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 |
|---|---|---|---|---|---|
| Birinyi Associates Inc | 7,250 | $268.2 萬 | 0.67% | 00.0% | 不變 |
| Harold Davidson & Associates Inc. | 7,208 | $266.7 萬 | 1.18% | −11−0.2% | 減碼 |
| Balboa Wealth Partners | 7,206 | $266.6 萬 | 0.44% | +188+2.7% | 加碼 |
| Confluence Wealth Services, Inc. | 7,202 | $266.4 萬 | 0.11% | −11−0.2% | 減碼 |
| Arjuna Capital | 7,156 | $264.7 萬 | 0.65% | −35−0.5% | 減碼 |
| Boltwood Capital Management | 7,135 | $264.0 萬 | 0.69% | −98−1.4% | 減碼 |
| Spears Abacus Advisors LLC | 7,129 | $263.7 萬 | 0.05% | −730−9.3% | 減碼 |
| Sunbelt Securities, Inc. | 7,119 | $263.4 萬 | 0.18% | +36+0.5% | 加碼 |
| Tilia Fiduciary Partners, Inc. | 7,098 | $262.6 萬 | 1.45% | +225+3.3% | 加碼 |
| SRS Capital Advisors, Inc. | 7,075 | $261.7 萬 | 0.08% | −1,132−13.8% | 減碼 |
| Beverly Hills Private Wealth, LLC | 7,074 | $261.7 萬 | 0.45% | −149−2.1% | 減碼 |
| Campbell & CO Investment Adviser LLC | 7,064 | $261.3 萬 | 0.13% | +7,064 | 新進 |
| Ronald Blue Trust, Inc. | 7,054 | $261.0 萬 | 0.03% | −826−10.5% | 減碼 |
| Axxcess Wealth Management, LLC | 7,047 | $260.7 萬 | 0.05% | +254+3.7% | 加碼 |
| Ossiam | 7,020 | $259.7 萬 | 0.05% | −1,838−20.7% | 減碼 |
| Piedmont Capital Management, LLC | 7,012 | $259.4 萬 | 1.71% | +7,012 | 新進 |
| Kepler Cheuvreux (Suisse) SA | 7,004 | $259.1 萬 | 0.15% | +7,004 | 新進 |
| Intellectus Partners, LLC | 6,935 | $256.6 萬 | 0.50% | −250−3.5% | 減碼 |
| Stock Yards Bank & Trust Co | 6,925 | $256.2 萬 | 0.08% | −120−1.7% | 減碼 |
| Nations Financial Group Inc, | 6,875 | $254.4 萬 | 0.13% | +284+4.3% | 加碼 |
| Symphony Financial, Ltd. Co. | 6,809 | $254.1 萬 | 0.34% | +257+3.9% | 加碼 |
| Baldwin Investment Management, LLC | 6,860 | $253.8 萬 | 0.29% | −77−1.1% | 減碼 |
| Everett Harris & Co | 6,850 | $253.4 萬 | 0.03% | −75−1.1% | 減碼 |
| Midwest Trust Co | 6,849 | $253.4 萬 | 0.03% | −137−2.0% | 減碼 |
| Bluebird Wealth Management LLC | 6,843 | $253.1 萬 | 2.36% | +6,843 | 新進 |
| McAdam, LLC | 6,827 | $252.6 萬 | 0.12% | +77+1.1% | 加碼 |
| Hall Capital Management Co Inc | 6,819 | $252.3 萬 | 0.97% | +83+1.2% | 加碼 |
| Advisors Capital Management, LLC | 6,810 | $251.9 萬 | 0.03% | +1,118+19.6% | 加碼 |
| Raab & Moskowitz Asset Management LLC | 6,802 | $251.6 萬 | 0.55% | −30−0.4% | 減碼 |
| First Horizon Corp | 6,758 | $250.0 萬 | 0.11% | +195+3.0% | 加碼 |
| Camden Capital, LLC | 6,747 | $249.6 萬 | 0.16% | +4,008+146.3% | 加碼 |
| Chicago Partners Investment Group LLC | 6,853 | $247.9 萬 | 0.06% | +40+0.6% | 加碼 |
| Eagle Capital Management, LLC | 6,699 | $247.8 萬 | 0.90% | +147+2.2% | 加碼 |
| Cypress Wealth Services, LLC | 6,681 | $247.2 萬 | 0.34% | +551+9.0% | 加碼 |
| Beacon Financial Group | 6,677 | $247.0 萬 | 0.25% | −69−1.0% | 減碼 |
| Elefante Mark B | 6,642 | $245.7 萬 | 1.51% | +2,134+47.3% | 加碼 |
| Nixon Peabody Trust Co | 6,627 | $245.2 萬 | 0.19% | −1,000−13.1% | 減碼 |
| Center for Financial Planning, Inc. | 6,614 | $244.7 萬 | 0.25% | 00.0% | 不變 |
| Everhart Financial Group, Inc. | 6,552 | $242.4 萬 | 0.22% | +1,606+32.5% | 加碼 |
| Caxton Associates LLP | 6,551 | $242.4 萬 | 0.05% | −712−9.8% | 減碼 |
| BNP Paribas | 6,517 | $242.0 萬 | 0.07% | −29−0.4% | 減碼 |
| GLOBALT Investments LLC | 6,539 | $241.9 萬 | 0.09% | −131−2.0% | 減碼 |
| Auxier Asset Management | 6,511 | $240.9 萬 | 0.34% | −475−6.8% | 減碼 |
| Lee Danner & Bass Inc | 6,502 | $240.5 萬 | 0.17% | 00.0% | 不變 |
| Inkwell Capital LLC | 6,501 | $240.5 萬 | 2.44% | −100−1.5% | 減碼 |
| First Citizens Bank & Trust Co | 6,501 | $240.5 萬 | 0.05% | +681+11.7% | 加碼 |
| Bluefin Capital Management, LLC | 6,500 | $240.5 萬 | 0.68% | +6,500 | 新進 |
| Palisade Asset Management, LLC | 6,494 | $240.2 萬 | 0.23% | −134−2.0% | 減碼 |
| Solitude Financial Services | 6,473 | $239.5 萬 | 0.79% | +589+10.0% | 加碼 |
| BancorpSouth Bank | 6,472 | $239.4 萬 | 0.14% | −37−0.6% | 減碼 |
| Berkshire Bank | 6,456 | $238.8 萬 | 0.48% | −1,194−15.6% | 減碼 |
| Fort Point Capital Partners LLC | 6,657 | $238.4 萬 | 0.29% | +535+8.7% | 加碼 |
| Meridian Wealth Management, LLC | 6,433 | $238.0 萬 | 0.08% | +807+14.3% | 加碼 |
| First National Trust Co | 6,430 | $237.9 萬 | 0.08% | −503−7.3% | 減碼 |
| S&CO Inc | 6,386 | $236.2 萬 | 0.15% | 00.0% | 不變 |
| Parisi Gray Wealth Management | 6,373 | $235.8 萬 | 0.54% | +30.0% | 加碼 |
| MCF Advisors LLC | 6,358 | $235.2 萬 | 0.13% | +3,125+96.7% | 加碼 |
| Avestar Capital, LLC | 6,348 | $234.9 萬 | 0.16% | +45+0.7% | 加碼 |
| Fidelis Capital Partners, LLC | 6,342 | $234.6 萬 | 0.17% | +1,163+22.5% | 加碼 |
| Leavell Investment Management, Inc. | 6,338 | $234.5 萬 | 0.10% | 00.0% | 不變 |
| Excalibur Management Corp | 6,331 | $234.2 萬 | 0.84% | −395−5.9% | 減碼 |
| Krilogy Financial LLC | 6,436 | $233.8 萬 | 0.08% | +488+8.2% | 加碼 |
| CenterBook Partners LP | 6,318 | $233.7 萬 | 0.11% | +4,699+290.2% | 加碼 |
| Strategic Advocates LLC | 6,249 | $233.3 萬 | 0.60% | +873+16.2% | 加碼 |
| RMR Capital Management, LLC | 6,260 | $231.6 萬 | 1.67% | 00.0% | 不變 |
| RMB Capital Management, LLC | 6,256 | $231.5 萬 | 0.04% | −196−3.0% | 減碼 |
| Gen-Wealth Partners Inc | 6,251 | $231.2 萬 | 0.74% | +741+13.4% | 加碼 |
| O'Domhnaill Enterprises, Inc. | 6,236 | $230.7 萬 | 2.16% | +6,236 | 新進 |
| Piscataqua Savings Bank | 6,212 | $229.8 萬 | 1.61% | −70−1.1% | 減碼 |
| Canopy Partners, LLC | 6,211 | $229.8 萬 | 0.75% | +61+1.0% | 加碼 |
| Rational Advisors LLC | 6,204 | $229.5 萬 | 0.24% | −2,500−28.7% | 減碼 |
| Diligent Investors, LLC | 6,202 | $229.4 萬 | 0.56% | +10.0% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 6,201 | $229.4 萬 | 0.10% | +7+0.1% | 加碼 |
| Stablepoint Partners, LLC | 6,183 | $228.7 萬 | 0.36% | −267−4.1% | 減碼 |
| Trust Asset Management LLC | 6,182 | $228.7 萬 | 0.16% | −240−3.7% | 減碼 |
| Vinva Investment Management Ltd | 6,073 | $226.8 萬 | 0.03% | −5,462−47.4% | 減碼 |
| DSG Capital Advisors, LLC | 6,337 | $226.5 萬 | 0.34% | +1,704+36.8% | 加碼 |
| Paragon Private Wealth Management, LLC | 6,119 | $226.4 萬 | 0.69% | +298+5.1% | 加碼 |
| Net Worth Advisory Group | 6,101 | $225.7 萬 | 0.46% | +223+3.8% | 加碼 |
| Kimelman & Baird, LLC | 6,087 | $225.2 萬 | 0.17% | +4,837+387.0% | 加碼 |
| Grove Bank & Trust | 6,079 | $224.9 萬 | 0.25% | −7−0.1% | 減碼 |
| First Bank & Trust | 6,065 | $224.4 萬 | 0.37% | +6,065 | 新進 |
| First Western Trust Bank | 6,060 | $224.2 萬 | 0.11% | +2,283+60.4% | 加碼 |
| Jump Financial, LLC | 6,056 | $224.0 萬 | 0.03% | −6,988−53.6% | 減碼 |
| Weil Company, Inc. | 6,055 | $224.0 萬 | 0.52% | 00.0% | 不變 |
| SWP Investment Management LLC | 6,048 | $223.7 萬 | 1.62% | +1,548+34.4% | 加碼 |
| Citadel Investment Advisory, Inc. | 6,032 | $223.2 萬 | 0.96% | 00.0% | 不變 |
| Fielder Capital Group LLC | 6,018 | $222.6 萬 | 0.47% | +19+0.3% | 加碼 |
| B&L Asset Management LLC | 6,017 | $222.6 萬 | 1.00% | +20+0.3% | 加碼 |
| Harbour Investments, Inc. | 6,014 | $222.5 萬 | 0.05% | +4+0.1% | 加碼 |
| Hohimer Wealth Management, LLC | 5,970 | $220.9 萬 | 0.30% | +64+1.1% | 加碼 |
| Equity Investment Corp | 5,967 | $220.8 萬 | 0.04% | −869−12.7% | 減碼 |
| Cozad Asset Management Inc | 5,966 | $220.7 萬 | 0.17% | +481+8.8% | 加碼 |
| Verition Fund Management LLC | 5,952 | $220.2 萬 | 0.01% | −3,142−34.6% | 減碼 |
| DRW Securities, LLC | 5,942 | $219.8 萬 | 0.17% | −4,160−41.2% | 減碼 |
| Sage Mountain Advisors LLC | 5,928 | $219.3 萬 | 0.12% | −341−5.4% | 減碼 |
| Busey Wealth Management | 5,927 | $219.3 萬 | 0.06% | −4−0.1% | 減碼 |
| EverSource Wealth Advisors, LLC | 5,924 | $219.1 萬 | 0.08% | +1,218+25.9% | 加碼 |
| YHB Investment Advisors, Inc. | 5,917 | $218.9 萬 | 0.15% | −43−0.7% | 減碼 |
| Monte Financial Group, LLC | 5,908 | $218.6 萬 | 0.81% | −126−2.1% | 減碼 |