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 |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 8,939 | $330.7 萬 | 0.09% | −329−3.5% | 減碼 |
| Fiduciary Family Office, LLC | 8,920 | $330.0 萬 | 0.95% | −36−0.4% | 減碼 |
| SBI Securities Co., Ltd. | 8,904 | $329.4 萬 | 0.08% | −259−2.8% | 減碼 |
| Bridgeway Capital Management, LLC | 8,850 | $327.4 萬 | 0.07% | −50−0.6% | 減碼 |
| Personal Cfo Solutions, LLC | 8,850 | $327.4 萬 | 0.52% | −452−4.9% | 減碼 |
| Two Sigma Securities, LLC | 8,798 | $325.5 萬 | 0.45% | +5,903+203.9% | 加碼 |
| Fulton Bank, N.A. | 8,782 | $324.9 萬 | 0.11% | +156+1.8% | 加碼 |
| Anchor Investment Management, LLC | 8,765 | $324.3 萬 | 0.26% | −384−4.2% | 減碼 |
| Bank of New Hampshire | 8,763 | $324.2 萬 | 0.73% | −220−2.4% | 減碼 |
| Pinnacle Holdings, LLC | 8,752 | $323.8 萬 | 1.09% | −93−1.1% | 減碼 |
| Red Door Wealth Management, LLC | 8,750 | $323.7 萬 | 0.34% | +924+11.8% | 加碼 |
| Fire Capital Management LLC | 8,677 | $321.0 萬 | 1.60% | −805−8.5% | 減碼 |
| NTV Asset Management LLC | 8,655 | $320.2 萬 | 0.34% | −550−6.0% | 減碼 |
| BCS Private Wealth Management, Inc. | 8,650 | $320.0 萬 | 1.09% | −671−7.2% | 減碼 |
| Private Wealth Partners, LLC | 8,602 | $318.2 萬 | 0.23% | −2,001−18.9% | 減碼 |
| Principle Wealth Partners LLC | 8,597 | $318.0 萬 | 0.18% | +43+0.5% | 加碼 |
| Berkshire Asset Management LLC | 8,563 | $316.8 萬 | 0.14% | −91−1.1% | 減碼 |
| Woodmont Investment Counsel LLC | 8,561 | $316.7 萬 | 0.20% | +35+0.4% | 加碼 |
| Syon Capital LLC | 8,547 | $316.2 萬 | 0.16% | +628+7.9% | 加碼 |
| Hardy Reed LLC | 8,536 | $315.8 萬 | 0.23% | +15+0.2% | 加碼 |
| Beacon Investment Advisors LLC | 8,534 | $315.7 萬 | 1.27% | −800−8.6% | 減碼 |
| Investors Asset Management of Georgia Inc | 8,530 | $315.6 萬 | 1.30% | 00.0% | 不變 |
| Delta Accumulation, LLC | 8,500 | $314.5 萬 | 3.20% | 00.0% | 不變 |
| TCW Group Inc | 8,498 | $314.4 萬 | 0.02% | +8,498 | 新進 |
| Bigelow Investment Advisors, LLC | 8,493 | $314.2 萬 | 1.23% | −186−2.1% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 8,487 | $314.0 萬 | 1.75% | −711−7.7% | 減碼 |
| SOA Wealth Advisors, LLC. | 8,459 | $312.9 萬 | 0.53% | −100−1.2% | 減碼 |
| Cannon Advisors, Inc. | 8,718 | $312.3 萬 | 2.20% | −590−6.3% | 減碼 |
| Buttonwood Financial Advisors Inc. | 8,435 | $312.1 萬 | 1.04% | −249−2.9% | 減碼 |
| Western Wealth Management, LLC | 8,429 | $311.8 萬 | 0.14% | −22−0.3% | 減碼 |
| ProVise Management Group, LLC | 8,427 | $311.7 萬 | 0.22% | −182−2.1% | 減碼 |
| Beaumont Financial Advisors, LLC | 8,406 | $311.0 萬 | 0.20% | −39−0.5% | 減碼 |
| Tealwood Asset Management Inc | 8,400 | $310.8 萬 | 1.39% | +5+0.1% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 8,356 | $309.1 萬 | 0.33% | −15−0.2% | 減碼 |
| Citizens National Bank Trust Department | 8,348 | $308.8 萬 | 0.53% | −329−3.8% | 減碼 |
| New England Asset Management Inc | 8,340 | $308.5 萬 | 0.40% | 00.0% | 不變 |
| Farringdon Capital, Ltd. | 8,320 | $307.8 萬 | 0.76% | +4,174+100.7% | 加碼 |
| Natural Investments, LLC | 8,319 | $307.7 萬 | 0.77% | −10.0% | 減碼 |
| Bridgewater Advisors Inc. | 8,567 | $307.6 萬 | 0.20% | +73+0.9% | 加碼 |
| Financial Security Advisor, Inc. | 8,309 | $307.4 萬 | 0.59% | −729−8.1% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 8,245 | $305.0 萬 | 0.05% | −1,353−14.1% | 減碼 |
| Mather Group, LLC. | 8,240 | $304.9 萬 | 0.03% | +1,344+19.5% | 加碼 |
| Howard Capital Management Group, LLC | 8,226 | $304.3 萬 | 0.19% | −200−2.4% | 減碼 |
| Bank of Stockton | 8,210 | $303.7 萬 | 0.87% | −80−1.0% | 減碼 |
| Accent Capital Management, LLC | 8,194 | $303.1 萬 | 1.30% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 8,187 | $302.9 萬 | 0.01% | +1,918+30.6% | 加碼 |
| Concentric Capital Strategies, LP | 8,172 | $302.3 萬 | 0.16% | +8,172 | 新進 |
| Icon Wealth Advisors, LLC | 8,214 | $302.3 萬 | 0.20% | +586+7.7% | 加碼 |
| Triad Investment Management | 8,138 | $301.1 萬 | 3.05% | +8,138 | 新進 |
| Signet Investment Advisory Group, Inc. | 8,132 | $300.8 萬 | 1.40% | +227+2.9% | 加碼 |
| Elite Wealth Management, Inc. | 8,130 | $300.8 萬 | 0.82% | −188−2.3% | 減碼 |
| J. Safra Sarasin Holding AG | 8,118 | $300.3 萬 | 0.05% | +6,711+477.0% | 加碼 |
| Sterling Capital Management LLC | 8,103 | $299.8 萬 | 0.05% | −862−9.6% | 減碼 |
| Penobscot Investment Management Company, Inc. | 8,088 | $299.2 萬 | 0.23% | +26+0.3% | 加碼 |
| Forum Financial Management, LP | 8,046 | $297.7 萬 | 0.04% | −43−0.5% | 減碼 |
| IFG Advisory, LLC | 8,020 | $296.7 萬 | 0.13% | −43−0.5% | 減碼 |
| Dempze Nancy E | 8,011 | $296.4 萬 | 1.54% | +2,953+58.4% | 加碼 |
| Lebenthal Global Advisors, LLC | 7,990 | $295.6 萬 | 0.46% | +778+10.8% | 加碼 |
| Dover Advisors, LLC | 7,977 | $295.1 萬 | 1.14% | +29+0.4% | 加碼 |
| Pinnacle Wealth Management, LLC | 7,966 | $294.7 萬 | 1.98% | +110+1.4% | 加碼 |
| Holderness Investments Co | 7,965 | $294.7 萬 | 0.60% | +208+2.7% | 加碼 |
| Notis-McConarty Edward | 7,944 | $293.9 萬 | 1.36% | +2,640+49.8% | 加碼 |
| WBI Investments | 7,910 | $292.6 萬 | 0.76% | +1,329+20.2% | 加碼 |
| Hilltop National Bank | 7,902 | $292.3 萬 | 0.71% | −4−0.1% | 減碼 |
| GFG Capital, LLC | 7,894 | $292.0 萬 | 1.04% | −282−3.4% | 減碼 |
| Huntleigh Advisors, Inc. | 7,879 | $291.5 萬 | 0.49% | +820+11.6% | 加碼 |
| Xcel Wealth Management, LLC | 7,878 | $291.4 萬 | 0.75% | −2,065−20.8% | 減碼 |
| Vivid Wealth Management, LLC | 7,869 | $291.1 萬 | 1.13% | −183−2.3% | 減碼 |
| Signature Wealth Management Group | 7,855 | $290.6 萬 | 1.18% | −861−9.9% | 減碼 |
| Gateway Investment Advisers LLC | 7,854 | $290.5 萬 | 0.03% | +654+9.1% | 加碼 |
| Wilkins Investment Counsel Inc | 7,832 | $289.7 萬 | 0.42% | −75−0.9% | 減碼 |
| Mengis Capital Management, Inc. | 7,790 | $288.2 萬 | 0.51% | 00.0% | 不變 |
| PFG Investments, LLC | 7,782 | $287.9 萬 | 0.14% | +908+13.2% | 加碼 |
| Rothschild Investment LLC | 7,768 | $287.4 萬 | 0.16% | +23+0.3% | 加碼 |
| FineMark National Bank & Trust | 7,742 | $286.4 萬 | 0.09% | −504−6.1% | 減碼 |
| Mutual Advisors, LLC | 7,710 | $285.2 萬 | 0.06% | +360+4.9% | 加碼 |
| Accuvest Global Advisors | 7,705 | $285.0 萬 | 2.10% | −3,615−31.9% | 減碼 |
| Burke & Herbert Bank & Trust Co | 7,702 | $284.9 萬 | 0.79% | −265−3.3% | 減碼 |
| ABN AMRO Bank N.V. | 7,670 | $284.5 萬 | 0.03% | +6,760+742.9% | 加碼 |
| Oldfather Financial Services, LLC | 7,688 | $284.4 萬 | 0.85% | +175+2.3% | 加碼 |
| VestGen Advisors, LLC | 7,682 | $284.2 萬 | 0.12% | +329+4.5% | 加碼 |
| Blue Capital, Inc. | 7,671 | $283.8 萬 | 2.02% | +7,671 | 新進 |
| Moody National Bank Trust Division | 7,662 | $283.5 萬 | 0.27% | −4,595−37.5% | 減碼 |
| Lazard Freres Gestion S.A.S. | 7,660 | $283.3 萬 | 0.05% | −160−2.0% | 減碼 |
| Marsico Capital Management LLC | 7,652 | $283.1 萬 | 0.08% | −4,599−37.5% | 減碼 |
| Sawgrass Asset Management LLC | 7,647 | $282.9 萬 | 0.35% | 00.0% | 不變 |
| Walter & Keenan Financial Consulting Co | 7,642 | $282.7 萬 | 0.76% | +137+1.8% | 加碼 |
| Red Cedar Investment Management, LLC | 7,628 | $282.2 萬 | 0.30% | 00.0% | 不變 |
| National Asset Management, Inc. | 7,546 | $279.2 萬 | 0.13% | +135+1.8% | 加碼 |
| South Shore Capital Advisors | 7,527 | $278.5 萬 | 2.03% | +7,527 | 新進 |
| Jackson Wealth Management, LLC | 7,512 | $277.9 萬 | 0.27% | +151+2.1% | 加碼 |
| Global Trust Asset Management, LLC | 7,496 | $277.3 萬 | 1.09% | +3,850+105.6% | 加碼 |
| Qtron Investments LLC | 7,478 | $276.6 萬 | 0.36% | −1,635−17.9% | 減碼 |
| Dakota Wealth Management | 7,476 | $276.6 萬 | 0.05% | −7,422−49.8% | 減碼 |
| Delaney Dennis R | 7,416 | $274.4 萬 | 1.38% | +2,263+43.9% | 加碼 |
| Veracity Capital LLC | 7,404 | $273.9 萬 | 0.81% | +20.0% | 加碼 |
| Savvy Advisors, Inc. | 7,402 | $273.8 萬 | 0.09% | +2,327+45.9% | 加碼 |
| Aaron Wealth Advisors | 7,372 | $272.7 萬 | 0.15% | +2,042+38.3% | 加碼 |
| Caldwell Sutter Capital, Inc. | 7,338 | $271.5 萬 | 1.15% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 7,290 | $269.7 萬 | 0.13% | −919−11.2% | 減碼 |