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
- 2,628
- 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 |
|---|---|---|---|---|---|
| Optimas Capital Ltd | 13,500 | $363.2 萬 | 6.17% | −700−4.9% | 減碼 |
| Arete Wealth Advisors, LLC | 13,400 | $360.8 萬 | 0.28% | −299−2.2% | 減碼 |
| Fiduciary Alliance LLC | 13,376 | $359.9 萬 | 0.35% | −62−0.5% | 減碼 |
| Grandfield & Dodd, LLC | 13,363 | $359.6 萬 | 0.22% | −27−0.2% | 減碼 |
| Smith, Salley & Associates | 13,350 | $359.2 萬 | 0.24% | +179+1.4% | 加碼 |
| Constitution Capital LLC | 13,315 | $358.2 萬 | 1.98% | +915+7.4% | 加碼 |
| Game Plan Financial Advisors, LLC | 13,299 | $357.8 萬 | 1.74% | −5,683−29.9% | 減碼 |
| Boston Family Office LLC | 13,200 | $355.1 萬 | 0.25% | +1,800+15.8% | 加碼 |
| Richard Bernstein Advisors LLC | 13,148 | $353.7 萬 | 0.09% | −654−4.7% | 減碼 |
| Buckhead Capital Management LLC | 13,117 | $352.9 萬 | 1.13% | −1,115−7.8% | 減碼 |
| Teachers Insurance & Annuity Association of America | 13,100 | $352.5 萬 | 4.70% | −255−1.9% | 減碼 |
| Greenfield Savings Bank | 13,081 | $351.9 萬 | 1.73% | −37−0.3% | 減碼 |
| Change Path, LLC | 12,935 | $348.0 萬 | 0.10% | +119+0.9% | 加碼 |
| Sargent Investment Group, LLC | 12,913 | $347.4 萬 | 0.55% | +1,158+9.9% | 加碼 |
| Tower Bridge Advisors | 12,899 | $347.0 萬 | 0.39% | +447+3.6% | 加碼 |
| CoreCap Advisors, LLC | 12,899 | $347.0 萬 | 0.15% | −3,469−21.2% | 減碼 |
| BLB&B Advisors, LLC | 12,893 | $346.9 萬 | 0.18% | −30.0% | 減碼 |
| Strata Wealth Advisors, LLC | 12,867 | $346.2 萬 | 1.08% | −2,311−15.2% | 減碼 |
| West Oak Capital, LLC | 12,862 | $346.1 萬 | 1.34% | −1,405−9.8% | 減碼 |
| AE Wealth Management LLC | 12,820 | $344.9 萬 | 0.03% | −673−5.0% | 減碼 |
| Conscious Wealth Investments, LLC | 12,101 | $344.3 萬 | 2.39% | −2,447−16.8% | 減碼 |
| Parallel Advisors, LLC | 12,781 | $343.8 萬 | 0.08% | +8+0.1% | 加碼 |
| Infusive Asset Management Inc. | 12,761 | $343.3 萬 | 1.59% | 00.0% | 不變 |
| Global Wealth Management Investment Advisory, Inc. | 12,630 | $339.8 萬 | 0.68% | +900+7.7% | 加碼 |
| Callan Family Office, LLC | 12,592 | $338.8 萬 | 0.25% | −822−6.1% | 減碼 |
| Fifth Third Wealth Advisors LLC | 12,540 | $337.4 萬 | 0.17% | +333+2.7% | 加碼 |
| Jacobi Capital Management LLC | 12,524 | $337.0 萬 | 0.25% | −1,020−7.5% | 減碼 |
| Bleakley Financial Group, LLC | 12,470 | $335.5 萬 | 0.11% | +229+1.9% | 加碼 |
| Cito Capital Group, LLC | 12,440 | $334.7 萬 | 1.27% | +2,000+19.2% | 加碼 |
| Frank, Rimerman Advisors LLC | 12,346 | $332.2 萬 | 0.26% | +172+1.4% | 加碼 |
| Schechter Investment Advisors, LLC | 12,183 | $327.8 萬 | 0.27% | −1,836−13.1% | 減碼 |
| Midwest Professional Planners, LTD. | 12,179 | $327.7 萬 | 1.02% | −88−0.7% | 減碼 |
| Profund Advisors LLC | 12,177 | $327.6 萬 | 0.14% | −768−5.9% | 減碼 |
| Empowered Funds, LLC | 12,141 | $326.7 萬 | 0.05% | −24,624−67.0% | 減碼 |
| Brighton Jones LLC | 12,110 | $325.8 萬 | 0.10% | +5,629+86.9% | 加碼 |
| Invesco, LLC | 12,083 | $325.1 萬 | 1.34% | −549−4.3% | 減碼 |
| Two Sigma Investments, LP | 12,053 | $324.3 萬 | 0.01% | +53+0.4% | 加碼 |
| Insight Inv LLC | 12,021 | $323.4 萬 | 2.22% | +40.0% | 加碼 |
| Independent Investors Inc | 12,000 | $322.9 萬 | 0.69% | 00.0% | 不變 |
| Webster Bank, N. A. | 11,999 | $322.8 萬 | 0.35% | +43+0.4% | 加碼 |
| Zhang Financial LLC | 11,998 | $322.8 萬 | 0.17% | +2,552+27.0% | 加碼 |
| Boston Private Wealth LLC | 11,969 | $322.0 萬 | 0.13% | −662−5.2% | 減碼 |
| Columbia Asset Management | 11,907 | $320.3 萬 | 0.65% | −790−6.2% | 減碼 |
| Harbor Capital Advisors, Inc. | 11,798 | $317.4 萬 | 0.14% | −165−1.4% | 減碼 |
| First Horizon Advisors, Inc. | 11,791 | $317.3 萬 | 0.09% | +1,212+11.5% | 加碼 |
| Trust Co of Toledo NA | 11,786 | $317.1 萬 | 0.42% | +90+0.8% | 加碼 |
| Strategic Planning Group, LLC | 11,736 | $315.8 萬 | 0.62% | +77+0.7% | 加碼 |
| Eisler Capital Management Ltd. | 11,678 | $314.3 萬 | 0.09% | +10,980+1,573.1% | 加碼 |
| RFG Advisory, LLC | 11,678 | $314.2 萬 | 0.08% | +484+4.3% | 加碼 |
| Arcus Capital Partners, LLC | 11,623 | $312.7 萬 | 1.26% | +40+0.3% | 加碼 |
| Lindsell Train Ltd大師Lindsell Train | 11,600 | $312.1 萬 | 0.09% | 00.0% | 不變 |
| Investment Advisory Services Inc | 11,590 | $311.8 萬 | 1.13% | +14+0.1% | 加碼 |
| Cullen Investment Group, Ltd. | 11,583 | $311.6 萬 | 0.47% | −258−2.2% | 減碼 |
| Walleye Trading LLC | 11,568 | $311.2 萬 | 0.09% | −26,239−69.4% | 減碼 |
| Campbell & CO Investment Adviser LLC | 11,566 | $311.2 萬 | 0.24% | +11,566 | 新進 |
| Lodestone Wealth Management LLC | 11,565 | $311.2 萬 | 1.66% | −2,119−15.5% | 減碼 |
| Ostrum Asset Management | 11,558 | $311.0 萬 | 0.16% | −517−4.3% | 減碼 |
| Aristotle Capital Management, LLC | 11,530 | $310.2 萬 | 0.01% | 00.0% | 不變 |
| Ahl Investment Management, Inc. | 11,489 | $309.1 萬 | 2.13% | −147−1.3% | 減碼 |
| Bull Street Advisors, LLC | 11,480 | $308.9 萬 | 1.48% | −70−0.6% | 減碼 |
| Godshalk Welsh Capital Management, Inc. | 11,470 | $308.6 萬 | 2.02% | −293−2.5% | 減碼 |
| Arkadios Wealth Advisors | 11,467 | $308.5 萬 | 0.12% | +5,188+82.6% | 加碼 |
| Canandaigua National Bank & Trust Co | 11,467 | $308.5 萬 | 0.31% | −727−6.0% | 減碼 |
| Lowe Brockenbrough & Co Inc | 11,453 | $308.1 萬 | 0.20% | −198−1.7% | 減碼 |
| Rehmann Capital Advisory Group | 11,445 | $308.0 萬 | 0.19% | −1,133−9.0% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 11,414 | $307.1 萬 | 0.07% | −134−1.2% | 減碼 |
| RFG - Bristol Wealth Advisors, LLC | 11,356 | $305.5 萬 | 1.02% | +443+4.1% | 加碼 |
| SCS Capital Management LLC | 11,316 | $304.4 萬 | 0.04% | +11,316 | 新進 |
| Diversify Wealth Management, LLC | 11,350 | $303.1 萬 | 0.23% | +277+2.5% | 加碼 |
| Wealthspire Advisors, LLC | 11,240 | $302.4 萬 | 0.02% | −35−0.3% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 11,234 | $302.2 萬 | 0.25% | −508−4.3% | 減碼 |
| Fruth Investment Management | 11,230 | $302.1 萬 | 0.84% | 00.0% | 不變 |
| Deane Retirement Strategies, Inc. | 11,229 | $301.9 萬 | 1.44% | +246+2.2% | 加碼 |
| KCM Investment Advisors LLC | 11,220 | $301.9 萬 | 0.11% | −418−3.6% | 減碼 |
| Herbst Group, LLC | 11,192 | $301.1 萬 | 2.13% | −944−7.8% | 減碼 |
| Capstone Investment Advisors, LLC | 11,182 | $300.9 萬 | 0.03% | +4,065+57.1% | 加碼 |
| G&S Capital LLC | 11,142 | $299.8 萬 | 1.27% | −105−0.9% | 減碼 |
| Entropy Technologies, LP | 11,110 | $298.9 萬 | 0.29% | +11,110 | 新進 |
| KWB Wealth | 10,041 | $298.0 萬 | 0.36% | +10+0.1% | 加碼 |
| Personal Cfo Solutions, LLC | 11,060 | $297.6 萬 | 0.60% | −295−2.6% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 11,048 | $297.2 萬 | 1.92% | +2,132+23.9% | 加碼 |
| Leonteq Securities AG | 11,078 | $297.1 萬 | 0.23% | −6,049−35.3% | 減碼 |
| Gifford Fong Associates | 11,000 | $296.0 萬 | 0.74% | 00.0% | 不變 |
| Azimuth Capital Investment Management LLC | 10,938 | $294.3 萬 | 0.12% | −532−4.6% | 減碼 |
| Peoples Financial Services Corp. | 10,931 | $294.1 萬 | 1.41% | −343−3.0% | 減碼 |
| Texas Bank & Trust Co | 10,903 | $293.3 萬 | 1.24% | +350+3.3% | 加碼 |
| Vinva Investment Management Ltd | 11,037 | $293.0 萬 | 0.12% | +1,201+12.2% | 加碼 |
| Sigma Planning Corp | 10,846 | $291.8 萬 | 0.09% | +195+1.8% | 加碼 |
| Venturi Wealth Management, LLC | 10,829 | $291.4 萬 | 0.15% | −346−3.1% | 減碼 |
| Gladstone Institutional Advisory LLC | 10,828 | $291.3 萬 | 0.14% | −5,536−33.8% | 減碼 |
| Impax Asset Management Group plc | 10,797 | $290.5 萬 | 0.02% | −144−1.3% | 減碼 |
| Rathbone Brothers plc | 10,797 | $290.5 萬 | 0.01% | +44+0.4% | 加碼 |
| Wedmont Private Capital | 11,550 | $290.1 萬 | 0.15% | +148+1.3% | 加碼 |
| Moody National Bank Trust Division | 10,780 | $290.0 萬 | 0.30% | −100−0.9% | 減碼 |
| Smithfield Trust Co | 10,776 | $289.9 萬 | 0.15% | −346−3.1% | 減碼 |
| IFP Advisors, Inc | 10,760 | $289.5 萬 | 0.09% | +5,924+122.5% | 加碼 |
| Great Lakes Retirement, Inc. | 10,717 | $288.3 萬 | 0.38% | +195+1.9% | 加碼 |
| L & S Advisors Inc | 10,688 | $287.5 萬 | 0.35% | −15,472−59.1% | 減碼 |
| Valueworks LLC | 10,687 | $287.5 萬 | 1.08% | +110+1.0% | 加碼 |
| Peak Financial Advisors LLC | 10,625 | $285.9 萬 | 1.46% | −71−0.7% | 減碼 |