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 |
|---|---|---|---|---|---|
| Sound View Wealth Advisors Group, LLC | 13,150 | $486.5 萬 | 0.33% | +137+1.1% | 加碼 |
| XTX Topco Ltd | 13,219 | $489.0 萬 | 0.13% | +11,830+851.7% | 加碼 |
| Fiduciary Alliance LLC | 13,274 | $491.1 萬 | 0.32% | +111+0.8% | 加碼 |
| Birmingham Capital Management Co Inc | 13,275 | $491.1 萬 | 2.16% | −225−1.7% | 減碼 |
| Constitution Capital LLC | 13,275 | $491.1 萬 | 2.32% | +645+5.1% | 加碼 |
| Grandfield & Dodd, LLC | 13,286 | $491.5 萬 | 0.28% | −24−0.2% | 減碼 |
| Central Pacific Bank - Trust Division | 13,289 | $491.6 萬 | 0.60% | +769+6.1% | 加碼 |
| Buckhead Capital Management LLC | 13,290 | $491.6 萬 | 1.76% | +19+0.1% | 加碼 |
| Clear Trail Advisors, LLC | 13,517 | $500.1 萬 | 1.16% | +13,517 | 新進 |
| Fifth Third Wealth Advisors LLC | 13,541 | $500.9 萬 | 0.18% | +94+0.7% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 13,568 | $501.9 萬 | 0.11% | +13,568 | 新進 |
| Parallel Advisors, LLC | 13,575 | $502.2 萬 | 0.09% | +214+1.6% | 加碼 |
| Parr McKnight Wealth Management Group, LLC | 13,580 | $502.4 萬 | 0.66% | −195−1.4% | 減碼 |
| Goelzer Investment Management, Inc. | 13,594 | $502.9 萬 | 0.23% | −237−1.7% | 減碼 |
| Bryn Mawr Trust Co | 13,605 | $503.3 萬 | 0.12% | +131+1.0% | 加碼 |
| Change Path, LLC | 13,624 | $504.0 萬 | 0.12% | +149+1.1% | 加碼 |
| Twinbeech Capital LP | 13,682 | $506.2 萬 | 0.36% | +13,682 | 新進 |
| TCTC Holdings, LLC | 13,699 | $506.8 萬 | 0.15% | −469−3.3% | 減碼 |
| Sprucegrove Investment Management Ltd | 13,732 | $508.0 萬 | 0.61% | −27,858−67.0% | 減碼 |
| Chicago Capital, LLC | 13,732 | $508.0 萬 | 0.13% | −166−1.2% | 減碼 |
| NewSquare Capital LLC | 13,787 | $510.1 萬 | 0.45% | −6,643−32.5% | 減碼 |
| MASTERINVEST Kapitalanlage GmbH | 13,747 | $513.3 萬 | 0.49% | 00.0% | 不變 |
| Evercore Wealth Management, LLC | 13,881 | $513.5 萬 | 0.08% | −260−1.8% | 減碼 |
| Joel Isaacson & Co., LLC | 13,886 | $513.7 萬 | 0.17% | +112+0.8% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 13,889 | $513.8 萬 | 0.33% | −911−6.2% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,949 | $516.1 萬 | 0.09% | −753−5.1% | 減碼 |
| Brendel Financial Advisors LLC | 13,960 | $516.5 萬 | 2.54% | 00.0% | 不變 |
| Wynn Capital, LLC | 13,976 | $517.0 萬 | 2.51% | −859−5.8% | 減碼 |
| Haverford Trust Co | 13,985 | $517.4 萬 | 0.05% | +9+0.1% | 加碼 |
| Ritholtz Wealth Management | 13,999 | $517.9 萬 | 0.09% | +999+7.7% | 加碼 |
| Catalyst Capital Advisors LLC | 14,080 | $520.9 萬 | 0.11% | −1,014−6.7% | 減碼 |
| Hartline Investment Corp | 14,114 | $522.2 萬 | 0.56% | +8+0.1% | 加碼 |
| Americana Partners, LLC | 14,168 | $524.1 萬 | 0.14% | +4,122+41.0% | 加碼 |
| Stone Point Wealth LLC | 14,252 | $527.3 萬 | 1.43% | −556−3.8% | 減碼 |
| Crestwood Advisors Group LLC | 14,267 | $527.8 萬 | 0.09% | +6,250+78.0% | 加碼 |
| Wealthspire Advisors, LLC | 14,285 | $528.5 萬 | 0.04% | +3,231+29.2% | 加碼 |
| Ascent Group, LLC | 14,323 | $529.9 萬 | 0.18% | +614+4.5% | 加碼 |
| Journey Advisory Group, LLC | 14,366 | $531.5 萬 | 0.45% | −543−3.6% | 減碼 |
| NorthRock Partners, LLC | 14,409 | $533.1 萬 | 0.09% | −7,264−33.5% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 14,454 | $534.7 萬 | 0.35% | 00.0% | 不變 |
| GAMMA Investing LLC | 14,457 | $534.8 萬 | 0.27% | +669+4.9% | 加碼 |
| MUFG Securities Americas Inc. | 14,475 | $535.5 萬 | 0.33% | −162−1.1% | 減碼 |
| Aviance Capital Partners, LLC | 14,538 | $537.8 萬 | 0.62% | 00.0% | 不變 |
| Global Wealth Management Investment Advisory, Inc. | 14,550 | $538.3 萬 | 0.86% | +298+2.1% | 加碼 |
| Benedict Financial Advisors Inc | 14,575 | $539.2 萬 | 1.14% | −271−1.8% | 減碼 |
| Bell & Brown Wealth Advisors, LLC | 14,600 | $540.1 萬 | 1.74% | −151−1.0% | 減碼 |
| Securian Asset Management, Inc | 14,610 | $540.5 萬 | 0.20% | −11,604−44.3% | 減碼 |
| Mathes Company, Inc. | 14,723 | $544.7 萬 | 1.94% | +285+2.0% | 加碼 |
| Frank, Rimerman Advisors LLC | 14,762 | $546.1 萬 | 0.35% | +54+0.4% | 加碼 |
| Conning Inc. | 14,791 | $547.2 萬 | 0.18% | −1,524−9.3% | 減碼 |
| Amica Mutual Insurance Co | 14,825 | $548.5 萬 | 0.48% | 00.0% | 不變 |
| Carnegie Capital Asset Management, LLC | 14,899 | $551.2 萬 | 0.10% | +8,480+132.1% | 加碼 |
| Puzo Michael J | 14,918 | $551.9 萬 | 1.50% | +4,350+41.2% | 加碼 |
| Regency Capital Management Inc. | 14,992 | $554.6 萬 | 2.31% | +14,992 | 新進 |
| Empire Financial Management Company, LLC | 15,034 | $556.2 萬 | 1.21% | 00.0% | 不變 |
| Coastal Bridge Advisors, LLC | 15,054 | $556.9 萬 | 0.42% | +11+0.1% | 加碼 |
| Nemes Rush Group LLC | 15,192 | $562.0 萬 | 0.53% | +541+3.7% | 加碼 |
| BKD Wealth Advisors, LLC | 15,237 | $563.7 萬 | 0.11% | +128+0.8% | 加碼 |
| South State Corp. | 15,283 | $565.4 萬 | 0.25% | +8+0.1% | 加碼 |
| Sumitomo Life Insurance Co | 15,303 | $566.1 萬 | 0.16% | +87+0.6% | 加碼 |
| AssuredPartners Investment Advisors, LLC | 15,368 | $568.5 萬 | 0.85% | +193+1.3% | 加碼 |
| CoreCap Advisors, LLC | 15,531 | $574.6 萬 | 0.20% | +849+5.8% | 加碼 |
| Covenant Asset Management, LLC | 15,545 | $575.1 萬 | 1.11% | +277+1.8% | 加碼 |
| Farther Finance Advisors, LLC | 15,555 | $575.4 萬 | 0.06% | +3,152+25.4% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 15,659 | $579.3 萬 | 0.20% | −585−3.6% | 減碼 |
| Integrated Wealth Concepts LLC | 15,689 | $580.4 萬 | 0.07% | −2,879−15.5% | 減碼 |
| Moody Lynn & Lieberson, LLC | 15,702 | $580.9 萬 | 0.31% | −169−1.1% | 減碼 |
| NBT Bank N A | 15,708 | $581.1 萬 | 0.38% | −983−5.9% | 減碼 |
| Hodges Capital Management Inc. | 15,789 | $584.1 萬 | 0.50% | −67−0.4% | 減碼 |
| Everence Capital Management Inc | 15,794 | $584.3 萬 | 0.35% | 00.0% | 不變 |
| Hamilton Capital Partners Inc. | 15,800 | $584.5 萬 | 0.21% | −102−0.6% | 減碼 |
| Morton Community Bank | 16,642 | $586.1 萬 | 1.27% | −685−4.0% | 減碼 |
| Brave Asset Management Inc | 16,064 | $594.3 萬 | 1.40% | +55+0.3% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 16,103 | $595.7 萬 | 1.36% | −3,127−16.3% | 減碼 |
| Greenleaf Trust | 16,168 | $598.1 萬 | 0.05% | −66−0.4% | 減碼 |
| Global Retirement Partners, LLC | 16,183 | $598.7 萬 | 0.11% | +4,181+34.8% | 加碼 |
| AE Wealth Management LLC | 16,228 | $600.4 萬 | 0.03% | +960+6.3% | 加碼 |
| Trinity Legacy Partners, LLC | 16,276 | $602.1 萬 | 1.38% | +19+0.1% | 加碼 |
| Bill Few Associates, Inc. | 16,323 | $603.9 萬 | 1.49% | +39+0.2% | 加碼 |
| Park National Corp | 16,326 | $604.0 萬 | 0.19% | +323+2.0% | 加碼 |
| Lee Johnson Capital Management, LLC | 16,340 | $604.5 萬 | 2.07% | −322−1.9% | 減碼 |
| Signaturefd, LLC | 16,385 | $606.2 萬 | 0.09% | +767+4.9% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16,416 | $607.3 萬 | 0.19% | −388−2.3% | 減碼 |
| BNC Wealth Management, LLC | 16,458 | $608.9 萬 | 1.56% | +396+2.5% | 加碼 |
| WP Advisors, LLC | 16,492 | $610.1 萬 | 1.52% | −422−2.5% | 減碼 |
| Gilman Hill Asset Management, LLC | 16,510 | $610.8 萬 | 0.96% | −92−0.6% | 減碼 |
| Resonant Capital Advisors, LLC | 16,522 | $611.2 萬 | 0.34% | −213−1.3% | 減碼 |
| Longbow Finance SA | 16,524 | $611.3 萬 | 1.04% | −16,754−50.3% | 減碼 |
| Meeder Advisory Services, Inc. | 16,614 | $614.6 萬 | 0.26% | +1,177+7.6% | 加碼 |
| Wright Investors Service Inc | 16,627 | $615.1 萬 | 1.85% | −585−3.4% | 減碼 |
| Flputnam Investment Management Co | 16,630 | $615.2 萬 | 0.09% | +2,569+18.3% | 加碼 |
| Dynamic Advisor Solutions LLC | 16,659 | $616.3 萬 | 0.20% | −234−1.4% | 減碼 |
| Evergreen Capital Management LLC | 16,766 | $620.3 萬 | 0.14% | +6,235+59.2% | 加碼 |
| Tower Bridge Advisors | 16,784 | $620.9 萬 | 0.63% | +730+4.5% | 加碼 |
| Kanawha Capital Management LLC | 16,820 | $622.3 萬 | 0.43% | +62+0.4% | 加碼 |
| Patton Fund Management, Inc. | 16,874 | $624.3 萬 | 0.84% | +8,130+93.0% | 加碼 |
| Pring Turner Capital Group Inc | 16,916 | $625.8 萬 | 3.87% | 00.0% | 不變 |
| Nordwand Advisors, LLC | 16,931 | $626.4 萬 | 1.09% | −50.0% | 減碼 |
| Cullen Capital Management LLC | 16,977 | $628.1 萬 | 0.07% | −192−1.1% | 減碼 |
| Triglav Skladi, D.O.O. | 17,000 | $628.9 萬 | 0.40% | 00.0% | 不變 |