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 |
|---|---|---|---|---|---|
| Elgethun Capital Management | 17,039 | $630.4 萬 | 1.09% | −163−0.9% | 減碼 |
| Stenger Family Office, LLC | 17,085 | $632.1 萬 | 1.31% | +5,372+45.9% | 加碼 |
| Brevan Howard Capital Management LP | 17,158 | $634.8 萬 | 0.12% | −6,258−26.7% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 17,168 | $635.1 萬 | 0.07% | −131−0.8% | 減碼 |
| Apollon Wealth Management, LLC | 17,184 | $635.7 萬 | 0.11% | +336+2.0% | 加碼 |
| Strategic Planning Group, LLC | 17,343 | $641.6 萬 | 0.83% | +991+6.1% | 加碼 |
| CFC Planning Co LLC | 17,489 | $647.0 萬 | 4.98% | −813−4.4% | 減碼 |
| Wealth Enhancement Trust Services, Inc. | 17,509 | $647.7 萬 | 0.82% | +17,509 | 新進 |
| Vident Advisory, LLC | 17,630 | $652.2 萬 | 0.06% | +30.0% | 加碼 |
| NWK Group, Inc. | 17,746 | $656.5 萬 | 2.28% | +17,746 | 新進 |
| Rayburn West Financial Services LLC | 17,806 | $658.7 萬 | 4.09% | +17,806 | 新進 |
| Callahan Advisors, LLC | 17,829 | $659.6 萬 | 0.54% | +10.0% | 加碼 |
| Pacifica Capital Investments, LLC | 17,993 | $665.7 萬 | 1.81% | −27−0.1% | 減碼 |
| Ghe, LLC | 18,002 | $666.0 萬 | 2.21% | +700+4.0% | 加碼 |
| Sagewood Asset Management LP | 18,015 | $666.5 萬 | 2.37% | +18,015 | 新進 |
| Glenview Trust Co | 18,028 | $666.9 萬 | 0.10% | +618+3.5% | 加碼 |
| Montag A & Associates Inc | 18,060 | $668.1 萬 | 0.30% | −1,737−8.8% | 減碼 |
| Journey Strategic Wealth LLC | 18,060 | $668.1 萬 | 0.18% | −528−2.8% | 減碼 |
| Caldwell Trust Co | 18,105 | $669.8 萬 | 0.60% | +382+2.2% | 加碼 |
| TKG Advisors, LLC | 18,118 | $670.3 萬 | 2.70% | −655−3.5% | 減碼 |
| Seizert Capital Partners, LLC | 18,155 | $671.6 萬 | 0.28% | −1,441−7.4% | 減碼 |
| Stephens Inc | 18,271 | $675.9 萬 | 0.08% | +262+1.5% | 加碼 |
| Van Eck Associates Corp | 18,278 | $676.2 萬 | 0.01% | +1,169+6.8% | 加碼 |
| L & S Advisors Inc | 18,313 | $677.5 萬 | 0.63% | +8,141+80.0% | 加碼 |
| Banque Cantonale Vaudoise | 18,414 | $681.1 萬 | 0.24% | −3,616−16.4% | 減碼 |
| Mirabaud Asset Management Ltd | 22,018 | $681.6 萬 | 3.27% | −2,996−12.0% | 減碼 |
| Chase Investment Counsel Corp | 18,447 | $682.4 萬 | 1.91% | +603+3.4% | 加碼 |
| Valeo Financial Advisors, LLC | 18,470 | $683.3 萬 | 0.15% | +505+2.8% | 加碼 |
| Beck Bode, LLC | 18,529 | $685.5 萬 | 1.14% | −658−3.4% | 減碼 |
| Chemung Canal Trust Co | 18,623 | $689.0 萬 | 1.36% | −602−3.1% | 減碼 |
| Modera Wealth Management, LLC | 18,680 | $691.1 萬 | 0.08% | −598−3.1% | 減碼 |
| Mount Vernon Associates Inc | 18,702 | $691.9 萬 | 4.65% | +50+0.3% | 加碼 |
| North Dakota State Investment Board | 18,843 | $697.1 萬 | 0.26% | +18,843 | 新進 |
| Snowden Capital Advisors LLC | 18,868 | $698.0 萬 | 0.18% | +2,166+13.0% | 加碼 |
| Welch Group, LLC | 18,892 | $698.9 萬 | 0.27% | +26+0.1% | 加碼 |
| Courier Capital LLC | 19,095 | $706.4 萬 | 0.40% | −360−1.9% | 減碼 |
| BFSG, LLC | 19,205 | $710.5 萬 | 0.69% | −124−0.6% | 減碼 |
| Lincoln Capital LLC | 19,260 | $712.5 萬 | 1.29% | +133+0.7% | 加碼 |
| E. Ohman J:or Asset Management AB | 19,447 | $719.4 萬 | 0.17% | −4,349−18.3% | 減碼 |
| Spire Wealth Management | 19,461 | $719.9 萬 | 0.24% | +13,445+223.5% | 加碼 |
| Canada Post Corp Registered Pension Plan | 19,508 | $721.7 萬 | 0.27% | +406+2.1% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 19,615 | $725.7 萬 | 0.25% | +211+1.1% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 19,641 | $726.6 萬 | 0.10% | +7,727+64.9% | 加碼 |
| Intesa Sanpaolo Wealth Management | 19,644 | $726.7 萬 | 1.50% | +19,644 | 新進 |
| Evolve Private Wealth, LLC | 19,667 | $727.6 萬 | 0.43% | +19,667 | 新進 |
| Kerusso Capital Management LLC | 19,730 | $729.9 萬 | 3.37% | +4,713+31.4% | 加碼 |
| Foundations Investment Advisors, LLC | 19,783 | $731.9 萬 | 0.10% | −1,761−8.2% | 減碼 |
| ExodusPoint Capital Management, LP | 19,796 | $732.4 萬 | 0.08% | +1,890+10.6% | 加碼 |
| Empirical Finance, LLC | 19,798 | $732.4 萬 | 0.35% | −898−4.3% | 減碼 |
| EFG International AG | 19,912 | $736.8 萬 | 0.14% | +19,912 | 新進 |
| Banco Santander, S.A. | 19,948 | $738.0 萬 | 0.06% | −5,375−21.2% | 減碼 |
| RH Tailwind Management, LLC | 20,000 | $739.9 萬 | 7.44% | +20,000 | 新進 |
| Ibex Wealth Advisors | 20,029 | $741.0 萬 | 0.73% | +767+4.0% | 加碼 |
| Arkadios Wealth Advisors | 20,060 | $742.1 萬 | 0.15% | +3,877+24.0% | 加碼 |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $744.3 萬 | 1.27% | 00.0% | 不變 |
| Impax Asset Management Group plc | 20,218 | $748.0 萬 | 0.05% | −488−2.4% | 減碼 |
| Hutner Capital Management Inc | 20,409 | $755.0 萬 | 3.15% | −251−1.2% | 減碼 |
| Siemens Fonds Invest GmbH | 20,256 | $756.3 萬 | 0.40% | −1,558−7.1% | 減碼 |
| Arcadia Investment Management Corp | 20,649 | $763.9 萬 | 1.24% | −2,860−12.2% | 減碼 |
| Community Financial Services Group, LLC | 20,783 | $768.9 萬 | 1.41% | −1,465−6.6% | 減碼 |
| Coldstream Capital Management Inc | 20,801 | $769.5 萬 | 0.10% | −673−3.1% | 減碼 |
| Guggenheim Capital LLC | 20,948 | $775.0 萬 | 0.06% | −1,525−6.8% | 減碼 |
| Hi-Line Capital Management, LLC | 20,965 | $775.6 萬 | 2.58% | +1,182+6.0% | 加碼 |
| Verdence Capital Advisors LLC | 20,988 | $776.4 萬 | 0.46% | +232+1.1% | 加碼 |
| F/M Investments LLC | 20,998 | $776.8 萬 | 0.30% | −805−3.7% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 21,064 | $778.9 萬 | 0.03% | +12,173+136.9% | 加碼 |
| Summit Trail Advisors, LLC | 21,063 | $779.2 萬 | 0.13% | −2,982−12.4% | 減碼 |
| Condor Capital Management | 21,119 | $781.3 萬 | 0.63% | −236−1.1% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 21,138 | $782.0 萬 | 0.80% | −107−0.5% | 減碼 |
| New Age Alpha Advisors, LLC | 21,169 | $783.1 萬 | 0.34% | −5,590−20.9% | 減碼 |
| Fort Sheridan Advisors LLC | 21,284 | $787.4 萬 | 1.00% | +800+3.9% | 加碼 |
| JLB & Associates Inc | 21,294 | $787.8 萬 | 1.06% | +1,802+9.2% | 加碼 |
| AIA Group Ltd | 21,300 | $788.0 萬 | 0.12% | +5,700+36.5% | 加碼 |
| Bailard, Inc. | 21,389 | $791.3 萬 | 0.18% | −1,007−4.5% | 減碼 |
| Plato Investment Management Ltd | 21,313 | $792.3 萬 | 0.52% | −486−2.2% | 減碼 |
| Chapman Investment Management, LLC | 21,435 | $793.0 萬 | 5.80% | −30.0% | 減碼 |
| Fiduciary Group LLC | 21,467 | $794.2 萬 | 0.67% | −56−0.3% | 減碼 |
| Claudia M.P. Batlle, CRP (R) LLC | 21,476 | $794.5 萬 | 2.99% | −2,922−12.0% | 減碼 |
| Northstar Group, Inc. | 21,536 | $796.8 萬 | 1.09% | +449+2.1% | 加碼 |
| First Interstate Bank | 21,678 | $802.0 萬 | 0.43% | −912−4.0% | 減碼 |
| Sandhill Capital Partners LLC | 21,811 | $806.9 萬 | 0.57% | −871−3.8% | 減碼 |
| Bleakley Financial Group, LLC | 21,946 | $811.9 萬 | 0.14% | +6,274+40.0% | 加碼 |
| MUFG Securities EMEA plc | 22,027 | $814.9 萬 | 0.09% | +11,638+112.0% | 加碼 |
| Chicago Trust Co NA | 22,098 | $817.5 萬 | 1.28% | −203−0.9% | 減碼 |
| Global X Japan Co., Ltd. | 22,117 | $818.2 萬 | 0.62% | +18,235+469.7% | 加碼 |
| Park Avenue Securities LLC | 22,190 | $820.9 萬 | 0.07% | +328+1.5% | 加碼 |
| Family Management Corp | 22,190 | $820.9 萬 | 1.04% | +20.0% | 加碼 |
| Heritage Trust Co | 22,190 | $820.9 萬 | 0.84% | −1,053−4.5% | 減碼 |
| AG2R la Mondiale Gestion D'Actifs | 22,199 | $821.3 萬 | 0.36% | +1,301+6.2% | 加碼 |
| Insight Wealth Strategies, LLC | 22,321 | $825.8 萬 | 0.95% | −683−3.0% | 減碼 |
| Wisconsin Capital Management LLC | 22,333 | $826.2 萬 | 4.18% | +87+0.4% | 加碼 |
| Sagespring Wealth Partners, LLC | 22,356 | $827.1 萬 | 0.15% | +1,745+8.5% | 加碼 |
| NorthCrest Asset Manangement, LLC | 21,869 | $830.6 萬 | 0.19% | −59,781−73.2% | 減碼 |
| Naples Global Advisors, LLC | 22,459 | $830.9 萬 | 0.62% | −409−1.8% | 減碼 |
| JTC Employer Solutions Trusteee Ltd | 22,500 | $832.6 萬 | 0.57% | 00.0% | 不變 |
| Blue Zone Wealth Advisors, LLC | 22,511 | $832.8 萬 | 1.59% | −360−1.6% | 減碼 |
| Ballentine Partners, LLC | 22,784 | $842.9 萬 | 0.12% | −344−1.5% | 減碼 |
| J.W. Cole Advisors, Inc. | 24,888 | $843.8 萬 | 0.20% | −2,006−7.5% | 減碼 |
| Resources Investment Advisors, LLC. | 22,894 | $847.0 萬 | 0.08% | +6,177+37.0% | 加碼 |
| LGT Group Foundation | 22,750 | $849.5 萬 | 0.09% | +573+2.6% | 加碼 |