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 3 季 13F 持有人
American Express Co 在 2025/9/30 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
- 2,758
- 較 2025 年第 2 季 +81 家
- 持有股數
- 5.82 億
- 較 2025 年第 2 季 −675.2 萬 (−1.1%)
- 總市值
- $1,934 億
- 較 2025 年第 2 季 +$55.6 億 (+3.0%)
- 新進機構
- 184
- 另有 1,021 家加碼
- 清倉機構
- 103
- 另有 1,044 家減碼
另有 42 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2025 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| MainStreet Investment Advisors LLC | 5,861 | $194.7 萬 | 0.26% | −392−6.3% | 減碼 |
| Associated Banc-Corp | 5,862 | $194.7 萬 | 0.05% | −370−5.9% | 減碼 |
| Net Worth Advisory Group | 5,878 | $195.2 萬 | 0.56% | −661−10.1% | 減碼 |
| Solitude Financial Services | 5,884 | $195.4 萬 | 0.67% | −309−5.0% | 減碼 |
| Virtus Investment Advisers, Inc. | 5,901 | $196.0 萬 | 0.56% | +668+12.8% | 加碼 |
| Hohimer Wealth Management, LLC | 5,906 | $196.2 萬 | 0.27% | +325+5.8% | 加碼 |
| Washington Trust Advisors, Inc. | 5,917 | $196.5 萬 | 0.15% | +60+1.0% | 加碼 |
| Busey Wealth Management | 5,931 | $197.0 萬 | 0.05% | −37−0.6% | 減碼 |
| Ransom Advisory, Ltd | 5,946 | $197.5 萬 | 0.89% | 00.0% | 不變 |
| YHB Investment Advisors, Inc. | 5,960 | $198.0 萬 | 0.14% | −18−0.3% | 減碼 |
| Transatlantique Private Wealth LLC | 5,974 | $198.4 萬 | 0.65% | +177+3.1% | 加碼 |
| B&L Asset Management LLC | 5,997 | $199.2 萬 | 1.02% | 00.0% | 不變 |
| Fielder Capital Group LLC | 5,999 | $199.3 萬 | 0.45% | −10.0% | 減碼 |
| Marshall Wace, LLP | 6,000 | $199.3 萬 | 0.00% | +6,000 | 新進 |
| Harbour Investments, Inc. | 6,010 | $199.6 萬 | 0.05% | +202+3.5% | 加碼 |
| Spire Wealth Management | 6,016 | $199.8 萬 | 0.07% | −96−1.6% | 減碼 |
| IFP Advisors, Inc | 6,022 | $200.0 萬 | 0.05% | −3,098−34.0% | 減碼 |
| Citadel Investment Advisory, Inc. | 6,032 | $200.4 萬 | 0.92% | 00.0% | 不變 |
| Monte Financial Group, LLC | 6,034 | $200.4 萬 | 0.74% | +305+5.3% | 加碼 |
| Legacy Edge Advisors, LLC | 6,042 | $200.7 萬 | 0.24% | −250−4.0% | 減碼 |
| Stokes Family Office, LLC | 6,043 | $200.7 萬 | 0.19% | +438+7.8% | 加碼 |
| Weil Company, Inc. | 6,055 | $201.1 萬 | 0.48% | +16+0.3% | 加碼 |
| Grove Bank & Trust | 6,086 | $202.2 萬 | 0.24% | −151−2.4% | 減碼 |
| Fort Point Capital Partners LLC | 6,122 | $203.3 萬 | 0.26% | −9,706−61.3% | 減碼 |
| Cypress Wealth Services, LLC | 6,130 | $203.6 萬 | 0.33% | +24+0.4% | 加碼 |
| Canopy Partners, LLC | 6,150 | $204.3 萬 | 0.68% | −49−0.8% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 6,194 | $205.7 萬 | 0.10% | +9+0.1% | 加碼 |
| Diligent Investors, LLC | 6,201 | $206.0 萬 | 0.52% | +31+0.5% | 加碼 |
| Procyon Private Wealth Partners, LLC | 6,205 | $206.1 萬 | 0.12% | −145−2.3% | 減碼 |
| RMR Capital Management, LLC | 6,260 | $207.9 萬 | 1.45% | 00.0% | 不變 |
| Sage Mountain Advisors LLC | 6,269 | $208.2 萬 | 0.12% | +1,222+24.2% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 6,269 | $208.2 萬 | 0.01% | +2,117+51.0% | 加碼 |
| Piscataqua Savings Bank | 6,282 | $208.7 萬 | 1.63% | −110−1.7% | 減碼 |
| Avestar Capital, LLC | 6,303 | $209.4 萬 | 0.15% | −126−2.0% | 減碼 |
| Leavell Investment Management, Inc. | 6,338 | $210.5 萬 | 0.09% | +218+3.6% | 加碼 |
| Parisi Gray Wealth Management | 6,370 | $211.6 萬 | 0.55% | −30.0% | 減碼 |
| S&CO Inc | 6,386 | $212.1 萬 | 0.13% | 00.0% | 不變 |
| Carnegie Capital Asset Management, LLC | 6,419 | $213.2 萬 | 0.04% | +124+2.0% | 加碼 |
| Trust Asset Management LLC | 6,422 | $213.3 萬 | 0.15% | 00.0% | 不變 |
| Stablepoint Partners, LLC | 6,450 | $214.2 萬 | 0.34% | +11+0.2% | 加碼 |
| RMB Capital Management, LLC | 6,452 | $214.3 萬 | 0.04% | +130+2.1% | 加碼 |
| Lee Danner & Bass Inc | 6,502 | $216.0 萬 | 0.16% | −35−0.5% | 減碼 |
| Weiss Asset Management LP | 6,505 | $216.1 萬 | 0.03% | +6,505 | 新進 |
| BancorpSouth Bank | 6,509 | $216.2 萬 | 0.13% | +5+0.1% | 加碼 |
| Guided Capital Wealth Management, LLC | 6,535 | $217.1 萬 | 1.86% | +1,646+33.7% | 加碼 |
| Krilogy Financial LLC | 5,948 | $217.6 萬 | 0.08% | +5,948 | 新進 |
| Eagle Capital Management, LLC | 6,552 | $217.6 萬 | 0.82% | +34+0.5% | 加碼 |
| First Horizon Corp | 6,563 | $218.0 萬 | 0.10% | +6,563 | 新進 |
| Symphony Financial, Ltd. Co. | 6,552 | $218.2 萬 | 0.27% | −1,271−16.2% | 減碼 |
| WBI Investments | 6,581 | $218.6 萬 | 0.56% | +3,541+116.5% | 加碼 |
| Nations Financial Group Inc, | 6,591 | $218.9 萬 | 0.14% | +5,288+405.8% | 加碼 |
| Inkwell Capital LLC | 6,601 | $219.3 萬 | 2.24% | 00.0% | 不變 |
| Center for Financial Planning, Inc. | 6,614 | $219.7 萬 | 0.23% | −50−0.8% | 減碼 |
| Kidder Stephen W | 6,616 | $219.8 萬 | 0.63% | +3,541+115.2% | 加碼 |
| Palisade Asset Management, LLC | 6,628 | $220.2 萬 | 0.20% | −287−4.2% | 減碼 |
| Skopos Labs, Inc. | 6,968 | $221.0 萬 | 0.30% | −213−3.0% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 6,661 | $221.3 萬 | 0.01% | +6,341+1,981.6% | 加碼 |
| Richard Bernstein Advisors LLC | 6,666 | $221.4 萬 | 0.06% | −5,203−43.8% | 減碼 |
| GLOBALT Investments LLC | 6,670 | $221.6 萬 | 0.08% | −40−0.6% | 減碼 |
| Excalibur Management Corp | 6,726 | $223.4 萬 | 0.81% | −433−6.0% | 減碼 |
| BNP Paribas | 6,546 | $223.7 萬 | 0.07% | −43−0.7% | 減碼 |
| Hall Capital Management Co Inc | 6,736 | $223.7 萬 | 0.88% | +24+0.4% | 加碼 |
| Beacon Financial Group | 6,746 | $224.1 萬 | 0.22% | +9+0.1% | 加碼 |
| McAdam, LLC | 6,750 | $224.2 萬 | 0.11% | +117+1.8% | 加碼 |
| Axxcess Wealth Management, LLC | 6,793 | $225.6 萬 | 0.05% | +1,598+30.8% | 加碼 |
| Catalyst Funds Management Pty Ltd | 6,800 | $225.9 萬 | 0.34% | +6,800 | 新進 |
| Raab & Moskowitz Asset Management LLC | 6,832 | $226.9 萬 | 0.51% | −70−1.0% | 減碼 |
| Equity Investment Corp | 6,836 | $227.1 萬 | 0.05% | −211,471−96.9% | 減碼 |
| Tilia Fiduciary Partners, Inc. | 6,873 | $228.3 萬 | 1.32% | +21+0.3% | 加碼 |
| PFG Investments, LLC | 6,874 | $228.3 萬 | 0.12% | +312+4.8% | 加碼 |
| Mather Group, LLC. | 6,896 | $229.1 萬 | 0.02% | +508+8.0% | 加碼 |
| Everett Harris & Co | 6,925 | $230.0 萬 | 0.03% | −132−1.9% | 減碼 |
| First National Trust Co | 6,933 | $230.3 萬 | 0.08% | −79−1.1% | 減碼 |
| Baldwin Investment Management, LLC | 6,937 | $230.4 萬 | 0.26% | +150+2.2% | 加碼 |
| Delta Accumulation, LLC | 8,500 | $230.5 萬 | 13.01% | +8,500 | 新進 |
| Auxier Asset Management | 6,986 | $232.0 萬 | 0.33% | −107−1.5% | 減碼 |
| Midwest Trust Co | 6,986 | $232.0 萬 | 0.03% | +584+9.1% | 加碼 |
| Balboa Wealth Partners | 7,018 | $233.1 萬 | 0.40% | −305−4.2% | 減碼 |
| Stock Yards Bank & Trust Co | 7,045 | $234.0 萬 | 0.07% | −61−0.9% | 減碼 |
| Huntleigh Advisors, Inc. | 7,059 | $234.5 萬 | 0.40% | +319+4.7% | 加碼 |
| Sunbelt Securities, Inc. | 7,083 | $235.3 萬 | 0.16% | +4,583+183.3% | 加碼 |
| SageView Advisory Group, LLC | 7,130 | $236.8 萬 | 0.08% | +4+0.1% | 加碼 |
| Intellectus Partners, LLC | 7,185 | $238.7 萬 | 0.46% | −10.0% | 減碼 |
| Arjuna Capital | 7,191 | $238.9 萬 | 0.59% | +68+1.0% | 加碼 |
| Gateway Investment Advisers LLC | 7,200 | $239.1 萬 | 0.02% | +31+0.4% | 加碼 |
| Lebenthal Global Advisors, LLC | 7,212 | $239.6 萬 | 0.42% | +836+13.1% | 加碼 |
| Confluence Wealth Services, Inc. | 7,213 | $239.6 萬 | 0.12% | 00.0% | 不變 |
| Harold Davidson & Associates Inc. | 7,219 | $239.8 萬 | 1.09% | +2,675+58.9% | 加碼 |
| Beverly Hills Private Wealth, LLC | 7,223 | $239.9 萬 | 0.42% | −529−6.8% | 減碼 |
| Boltwood Capital Management | 7,233 | $240.3 萬 | 0.64% | −10−0.1% | 減碼 |
| Birinyi Associates Inc | 7,250 | $240.8 萬 | 0.61% | −45−0.6% | 減碼 |
| Caxton Associates LLP | 7,263 | $241.2 萬 | 0.07% | +7,263 | 新進 |
| Caldwell Sutter Capital, Inc. | 7,338 | $243.8 萬 | 1.04% | 00.0% | 不變 |
| VestGen Advisors, LLC | 7,353 | $244.2 萬 | 0.08% | +855+13.2% | 加碼 |
| Broderick Brian C | 7,357 | $244.4 萬 | 0.46% | +1,489+25.4% | 加碼 |
| Jackson Wealth Management, LLC | 7,361 | $244.5 萬 | 0.24% | +173+2.4% | 加碼 |
| Veracity Capital LLC | 7,402 | $245.9 萬 | 0.79% | −53−0.7% | 減碼 |
| Chicago Partners Investment Group LLC | 6,813 | $246.0 萬 | 0.06% | +343+5.3% | 加碼 |
| National Asset Management, Inc. | 7,411 | $246.2 萬 | 0.12% | −1,295−14.9% | 減碼 |
| Taylor Frigon Capital Management LLC | 7,431 | $246.8 萬 | 1.23% | +6+0.1% | 加碼 |