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 |
|---|---|---|---|---|---|
| Heartland Bank & Trust Co | 3,157 | $116.8 萬 | 0.49% | +2,532+405.1% | 加碼 |
| Edgestream Partners, L.P. | 3,158 | $116.8 萬 | 0.03% | +3,158 | 新進 |
| Baker Tilly Wealth Management, LLC | 3,158 | $116.8 萬 | 0.29% | +429+15.7% | 加碼 |
| SeaCrest Wealth Management, LLC | 3,094 | $117.0 萬 | 0.12% | −71−2.2% | 減碼 |
| Geneos Wealth Management Inc. | 3,167 | $117.2 萬 | 0.03% | +30+1.0% | 加碼 |
| LGT Fund Management Co Ltd. | 3,138 | $117.2 萬 | 0.09% | +473+17.7% | 加碼 |
| Legato Capital Management LLC | 3,169 | $117.2 萬 | 0.10% | +3,169 | 新進 |
| Lavelle Capital LP | 3,170 | $117.3 萬 | 0.74% | +3,170 | 新進 |
| Frec Markets, Inc. | 3,180 | $117.7 萬 | 0.34% | +3,180 | 新進 |
| Cooper Financial Group | 3,181 | $117.7 萬 | 0.13% | +183+6.1% | 加碼 |
| Marshall Financial Group LLC | 3,185 | $117.8 萬 | 0.23% | +2,257+243.2% | 加碼 |
| Duncker Streett & Co Inc | 3,186 | $117.9 萬 | 0.21% | 00.0% | 不變 |
| Odyssey Capital Advisors, Inc. | 3,190 | $118.0 萬 | 1.05% | +3,190 | 新進 |
| Howe & Rusling Inc | 3,191 | $118.1 萬 | 0.08% | +1,576+97.6% | 加碼 |
| Continuum Advisory, LLC | 3,212 | $118.8 萬 | 0.12% | −55−1.7% | 減碼 |
| Elevated Financial Group LLC | 3,229 | $119.5 萬 | 0.41% | +3,229 | 新進 |
| L2 Asset Management, LLC | 3,232 | $119.6 萬 | 0.16% | −5,280−62.0% | 減碼 |
| Altfest L J & Co Inc | 3,232 | $119.6 萬 | 0.13% | −172−5.1% | 減碼 |
| Catalyst Funds Management Pty Ltd | 3,240 | $119.9 萬 | 0.28% | −3,560−52.4% | 減碼 |
| Strategic Investment Advisors | 3,242 | $119.9 萬 | 0.10% | −221−6.4% | 減碼 |
| Armis Advisers, LLC | 4,072 | $120.3 萬 | 0.14% | −1,141−21.9% | 減碼 |
| Cetera Trust Company, N.A | 3,260 | $120.6 萬 | 0.65% | 00.0% | 不變 |
| Strategic Family Wealth Counselors, L.L.C. | 3,440 | $121.2 萬 | 0.27% | +1,926+127.2% | 加碼 |
| Allen Investment Management LLC | 3,279 | $121.3 萬 | 0.01% | +1,303+65.9% | 加碼 |
| ZEGA Investments, LLC | 3,290 | $121.7 萬 | 0.24% | +38+1.2% | 加碼 |
| Union Bancaire Privee, UBP SA | 4,129 | $121.8 萬 | 0.02% | +3,979+2,652.7% | 加碼 |
| WBH Advisory Inc | 3,294 | $121.9 萬 | 0.09% | −30−0.9% | 減碼 |
| Abacus Wealth Partners, LLC | 3,303 | $122.2 萬 | 0.12% | +2,471+297.0% | 加碼 |
| Quantum Financial Advisors, LLC | 3,323 | $122.9 萬 | 0.14% | +965+40.9% | 加碼 |
| Aprio Wealth Management, LLC | 3,328 | $123.1 萬 | 0.07% | +1,801+117.9% | 加碼 |
| S-Bank Fund Management Ltd | 3,336 | $123.4 萬 | 0.16% | −847−20.2% | 減碼 |
| TownSquare Capital, LLC | 3,343 | $123.7 萬 | 0.28% | −41−1.2% | 減碼 |
| LVW Advisors, LLC | 3,356 | $124.2 萬 | 0.13% | −123−3.5% | 減碼 |
| Green Harvest Asset Management LLC | 3,366 | $124.5 萬 | 0.02% | +110+3.4% | 加碼 |
| Rexford Capital Inc | 3,367 | $124.6 萬 | 0.94% | 00.0% | 不變 |
| Basecamp Wealth Advisors LLC | 3,374 | $124.8 萬 | 0.27% | +3,374 | 新進 |
| Sigma Investment Counselors Inc | 3,378 | $125.0 萬 | 0.06% | 00.0% | 不變 |
| Embree Financial Group | 3,385 | $125.2 萬 | 0.15% | −11−0.3% | 減碼 |
| Golden State Equity Partners | 3,392 | $125.5 萬 | 0.20% | +1,271+59.9% | 加碼 |
| Platform Technology Partners | 3,422 | $126.6 萬 | 0.27% | +18+0.5% | 加碼 |
| Colonial Trust Co | 3,426 | $126.8 萬 | 0.17% | −1,490−30.3% | 減碼 |
| Alchemi Wealth, LLC | 3,437 | $127.2 萬 | 0.70% | +3,437 | 新進 |
| Semper Augustus Investments Group LLC大師Semper Augustus | 3,441 | $127.3 萬 | 0.15% | −665−16.2% | 減碼 |
| Oak Asset Management, LLC | 3,442 | $127.3 萬 | 0.43% | −138−3.9% | 減碼 |
| Bahl & Gaynor Inc | 3,448 | $127.6 萬 | 0.01% | +150+4.5% | 加碼 |
| Defined Wealth Management, LLC | 3,452 | $127.7 萬 | 0.74% | +19+0.6% | 加碼 |
| Alexander Randolph Advisory, Inc. | 3,453 | $127.7 萬 | 1.06% | 00.0% | 不變 |
| Crumly & Associates Inc. | 3,461 | $128.0 萬 | 0.27% | −55−1.6% | 減碼 |
| Alerus Financial NA | 3,467 | $128.3 萬 | 0.06% | 00.0% | 不變 |
| Kingswood Wealth Advisors, LLC | 3,487 | $129.0 萬 | 0.06% | +380+12.2% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 3,506 | $129.7 萬 | 0.06% | +502+16.7% | 加碼 |
| Verus Capital Partners, LLC | 3,507 | $129.8 萬 | 0.09% | −90−2.5% | 減碼 |
| Childress Capital Advisors, LLC | 3,518 | $130.2 萬 | 0.21% | +233+7.1% | 加碼 |
| Nilsine Partners, LLC | 3,523 | $130.3 萬 | 0.11% | +296+9.2% | 加碼 |
| MidWestOne Financial Group, Inc. | 3,524 | $130.4 萬 | 0.14% | +107+3.1% | 加碼 |
| Profit Investment Management, LLC | 3,541 | $130.7 萬 | 5.29% | 00.0% | 不變 |
| Seven Mile Advisory | 3,556 | $131.5 萬 | 0.23% | +494+16.1% | 加碼 |
| Pathway Financial Advisers, LLC | 3,564 | $131.8 萬 | 0.38% | −20−0.6% | 減碼 |
| Tobam | 3,575 | $132.3 萬 | 0.32% | +3,214+890.3% | 加碼 |
| Elyxium Wealth, LLC | 3,582 | $132.5 萬 | 0.37% | +115+3.3% | 加碼 |
| Bell Bank | 3,583 | $132.6 萬 | 0.06% | +250+7.5% | 加碼 |
| Enclave Advisors LLC | 3,585 | $132.6 萬 | 0.19% | −6−0.2% | 減碼 |
| Atlanta Consulting Group Advisors, LLC | 3,590 | $132.8 萬 | 0.30% | +233+6.9% | 加碼 |
| Philadelphia Trust Co | 3,595 | $133.0 萬 | 0.09% | 00.0% | 不變 |
| Saybrook Capital | 3,600 | $133.2 萬 | 0.33% | 00.0% | 不變 |
| CMT Capital Markets Trading GmbH | 3,600 | $133.2 萬 | 0.88% | −325−8.3% | 減碼 |
| Angeles Wealth Management, LLC | 3,606 | $133.4 萬 | 0.07% | +651+22.0% | 加碼 |
| United Asset Strategies, Inc. | 3,612 | $133.6 萬 | 0.10% | −77−2.1% | 減碼 |
| Conway Capital Management, Inc. | 3,625 | $134.1 萬 | 0.57% | +250+7.4% | 加碼 |
| Sunflower Bank, N.A. | 3,626 | $134.1 萬 | 0.34% | −108−2.9% | 減碼 |
| Stance Capital LLC | 3,631 | $134.3 萬 | 0.49% | −500−12.1% | 減碼 |
| Values First Advisors, Inc. | 3,632 | $134.3 萬 | 0.70% | +316+9.5% | 加碼 |
| Founders Financial Alliance, LLC | 3,635 | $134.5 萬 | 0.25% | +175+5.1% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,641 | $134.7 萬 | 0.05% | −381−9.5% | 減碼 |
| Texas Yale Capital Corp. | 3,648 | $135.0 萬 | 0.04% | +125+3.5% | 加碼 |
| Weaver Capital Management LLC | 3,654 | $135.2 萬 | 0.29% | +260+7.7% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 3,662 | $135.5 萬 | 0.13% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 3,681 | $136.2 萬 | 0.09% | +829+29.1% | 加碼 |
| Cambria Investment Management, L.P. | 3,690 | $136.2 萬 | 0.08% | +1,559+73.2% | 加碼 |
| Keating Financial Advisory Services, Inc. | 3,690 | $136.5 萬 | 0.19% | +3,690 | 新進 |
| Hills Bank & Trust Co | 3,694 | $136.7 萬 | 0.08% | +207+5.9% | 加碼 |
| Ameritas Advisory Services, LLC | 3,701 | $136.9 萬 | 0.05% | +433+13.2% | 加碼 |
| Advisory Alpha, LLC | 3,709 | $137.3 萬 | 0.04% | +476+14.7% | 加碼 |
| Skba Capital Management LLC | 3,712 | $137.3 萬 | 0.19% | −27−0.7% | 減碼 |
| Ellevest, Inc. | 3,722 | $137.7 萬 | 0.19% | −150−3.9% | 減碼 |
| Pure Financial Advisors, Inc. | 3,722 | $137.7 萬 | 0.02% | +220+6.3% | 加碼 |
| Portus Wealth Advisors, LLC | 3,734 | $138.2 萬 | 1.30% | +177+5.0% | 加碼 |
| Great Diamond Partners, LLC | 3,738 | $138.3 萬 | 0.27% | −73−1.9% | 減碼 |
| InvesTrust | 3,750 | $138.7 萬 | 0.54% | −450−10.7% | 減碼 |
| Shay Capital LLC | 3,750 | $138.7 萬 | 0.22% | +3,750 | 新進 |
| Byrne Asset Management LLC | 3,765 | $139.3 萬 | 0.78% | +5+0.1% | 加碼 |
| TCG Advisory Services, LLC | 3,766 | $139.3 萬 | 0.04% | +3,766 | 新進 |
| Financial Management Network Inc | 3,740 | $139.4 萬 | 0.22% | +29+0.8% | 加碼 |
| WealthPlan Investment Management, LLC | 3,777 | $139.7 萬 | 0.09% | +3,777 | 新進 |
| Evelyn Partners Investment Management LLP | 3,779 | $139.8 萬 | 0.04% | −170−4.3% | 減碼 |
| Bannerstone Capital Management, LLC | 3,780 | $139.9 萬 | 1.34% | +3,780 | 新進 |
| PDT Partners, LLC | 3,800 | $140.6 萬 | 0.09% | 00.0% | 不變 |
| Abel Hall, LLC | 3,804 | $140.7 萬 | 0.33% | +1,981+108.7% | 加碼 |
| Sage Rhino Capital LLC | 3,806 | $140.8 萬 | 0.27% | −91−2.3% | 減碼 |
| Cornerstone Wealth Management, LLC | 3,811 | $141.0 萬 | 0.07% | −138−3.5% | 減碼 |