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 4 季 13F 持有人
American Express Co 在 2025/12/31 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
- 3,043
- 較 2025 年第 3 季 +339 家
- 持有股數
- 5.86 億
- 較 2025 年第 3 季 +557.9 萬 (+1.0%)
- 總市值
- $2,168 億
- 較 2025 年第 3 季 +$238.9 億 (+12.4%)
- 新進機構
- 430
- 另有 1,063 家加碼
- 清倉機構
- 91
- 另有 1,126 家減碼
另有 54 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Everpar Advisors LLC | 1,246 | $46.1 萬 | 0.17% | +260+26.4% | 加碼 |
| Tanglewood Legacy Advisors, LLC | 1,247 | $46.1 萬 | 0.17% | 00.0% | 不變 |
| Key Financial Inc | 1,247 | $46.1 萬 | 0.08% | 00.0% | 不變 |
| ProCore Advisors, LLC | 1,250 | $46.2 萬 | 0.47% | +1,250 | 新進 |
| Mayfair Advisory Group, LLC | 1,241 | $46.3 萬 | 0.18% | 00.0% | 不變 |
| Saba Capital Management, L.P. | 1,252 | $46.3 萬 | 0.02% | +1,252 | 新進 |
| Libra Wealth LLC | 1,255 | $46.4 萬 | 0.13% | 00.0% | 不變 |
| Sterneck Capital Management, LLC | 1,257 | $46.5 萬 | 0.21% | 00.0% | 不變 |
| Global Financial Private Client, LLC | 1,257 | $46.5 萬 | 0.16% | +10+0.8% | 加碼 |
| BBR Partners, LLC | 1,258 | $46.5 萬 | 0.02% | −20−1.6% | 減碼 |
| Capital Asset Advisory Services LLC | 1,214 | $46.5 萬 | 0.02% | +28+2.4% | 加碼 |
| Mechanics Bank Trust Department | 1,260 | $46.6 萬 | 0.06% | −45−3.4% | 減碼 |
| Monticello Wealth Management, LLC | 1,260 | $46.6 萬 | 0.03% | +34+2.8% | 加碼 |
| Navellier & Associates Inc | 1,261 | $46.7 萬 | 0.05% | −1,965−60.9% | 減碼 |
| Advus Financial Partners, LLC | 1,264 | $46.8 萬 | 0.11% | −242−16.1% | 減碼 |
| Summit Asset Management, LLC | 1,265 | $46.8 萬 | 0.07% | −85−6.3% | 減碼 |
| Fagan Associates, Inc. | 1,265 | $46.8 萬 | 0.06% | −35−2.7% | 減碼 |
| Mainstream Capital Management LLC | 1,266 | $46.8 萬 | 0.31% | 00.0% | 不變 |
| Vantus Wealth LLC | 1,267 | $46.9 萬 | 0.35% | +1,267 | 新進 |
| HORAN Wealth, LLC | 1,268 | $46.9 萬 | 0.07% | +643+102.9% | 加碼 |
| ETF Portfolio Partners, Inc. | 1,269 | $46.9 萬 | 0.12% | 00.0% | 不變 |
| Garner Asset Management Corp | 1,271 | $47.0 萬 | 0.18% | −30−2.3% | 減碼 |
| Tortoise Investment Management, LLC | 1,274 | $47.1 萬 | 0.04% | −136−9.6% | 減碼 |
| Laurel Oak Wealth Management, LLC | 1,274 | $47.1 萬 | 0.08% | +1,274 | 新進 |
| Prudent Investors Network | 1,277 | $47.2 萬 | 0.11% | 00.0% | 不變 |
| N.E.W. Advisory Services LLC | 1,278 | $47.3 萬 | 0.03% | +400+45.6% | 加碼 |
| 4J Wealth Management LLC | 1,278 | $47.3 萬 | 0.27% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 1,279 | $47.3 萬 | 0.10% | 00.0% | 不變 |
| First National Bank | 1,282 | $47.4 萬 | 0.25% | −180−12.3% | 減碼 |
| Southeast Asset Advisors Inc. | 1,284 | $47.5 萬 | 0.05% | +2+0.2% | 加碼 |
| Old Port Advisors | 1,285 | $47.5 萬 | 0.12% | +9+0.7% | 加碼 |
| Wealth Group, Ltd. | 1,287 | $47.6 萬 | 0.46% | +1,287 | 新進 |
| Vigilare Wealth Management | 1,291 | $47.8 萬 | 0.16% | 00.0% | 不變 |
| Woodward Diversified Capital, LLC | 1,299 | $48.1 萬 | 0.22% | +19+1.5% | 加碼 |
| Leith Wheeler Investment Counsel Ltd. | 1,300 | $48.1 萬 | 0.04% | +1,300 | 新進 |
| Sittner & Nelson, LLC | 1,343 | $48.2 萬 | 0.17% | +15+1.1% | 加碼 |
| Kapstone Financial Advisors LLC | 1,304 | $48.2 萬 | 0.24% | 00.0% | 不變 |
| Alpha Family Trust | 1,305 | $48.3 萬 | 0.22% | 00.0% | 不變 |
| Capstone Investment Advisors, LLC | 1,306 | $48.3 萬 | 0.00% | −13,646−91.3% | 減碼 |
| BTC Capital Management, Inc. | 1,312 | $48.5 萬 | 0.03% | +228+21.0% | 加碼 |
| May Hill Capital, LLC | 1,314 | $48.6 萬 | 0.13% | +97+8.0% | 加碼 |
| SFMG, LLC | 1,316 | $48.7 萬 | 0.03% | +45+3.5% | 加碼 |
| North Dallas Bank & Trust Co | 1,318 | $48.8 萬 | 0.32% | +1,318 | 新進 |
| Capital Advisors, Ltd. LLC | 1,318 | $48.8 萬 | 0.06% | 00.0% | 不變 |
| TrustBank | 1,320 | $48.8 萬 | 0.20% | +1,320 | 新進 |
| Sharkey, Howes & Javer | 1,320 | $48.8 萬 | 0.06% | 00.0% | 不變 |
| OneAscent Investment Solutions LLC | 1,323 | $48.9 萬 | 0.52% | +247+23.0% | 加碼 |
| Evergreen Wealth Solutions, LLC | 1,328 | $49.1 萬 | 0.07% | −105−7.3% | 減碼 |
| Winthrop Advisory Group LLC | 1,326 | $49.1 萬 | 0.04% | −169−11.3% | 減碼 |
| CVA Family Office, LLC | 1,329 | $49.2 萬 | 0.06% | +22+1.7% | 加碼 |
| WealthShield Partners, LLC | 1,330 | $49.2 萬 | 0.05% | +2+0.2% | 加碼 |
| First Fiduciary Investment Counsel, Inc. | 1,333 | $49.3 萬 | 0.10% | 00.0% | 不變 |
| Nadler Financial Group, Inc. | 1,333 | $49.3 萬 | 0.05% | +56+4.4% | 加碼 |
| Houlihan Financial Resource Group, Ltd. | 1,335 | $49.4 萬 | 0.19% | +1,335 | 新進 |
| Michael Brady & Co., LLC | 1,335 | $49.4 萬 | 0.49% | +1,335 | 新進 |
| Trust Co of the South | 1,336 | $49.4 萬 | 0.08% | 00.0% | 不變 |
| Sherbrooke Park Advisers LLC | 1,338 | $49.5 萬 | 1.28% | +1,338 | 新進 |
| Burton Enright Welch | 1,338 | $49.5 萬 | 0.07% | −27−2.0% | 減碼 |
| Founders Grove Wealth Partners, LLC | 1,339 | $49.5 萬 | 0.11% | +78+6.2% | 加碼 |
| Eagle Harbor Asset Management Inc | 1,342 | $49.6 萬 | 0.41% | 00.0% | 不變 |
| 17 Capital Partners, LLC | 1,343 | $49.7 萬 | 0.26% | −25−1.8% | 減碼 |
| Schnieders Capital Management, LLC. | 1,343 | $49.7 萬 | 0.08% | 00.0% | 不變 |
| Shum Financial Group, Inc. | 1,348 | $49.9 萬 | 0.36% | +17+1.3% | 加碼 |
| Northstar Asset Management LLC | 1,350 | $49.9 萬 | 0.11% | 00.0% | 不變 |
| James J. Burns & Company, LLC | 1,353 | $50.0 萬 | 0.07% | −100−6.9% | 減碼 |
| 55 North Private Wealth, LLC | 1,354 | $50.1 萬 | 0.13% | +1,354 | 新進 |
| Legacy Private Trust Co. | 1,355 | $50.1 萬 | 0.03% | 00.0% | 不變 |
| Wrapmanager Inc | 1,355 | $50.2 萬 | 0.17% | −194−12.5% | 減碼 |
| Armstrong Advisory Group, Inc | 1,357 | $50.2 萬 | 0.03% | −12−0.9% | 減碼 |
| First Financial Bank - Trust Division | 1,361 | $50.4 萬 | 0.04% | 00.0% | 不變 |
| Centerpoint Advisory Group | 1,364 | $50.5 萬 | 0.39% | 00.0% | 不變 |
| Hamilton Capital, LLC | 1,376 | $50.9 萬 | 0.03% | +1,376 | 新進 |
| Proficio Capital Partners LLC | 1,377 | $51.0 萬 | 0.04% | −68−4.7% | 減碼 |
| HBW Advisory Services LLC | 1,379 | $51.0 萬 | 0.06% | +1,379 | 新進 |
| Five Oceans Advisors | 1,385 | $51.2 萬 | 0.18% | 00.0% | 不變 |
| Patrick M Sweeney & Associates, Inc | 1,385 | $51.2 萬 | 0.32% | +46+3.4% | 加碼 |
| Stegent Equity Advisors, Inc. | 1,386 | $51.3 萬 | 0.40% | +250+22.0% | 加碼 |
| Washington Trust Bank | 1,390 | $51.4 萬 | 0.04% | 00.0% | 不變 |
| Bluedoor Private Wealth, LLC | 1,391 | $51.5 萬 | 0.24% | +1,391 | 新進 |
| LCNB Corp | 1,392 | $51.5 萬 | 0.17% | 00.0% | 不變 |
| Davis R M Inc | 1,393 | $51.5 萬 | 0.01% | −385−21.7% | 減碼 |
| Waldron Private Wealth LLC | 1,393 | $51.5 萬 | 0.02% | −419−23.1% | 減碼 |
| Atlas Private Wealth Advisors | 1,396 | $51.6 萬 | 0.12% | +1+0.1% | 加碼 |
| Terra Nova Asset Management LLC | 1,399 | $51.7 萬 | 0.34% | +3+0.2% | 加碼 |
| Gateway Wealth Partners, LLC | 1,399 | $51.8 萬 | 0.06% | +249+21.7% | 加碼 |
| Westover Capital Advisors, LLC | 1,400 | $51.8 萬 | 0.09% | 00.0% | 不變 |
| Burns J W & Co Inc | 1,400 | $51.8 萬 | 0.06% | +29+2.1% | 加碼 |
| ELCO Management Co., LLC | 1,400 | $51.8 萬 | 0.33% | +600+75.0% | 加碼 |
| Greenspring Advisors, LLC | 1,401 | $51.8 萬 | 0.03% | +1,401 | 新進 |
| Carter Financial Group, INC. | 1,403 | $51.9 萬 | 0.31% | −105−7.0% | 減碼 |
| Blue Fin Capital, Inc. | 1,404 | $51.9 萬 | 0.08% | −247−15.0% | 減碼 |
| EntryPoint Capital, LLC | 1,405 | $52.0 萬 | 0.20% | +1,405 | 新進 |
| Northwest Bancshares, Inc. | 1,409 | $52.1 萬 | 0.10% | 00.0% | 不變 |
| Lansing Street Advisors | 1,410 | $52.2 萬 | 0.13% | +1,410 | 新進 |
| Wellington Grp LLC | 1,410 | $52.2 萬 | 0.17% | +1,410 | 新進 |
| Coston, McIsaac & Partners | 1,413 | $52.2 萬 | 0.12% | +157+12.5% | 加碼 |
| Shulman DeMeo Asset Management LLC | 1,411 | $52.2 萬 | 0.12% | −17−1.2% | 減碼 |
| Capital Performance Advisors LLP | 1,411 | $52.2 萬 | 0.04% | +373+35.9% | 加碼 |
| Merrion Investment Management Co, LLC | 1,416 | $52.4 萬 | 0.28% | 00.0% | 不變 |
| Forza Wealth Management, LLC | 1,416 | $52.4 萬 | 0.19% | 00.0% | 不變 |