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
- 3,044
- 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 1,126 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 |
|---|---|---|---|---|---|
| Canandaigua National Bank & Trust Co | 11,186 | $413.8 萬 | 0.37% | −736−6.2% | 減碼 |
| Vestcor Inc | 11,121 | $411.4 萬 | 0.12% | 00.0% | 不變 |
| Kidder Stephen W | 11,118 | $411.3 萬 | 1.16% | +4,502+68.0% | 加碼 |
| Venturi Wealth Management, LLC | 11,014 | $407.4 萬 | 0.18% | +258+2.4% | 加碼 |
| Titiun Yejiel | 11,000 | $406.9 萬 | 5.01% | +11,000 | 新進 |
| Gifford Fong Associates | 11,000 | $406.9 萬 | 0.81% | 00.0% | 不變 |
| Fruth Investment Management | 10,980 | $406.2 萬 | 1.10% | 00.0% | 不變 |
| IKE Capital, LLC | 10,949 | $405.1 萬 | 3.53% | +10,949 | 新進 |
| Skopos Labs, Inc. | 10,755 | $403.6 萬 | 0.19% | +3,787+54.3% | 加碼 |
| G&S Capital LLC | 10,835 | $400.8 萬 | 1.42% | −409−3.6% | 減碼 |
| Cullen Investment Group, Ltd. | 10,667 | $400.7 萬 | 0.52% | −531−4.7% | 減碼 |
| Bull Street Advisors, LLC | 10,828 | $400.6 萬 | 1.86% | −602−5.3% | 減碼 |
| Godshalk Welsh Capital Management, Inc. | 10,795 | $399.4 萬 | 2.28% | −390−3.5% | 減碼 |
| Diversify Advisory Services, LLC | 10,937 | $399.0 萬 | 0.13% | −81−0.7% | 減碼 |
| Conscious Wealth Investments, LLC | 11,219 | $397.8 萬 | 2.39% | −743−6.2% | 減碼 |
| Texas Bank & Trust Co | 10,711 | $396.3 萬 | 1.44% | −162−1.5% | 減碼 |
| Parkside Financial Bank & Trust | 10,704 | $396.0 萬 | 0.30% | −49−0.5% | 減碼 |
| RB Capital Management, LLC | 10,703 | $395.9 萬 | 0.80% | +1,098+11.4% | 加碼 |
| Arista Wealth Management, LLC | 10,672 | $394.8 萬 | 0.49% | −165−1.5% | 減碼 |
| Cornerstone Planning, LLC | 10,613 | $394.1 萬 | 0.91% | +10,613 | 新進 |
| RFG - Bristol Wealth Advisors, LLC | 10,647 | $393.9 萬 | 1.10% | −264−2.4% | 減碼 |
| AustralianSuper Pty Ltd | 10,635 | $393.4 萬 | 0.02% | +1,075+11.2% | 加碼 |
| Sigma Planning Corp | 10,610 | $392.5 萬 | 0.11% | +76+0.7% | 加碼 |
| Dynasty Wealth Management, LLC | 10,608 | $392.4 萬 | 0.04% | +751+7.6% | 加碼 |
| Penn Davis McFarland Inc | 10,576 | $391.3 萬 | 0.37% | −40.0% | 減碼 |
| Webster Bank, N. A. | 10,565 | $390.9 萬 | 0.37% | +277+2.7% | 加碼 |
| St. Johns Investment Management Company, LLC | 10,513 | $388.9 萬 | 1.62% | −444−4.1% | 減碼 |
| Mission Wealth Management, LP | 10,492 | $388.2 萬 | 0.08% | +133+1.3% | 加碼 |
| Smithfield Trust Co | 10,489 | $387.8 萬 | 0.17% | −40.0% | 減碼 |
| Connable Office Inc | 10,420 | $385.5 萬 | 0.35% | −43−0.4% | 減碼 |
| Smartleaf Asset Management LLC | 10,304 | $384.8 萬 | 0.15% | +1,886+22.4% | 加碼 |
| KCM Investment Advisors LLC | 10,400 | $384.8 萬 | 0.12% | −546−5.0% | 減碼 |
| Capital International Ltd | 10,305 | $381.2 萬 | 0.13% | +10,305 | 新進 |
| Bank Ozk | 10,178 | $376.5 萬 | 1.33% | −37−0.4% | 減碼 |
| Argent Advisors, Inc. | 10,142 | $375.2 萬 | 1.05% | −158−1.5% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 10,390 | $373.2 萬 | 0.53% | −112−1.1% | 減碼 |
| Profund Advisors LLC | 10,067 | $372.4 萬 | 0.11% | −1,741−14.7% | 減碼 |
| Osborne Partners Capital Management, LLC | 10,027 | $370.9 萬 | 0.19% | −98−1.0% | 減碼 |
| Ingalls & Snyder LLC | 10,026 | $370.9 萬 | 0.14% | −67−0.7% | 減碼 |
| Cunning Capital Partners, LP | 10,012 | $370.4 萬 | 1.71% | 00.0% | 不變 |
| SOL Capital Management CO | 9,990 | $369.6 萬 | 0.33% | −100−1.0% | 減碼 |
| Van Strum & Towne Inc. | 9,990 | $369.6 萬 | 1.03% | 00.0% | 不變 |
| Galilei Investment Office LLP | 9,974 | $369.0 萬 | 1.74% | 00.0% | 不變 |
| Union Heritage Capital, LLC | 9,968 | $368.8 萬 | 1.25% | 00.0% | 不變 |
| Marshall Wace, LLP | 9,954 | $368.2 萬 | 0.00% | +3,954+65.9% | 加碼 |
| Knuff & Co LLC | 9,950 | $368.1 萬 | 1.08% | +106+1.1% | 加碼 |
| PCJ Investment Counsel Ltd. | 9,940 | $367.7 萬 | 0.91% | +9,940 | 新進 |
| Sawyer & Company, Inc | 9,923 | $367.1 萬 | 1.30% | −172−1.7% | 減碼 |
| Wolff Wiese Magana LLC | 9,906 | $366.5 萬 | 2.01% | +130+1.3% | 加碼 |
| Broderick Brian C | 9,903 | $366.4 萬 | 0.69% | +2,546+34.6% | 加碼 |
| Western Financial Corp | 9,867 | $365.0 萬 | 1.45% | −159−1.6% | 減碼 |
| Doheny Asset Management | 9,861 | $364.8 萬 | 2.23% | 00.0% | 不變 |
| Inlet Private Wealth, LLC | 9,845 | $364.2 萬 | 0.84% | 00.0% | 不變 |
| Atomi Financial Group, Inc. | 9,842 | $364.1 萬 | 0.11% | +1,190+13.8% | 加碼 |
| HBK Sorce Advisory LLC | 10,121 | $363.5 萬 | 0.08% | −175−1.7% | 減碼 |
| Moors & Cabot, Inc. | 9,816 | $363.1 萬 | 0.16% | −127−1.3% | 減碼 |
| Lindsell Train Ltd大師Lindsell Train | 9,800 | $362.6 萬 | 0.09% | −400−3.9% | 減碼 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 9,770 | $361.4 萬 | 0.17% | +9,770 | 新進 |
| KWB Wealth | 9,764 | $361.2 萬 | 0.34% | −86−0.9% | 減碼 |
| Insigneo Advisory Services, LLC | 9,753 | $360.8 萬 | 0.26% | −152−1.5% | 減碼 |
| Carl P. Sherr & Co., LLC | 10,214 | $359.7 萬 | 1.61% | −27−0.3% | 減碼 |
| QV Investors Inc. | 9,720 | $359.6 萬 | 0.29% | −780−7.4% | 減碼 |
| West Michigan Advisors, LLC | 9,706 | $359.1 萬 | 0.82% | +677+7.5% | 加碼 |
| IFP Advisors, Inc | 9,700 | $358.9 萬 | 0.08% | +3,678+61.1% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 9,683 | $358.2 萬 | 0.09% | +174+1.8% | 加碼 |
| Azimuth Capital Investment Management LLC | 9,642 | $356.7 萬 | 0.13% | −710−6.9% | 減碼 |
| RMR Wealth Builders | 9,614 | $355.7 萬 | 0.28% | +706+7.9% | 加碼 |
| Institute for Wealth Management, LLC. | 9,598 | $355.1 萬 | 0.38% | −116−1.2% | 減碼 |
| Peoples Financial Services Corp. | 9,574 | $354.2 萬 | 1.65% | −799−7.7% | 減碼 |
| Rehmann Capital Advisory Group | 9,569 | $354.0 萬 | 0.18% | −127−1.3% | 減碼 |
| AlTi Global, Inc. | 9,564 | $353.8 萬 | 0.08% | −12,793−57.2% | 減碼 |
| Parkshore Wealth Management, Inc. | 9,558 | $353.6 萬 | 1.33% | +17+0.2% | 加碼 |
| TAGStone Capital, Inc. | 9,557 | $353.6 萬 | 1.32% | −200−2.0% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 9,547 | $353.2 萬 | 0.01% | −70,725−88.1% | 減碼 |
| Guided Capital Wealth Management, LLC | 9,545 | $353.1 萬 | 2.47% | +3,010+46.1% | 加碼 |
| Peak Financial Advisors LLC | 9,543 | $353.0 萬 | 1.59% | −784−7.6% | 減碼 |
| Rathbone Brothers plc | 9,420 | $348.5 萬 | 0.01% | −101−1.1% | 減碼 |
| Tema ETFs LLC | 9,322 | $344.9 萬 | 0.27% | −24−0.3% | 減碼 |
| Intrinsic Value Partners, LLC | 9,293 | $343.8 萬 | 2.58% | −649−6.5% | 減碼 |
| FOCUS Wealth Advisors, LLC | 9,272 | $343.0 萬 | 1.60% | +10.0% | 加碼 |
| NVWM, LLC | 9,251 | $342.2 萬 | 0.74% | −309−3.2% | 減碼 |
| Castellan Group, LLC | 9,237 | $341.7 萬 | 0.43% | +9,237 | 新進 |
| Applied Capital LLC | 9,224 | $341.2 萬 | 2.34% | +30+0.3% | 加碼 |
| Twin Capital Management Inc | 9,214 | $340.9 萬 | 0.42% | +821+9.8% | 加碼 |
| Lodestone Wealth Management LLC | 9,196 | $340.2 萬 | 1.39% | −269−2.8% | 減碼 |
| Hartford Funds Management Co LLC | 9,167 | $339.3 萬 | 0.28% | +1,238+15.6% | 加碼 |
| Prosperity Consulting Group, LLC | 9,155 | $338.7 萬 | 0.15% | +88+1.0% | 加碼 |
| Pettee Investors, Inc. | 9,143 | $338.2 萬 | 1.90% | +25+0.3% | 加碼 |
| Banque Pictet & Cie SA | 9,141 | $338.2 萬 | 0.03% | −3,972−30.3% | 減碼 |
| Moneta Group Investment Advisors LLC | 9,129 | $337.7 萬 | 0.03% | −1,055−10.4% | 減碼 |
| Meiji Yasuda Life Insurance Co | 9,109 | $337.0 萬 | 0.10% | −65−0.7% | 減碼 |
| Cito Capital Group, LLC | 9,105 | $336.8 萬 | 0.98% | −250−2.7% | 減碼 |
| Eads & Heald Wealth Management | 9,076 | $335.8 萬 | 1.62% | −293−3.1% | 減碼 |
| Trustco Bank Corp N Y | 9,045 | $334.6 萬 | 3.02% | −100−1.1% | 減碼 |
| Mindset Wealth Management, LLC | 9,039 | $334.4 萬 | 0.88% | +154+1.7% | 加碼 |
| Ostrum Asset Management | 9,033 | $334.2 萬 | 0.16% | −1,708−15.9% | 減碼 |
| Catalytic Wealth RIA, LLC | 9,031 | $334.1 萬 | 0.12% | −2,876−24.2% | 減碼 |
| IFC Advisors LLC | 9,022 | $333.8 萬 | 0.49% | −74−0.8% | 減碼 |
| Guardian Capital LP | 8,988 | $332.5 萬 | 0.10% | −600−6.3% | 減碼 |
| Ambassador Advisors, LLC | 8,981 | $332.3 萬 | 0.49% | +8,981 | 新進 |