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 |
|---|---|---|---|---|---|
| Howard Capital Management Group, LLC | 8,226 | $304.3 萬 | 0.19% | −200−2.4% | 減碼 |
| Mather Group, LLC. | 8,240 | $304.9 萬 | 0.03% | +1,344+19.5% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 8,245 | $305.0 萬 | 0.05% | −1,353−14.1% | 減碼 |
| Financial Security Advisor, Inc. | 8,309 | $307.4 萬 | 0.59% | −729−8.1% | 減碼 |
| Bridgewater Advisors Inc. | 8,567 | $307.6 萬 | 0.20% | +73+0.9% | 加碼 |
| Natural Investments, LLC | 8,319 | $307.7 萬 | 0.77% | −10.0% | 減碼 |
| Farringdon Capital, Ltd. | 8,320 | $307.8 萬 | 0.76% | +4,174+100.7% | 加碼 |
| New England Asset Management Inc | 8,340 | $308.5 萬 | 0.40% | 00.0% | 不變 |
| Citizens National Bank Trust Department | 8,348 | $308.8 萬 | 0.53% | −329−3.8% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 8,356 | $309.1 萬 | 0.33% | −15−0.2% | 減碼 |
| Tealwood Asset Management Inc | 8,400 | $310.8 萬 | 1.39% | +5+0.1% | 加碼 |
| Beaumont Financial Advisors, LLC | 8,406 | $311.0 萬 | 0.20% | −39−0.5% | 減碼 |
| ProVise Management Group, LLC | 8,427 | $311.7 萬 | 0.22% | −182−2.1% | 減碼 |
| Western Wealth Management, LLC | 8,429 | $311.8 萬 | 0.14% | −22−0.3% | 減碼 |
| Buttonwood Financial Advisors Inc. | 8,435 | $312.1 萬 | 1.04% | −249−2.9% | 減碼 |
| Cannon Advisors, Inc. | 8,718 | $312.3 萬 | 2.20% | −590−6.3% | 減碼 |
| SOA Wealth Advisors, LLC. | 8,459 | $312.9 萬 | 0.53% | −100−1.2% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 8,487 | $314.0 萬 | 1.75% | −711−7.7% | 減碼 |
| Bigelow Investment Advisors, LLC | 8,493 | $314.2 萬 | 1.23% | −186−2.1% | 減碼 |
| TCW Group Inc | 8,498 | $314.4 萬 | 0.02% | +8,498 | 新進 |
| Delta Accumulation, LLC | 8,500 | $314.5 萬 | 3.20% | 00.0% | 不變 |
| Investors Asset Management of Georgia Inc | 8,530 | $315.6 萬 | 1.30% | 00.0% | 不變 |
| Beacon Investment Advisors LLC | 8,534 | $315.7 萬 | 1.27% | −800−8.6% | 減碼 |
| Hardy Reed LLC | 8,536 | $315.8 萬 | 0.23% | +15+0.2% | 加碼 |
| Syon Capital LLC | 8,547 | $316.2 萬 | 0.16% | +628+7.9% | 加碼 |
| Woodmont Investment Counsel LLC | 8,561 | $316.7 萬 | 0.20% | +35+0.4% | 加碼 |
| Berkshire Asset Management LLC | 8,563 | $316.8 萬 | 0.14% | −91−1.1% | 減碼 |
| Principle Wealth Partners LLC | 8,597 | $318.0 萬 | 0.18% | +43+0.5% | 加碼 |
| Private Wealth Partners, LLC | 8,602 | $318.2 萬 | 0.23% | −2,001−18.9% | 減碼 |
| BCS Private Wealth Management, Inc. | 8,650 | $320.0 萬 | 1.09% | −671−7.2% | 減碼 |
| NTV Asset Management LLC | 8,655 | $320.2 萬 | 0.34% | −550−6.0% | 減碼 |
| Fire Capital Management LLC | 8,677 | $321.0 萬 | 1.60% | −805−8.5% | 減碼 |
| Red Door Wealth Management, LLC | 8,750 | $323.7 萬 | 0.34% | +924+11.8% | 加碼 |
| Pinnacle Holdings, LLC | 8,752 | $323.8 萬 | 1.09% | −93−1.1% | 減碼 |
| Bank of New Hampshire | 8,763 | $324.2 萬 | 0.73% | −220−2.4% | 減碼 |
| Anchor Investment Management, LLC | 8,765 | $324.3 萬 | 0.26% | −384−4.2% | 減碼 |
| Fulton Bank, N.A. | 8,782 | $324.9 萬 | 0.11% | +156+1.8% | 加碼 |
| Two Sigma Securities, LLC | 8,798 | $325.5 萬 | 0.45% | +5,903+203.9% | 加碼 |
| Personal Cfo Solutions, LLC | 8,850 | $327.4 萬 | 0.52% | −452−4.9% | 減碼 |
| Bridgeway Capital Management, LLC | 8,850 | $327.4 萬 | 0.07% | −50−0.6% | 減碼 |
| SBI Securities Co., Ltd. | 8,904 | $329.4 萬 | 0.08% | −259−2.8% | 減碼 |
| Fiduciary Family Office, LLC | 8,920 | $330.0 萬 | 0.95% | −36−0.4% | 減碼 |
| Massmutual Trust Co FSB | 8,939 | $330.7 萬 | 0.09% | −329−3.5% | 減碼 |
| Ambassador Advisors, LLC | 8,981 | $332.3 萬 | 0.49% | +8,981 | 新進 |
| Guardian Capital LP | 8,988 | $332.5 萬 | 0.10% | −600−6.3% | 減碼 |
| IFC Advisors LLC | 9,022 | $333.8 萬 | 0.49% | −74−0.8% | 減碼 |
| Catalytic Wealth RIA, LLC | 9,031 | $334.1 萬 | 0.12% | −2,876−24.2% | 減碼 |
| Ostrum Asset Management | 9,033 | $334.2 萬 | 0.16% | −1,708−15.9% | 減碼 |
| Mindset Wealth Management, LLC | 9,039 | $334.4 萬 | 0.88% | +154+1.7% | 加碼 |
| Trustco Bank Corp N Y | 9,045 | $334.6 萬 | 3.02% | −100−1.1% | 減碼 |
| Eads & Heald Wealth Management | 9,076 | $335.8 萬 | 1.62% | −293−3.1% | 減碼 |
| Cito Capital Group, LLC | 9,105 | $336.8 萬 | 0.98% | −250−2.7% | 減碼 |
| Meiji Yasuda Life Insurance Co | 9,109 | $337.0 萬 | 0.10% | −65−0.7% | 減碼 |
| Moneta Group Investment Advisors LLC | 9,129 | $337.7 萬 | 0.03% | −1,055−10.4% | 減碼 |
| Banque Pictet & Cie SA | 9,141 | $338.2 萬 | 0.03% | −3,972−30.3% | 減碼 |
| Pettee Investors, Inc. | 9,143 | $338.2 萬 | 1.90% | +25+0.3% | 加碼 |
| Prosperity Consulting Group, LLC | 9,155 | $338.7 萬 | 0.15% | +88+1.0% | 加碼 |
| Hartford Funds Management Co LLC | 9,167 | $339.3 萬 | 0.28% | +1,238+15.6% | 加碼 |
| Lodestone Wealth Management LLC | 9,196 | $340.2 萬 | 1.39% | −269−2.8% | 減碼 |
| Twin Capital Management Inc | 9,214 | $340.9 萬 | 0.42% | +821+9.8% | 加碼 |
| Applied Capital LLC | 9,224 | $341.2 萬 | 2.34% | +30+0.3% | 加碼 |
| Castellan Group, LLC | 9,237 | $341.7 萬 | 0.43% | +9,237 | 新進 |
| NVWM, LLC | 9,251 | $342.2 萬 | 0.74% | −309−3.2% | 減碼 |
| FOCUS Wealth Advisors, LLC | 9,272 | $343.0 萬 | 1.60% | +10.0% | 加碼 |
| Intrinsic Value Partners, LLC | 9,293 | $343.8 萬 | 2.58% | −649−6.5% | 減碼 |
| Tema ETFs LLC | 9,322 | $344.9 萬 | 0.27% | −24−0.3% | 減碼 |
| Rathbone Brothers plc | 9,420 | $348.5 萬 | 0.01% | −101−1.1% | 減碼 |
| Peak Financial Advisors LLC | 9,543 | $353.0 萬 | 1.59% | −784−7.6% | 減碼 |
| Guided Capital Wealth Management, LLC | 9,545 | $353.1 萬 | 2.47% | +3,010+46.1% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 9,547 | $353.2 萬 | 0.01% | −70,725−88.1% | 減碼 |
| TAGStone Capital, Inc. | 9,557 | $353.6 萬 | 1.32% | −200−2.0% | 減碼 |
| Parkshore Wealth Management, Inc. | 9,558 | $353.6 萬 | 1.33% | +17+0.2% | 加碼 |
| AlTi Global, Inc. | 9,564 | $353.8 萬 | 0.08% | −12,793−57.2% | 減碼 |
| Rehmann Capital Advisory Group | 9,569 | $354.0 萬 | 0.18% | −127−1.3% | 減碼 |
| Peoples Financial Services Corp. | 9,574 | $354.2 萬 | 1.65% | −799−7.7% | 減碼 |
| Institute for Wealth Management, LLC. | 9,598 | $355.1 萬 | 0.38% | −116−1.2% | 減碼 |
| RMR Wealth Builders | 9,614 | $355.7 萬 | 0.28% | +706+7.9% | 加碼 |
| Azimuth Capital Investment Management LLC | 9,642 | $356.7 萬 | 0.13% | −710−6.9% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 9,683 | $358.2 萬 | 0.09% | +174+1.8% | 加碼 |
| IFP Advisors, Inc | 9,700 | $358.9 萬 | 0.08% | +3,678+61.1% | 加碼 |
| West Michigan Advisors, LLC | 9,706 | $359.1 萬 | 0.82% | +677+7.5% | 加碼 |
| QV Investors Inc. | 9,720 | $359.6 萬 | 0.29% | −780−7.4% | 減碼 |
| Carl P. Sherr & Co., LLC | 10,214 | $359.7 萬 | 1.61% | −27−0.3% | 減碼 |
| Insigneo Advisory Services, LLC | 9,753 | $360.8 萬 | 0.26% | −152−1.5% | 減碼 |
| KWB Wealth | 9,764 | $361.2 萬 | 0.34% | −86−0.9% | 減碼 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 9,770 | $361.4 萬 | 0.17% | +9,770 | 新進 |
| Lindsell Train Ltd大師Lindsell Train | 9,800 | $362.6 萬 | 0.09% | −400−3.9% | 減碼 |
| Moors & Cabot, Inc. | 9,816 | $363.1 萬 | 0.16% | −127−1.3% | 減碼 |
| HBK Sorce Advisory LLC | 10,121 | $363.5 萬 | 0.08% | −175−1.7% | 減碼 |
| Atomi Financial Group, Inc. | 9,842 | $364.1 萬 | 0.11% | +1,190+13.8% | 加碼 |
| Inlet Private Wealth, LLC | 9,845 | $364.2 萬 | 0.84% | 00.0% | 不變 |
| Doheny Asset Management | 9,861 | $364.8 萬 | 2.23% | 00.0% | 不變 |
| Western Financial Corp | 9,867 | $365.0 萬 | 1.45% | −159−1.6% | 減碼 |
| Broderick Brian C | 9,903 | $366.4 萬 | 0.69% | +2,546+34.6% | 加碼 |
| Wolff Wiese Magana LLC | 9,906 | $366.5 萬 | 2.01% | +130+1.3% | 加碼 |
| Sawyer & Company, Inc | 9,923 | $367.1 萬 | 1.30% | −172−1.7% | 減碼 |
| PCJ Investment Counsel Ltd. | 9,940 | $367.7 萬 | 0.91% | +9,940 | 新進 |
| Knuff & Co LLC | 9,950 | $368.1 萬 | 1.08% | +106+1.1% | 加碼 |
| Marshall Wace, LLP | 9,954 | $368.2 萬 | 0.00% | +3,954+65.9% | 加碼 |
| Union Heritage Capital, LLC | 9,968 | $368.8 萬 | 1.25% | 00.0% | 不變 |