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 |
|---|---|---|---|---|---|
| Koss-Olinger Consulting, LLC | 1,470 | $46.9 萬 | 0.04% | −30−2.0% | 減碼 |
| Forza Wealth Management, LLC | 1,416 | $47.0 萬 | 0.18% | 00.0% | 不變 |
| Merrion Investment Management Co, LLC | 1,416 | $47.0 萬 | 0.27% | 00.0% | 不變 |
| BXM Wealth LLC | 1,416 | $47.0 萬 | 0.45% | +600+73.5% | 加碼 |
| Drive Wealth Management, LLC | 1,426 | $47.4 萬 | 0.10% | −21−1.5% | 減碼 |
| Heritage Wealth Advisors | 1,426 | $47.4 萬 | 0.02% | 00.0% | 不變 |
| Shulman DeMeo Asset Management LLC | 1,428 | $47.4 萬 | 0.11% | +1+0.1% | 加碼 |
| 626 Financial, LLC | 1,430 | $47.5 萬 | 0.21% | −84−5.5% | 減碼 |
| Evergreen Wealth Solutions, LLC | 1,433 | $47.6 萬 | 0.27% | −57−3.8% | 減碼 |
| Financial Advisors, LLC | 1,440 | $47.8 萬 | 0.08% | 00.0% | 不變 |
| East Coast Asset Management, LLC. | 1,442 | $47.9 萬 | 0.15% | 00.0% | 不變 |
| Proficio Capital Partners LLC | 1,445 | $48.0 萬 | 0.03% | −2,210−60.5% | 減碼 |
| Wealthstar Advisors, LLC | 1,449 | $48.1 萬 | 0.19% | +51+3.6% | 加碼 |
| Formidable Asset Management, LLC | 1,509 | $48.1 萬 | 0.08% | +317+26.6% | 加碼 |
| Versant Capital Management, Inc | 1,451 | $48.2 萬 | 0.07% | +48+3.4% | 加碼 |
| James J. Burns & Company, LLC | 1,453 | $48.3 萬 | 0.07% | 00.0% | 不變 |
| Crew Capital Management, Ltd. | 1,460 | $48.5 萬 | 0.32% | 00.0% | 不變 |
| Sandy Cove Advisors, LLC | 1,462 | $48.5 萬 | 0.16% | +30+2.1% | 加碼 |
| First National Bank | 1,462 | $48.6 萬 | 0.26% | −75−4.9% | 減碼 |
| Revolve Wealth Partners, LLC | 1,462 | $48.6 萬 | 0.06% | −31−2.1% | 減碼 |
| Consolidated Planning Corp | 1,463 | $48.6 萬 | 0.05% | +37+2.6% | 加碼 |
| Valley National Advisers Inc | 1,471 | $48.7 萬 | 0.08% | +12+0.8% | 加碼 |
| First Business Financial Services, Inc. | 1,468 | $48.8 萬 | 0.04% | 00.0% | 不變 |
| Amplius Wealth Advisors, LLC | 1,469 | $48.8 萬 | 0.04% | −207−12.4% | 減碼 |
| Waterloo Capital, L.P. | 1,470 | $48.8 萬 | 0.04% | −207−12.3% | 減碼 |
| Windsor Capital Management, LLC | 1,474 | $49.0 萬 | 0.14% | −55−3.6% | 減碼 |
| Aire Advisors, LLC | 1,480 | $49.2 萬 | 0.09% | 00.0% | 不變 |
| Patten Group, Inc. | 1,489 | $49.5 萬 | 0.10% | 00.0% | 不變 |
| Princeton Capital Management LLC | 1,489 | $49.5 萬 | 0.13% | +473+46.6% | 加碼 |
| Winthrop Advisory Group LLC | 1,495 | $49.7 萬 | 0.04% | −27−1.8% | 減碼 |
| Atlantic Trust, LLC | 1,499 | $49.8 萬 | 0.09% | −11−0.7% | 減碼 |
| Professional Advisory Services Inc | 1,500 | $49.8 萬 | 0.06% | 00.0% | 不變 |
| Holowesko Partners Ltd. | 1,500 | $49.8 萬 | 0.18% | 00.0% | 不變 |
| Bramshill Investments, LLC | 1,500 | $49.8 萬 | 0.03% | 00.0% | 不變 |
| Wimmer Associates 1, LLC | 1,500 | $49.8 萬 | 0.24% | 00.0% | 不變 |
| Asset Advisors Investment Management, LLC | 1,500 | $49.8 萬 | 0.05% | 00.0% | 不變 |
| Spahn Wealth & Retirement LLC | 1,500 | $49.8 萬 | 0.30% | +705+88.7% | 加碼 |
| Walker Asset Management, LLC | 1,502 | $49.9 萬 | 0.28% | +4+0.3% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 1,505 | $50.0 萬 | 0.03% | +4+0.3% | 加碼 |
| Mountain Pacific Investment Advisers Inc | 1,505 | $50.0 萬 | 0.08% | −140−8.5% | 減碼 |
| Advus Financial Partners, LLC | 1,506 | $50.0 萬 | 0.12% | −85−5.3% | 減碼 |
| Compass Ion Advisors, LLC | 1,507 | $50.1 萬 | 0.05% | −3−0.2% | 減碼 |
| Carter Financial Group, INC. | 1,508 | $50.1 萬 | 0.30% | −216−12.5% | 減碼 |
| Optima Capital LLC | 1,509 | $50.1 萬 | 0.24% | −6−0.4% | 減碼 |
| MV Capital Management, Inc. | 1,510 | $50.2 萬 | 0.05% | 00.0% | 不變 |
| Strategic Family Wealth Counselors, L.L.C. | 1,514 | $50.3 萬 | 0.13% | 00.0% | 不變 |
| Sentry Investment Management LLC | 1,553 | $50.3 萬 | 0.34% | −1,372−46.9% | 減碼 |
| Redwood Investment Management, LLC | 1,514 | $50.3 萬 | 0.05% | +15+1.0% | 加碼 |
| UMA Financial Services, Inc. | 1,522 | $50.5 萬 | 0.07% | +117+8.3% | 加碼 |
| Osterweis Capital Management Inc | 1,525 | $50.7 萬 | 0.02% | +402+35.8% | 加碼 |
| Boit C F David | 1,525 | $50.7 萬 | 0.23% | 00.0% | 不變 |
| Aprio Wealth Management, LLC | 1,527 | $50.7 萬 | 0.05% | +75+5.2% | 加碼 |
| Facet Wealth, Inc. | 1,527 | $50.7 萬 | 0.01% | +399+35.4% | 加碼 |
| Maia Wealth LLC | 1,381 | $50.8 萬 | 0.09% | −59−4.1% | 減碼 |
| MBL Wealth, LLC | 1,534 | $51.0 萬 | 0.04% | −75−4.7% | 減碼 |
| Marex Group plc | 1,537 | $51.1 萬 | 0.01% | +1,537 | 新進 |
| Delta Asset Management LLC | 1,538 | $51.1 萬 | 0.04% | +57+3.8% | 加碼 |
| Onefund, LLC | 1,538 | $51.1 萬 | 0.33% | +61+4.1% | 加碼 |
| Exencial Wealth Advisors, LLC | 1,540 | $51.2 萬 | 0.02% | −118−7.1% | 減碼 |
| Investor's Fiduciary Advisor Network, LLC | 1,542 | $51.2 萬 | 0.17% | +1+0.1% | 加碼 |
| Toth Financial Advisory Corp | 1,544 | $51.3 萬 | 0.06% | −9−0.6% | 減碼 |
| Impact Capital Partners LLC | 1,547 | $51.4 萬 | 0.15% | −144−8.5% | 減碼 |
| Invested Advisors | 1,699 | $51.5 萬 | 0.75% | +1,699 | 新進 |
| Wrapmanager Inc | 1,549 | $51.5 萬 | 0.16% | −229−12.9% | 減碼 |
| Fort Washington Investment Advisors Inc | 1,554 | $51.6 萬 | 0.00% | +175+12.7% | 加碼 |
| Fortress Private Ledger, LLC | 1,555 | $51.7 萬 | 0.19% | +181+13.2% | 加碼 |
| HCR Wealth Advisors | 1,567 | $51.8 萬 | 0.05% | −3−0.2% | 減碼 |
| Apollon Financial, LLC | 1,559 | $51.8 萬 | 0.09% | +256+19.6% | 加碼 |
| Fidelity D & D Bancorp Inc | 1,560 | $51.8 萬 | 0.29% | 00.0% | 不變 |
| LMCG Investments, LLC | 1,563 | $51.9 萬 | 0.03% | −266−14.5% | 減碼 |
| Agate Pass Investment Management, LLC | 1,570 | $52.1 萬 | 0.20% | 00.0% | 不變 |
| Phillips Wealth Planners LLC | 1,573 | $52.2 萬 | 0.43% | +297+23.3% | 加碼 |
| Investors Research Corp | 1,574 | $52.3 萬 | 0.10% | +50+3.3% | 加碼 |
| Fairfield, Bush & Co. | 1,580 | $52.5 萬 | 0.27% | 00.0% | 不變 |
| Austin Wealth Management, LLC | 1,491 | $52.5 萬 | 0.08% | +3+0.2% | 加碼 |
| Rebalance, LLC | 1,585 | $52.6 萬 | 0.03% | 00.0% | 不變 |
| KFA Private Wealth Group, LLC | 1,589 | $52.8 萬 | 0.15% | 00.0% | 不變 |
| Strategy Asset Managers LLC | 1,590 | $52.8 萬 | 0.09% | −1,995−55.6% | 減碼 |
| Allred Capital Management, LLC | 1,593 | $52.9 萬 | 0.18% | +2+0.1% | 加碼 |
| City Holding Co | 1,596 | $53.0 萬 | 0.07% | −78−4.7% | 減碼 |
| Baron Silver Stevens Financial Advisors, LLC | 1,599 | $53.1 萬 | 0.08% | 00.0% | 不變 |
| Paradigm Asset Management Co LLC | 1,600 | $53.1 萬 | 0.12% | 00.0% | 不變 |
| Pettyjohn, Wood & White, Inc | 1,603 | $53.2 萬 | 0.09% | 00.0% | 不變 |
| Heritage Financial Services, LLC | 1,603 | $53.2 萬 | 0.05% | +103+6.9% | 加碼 |
| Fragasso Group Inc. | 1,614 | $53.3 萬 | 0.03% | +29+1.8% | 加碼 |
| Richard W. Paul & Associates, LLC | 1,610 | $53.5 萬 | 0.18% | −11−0.7% | 減碼 |
| Cornell Pochily Investment Advisors, Inc. | 1,612 | $53.6 萬 | 0.16% | +2+0.1% | 加碼 |
| Valmark Advisers, Inc. | 1,615 | $53.6 萬 | 0.01% | +17+1.1% | 加碼 |
| Twin Tree Management, LP | 1,615 | $53.6 萬 | 0.03% | +1,615 | 新進 |
| Rockbridge Investment Management, LCC | 1,615 | $53.6 萬 | 0.05% | 00.0% | 不變 |
| Howe & Rusling Inc | 1,615 | $53.6 萬 | 0.04% | −333−17.1% | 減碼 |
| Peterson Wealth Services | 2,048 | $53.7 萬 | 0.13% | +433+26.8% | 加碼 |
| CenterBook Partners LP | 1,619 | $53.8 萬 | 0.03% | +173+12.0% | 加碼 |
| Bank of Jackson Hole Trust | 1,621 | $53.8 萬 | 0.27% | +695+75.1% | 加碼 |
| Solidarilty Wealth, LLC | 1,627 | $54.0 萬 | 0.12% | −7,748−82.6% | 減碼 |
| Strive Asset Management, LLC | 1,628 | $54.1 萬 | 0.29% | −71−4.2% | 減碼 |
| Silverlake Wealth Management LLC | 1,631 | $54.2 萬 | 0.13% | −126−7.2% | 減碼 |
| Balentine LLC | 1,632 | $54.2 萬 | 0.02% | +113+7.4% | 加碼 |
| Dearborn Partners LLC | 1,634 | $54.3 萬 | 0.03% | 00.0% | 不變 |
| Tyche Wealth Partners LLC | 1,634 | $54.3 萬 | 0.10% | +41+2.6% | 加碼 |