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 |
|---|---|---|---|---|---|
| Berkshire Asset Management LLC | 8,654 | $287.4 萬 | 0.12% | +164+1.9% | 加碼 |
| Atomi Financial Group, Inc. | 8,652 | $287.4 萬 | 0.09% | +2,015+30.4% | 加碼 |
| Fulton Bank, N.A. | 8,626 | $286.5 萬 | 0.10% | −124−1.4% | 減碼 |
| Pensionmark Financial Group, LLC | 8,626 | $286.5 萬 | 0.06% | +1,373+18.9% | 加碼 |
| ProVise Management Group, LLC | 8,609 | $286.0 萬 | 0.21% | −691−7.4% | 減碼 |
| SOA Wealth Advisors, LLC. | 8,559 | $284.3 萬 | 0.49% | +142+1.7% | 加碼 |
| Principle Wealth Partners LLC | 8,554 | $284.1 萬 | 0.16% | −272−3.1% | 減碼 |
| Hillsdale Investment Management Inc. | 8,540 | $283.7 萬 | 0.09% | +5,860+218.7% | 加碼 |
| Investors Asset Management of Georgia Inc | 8,530 | $283.3 萬 | 1.21% | 00.0% | 不變 |
| Woodmont Investment Counsel LLC | 8,526 | $283.2 萬 | 0.19% | +261+3.2% | 加碼 |
| Hardy Reed LLC | 8,521 | $283.0 萬 | 0.21% | +101+1.2% | 加碼 |
| L2 Asset Management, LLC | 8,512 | $282.7 萬 | 0.41% | −4,194−33.0% | 減碼 |
| Western Wealth Management, LLC | 8,451 | $280.7 萬 | 0.15% | −22−0.3% | 減碼 |
| Beaumont Financial Advisors, LLC | 8,445 | $280.5 萬 | 0.19% | −186−2.2% | 減碼 |
| Howard Capital Management Group, LLC | 8,426 | $279.9 萬 | 0.18% | 00.0% | 不變 |
| Tealwood Asset Management Inc | 8,395 | $278.8 萬 | 1.13% | −115−1.4% | 減碼 |
| Twin Capital Management Inc | 8,393 | $278.8 萬 | 0.35% | −158−1.8% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 8,371 | $278.1 萬 | 0.29% | 00.0% | 不變 |
| New England Asset Management Inc | 8,340 | $277.0 萬 | 0.36% | 00.0% | 不變 |
| Natural Investments, LLC | 8,320 | $276.3 萬 | 0.69% | +30.0% | 加碼 |
| Elite Wealth Management, Inc. | 8,318 | $276.3 萬 | 0.71% | +8,318 | 新進 |
| Bank of Stockton | 8,290 | $275.4 萬 | 0.78% | 00.0% | 不變 |
| FineMark National Bank & Trust | 8,246 | $273.9 萬 | 0.09% | −602−6.8% | 減碼 |
| Flagship Harbor Advisors, LLC | 8,209 | $272.7 萬 | 0.12% | −383−4.5% | 減碼 |
| SRS Capital Advisors, Inc. | 8,207 | $272.6 萬 | 0.04% | +6,033+277.5% | 加碼 |
| Accent Capital Management, LLC | 8,194 | $272.2 萬 | 1.16% | +150+1.9% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 8,185 | $271.9 萬 | 0.08% | −587−6.7% | 減碼 |
| GFG Capital, LLC | 8,176 | $271.6 萬 | 0.94% | −47−0.6% | 減碼 |
| Leonteq Securities AG | 8,108 | $269.3 萬 | 0.14% | −1,941−19.3% | 減碼 |
| Forum Financial Management, LP | 8,089 | $268.7 萬 | 0.04% | +145+1.8% | 加碼 |
| IFG Advisory, LLC | 8,063 | $267.8 萬 | 0.12% | −137−1.7% | 減碼 |
| Penobscot Investment Management Company, Inc. | 8,062 | $267.8 萬 | 0.21% | −6−0.1% | 減碼 |
| Vivid Wealth Management, LLC | 8,052 | $267.4 萬 | 1.06% | −911−10.2% | 減碼 |
| Crestwood Advisors Group LLC | 8,017 | $266.3 萬 | 0.05% | +685+9.3% | 加碼 |
| Burke & Herbert Bank & Trust Co | 7,967 | $264.6 萬 | 0.57% | 00.0% | 不變 |
| Dover Advisors, LLC | 7,948 | $264.0 萬 | 1.05% | −206−2.5% | 減碼 |
| Hartford Funds Management Co LLC | 7,929 | $263.5 萬 | 0.23% | −1,616−16.9% | 減碼 |
| Syon Capital LLC | 7,919 | $263.0 萬 | 0.14% | +1,037+15.1% | 加碼 |
| Wilkins Investment Counsel Inc | 7,907 | $262.6 萬 | 0.37% | −25−0.3% | 減碼 |
| Hilltop National Bank | 7,906 | $262.6 萬 | 0.65% | +22+0.3% | 加碼 |
| Signet Investment Advisory Group, Inc. | 7,905 | $262.6 萬 | 1.26% | −355−4.3% | 減碼 |
| Ronald Blue Trust, Inc. | 7,880 | $261.8 萬 | 0.03% | +144+1.9% | 加碼 |
| Spears Abacus Advisors LLC | 7,859 | $261.0 萬 | 0.05% | −250−3.1% | 減碼 |
| Pinnacle Wealth Management, LLC | 7,856 | $260.9 萬 | 1.76% | −1,034−11.6% | 減碼 |
| Mutual Advisors, LLC | 7,350 | $260.9 萬 | 0.06% | −59−0.8% | 減碼 |
| Red Door Wealth Management, LLC | 7,826 | $260.0 萬 | 0.28% | −20.0% | 減碼 |
| Lazard Freres Gestion S.A.S. | 7,820 | $259.7 萬 | 0.05% | 00.0% | 不變 |
| Mengis Capital Management, Inc. | 7,790 | $258.8 萬 | 0.51% | 00.0% | 不變 |
| Holderness Investments Co | 7,757 | $257.6 萬 | 0.53% | +10.0% | 加碼 |
| Rothschild Investment LLC | 7,745 | $257.2 萬 | 0.15% | −97−1.2% | 減碼 |
| Berkshire Bank | 7,650 | $254.1 萬 | 0.55% | −435−5.4% | 減碼 |
| Sawgrass Asset Management LLC | 7,647 | $254.0 萬 | 0.31% | −35−0.5% | 減碼 |
| Red Cedar Investment Management, LLC | 7,628 | $253.4 萬 | 0.30% | 00.0% | 不變 |
| Icon Wealth Advisors, LLC | 7,628 | $253.4 萬 | 0.17% | −853−10.1% | 減碼 |
| Nixon Peabody Trust Co | 7,627 | $253.3 萬 | 0.19% | 00.0% | 不變 |
| Oldfather Financial Services, LLC | 7,513 | $249.6 萬 | 0.78% | 00.0% | 不變 |
| Walter & Keenan Financial Consulting Co | 7,505 | $249.3 萬 | 0.69% | +90+1.2% | 加碼 |
| Capital International Sarl | 7,455 | $247.6 萬 | 0.04% | −305−3.9% | 減碼 |
| Taylor Frigon Capital Management LLC | 7,431 | $246.8 萬 | 1.23% | +6+0.1% | 加碼 |
| National Asset Management, Inc. | 7,411 | $246.2 萬 | 0.12% | −1,295−14.9% | 減碼 |
| Chicago Partners Investment Group LLC | 6,813 | $246.0 萬 | 0.06% | +343+5.3% | 加碼 |
| Veracity Capital LLC | 7,402 | $245.9 萬 | 0.79% | −53−0.7% | 減碼 |
| Jackson Wealth Management, LLC | 7,361 | $244.5 萬 | 0.24% | +173+2.4% | 加碼 |
| Broderick Brian C | 7,357 | $244.4 萬 | 0.46% | +1,489+25.4% | 加碼 |
| VestGen Advisors, LLC | 7,353 | $244.2 萬 | 0.08% | +855+13.2% | 加碼 |
| Caldwell Sutter Capital, Inc. | 7,338 | $243.8 萬 | 1.04% | 00.0% | 不變 |
| Caxton Associates LLP | 7,263 | $241.2 萬 | 0.07% | +7,263 | 新進 |
| Birinyi Associates Inc | 7,250 | $240.8 萬 | 0.61% | −45−0.6% | 減碼 |
| Boltwood Capital Management | 7,233 | $240.3 萬 | 0.64% | −10−0.1% | 減碼 |
| Beverly Hills Private Wealth, LLC | 7,223 | $239.9 萬 | 0.42% | −529−6.8% | 減碼 |
| Harold Davidson & Associates Inc. | 7,219 | $239.8 萬 | 1.09% | +2,675+58.9% | 加碼 |
| Confluence Wealth Services, Inc. | 7,213 | $239.6 萬 | 0.12% | 00.0% | 不變 |
| Lebenthal Global Advisors, LLC | 7,212 | $239.6 萬 | 0.42% | +836+13.1% | 加碼 |
| Gateway Investment Advisers LLC | 7,200 | $239.1 萬 | 0.02% | +31+0.4% | 加碼 |
| Arjuna Capital | 7,191 | $238.9 萬 | 0.59% | +68+1.0% | 加碼 |
| Intellectus Partners, LLC | 7,185 | $238.7 萬 | 0.46% | −10.0% | 減碼 |
| SageView Advisory Group, LLC | 7,130 | $236.8 萬 | 0.08% | +4+0.1% | 加碼 |
| Sunbelt Securities, Inc. | 7,083 | $235.3 萬 | 0.16% | +4,583+183.3% | 加碼 |
| Huntleigh Advisors, Inc. | 7,059 | $234.5 萬 | 0.40% | +319+4.7% | 加碼 |
| Stock Yards Bank & Trust Co | 7,045 | $234.0 萬 | 0.07% | −61−0.9% | 減碼 |
| Balboa Wealth Partners | 7,018 | $233.1 萬 | 0.40% | −305−4.2% | 減碼 |
| 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 |
| Delta Accumulation, LLC | 8,500 | $230.5 萬 | 13.01% | +8,500 | 新進 |
| Baldwin Investment Management, LLC | 6,937 | $230.4 萬 | 0.26% | +150+2.2% | 加碼 |
| First National Trust Co | 6,933 | $230.3 萬 | 0.08% | −79−1.1% | 減碼 |
| Everett Harris & Co | 6,925 | $230.0 萬 | 0.03% | −132−1.9% | 減碼 |
| Mather Group, LLC. | 6,896 | $229.1 萬 | 0.02% | +508+8.0% | 加碼 |
| PFG Investments, LLC | 6,874 | $228.3 萬 | 0.12% | +312+4.8% | 加碼 |
| Tilia Fiduciary Partners, Inc. | 6,873 | $228.3 萬 | 1.32% | +21+0.3% | 加碼 |
| Equity Investment Corp | 6,836 | $227.1 萬 | 0.05% | −211,471−96.9% | 減碼 |
| Raab & Moskowitz Asset Management LLC | 6,832 | $226.9 萬 | 0.51% | −70−1.0% | 減碼 |
| Catalyst Funds Management Pty Ltd | 6,800 | $225.9 萬 | 0.34% | +6,800 | 新進 |
| Axxcess Wealth Management, LLC | 6,793 | $225.6 萬 | 0.05% | +1,598+30.8% | 加碼 |
| McAdam, LLC | 6,750 | $224.2 萬 | 0.11% | +117+1.8% | 加碼 |
| Beacon Financial Group | 6,746 | $224.1 萬 | 0.22% | +9+0.1% | 加碼 |
| Hall Capital Management Co Inc | 6,736 | $223.7 萬 | 0.88% | +24+0.4% | 加碼 |
| BNP Paribas | 6,546 | $223.7 萬 | 0.07% | −43−0.7% | 減碼 |
| Excalibur Management Corp | 6,726 | $223.4 萬 | 0.81% | −433−6.0% | 減碼 |
| GLOBALT Investments LLC | 6,670 | $221.6 萬 | 0.08% | −40−0.6% | 減碼 |