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 |
|---|---|---|---|---|---|
| Levin Capital Strategies, L.P. | 4,474 | $165.5 萬 | 0.14% | 00.0% | 不變 |
| Lyell Wealth Management, LP | 4,477 | $165.6 萬 | 0.12% | +272+6.5% | 加碼 |
| Guardian Investment Management | 4,492 | $166.2 萬 | 1.33% | −100−2.2% | 減碼 |
| Manchester Capital Management LLC | 4,492 | $166.2 萬 | 0.23% | +331+8.0% | 加碼 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,500 | $166.5 萬 | 0.81% | 00.0% | 不變 |
| Invst, LLC | 4,518 | $167.1 萬 | 0.18% | −890−16.5% | 減碼 |
| Arbor Capital Management Inc | 4,433 | $167.2 萬 | 1.40% | −332−7.0% | 減碼 |
| Cambridge Financial Group, LLC | 5,427 | $167.7 萬 | 0.58% | +47+0.9% | 加碼 |
| Trust Point Inc. | 4,561 | $168.7 萬 | 0.13% | −58−1.3% | 減碼 |
| First Command Advisory Services, Inc. | 4,562 | $168.8 萬 | 0.01% | +170+3.9% | 加碼 |
| Apella Capital, LLC | 4,573 | $169.2 萬 | 0.03% | +193+4.4% | 加碼 |
| Morse Asset Management, Inc | 4,580 | $169.4 萬 | 0.34% | 00.0% | 不變 |
| Sentry LLC | 4,591 | $169.8 萬 | 0.46% | 00.0% | 不變 |
| Proathlete Wealth Management LLC | 4,591 | $169.9 萬 | 0.46% | +115+2.6% | 加碼 |
| SageView Advisory Group, LLC | 4,614 | $170.7 萬 | 0.06% | −2,516−35.3% | 減碼 |
| Pflug Koory, LLC | 4,636 | $171.5 萬 | 0.80% | 00.0% | 不變 |
| Marble Wealth, LLC | 4,651 | $172.1 萬 | 0.24% | +4,651 | 新進 |
| Woodstock Corp | 4,652 | $172.1 萬 | 0.15% | −4−0.1% | 減碼 |
| Fairtree Asset Management (Pty) Ltd | 4,653 | $172.1 萬 | 0.79% | +1,531+49.0% | 加碼 |
| Rockland Trust Co | 4,656 | $172.2 萬 | 0.07% | −326−6.5% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,657 | $172.3 萬 | 0.14% | +4,657 | 新進 |
| Leisure Capital Management | 4,663 | $172.5 萬 | 0.57% | +8+0.2% | 加碼 |
| Twelve Points Wealth Management LLC | 4,597 | $172.7 萬 | 0.39% | 00.0% | 不變 |
| Great Valley Advisor Group, Inc. | 4,672 | $172.8 萬 | 0.03% | +1,352+40.7% | 加碼 |
| Wealthcare Advisory Partners LLC | 4,672 | $172.8 萬 | 0.03% | +154+3.4% | 加碼 |
| Muirfield Wealth Advisors LLC | 4,673 | $172.9 萬 | 1.27% | −106−2.2% | 減碼 |
| Barden Capital Management, Inc. | 4,687 | $173.4 萬 | 1.42% | +69+1.5% | 加碼 |
| TCI Wealth Advisors, Inc. | 4,714 | $174.4 萬 | 0.10% | −17−0.4% | 減碼 |
| SageGuard Financial Group, LLC | 4,715 | $174.4 萬 | 0.28% | +4,715 | 新進 |
| Ledyard National Bank | 4,722 | $174.7 萬 | 0.15% | −459−8.9% | 減碼 |
| Csenge Advisory Group | 4,723 | $174.7 萬 | 0.08% | −321−6.4% | 減碼 |
| Patten & Patten Inc | 4,728 | $174.9 萬 | 0.10% | −46−1.0% | 減碼 |
| Alaethes Wealth LLC | 4,739 | $175.3 萬 | 0.49% | +4,739 | 新進 |
| Minot DeBlois Advisors LLC | 4,746 | $175.6 萬 | 1.58% | −31−0.6% | 減碼 |
| Aventura Private Wealth, LLC | 4,758 | $176.0 萬 | 0.63% | −4−0.1% | 減碼 |
| Sompo Asset Management Co., Ltd. | 4,760 | $176.1 萬 | 0.30% | −370−7.2% | 減碼 |
| Schear Investment Advisers, LLC | 4,761 | $176.1 萬 | 0.76% | +1,222+34.5% | 加碼 |
| Mystic Asset Management, Inc. | 4,770 | $176.5 萬 | 0.40% | +58+1.2% | 加碼 |
| Aspiriant, LLC | 4,778 | $176.8 萬 | 0.05% | +430+9.9% | 加碼 |
| Papp L Roy & Associates | 4,779 | $176.8 萬 | 0.20% | +279+6.2% | 加碼 |
| Saxon Interests, Inc. | 4,785 | $177.0 萬 | 0.63% | +8+0.2% | 加碼 |
| Argentarii, LLC | 4,794 | $177.4 萬 | 0.60% | +10.0% | 加碼 |
| Beaumont Asset Management, L.L.C. | 4,798 | $177.5 萬 | 0.89% | −86−1.8% | 減碼 |
| First Dallas Securities Inc. | 4,799 | $177.6 萬 | 0.66% | +25+0.5% | 加碼 |
| Magnus Financial Group LLC | 4,802 | $177.6 萬 | 0.14% | +204+4.4% | 加碼 |
| PFG Advisors | 4,807 | $177.8 萬 | 0.09% | −372−7.2% | 減碼 |
| Ameritas Investment Partners, Inc. | 4,809 | $177.9 萬 | 0.05% | −139−2.8% | 減碼 |
| Olistico Wealth, LLC | 4,839 | $179.0 萬 | 0.87% | +407+9.2% | 加碼 |
| Accurate Wealth Management, LLC | 4,786 | $179.8 萬 | 0.23% | +327+7.3% | 加碼 |
| Alps Advisors Inc | 4,865 | $180.0 萬 | 0.01% | −260−5.1% | 減碼 |
| Wealth Alliance | 4,886 | $180.8 萬 | 0.18% | −452−8.5% | 減碼 |
| Cape Cod Five Cents Savings Bank | 6,685 | $181.3 萬 | 0.17% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 4,905 | $181.5 萬 | 0.14% | +106+2.2% | 加碼 |
| Carr Financial Group Corp | 4,917 | $181.9 萬 | 0.48% | +33+0.7% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 4,921 | $182.1 萬 | 0.04% | −75−1.5% | 減碼 |
| Focus Financial Network, Inc. | 4,934 | $182.5 萬 | 0.06% | −213−4.1% | 減碼 |
| Bank of Hawaii | 4,936 | $182.6 萬 | 0.09% | −104−2.1% | 減碼 |
| Mount Yale Investment Advisors, LLC | 4,943 | $182.9 萬 | 0.09% | −3,794−43.4% | 減碼 |
| William Allan, LLC | 4,944 | $182.9 萬 | 1.04% | −212−4.1% | 減碼 |
| Ignite Planners, LLC | 5,194 | $182.9 萬 | 0.28% | +281+5.7% | 加碼 |
| Accredited Investors Inc. | 4,968 | $183.8 萬 | 0.10% | 00.0% | 不變 |
| Weik Capital Management | 4,993 | $184.7 萬 | 0.69% | −45−0.9% | 減碼 |
| Spirit of America Management Corp | 5,000 | $185.0 萬 | 0.39% | 00.0% | 不變 |
| MeadowBrook Investment Advisors LLC | 5,019 | $185.7 萬 | 1.58% | −50−1.0% | 減碼 |
| Blodgett Wealth Advisors, LLC | 5,044 | $186.6 萬 | 1.30% | 00.0% | 不變 |
| Pecaut & Co. | 5,050 | $186.8 萬 | 0.60% | 00.0% | 不變 |
| Beacon Investment Advisory Services, Inc. | 5,051 | $186.8 萬 | 0.08% | −8−0.2% | 減碼 |
| Portfolio Design Labs, LLC | 5,069 | $187.5 萬 | 0.31% | +65+1.3% | 加碼 |
| Bradyco, Inc. | 5,074 | $187.7 萬 | 2.33% | 00.0% | 不變 |
| Baker Avenue Asset Management, LP | 5,076 | $187.8 萬 | 0.04% | +68+1.4% | 加碼 |
| Cambient Family Office, LLC | 5,083 | $188.0 萬 | 0.27% | +5,083 | 新進 |
| Northern Financial Advisors Inc | 5,084 | $188.1 萬 | 2.15% | −3,713−42.2% | 減碼 |
| WealthTrust Axiom LLC | 5,088 | $188.2 萬 | 0.48% | 00.0% | 不變 |
| Griffith & Werner, Inc. | 5,092 | $188.4 萬 | 0.96% | +43+0.9% | 加碼 |
| Leo Wealth, LLC | 5,093 | $188.4 萬 | 0.14% | +1,410+38.3% | 加碼 |
| Factorial Partners, LLC | 5,100 | $188.7 萬 | 1.25% | 00.0% | 不變 |
| S.A. Mason LLC | 5,102 | $188.7 萬 | 0.75% | −11−0.2% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 5,112 | $189.1 萬 | 0.09% | −49−0.9% | 減碼 |
| Sterling Wealth Management, Inc. | 5,135 | $190.0 萬 | 0.54% | −10.0% | 減碼 |
| Stratos Wealth Advisors, LLC | 5,139 | $190.1 萬 | 0.09% | +116+2.3% | 加碼 |
| Aspire Private Capital, LLC | 5,151 | $190.6 萬 | 0.42% | −132−2.5% | 減碼 |
| Cornerstone Planning Group LLC | 5,339 | $190.6 萬 | 0.30% | +19+0.4% | 加碼 |
| Element Capital Management LLC | 5,165 | $191.1 萬 | 0.99% | +5,165 | 新進 |
| Garde Capital, Inc. | 5,177 | $191.5 萬 | 0.11% | +20+0.4% | 加碼 |
| WSFS Capital Management, LLC | 5,178 | $191.6 萬 | 0.09% | +184+3.7% | 加碼 |
| Vectors Research Management, LLC | 5,183 | $191.7 萬 | 0.59% | −106−2.0% | 減碼 |
| Wellington Shields & Co., LLC | 5,186 | $191.9 萬 | 0.47% | +167+3.3% | 加碼 |
| Strategic Advisors LLC | 5,193 | $192.1 萬 | 0.30% | −233−4.3% | 減碼 |
| Ramirez Asset Management, Inc. | 5,199 | $192.3 萬 | 0.25% | 00.0% | 不變 |
| Ransom Advisory, Ltd | 5,204 | $192.5 萬 | 0.76% | −742−12.5% | 減碼 |
| Spinnaker Trust | 5,214 | $192.9 萬 | 0.10% | +135+2.7% | 加碼 |
| NBZ Investment Advisors LLC | 5,238 | $193.8 萬 | 0.85% | −166−3.1% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,392 | $193.8 萬 | 0.02% | +26+0.5% | 加碼 |
| Cigna Investments Inc | 5,250 | $194.2 萬 | 0.28% | −5−0.1% | 減碼 |
| Boston Private Wealth LLC | 5,258 | $194.5 萬 | 0.11% | −157−2.9% | 減碼 |
| Rydar Equities, Inc. | 5,265 | $194.8 萬 | 1.52% | +20.0% | 加碼 |
| Advisor OS, LLC | 5,269 | $194.9 萬 | 0.16% | −575−9.8% | 減碼 |
| Virtus Investment Advisers, Inc. | 5,283 | $195.4 萬 | 0.53% | −618−10.5% | 減碼 |
| Norden Group LLC | 5,310 | $196.4 萬 | 0.19% | +85+1.6% | 加碼 |
| Doliver Advisors, LP | 5,329 | $197.1 萬 | 0.49% | +796+17.6% | 加碼 |