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 1,125 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 | 2,913 | $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 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 |
|---|---|---|---|---|---|
| Aft, Forsyth & Company, Inc. | 2,616 | $96.8 萬 | 0.42% | 00.0% | 不變 |
| Exchange Bank | 2,616 | $96.8 萬 | 0.67% | −63−2.4% | 減碼 |
| Umpqua Bank | 2,619 | $96.9 萬 | 0.27% | −16−0.6% | 減碼 |
| SkyView Investment Advisors, LLC | 2,620 | $96.9 萬 | 0.12% | +249+10.5% | 加碼 |
| Central Bank & Trust Co | 2,620 | $96.9 萬 | 0.15% | +29+1.1% | 加碼 |
| Clarius Group, LLC | 2,626 | $97.1 萬 | 0.06% | −880−25.1% | 減碼 |
| Channel Wealth LLC | 2,626 | $97.1 萬 | 0.25% | −25−0.9% | 減碼 |
| Kathmere Capital Management, LLC | 2,627 | $97.2 萬 | 0.07% | +783+42.5% | 加碼 |
| RFP Financial Group LLC | 2,637 | $97.6 萬 | 0.47% | −21−0.8% | 減碼 |
| Cornerstone Wealth Group, LLC | 2,638 | $97.6 萬 | 0.07% | −612−18.8% | 減碼 |
| Ausdal Financial Partners, Inc. | 2,641 | $97.7 萬 | 0.05% | −97−3.5% | 減碼 |
| Essex Savings Bank | 2,641 | $97.7 萬 | 0.21% | −161−5.7% | 減碼 |
| Triangle Securities Wealth Management | 2,642 | $97.7 萬 | 0.21% | −46−1.7% | 減碼 |
| Silverberg Bernstein Capital Management LLC | 2,645 | $97.9 萬 | 0.57% | 00.0% | 不變 |
| Numerai GP LLC | 2,649 | $98.0 萬 | 0.12% | 00.0% | 不變 |
| PeakShares LLC | 2,652 | $98.1 萬 | 0.96% | +2,652 | 新進 |
| Provenance Wealth Advisors, LLC | 2,654 | $98.2 萬 | 0.11% | −10−0.4% | 減碼 |
| Capital Advisory Group Advisory Services, LLC | 2,655 | $98.2 萬 | 0.29% | −12−0.4% | 減碼 |
| Waddell & Associates, LLC | 2,655 | $98.2 萬 | 0.07% | +17+0.6% | 加碼 |
| Shufro Rose & Co LLC | 2,663 | $98.5 萬 | 0.07% | 00.0% | 不變 |
| Main Street Financial Solutions, LLC | 2,668 | $98.7 萬 | 0.07% | −554−17.2% | 減碼 |
| McGlone Suttner Wealth Management, Inc. | 2,669 | $98.7 萬 | 0.13% | −241−8.3% | 減碼 |
| Brookwood Investment Group LLC | 2,670 | $98.8 萬 | 0.12% | +187+7.5% | 加碼 |
| Wellspring Financial Advisors, LLC | 2,669 | $98.9 萬 | 0.08% | +1,574+143.7% | 加碼 |
| Castleark Management LLC | 2,675 | $99.0 萬 | 0.03% | 00.0% | 不變 |
| Fukoku Mutual Life Insurance Co | 2,680 | $99.1 萬 | 0.07% | +800+42.6% | 加碼 |
| Borer Denton & Associates, Inc. | 2,687 | $99.4 萬 | 0.34% | 00.0% | 不變 |
| Hartford Financial Management Inc. | 2,690 | $99.5 萬 | 0.26% | −6−0.2% | 減碼 |
| Klingman & Associates, LLC | 2,692 | $99.6 萬 | 0.05% | −723−21.2% | 減碼 |
| Legacy Financial Advisors, Inc. | 2,692 | $99.6 萬 | 0.14% | −260−8.8% | 減碼 |
| Phoenix Wealth Advisors | 2,707 | $100.1 萬 | 0.39% | −44−1.6% | 減碼 |
| Sendero Wealth Management, LLC | 2,708 | $100.2 萬 | 0.11% | +28+1.0% | 加碼 |
| Hunter Associates Investment Management LLC | 2,709 | $100.3 萬 | 0.13% | +5+0.2% | 加碼 |
| Cypress Capital Group | 2,723 | $100.7 萬 | 0.11% | +586+27.4% | 加碼 |
| Basepoint Wealth LLC | 2,725 | $100.8 萬 | 0.61% | −82−2.9% | 減碼 |
| Tritonpoint Wealth, LLC | 2,732 | $101.1 萬 | 0.10% | −70−2.5% | 減碼 |
| Midwest Financial Group LLC | 2,733 | $101.1 萬 | 0.45% | 00.0% | 不變 |
| StoneX Group Inc. | 2,730 | $101.3 萬 | 0.04% | +333+13.9% | 加碼 |
| Indiana Trust & Investment Management CO | 2,745 | $101.6 萬 | 0.30% | 00.0% | 不變 |
| Linscomb & Williams, Inc. | 2,754 | $101.9 萬 | 0.04% | −39−1.4% | 減碼 |
| Purus Wealth Management, LLC | 2,766 | $102.3 萬 | 0.32% | −93−3.3% | 減碼 |
| Signet Financial Management, LLC | 2,767 | $102.4 萬 | 0.11% | +1,992+257.0% | 加碼 |
| Hobbs Group Advisors, LLC | 2,781 | $102.9 萬 | 0.31% | 00.0% | 不變 |
| Benin Management CORP | 2,789 | $103.2 萬 | 0.23% | 00.0% | 不變 |
| Fortune Financial Advisors, LLC | 2,789 | $103.2 萬 | 0.70% | −2−0.1% | 減碼 |
| LongView Wealth Management | 2,873 | $103.3 萬 | 0.25% | −31−1.1% | 減碼 |
| Ocean Capital Management, LLC | 2,797 | $103.5 萬 | 0.21% | −198−6.6% | 減碼 |
| Kearns & Associates LLC | 2,800 | $103.6 萬 | 0.54% | 00.0% | 不變 |
| Yoffe Investment Management, LLC | 2,800 | $103.6 萬 | 1.32% | −4−0.1% | 減碼 |
| Icapital Wealth LLC | 2,800 | $103.6 萬 | 0.50% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 2,802 | $103.7 萬 | 0.10% | 00.0% | 不變 |
| Brian Low Financial Group, LLC | 2,809 | $103.9 萬 | 0.74% | +213+8.2% | 加碼 |
| Warther Private Wealth, LLC | 2,813 | $104.1 萬 | 0.25% | +13+0.5% | 加碼 |
| Belpointe Asset Management LLC | 2,824 | $104.5 萬 | 0.04% | −96−3.3% | 減碼 |
| Arrow Financial Corp | 2,839 | $105.0 萬 | 0.10% | −170−5.6% | 減碼 |
| Ballast, Inc. | 2,854 | $105.6 萬 | 0.25% | +1,566+121.6% | 加碼 |
| Catalyst Financial Partners LLC | 2,860 | $105.8 萬 | 0.12% | +68+2.4% | 加碼 |
| Trustmark National Bank Trust Department | 2,861 | $105.8 萬 | 0.07% | +1,113+63.7% | 加碼 |
| MFA Wealth Services | 2,862 | $105.9 萬 | 0.72% | +17+0.6% | 加碼 |
| Guardian Wealth Advisors, LLC | 2,863 | $105.9 萬 | 0.07% | +7+0.2% | 加碼 |
| Trust Co of Virginia | 2,864 | $106.0 萬 | 0.09% | −85−2.9% | 減碼 |
| one8zero8, LLC | 2,865 | $106.0 萬 | 0.23% | −15−0.5% | 減碼 |
| Orleans Capital Management Corp | 2,867 | $106.1 萬 | 0.66% | +152+5.6% | 加碼 |
| United Community Bank | 2,870 | $106.2 萬 | 0.40% | +21+0.7% | 加碼 |
| Aigen Investment Management, LP | 2,874 | $106.3 萬 | 0.25% | +2,874 | 新進 |
| Capital Markets Trading UK LLP | 2,875 | $106.4 萬 | 1.28% | +943+48.8% | 加碼 |
| Taylor Securities Services, Inc. | 2,882 | $106.6 萬 | 0.49% | +2,882 | 新進 |
| BIP Wealth, LLC | 2,884 | $106.7 萬 | 0.04% | +1,555+117.0% | 加碼 |
| MJP Associates Inc | 2,885 | $106.7 萬 | 0.13% | −760−20.9% | 減碼 |
| Richards, Merrill & Peterson, Inc. | 2,899 | $107.3 萬 | 0.41% | +310+12.0% | 加碼 |
| ISAM Funds (UK) Ltd | 2,901 | $107.3 萬 | 0.39% | +2,901 | 新進 |
| Chapman Financial Group, LLC | 2,903 | $107.4 萬 | 0.73% | −50−1.7% | 減碼 |
| Steel Peak Wealth Management LLC | 2,909 | $107.6 萬 | 0.04% | −19,306−86.9% | 減碼 |
| Cambridge Advisors Inc. | 2,910 | $107.7 萬 | 0.20% | 00.0% | 不變 |
| Bath Savings Trust Co | 2,923 | $108.1 萬 | 0.11% | +10.0% | 加碼 |
| Centennial Bank | 2,931 | $108.4 萬 | 0.43% | 00.0% | 不變 |
| Mattern Capital Management, LLC | 2,944 | $108.9 萬 | 0.13% | +4+0.1% | 加碼 |
| Capital Investment Advisory Services, LLC | 2,976 | $110.1 萬 | 0.08% | +1,700+133.2% | 加碼 |
| Tradition Wealth Management, LLC | 2,991 | $110.6 萬 | 0.08% | +39+1.3% | 加碼 |
| Ulysses Management LLC | 3,000 | $111.0 萬 | 0.29% | −2,000−40.0% | 減碼 |
| West Branch Capital LLC | 3,002 | $111.1 萬 | 0.29% | +1,106+58.3% | 加碼 |
| Legacy Wealth Management, LLC | 3,015 | $111.5 萬 | 0.30% | +15+0.5% | 加碼 |
| Scissortail Wealth Management, LLC | 3,017 | $111.6 萬 | 0.25% | 00.0% | 不變 |
| LS Investment Advisors, LLC | 3,019 | $111.7 萬 | 0.16% | +343+12.8% | 加碼 |
| Pekin Hardy Strauss, Inc. | 3,057 | $113.1 萬 | 0.10% | +8+0.3% | 加碼 |
| Phoenix Holdings Ltd. | 3,058 | $113.1 萬 | 0.01% | +1,167+61.7% | 加碼 |
| Matrix Asset Advisors Inc | 3,066 | $113.4 萬 | 0.10% | −2−0.1% | 減碼 |
| Milestone Asset Management, LLC | 3,074 | $113.7 萬 | 0.21% | −191−5.8% | 減碼 |
| Quotient Wealth Partners, LLC | 3,083 | $114.1 萬 | 0.03% | +48+1.6% | 加碼 |
| Westfuller Advisors, LLC | 3,094 | $114.5 萬 | 0.46% | −94−2.9% | 減碼 |
| Clean Yield Group | 3,095 | $114.5 萬 | 0.32% | 00.0% | 不變 |
| Money Concepts Capital Corp | 3,098 | $114.6 萬 | 0.06% | −81−2.5% | 減碼 |
| PDS Planning, Inc | 3,113 | $115.2 萬 | 0.08% | −242−7.2% | 減碼 |
| CFO4Life Group, LLC | 3,119 | $115.4 萬 | 0.16% | −166−5.1% | 減碼 |
| Richwood Investment Advisors, LLC | 3,216 | $115.5 萬 | 0.83% | −75−2.3% | 減碼 |
| Novem Group | 3,124 | $115.6 萬 | 0.13% | +3,124 | 新進 |
| Resolute Wealth Strategies, LLC | 3,124 | $115.6 萬 | 0.51% | +114+3.8% | 加碼 |
| Mayflower Financial Advisors, LLC | 3,126 | $115.7 萬 | 0.14% | −534−14.6% | 減碼 |
| Lewis Asset Management, LLC | 3,149 | $116.5 萬 | 0.47% | −217−6.4% | 減碼 |
| US Asset Management LLC | 3,150 | $116.5 萬 | 0.95% | −33−1.0% | 減碼 |