼 |
| Mathes Company, Inc. | 15,038 | $404.6 萬 | 1.65% | −1,732−10.3% | 減碼 |
| Empire Financial Management Company, LLC | 15,036 | $404.6 萬 | 1.25% | −17−0.1% | 減碼 |
| Coastal Bridge Advisors, LLC | 14,861 | $399.8 萬 | 0.57% | +5,994+67.6% | 加碼 |
| AssuredPartners Investment Advisors, LLC | 14,857 | $399.7 萬 | 0.77% | +799+5.7% | 加碼 |
| National Asset Management, Inc. | 14,838 | $399.2 萬 | 0.12% | +536+3.7% | 加碼 |
| Wynn Capital, LLC | 14,830 | $399.0 萬 | 2.37% | −60−0.4% | 減碼 |
| Bell & Brown Wealth Advisors, LLC | 14,681 | $395.0 萬 | 1.54% | +95+0.7% | 加碼 |
| Benedict Financial Advisors Inc | 14,638 | $393.8 萬 | 0.91% | −370−2.5% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 14,605 | $392.9 萬 | 0.34% | −201−1.4% | 減碼 |
| Aviance Capital Partners, LLC | 14,530 | $390.9 萬 | 0.55% | −350−2.4% | 減碼 |
| Signaturefd, LLC | 14,525 | $390.8 萬 | 0.07% | +123+0.9% | 加碼 |
| South State Corp. | 14,390 | $387.2 萬 | 0.18% | +682+5.0% | 加碼 |
| Independent Financial Group, LLC | 14,367 | $386.6 萬 | 0.13% | −275−1.9% | 減碼 |
| TCTC Holdings, LLC | 14,238 | $383.1 萬 | 0.13% | −44−0.3% | 減碼 |
| Taurus Asset Management, LLC | 14,198 | $382.0 萬 | 0.39% | −300−2.1% | 減碼 |
| Goelzer Investment Management, Inc. | 14,156 | $380.9 萬 | 0.22% | −195−1.4% | 減碼 |
| Linden Thomas Advisory Services, LLC | 14,146 | $380.6 萬 | 0.49% | +1,065+8.1% | 加碼 |
| Central Pacific Bank - Trust Division | 14,111 | $379.7 萬 | 0.53% | −3,714−20.8% | 減碼 |
| Brendel Financial Advisors LLC | 14,021 | $377.2 萬 | 2.29% | 00.0% | 不變 |
| Teamwork Financial Advisors, LLC | 13,928 | $374.8 萬 | 0.52% | −4,285−23.5% | 減碼 |
| Evercore Wealth Management, LLC | 13,827 | $372.0 萬 | 0.06% | −204−1.5% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,824 | $371.9 萬 | 0.14% | −299−2.1% | 減碼 |
| TD Private Client Wealth LLC | 13,822 | $371.9 萬 | 0.10% | −10.0% | 減碼 |
| Coldstream Capital Management Inc | 13,783 | $370.8 萬 | 0.08% | −1,156−7.7% | 減碼 |
| Meeder Advisory Services, Inc. | 13,775 | $370.6 萬 | 0.22% | +228+1.7% | 加碼 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 13,658 | $367.5 萬 | 0.04% | −1,158−7.8% | 減碼 |
| Chicago Capital, LLC | 13,643 | $367.1 萬 | 0.10% | +275+2.1% | 加碼 |
| Journey Advisory Group, LLC | 13,611 | $366.2 萬 | 0.30% | +13,611 | 新進 |
| Compass Wealth Management LLC | 13,570 | $365.1 萬 | 0.93% | −515−3.7% | 減碼 |
| Oppenheimer Asset Management Inc. | 13,550 | $364.6 萬 | 0.05% | −5,167−27.6% | 減碼 |