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 3,021 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 | 3,021 | $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 | 2,348 | $1,398 億 |
| 2024 年第 1 季 | 2,315 | $1,395 億 |
| 2023 年第 4 季 | 2,191 | $1,145 億 |
| 2023 年第 3 季 | 2,002 | $913.0 億 |
| 2023 年第 2 季 | 2,047 | $1,079 億 |
| 2023 年第 1 季 | 2,055 | $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 |
|---|---|---|---|---|---|
| Auxier Asset Management | 6,511 | $240.9 萬 | 0.34% | −475−6.8% | 減碼 |
| GLOBALT Investments LLC | 6,539 | $241.9 萬 | 0.09% | −131−2.0% | 減碼 |
| BNP Paribas | 6,517 | $242.0 萬 | 0.07% | −29−0.4% | 減碼 |
| Caxton Associates LLP | 6,551 | $242.4 萬 | 0.05% | −712−9.8% | 減碼 |
| Everhart Financial Group, Inc. | 6,552 | $242.4 萬 | 0.22% | +1,606+32.5% | 加碼 |
| Center for Financial Planning, Inc. | 6,614 | $244.7 萬 | 0.25% | 00.0% | 不變 |
| Nixon Peabody Trust Co | 6,627 | $245.2 萬 | 0.19% | −1,000−13.1% | 減碼 |
| Elefante Mark B | 6,642 | $245.7 萬 | 1.51% | +2,134+47.3% | 加碼 |
| Beacon Financial Group | 6,677 | $247.0 萬 | 0.25% | −69−1.0% | 減碼 |
| Cypress Wealth Services, LLC | 6,681 | $247.2 萬 | 0.34% | +551+9.0% | 加碼 |
| Eagle Capital Management, LLC | 6,699 | $247.8 萬 | 0.90% | +147+2.2% | 加碼 |
| Chicago Partners Investment Group LLC | 6,853 | $247.9 萬 | 0.06% | +40+0.6% | 加碼 |
| Camden Capital, LLC | 6,747 | $249.6 萬 | 0.16% | +4,008+146.3% | 加碼 |
| First Horizon Corp | 6,758 | $250.0 萬 | 0.11% | +195+3.0% | 加碼 |
| Raab & Moskowitz Asset Management LLC | 6,802 | $251.6 萬 | 0.55% | −30−0.4% | 減碼 |
| Advisors Capital Management, LLC | 6,810 | $251.9 萬 | 0.03% | +1,118+19.6% | 加碼 |
| Hall Capital Management Co Inc | 6,819 | $252.3 萬 | 0.97% | +83+1.2% | 加碼 |
| McAdam, LLC | 6,827 | $252.6 萬 | 0.12% | +77+1.1% | 加碼 |
| Bluebird Wealth Management LLC | 6,843 | $253.1 萬 | 2.36% | +6,843 | 新進 |
| Midwest Trust Co | 6,849 | $253.4 萬 | 0.03% | −137−2.0% | 減碼 |
| Everett Harris & Co | 6,850 | $253.4 萬 | 0.03% | −75−1.1% | 減碼 |
| Baldwin Investment Management, LLC | 6,860 | $253.8 萬 | 0.29% | −77−1.1% | 減碼 |
| Symphony Financial, Ltd. Co. | 6,809 | $254.1 萬 | 0.34% | +257+3.9% | 加碼 |
| Nations Financial Group Inc, | 6,875 | $254.4 萬 | 0.13% | +284+4.3% | 加碼 |
| Stock Yards Bank & Trust Co | 6,925 | $256.2 萬 | 0.08% | −120−1.7% | 減碼 |
| Intellectus Partners, LLC | 6,935 | $256.6 萬 | 0.50% | −250−3.5% | 減碼 |
| Kepler Cheuvreux (Suisse) SA | 7,004 | $259.1 萬 | 0.15% | +7,004 | 新進 |
| Piedmont Capital Management, LLC | 7,012 | $259.4 萬 | 1.71% | +7,012 | 新進 |
| Ossiam | 7,020 | $259.7 萬 | 0.05% | −1,838−20.7% | 減碼 |
| Axxcess Wealth Management, LLC | 7,047 | $260.7 萬 | 0.05% | +254+3.7% | 加碼 |
| Ronald Blue Trust, Inc. | 7,054 | $261.0 萬 | 0.03% | −826−10.5% | 減碼 |
| Campbell & CO Investment Adviser LLC | 7,064 | $261.3 萬 | 0.13% | +7,064 | 新進 |
| Beverly Hills Private Wealth, LLC | 7,074 | $261.7 萬 | 0.45% | −149−2.1% | 減碼 |
| SRS Capital Advisors, Inc. | 7,075 | $261.7 萬 | 0.08% | −1,132−13.8% | 減碼 |
| Tilia Fiduciary Partners, Inc. | 7,098 | $262.6 萬 | 1.45% | +225+3.3% | 加碼 |
| Sunbelt Securities, Inc. | 7,119 | $263.4 萬 | 0.18% | +36+0.5% | 加碼 |
| Spears Abacus Advisors LLC | 7,129 | $263.7 萬 | 0.05% | −730−9.3% | 減碼 |
| Boltwood Capital Management | 7,135 | $264.0 萬 | 0.69% | −98−1.4% | 減碼 |
| Arjuna Capital | 7,156 | $264.7 萬 | 0.65% | −35−0.5% | 減碼 |
| Confluence Wealth Services, Inc. | 7,202 | $266.4 萬 | 0.11% | −11−0.2% | 減碼 |
| Balboa Wealth Partners | 7,206 | $266.6 萬 | 0.44% | +188+2.7% | 加碼 |
| Harold Davidson & Associates Inc. | 7,208 | $266.7 萬 | 1.18% | −11−0.2% | 減碼 |
| Birinyi Associates Inc | 7,250 | $268.2 萬 | 0.67% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 7,290 | $269.7 萬 | 0.13% | −919−11.2% | 減碼 |
| Caldwell Sutter Capital, Inc. | 7,338 | $271.5 萬 | 1.15% | 00.0% | 不變 |
| Aaron Wealth Advisors | 7,372 | $272.7 萬 | 0.15% | +2,042+38.3% | 加碼 |
| Savvy Advisors, Inc. | 7,402 | $273.8 萬 | 0.09% | +2,327+45.9% | 加碼 |
| Veracity Capital LLC | 7,404 | $273.9 萬 | 0.81% | +20.0% | 加碼 |
| Delaney Dennis R | 7,416 | $274.4 萬 | 1.38% | +2,263+43.9% | 加碼 |
| Dakota Wealth Management | 7,476 | $276.6 萬 | 0.05% | −7,422−49.8% | 減碼 |
| Qtron Investments LLC | 7,478 | $276.6 萬 | 0.36% | −1,635−17.9% | 減碼 |
| Global Trust Asset Management, LLC | 7,496 | $277.3 萬 | 1.09% | +3,850+105.6% | 加碼 |
| Jackson Wealth Management, LLC | 7,512 | $277.9 萬 | 0.27% | +151+2.1% | 加碼 |
| South Shore Capital Advisors | 7,527 | $278.5 萬 | 2.03% | +7,527 | 新進 |
| National Asset Management, Inc. | 7,546 | $279.2 萬 | 0.13% | +135+1.8% | 加碼 |
| Red Cedar Investment Management, LLC | 7,628 | $282.2 萬 | 0.30% | 00.0% | 不變 |
| Walter & Keenan Financial Consulting Co | 7,642 | $282.7 萬 | 0.76% | +137+1.8% | 加碼 |
| Sawgrass Asset Management LLC | 7,647 | $282.9 萬 | 0.35% | 00.0% | 不變 |
| Marsico Capital Management LLC | 7,652 | $283.1 萬 | 0.08% | −4,599−37.5% | 減碼 |
| Lazard Freres Gestion S.A.S. | 7,660 | $283.3 萬 | 0.05% | −160−2.0% | 減碼 |
| Moody National Bank Trust Division | 7,662 | $283.5 萬 | 0.27% | −4,595−37.5% | 減碼 |
| Blue Capital, Inc. | 7,671 | $283.8 萬 | 2.02% | +7,671 | 新進 |
| VestGen Advisors, LLC | 7,682 | $284.2 萬 | 0.12% | +329+4.5% | 加碼 |
| Oldfather Financial Services, LLC | 7,688 | $284.4 萬 | 0.85% | +175+2.3% | 加碼 |
| ABN AMRO Bank N.V. | 7,670 | $284.5 萬 | 0.03% | +6,760+742.9% | 加碼 |
| Burke & Herbert Bank & Trust Co | 7,702 | $284.9 萬 | 0.79% | −265−3.3% | 減碼 |
| Accuvest Global Advisors | 7,705 | $285.0 萬 | 2.10% | −3,615−31.9% | 減碼 |
| Mutual Advisors, LLC | 7,710 | $285.2 萬 | 0.06% | +360+4.9% | 加碼 |
| FineMark National Bank & Trust | 7,742 | $286.4 萬 | 0.09% | −504−6.1% | 減碼 |
| Rothschild Investment LLC | 7,768 | $287.4 萬 | 0.16% | +23+0.3% | 加碼 |
| PFG Investments, LLC | 7,782 | $287.9 萬 | 0.14% | +908+13.2% | 加碼 |
| Mengis Capital Management, Inc. | 7,790 | $288.2 萬 | 0.51% | 00.0% | 不變 |
| Wilkins Investment Counsel Inc | 7,832 | $289.7 萬 | 0.42% | −75−0.9% | 減碼 |
| Gateway Investment Advisers LLC | 7,854 | $290.5 萬 | 0.03% | +654+9.1% | 加碼 |
| Signature Wealth Management Group | 7,855 | $290.6 萬 | 1.18% | −861−9.9% | 減碼 |
| Vivid Wealth Management, LLC | 7,869 | $291.1 萬 | 1.13% | −183−2.3% | 減碼 |
| Xcel Wealth Management, LLC | 7,878 | $291.4 萬 | 0.75% | −2,065−20.8% | 減碼 |
| Huntleigh Advisors, Inc. | 7,879 | $291.5 萬 | 0.49% | +820+11.6% | 加碼 |
| GFG Capital, LLC | 7,894 | $292.0 萬 | 1.04% | −282−3.4% | 減碼 |
| Hilltop National Bank | 7,902 | $292.3 萬 | 0.71% | −4−0.1% | 減碼 |
| WBI Investments | 7,910 | $292.6 萬 | 0.76% | +1,329+20.2% | 加碼 |
| Notis-McConarty Edward | 7,944 | $293.9 萬 | 1.36% | +2,640+49.8% | 加碼 |
| Holderness Investments Co | 7,965 | $294.7 萬 | 0.60% | +208+2.7% | 加碼 |
| Pinnacle Wealth Management, LLC | 7,966 | $294.7 萬 | 1.98% | +110+1.4% | 加碼 |
| Dover Advisors, LLC | 7,977 | $295.1 萬 | 1.14% | +29+0.4% | 加碼 |
| Lebenthal Global Advisors, LLC | 7,990 | $295.6 萬 | 0.46% | +778+10.8% | 加碼 |
| Dempze Nancy E | 8,011 | $296.4 萬 | 1.54% | +2,953+58.4% | 加碼 |
| IFG Advisory, LLC | 8,020 | $296.7 萬 | 0.13% | −43−0.5% | 減碼 |
| Forum Financial Management, LP | 8,046 | $297.7 萬 | 0.04% | −43−0.5% | 減碼 |
| Penobscot Investment Management Company, Inc. | 8,088 | $299.2 萬 | 0.23% | +26+0.3% | 加碼 |
| Sterling Capital Management LLC | 8,103 | $299.8 萬 | 0.05% | −862−9.6% | 減碼 |
| J. Safra Sarasin Holding AG | 8,118 | $300.3 萬 | 0.05% | +6,711+477.0% | 加碼 |
| Elite Wealth Management, Inc. | 8,130 | $300.8 萬 | 0.82% | −188−2.3% | 減碼 |
| Signet Investment Advisory Group, Inc. | 8,132 | $300.8 萬 | 1.40% | +227+2.9% | 加碼 |
| Triad Investment Management | 8,138 | $301.1 萬 | 3.05% | +8,138 | 新進 |
| Icon Wealth Advisors, LLC | 8,214 | $302.3 萬 | 0.20% | +586+7.7% | 加碼 |
| Concentric Capital Strategies, LP | 8,172 | $302.3 萬 | 0.16% | +8,172 | 新進 |
| Kayne Anderson Rudnick Investment Management LLC | 8,187 | $302.9 萬 | 0.01% | +1,918+30.6% | 加碼 |
| Accent Capital Management, LLC | 8,194 | $303.1 萬 | 1.30% | 00.0% | 不變 |
| Bank of Stockton | 8,210 | $303.7 萬 | 0.87% | −80−1.0% | 減碼 |