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 |
|---|---|---|---|---|---|
| Richard Bernstein Advisors LLC | 6,666 | $221.4 萬 | 0.06% | −5,203−43.8% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 6,661 | $221.3 萬 | 0.01% | +6,341+1,981.6% | 加碼 |
| Skopos Labs, Inc. | 6,968 | $221.0 萬 | 0.30% | −213−3.0% | 減碼 |
| Palisade Asset Management, LLC | 6,628 | $220.2 萬 | 0.20% | −287−4.2% | 減碼 |
| Kidder Stephen W | 6,616 | $219.8 萬 | 0.63% | +3,541+115.2% | 加碼 |
| Center for Financial Planning, Inc. | 6,614 | $219.7 萬 | 0.23% | −50−0.8% | 減碼 |
| Inkwell Capital LLC | 6,601 | $219.3 萬 | 2.24% | 00.0% | 不變 |
| Nations Financial Group Inc, | 6,591 | $218.9 萬 | 0.14% | +5,288+405.8% | 加碼 |
| WBI Investments | 6,581 | $218.6 萬 | 0.56% | +3,541+116.5% | 加碼 |
| Symphony Financial, Ltd. Co. | 6,552 | $218.2 萬 | 0.27% | −1,271−16.2% | 減碼 |
| First Horizon Corp | 6,563 | $218.0 萬 | 0.10% | +6,563 | 新進 |
| Eagle Capital Management, LLC | 6,552 | $217.6 萬 | 0.82% | +34+0.5% | 加碼 |
| Krilogy Financial LLC | 5,948 | $217.6 萬 | 0.08% | +5,948 | 新進 |
| Guided Capital Wealth Management, LLC | 6,535 | $217.1 萬 | 1.86% | +1,646+33.7% | 加碼 |
| BancorpSouth Bank | 6,509 | $216.2 萬 | 0.13% | +5+0.1% | 加碼 |
| Weiss Asset Management LP | 6,505 | $216.1 萬 | 0.03% | +6,505 | 新進 |
| Lee Danner & Bass Inc | 6,502 | $216.0 萬 | 0.16% | −35−0.5% | 減碼 |
| RMB Capital Management, LLC | 6,452 | $214.3 萬 | 0.04% | +130+2.1% | 加碼 |
| Stablepoint Partners, LLC | 6,450 | $214.2 萬 | 0.34% | +11+0.2% | 加碼 |
| Trust Asset Management LLC | 6,422 | $213.3 萬 | 0.15% | 00.0% | 不變 |
| Carnegie Capital Asset Management, LLC | 6,419 | $213.2 萬 | 0.04% | +124+2.0% | 加碼 |
| S&CO Inc | 6,386 | $212.1 萬 | 0.13% | 00.0% | 不變 |
| Parisi Gray Wealth Management | 6,370 | $211.6 萬 | 0.55% | −30.0% | 減碼 |
| Leavell Investment Management, Inc. | 6,338 | $210.5 萬 | 0.09% | +218+3.6% | 加碼 |
| Avestar Capital, LLC | 6,303 | $209.4 萬 | 0.15% | −126−2.0% | 減碼 |
| Piscataqua Savings Bank | 6,282 | $208.7 萬 | 1.63% | −110−1.7% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 6,269 | $208.2 萬 | 0.01% | +2,117+51.0% | 加碼 |
| Sage Mountain Advisors LLC | 6,269 | $208.2 萬 | 0.12% | +1,222+24.2% | 加碼 |
| RMR Capital Management, LLC | 6,260 | $207.9 萬 | 1.45% | 00.0% | 不變 |
| Procyon Private Wealth Partners, LLC | 6,205 | $206.1 萬 | 0.12% | −145−2.3% | 減碼 |
| Diligent Investors, LLC | 6,201 | $206.0 萬 | 0.52% | +31+0.5% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 6,194 | $205.7 萬 | 0.10% | +9+0.1% | 加碼 |
| Canopy Partners, LLC | 6,150 | $204.3 萬 | 0.68% | −49−0.8% | 減碼 |
| Cypress Wealth Services, LLC | 6,130 | $203.6 萬 | 0.33% | +24+0.4% | 加碼 |
| Fort Point Capital Partners LLC | 6,122 | $203.3 萬 | 0.26% | −9,706−61.3% | 減碼 |
| Grove Bank & Trust | 6,086 | $202.2 萬 | 0.24% | −151−2.4% | 減碼 |
| Weil Company, Inc. | 6,055 | $201.1 萬 | 0.48% | +16+0.3% | 加碼 |
| Stokes Family Office, LLC | 6,043 | $200.7 萬 | 0.19% | +438+7.8% | 加碼 |
| Legacy Edge Advisors, LLC | 6,042 | $200.7 萬 | 0.24% | −250−4.0% | 減碼 |
| Monte Financial Group, LLC | 6,034 | $200.4 萬 | 0.74% | +305+5.3% | 加碼 |
| Citadel Investment Advisory, Inc. | 6,032 | $200.4 萬 | 0.92% | 00.0% | 不變 |
| IFP Advisors, Inc | 6,022 | $200.0 萬 | 0.05% | −3,098−34.0% | 減碼 |
| Spire Wealth Management | 6,016 | $199.8 萬 | 0.07% | −96−1.6% | 減碼 |
| Harbour Investments, Inc. | 6,010 | $199.6 萬 | 0.05% | +202+3.5% | 加碼 |
| Marshall Wace, LLP | 6,000 | $199.3 萬 | 0.00% | +6,000 | 新進 |
| Fielder Capital Group LLC | 5,999 | $199.3 萬 | 0.45% | −10.0% | 減碼 |
| B&L Asset Management LLC | 5,997 | $199.2 萬 | 1.02% | 00.0% | 不變 |
| Transatlantique Private Wealth LLC | 5,974 | $198.4 萬 | 0.65% | +177+3.1% | 加碼 |
| YHB Investment Advisors, Inc. | 5,960 | $198.0 萬 | 0.14% | −18−0.3% | 減碼 |
| Ransom Advisory, Ltd | 5,946 | $197.5 萬 | 0.89% | 00.0% | 不變 |
| Busey Wealth Management | 5,931 | $197.0 萬 | 0.05% | −37−0.6% | 減碼 |
| Washington Trust Advisors, Inc. | 5,917 | $196.5 萬 | 0.15% | +60+1.0% | 加碼 |
| Hohimer Wealth Management, LLC | 5,906 | $196.2 萬 | 0.27% | +325+5.8% | 加碼 |
| Virtus Investment Advisers, Inc. | 5,901 | $196.0 萬 | 0.56% | +668+12.8% | 加碼 |
| Solitude Financial Services | 5,884 | $195.4 萬 | 0.67% | −309−5.0% | 減碼 |
| Net Worth Advisory Group | 5,878 | $195.2 萬 | 0.56% | −661−10.1% | 減碼 |
| Associated Banc-Corp | 5,862 | $194.7 萬 | 0.05% | −370−5.9% | 減碼 |
| MainStreet Investment Advisors LLC | 5,861 | $194.7 萬 | 0.26% | −392−6.3% | 減碼 |
| Advisor OS, LLC | 5,844 | $194.1 萬 | 0.17% | −539−8.4% | 減碼 |
| Interchange Capital Partners, LLC | 5,845 | $194.1 萬 | 0.38% | +191+3.4% | 加碼 |
| Highline Wealth Partners LLC | 5,835 | $193.8 萬 | 0.52% | 00.0% | 不變 |
| Paragon Private Wealth Management, LLC | 5,821 | $193.3 萬 | 0.63% | +282+5.1% | 加碼 |
| First Citizens Bank & Trust Co | 5,820 | $193.3 萬 | 0.04% | +151+2.7% | 加碼 |
| Sapient Capital LLC | 5,633 | $192.8 萬 | 0.03% | 00.0% | 不變 |
| Lakeshore Capital Group, Inc. | 5,790 | $192.3 萬 | 1.55% | +212+3.8% | 加碼 |
| Cornerstone Planning Group LLC | 5,320 | $190.9 萬 | 0.32% | +74+1.4% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,366 | $190.5 萬 | 0.02% | −15−0.3% | 減碼 |
| Souders Financial Advisors | 5,722 | $190.1 萬 | 0.23% | +967+20.3% | 加碼 |
| NBC Securities, Inc. | 5,717 | $189.9 萬 | 0.15% | −389−6.4% | 減碼 |
| Insight Advisors, LLC | 5,708 | $189.6 萬 | 0.29% | +22+0.4% | 加碼 |
| 3Chopt Investment Partners, LLC | 5,698 | $189.3 萬 | 0.43% | −386−6.3% | 減碼 |
| Advisors Capital Management, LLC | 5,692 | $189.1 萬 | 0.02% | +238+4.4% | 加碼 |
| Checchi Capital Advisers, LLC | 5,673 | $188.4 萬 | 0.13% | −705−11.1% | 減碼 |
| Chesapeake Wealth Management | 5,655 | $187.8 萬 | 0.57% | −26−0.5% | 減碼 |
| Stonebrook Private Inc. | 5,646 | $187.5 萬 | 0.41% | +8+0.1% | 加碼 |
| Neo Ivy Capital Management | 5,640 | $187.3 萬 | 0.46% | +5,640 | 新進 |
| Crewe Advisors LLC | 5,634 | $187.1 萬 | 0.18% | +170+3.1% | 加碼 |
| Meridian Wealth Management, LLC | 5,626 | $186.9 萬 | 0.07% | +1,229+28.0% | 加碼 |
| KRS Capital Management, LLC | 5,602 | $186.1 萬 | 1.12% | +42+0.8% | 加碼 |
| Griffith & Werner, Inc. | 5,049 | $185.7 萬 | 0.96% | +5,049 | 新進 |
| Private Trust Co NA | 5,574 | $185.1 萬 | 0.16% | −863−13.4% | 減碼 |
| Capital Analysts, LLC | 5,528 | $183.7 萬 | 0.05% | −133−2.3% | 減碼 |
| Kestra Investment Management, LLC | 5,528 | $183.6 萬 | 0.05% | −3,696−40.1% | 減碼 |
| Northcape Wealth Management, LLC | 5,527 | $183.6 萬 | 0.54% | 00.0% | 不變 |
| Armis Advisers, LLC | 5,213 | $183.0 萬 | 0.17% | +2,066+65.6% | 加碼 |
| Gen-Wealth Partners Inc | 5,510 | $183.0 萬 | 0.62% | +583+11.8% | 加碼 |
| Icon Advisers Inc | 5,500 | $182.7 萬 | 0.40% | 00.0% | 不變 |
| Cozad Asset Management Inc | 5,485 | $182.2 萬 | 0.14% | +52+1.0% | 加碼 |
| Premier Path Wealth Partners, LLC | 5,482 | $182.1 萬 | 0.23% | −8−0.1% | 減碼 |
| Laurel Wealth Advisors LLC | 5,467 | $181.6 萬 | 0.25% | +5+0.1% | 加碼 |
| Cape Cod Five Cents Savings Bank | 6,685 | $181.3 萬 | 0.17% | 00.0% | 不變 |
| Abundance Wealth Counselors | 5,453 | $181.1 萬 | 0.31% | −706−11.5% | 減碼 |
| Northstar Advisory Group, LLC | 5,449 | $181.0 萬 | 0.74% | −4,949−47.6% | 減碼 |
| Alpine Bank Wealth Management | 5,445 | $180.9 萬 | 0.25% | 00.0% | 不變 |
| Community Bank, N.A. | 5,430 | $180.4 萬 | 0.22% | −208−3.7% | 減碼 |
| Strategic Advisors LLC | 5,426 | $180.3 萬 | 0.29% | +1,021+23.2% | 加碼 |
| Boston Private Wealth LLC | 5,415 | $179.8 萬 | 0.10% | −566−9.5% | 減碼 |
| Invst, LLC | 5,408 | $179.6 萬 | 0.20% | −76−1.4% | 減碼 |
| NBZ Investment Advisors LLC | 5,404 | $179.5 萬 | 0.94% | −19−0.4% | 減碼 |
| Cambridge Financial Group, LLC | 5,380 | $178.7 萬 | 0.58% | +10.0% | 加碼 |