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
- 2,759
- 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 | 2,913 | $1,748 億 |
| 2025 年第 4 季 | 3,044 | $2,168 億 |
| 2025 年第 3 季 | 2,759 | $1,934 億 |
| 2025 年第 2 季 | 2,720 | $1,899 億 |
| 2025 年第 1 季 | 2,628 | $1,607 億 |
| 2024 年第 4 季 | 2,643 | $1,775 億 |
| 2024 年第 3 季 | 2,460 | $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 |
|---|---|---|---|---|---|
| Profund Advisors LLC | 11,808 | $392.2 萬 | 0.13% | −26−0.2% | 減碼 |
| Columbia Asset Management | 11,857 | $393.8 萬 | 0.74% | −11−0.1% | 減碼 |
| Vinva Investment Management Ltd | 11,535 | $394.9 萬 | 0.08% | −2,924−20.2% | 減碼 |
| Catalytic Wealth RIA, LLC | 11,907 | $395.5 萬 | 0.13% | +6,537+121.7% | 加碼 |
| Harbor Capital Advisors, Inc. | 11,912 | $395.7 萬 | 0.31% | +205+1.8% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 11,914 | $395.7 萬 | 0.08% | −337−2.8% | 減碼 |
| Canandaigua National Bank & Trust Co | 11,922 | $396.0 萬 | 0.35% | −12−0.1% | 減碼 |
| Sargent Investment Group, LLC | 11,956 | $397.1 萬 | 0.57% | +403+3.5% | 加碼 |
| Infusive Asset Management Inc. | 11,969 | $397.6 萬 | 1.82% | −522−4.2% | 減碼 |
| Insight Inv LLC | 11,974 | $397.7 萬 | 2.34% | +163+1.4% | 加碼 |
| Diversify Advisory Services, LLC | 11,018 | $398.4 萬 | 0.13% | +1,017+10.2% | 加碼 |
| Independent Investors Inc | 12,000 | $398.6 萬 | 0.77% | 00.0% | 不變 |
| RFG Advisory, LLC | 12,002 | $398.7 萬 | 0.08% | −422−3.4% | 減碼 |
| Global Retirement Partners, LLC | 12,002 | $398.7 萬 | 0.09% | +1,029+9.4% | 加碼 |
| Salvus Wealth Management, LLC | 12,018 | $399.2 萬 | 2.23% | −4,352−26.6% | 減碼 |
| Wedmont Private Capital | 12,185 | $399.6 萬 | 0.15% | +145+1.2% | 加碼 |
| West Oak Capital, LLC | 12,077 | $401.1 萬 | 1.60% | −985−7.5% | 減碼 |
| Hilltop Holdings Inc. | 12,133 | $403.0 萬 | 0.21% | +7,735+175.9% | 加碼 |
| Independent Financial Group, LLC | 12,158 | $403.8 萬 | 0.10% | +337+2.9% | 加碼 |
| Integrated Advisors Network LLC | 12,250 | $406.9 萬 | 0.17% | −229−1.8% | 減碼 |
| Marsico Capital Management LLC | 12,251 | $406.9 萬 | 0.10% | +4,599+60.1% | 加碼 |
| Moody National Bank Trust Division | 12,257 | $407.1 萬 | 0.34% | +875+7.7% | 加碼 |
| Banyan Capital Management, Inc. | 12,331 | $409.6 萬 | 1.86% | −1,099−8.2% | 減碼 |
| Horizon Investment Services, LLC | 12,378 | $411.2 萬 | 1.55% | −632−4.9% | 減碼 |
| Farther Finance Advisors, LLC | 12,403 | $412.0 萬 | 0.06% | +1,495+13.7% | 加碼 |
| Karani Asset Management LLC | 12,406 | $412.1 萬 | 3.52% | −5,921−32.3% | 減碼 |
| Central Pacific Bank - Trust Division | 12,520 | $415.9 萬 | 0.50% | −9−0.1% | 減碼 |
| Wesbanco Bank Inc | 12,533 | $416.3 萬 | 0.12% | −25−0.2% | 減碼 |
| Midwest Professional Planners, LTD. | 12,555 | $417.0 萬 | 1.02% | +22+0.2% | 加碼 |
| Teachers Insurance & Annuity Association of America | 12,617 | $419.1 萬 | 5.00% | −194−1.5% | 減碼 |
| Constitution Capital LLC | 12,630 | $419.5 萬 | 1.96% | +255+2.1% | 加碼 |
| Brighton Jones LLC | 12,651 | $420.2 萬 | 0.10% | +954+8.2% | 加碼 |
| Investment Advisory Services Inc | 12,655 | $420.4 萬 | 1.32% | −243−1.9% | 減碼 |
| Stenger Family Office, LLC | 11,713 | $423.6 萬 | 0.89% | +1,712+17.1% | 加碼 |
| Invesco, LLC | 12,768 | $424.1 萬 | 1.43% | −60.0% | 減碼 |
| BLB&B Advisors, LLC | 12,803 | $425.3 萬 | 0.18% | −25−0.2% | 減碼 |
| Strata Wealth Advisors, LLC | 12,843 | $426.6 萬 | 1.13% | −12−0.1% | 減碼 |
| BDF-Gestion | 12,892 | $428.2 萬 | 0.51% | −2,682−17.2% | 減碼 |
| Smith, Salley & Associates | 12,947 | $430.0 萬 | 0.22% | −224−1.7% | 減碼 |
| Conscious Wealth Investments, LLC | 11,962 | $431.5 萬 | 2.56% | −128−1.1% | 減碼 |
| Ritholtz Wealth Management | 13,000 | $431.8 萬 | 0.08% | +1,144+9.6% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 13,013 | $432.2 萬 | 0.30% | −144−1.1% | 減碼 |
| Greenfield Savings Bank | 13,018 | $432.4 萬 | 1.82% | −98−0.7% | 減碼 |
| Jump Financial, LLC | 13,044 | $433.3 萬 | 0.05% | +13,044 | 新進 |
| Boston Family Office LLC | 13,105 | $435.3 萬 | 0.28% | −25−0.2% | 減碼 |
| Banque Pictet & Cie SA | 13,113 | $435.6 萬 | 0.04% | −1,543−10.5% | 減碼 |
| Compass Wealth Management LLC | 13,135 | $436.3 萬 | 0.97% | −434−3.2% | 減碼 |
| Fiduciary Alliance LLC | 13,163 | $437.2 萬 | 0.29% | −351−2.6% | 減碼 |
| Buckhead Capital Management LLC | 13,271 | $440.8 萬 | 1.60% | +114+0.9% | 加碼 |
| Grandfield & Dodd, LLC | 13,310 | $442.1 萬 | 0.25% | +40+0.3% | 加碼 |
| Zhang Financial LLC | 13,359 | $443.7 萬 | 0.18% | +1,126+9.2% | 加碼 |
| Parallel Advisors, LLC | 13,361 | $443.8 萬 | 0.08% | +424+3.3% | 加碼 |
| Diversify Wealth Management, LLC | 12,328 | $445.8 萬 | 0.26% | +545+4.6% | 加碼 |
| Fifth Third Wealth Advisors LLC | 13,447 | $446.7 萬 | 0.16% | −263−1.9% | 減碼 |
| Bryn Mawr Trust Co | 13,474 | $447.6 萬 | 0.11% | −13,936−50.8% | 減碼 |
| Change Path, LLC | 13,475 | $447.6 萬 | 0.11% | −521−3.7% | 減碼 |
| Birmingham Capital Management Co Inc | 13,500 | $448.4 萬 | 2.06% | −200−1.5% | 減碼 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 13,632 | $452.8 萬 | 0.05% | −20.0% | 減碼 |
| Ascent Group, LLC | 13,709 | $455.4 萬 | 0.16% | +4,176+43.8% | 加碼 |
| MASTERINVEST Kapitalanlage GmbH | 13,747 | $456.6 萬 | 0.45% | −232−1.7% | 減碼 |
| Joel Isaacson & Co., LLC | 13,774 | $457.5 萬 | 0.17% | +2,047+17.5% | 加碼 |
| Parr McKnight Wealth Management Group, LLC | 13,775 | $457.6 萬 | 0.60% | +12,750+1,243.9% | 加碼 |
| GAMMA Investing LLC | 13,788 | $458.0 萬 | 0.25% | +3,881+39.2% | 加碼 |
| Arete Wealth Advisors, LLC | 13,788 | $458.0 萬 | 0.29% | +5,053+57.8% | 加碼 |
| TD Private Client Wealth LLC | 13,807 | $458.6 萬 | 0.10% | −283−2.0% | 減碼 |
| Goelzer Investment Management, Inc. | 13,831 | $459.4 萬 | 0.24% | −183−1.3% | 減碼 |
| Chicago Capital, LLC | 13,898 | $461.6 萬 | 0.11% | 00.0% | 不變 |
| Brendel Financial Advisors LLC | 13,960 | $463.7 萬 | 2.38% | 00.0% | 不變 |
| Haverford Trust Co | 13,976 | $464.2 萬 | 0.04% | −466−3.2% | 減碼 |
| Flputnam Investment Management Co | 14,061 | $467.0 萬 | 0.07% | +7,264+106.9% | 加碼 |
| Hartline Investment Corp | 14,106 | $468.6 萬 | 0.49% | +101+0.7% | 加碼 |
| Evercore Wealth Management, LLC | 14,141 | $469.7 萬 | 0.07% | +549+4.0% | 加碼 |
| TCTC Holdings, LLC | 14,168 | $470.6 萬 | 0.14% | −15−0.1% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 14,252 | $473.4 萬 | 0.79% | +1,746+14.0% | 加碼 |
| Mathes Company, Inc. | 14,438 | $479.6 萬 | 1.72% | −70−0.5% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 14,454 | $480.1 萬 | 0.32% | −620−4.1% | 減碼 |
| Aviance Capital Partners, LLC | 14,538 | $482.9 萬 | 0.57% | 00.0% | 不變 |
| MUFG Securities Americas Inc. | 14,637 | $486.2 萬 | 0.31% | +2,371+19.3% | 加碼 |
| Nemes Rush Group LLC | 14,651 | $486.6 萬 | 0.48% | −849−5.5% | 減碼 |
| CoreCap Advisors, LLC | 14,682 | $487.7 萬 | 0.18% | +1,876+14.6% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,702 | $488.3 萬 | 0.10% | −2,742−15.7% | 減碼 |
| Frank, Rimerman Advisors LLC | 14,708 | $488.5 萬 | 0.31% | −11−0.1% | 減碼 |
| Bell & Brown Wealth Advisors, LLC | 14,751 | $490.0 萬 | 1.60% | +90+0.6% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 14,800 | $491.6 萬 | 0.34% | −402−2.6% | 減碼 |
| Stone Point Wealth LLC | 14,808 | $491.9 萬 | 1.39% | −1,003−6.3% | 減碼 |
| Amica Mutual Insurance Co | 14,825 | $492.4 萬 | 0.45% | −2,071−12.3% | 減碼 |
| Wynn Capital, LLC | 14,835 | $492.8 萬 | 2.39% | +60+0.4% | 加碼 |
| Benedict Financial Advisors Inc | 14,846 | $493.1 萬 | 1.07% | +82+0.6% | 加碼 |
| Dakota Wealth Management | 14,898 | $494.8 萬 | 0.10% | −1,081−6.8% | 減碼 |
| Journey Advisory Group, LLC | 14,909 | $495.2 萬 | 0.37% | +914+6.5% | 加碼 |
| Capstone Investment Advisors, LLC | 14,952 | $496.6 萬 | 0.04% | −6,371−29.9% | 減碼 |
| Oddo BHF Asset Management SAS | 15,017 | $498.8 萬 | 0.19% | −1,567−9.4% | 減碼 |
| Kerusso Capital Management LLC | 15,017 | $498.8 萬 | 3.07% | −910−5.7% | 減碼 |
| Empire Financial Management Company, LLC | 15,034 | $499.4 萬 | 1.14% | +9+0.1% | 加碼 |
| Coastal Bridge Advisors, LLC | 15,043 | $499.7 萬 | 0.38% | −19−0.1% | 減碼 |
| Catalyst Capital Advisors LLC | 15,094 | $501.4 萬 | 0.10% | −743−4.7% | 減碼 |
| BKD Wealth Advisors, LLC | 15,109 | $501.9 萬 | 0.10% | +42+0.3% | 加碼 |
| 2Xideas AG | 15,160 | $503.6 萬 | 1.06% | −3,165−17.3% | 減碼 |
| AssuredPartners Investment Advisors, LLC | 15,175 | $504.0 萬 | 1.12% | +461+3.1% | 加碼 |
| Sumitomo Life Insurance Co | 15,216 | $505.4 萬 | 0.16% | −323−2.1% | 減碼 |