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
- 3,043
- 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 | 3,022 | $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 |
|---|---|---|---|---|---|
| Interchange Capital Partners, LLC | 5,904 | $218.4 萬 | 0.41% | +59+1.0% | 加碼 |
| Legacy Edge Advisors, LLC | 5,897 | $218.1 萬 | 0.24% | −145−2.4% | 減碼 |
| Lakeshore Capital Group, Inc. | 5,891 | $217.9 萬 | 1.74% | +101+1.7% | 加碼 |
| Stokes Family Office, LLC | 5,890 | $217.9 萬 | 0.20% | −153−2.5% | 減碼 |
| Washington Trust Advisors, Inc. | 5,890 | $217.9 萬 | 0.17% | −27−0.5% | 減碼 |
| Highline Wealth Partners LLC | 5,854 | $216.6 萬 | 0.61% | +19+0.3% | 加碼 |
| Souders Financial Advisors | 5,850 | $216.4 萬 | 0.25% | +128+2.2% | 加碼 |
| Transatlantique Private Wealth LLC | 5,704 | $211.0 萬 | 0.66% | −270−4.5% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 5,698 | $210.8 萬 | 0.12% | +4,615+426.1% | 加碼 |
| Cadent Capital Advisors, LLC | 5,682 | $210.2 萬 | 0.56% | +1,263+28.6% | 加碼 |
| Stonebrook Private Inc. | 5,672 | $209.8 萬 | 0.44% | +26+0.5% | 加碼 |
| Buckingham Strategic Partners | 5,656 | $209.3 萬 | 0.03% | +1,290+29.5% | 加碼 |
| Premier Path Wealth Partners, LLC | 5,653 | $209.1 萬 | 0.27% | +171+3.1% | 加碼 |
| Checchi Capital Advisers, LLC | 5,647 | $208.9 萬 | 0.14% | −26−0.5% | 減碼 |
| Crewe Advisors LLC | 5,632 | $208.4 萬 | 0.18% | −20.0% | 減碼 |
| Associated Banc-Corp | 5,632 | $208.4 萬 | 0.05% | −230−3.9% | 減碼 |
| Journey Retirement Planning & Investment Management LLC | 5,628 | $208.2 萬 | 0.43% | +5,628 | 新進 |
| Private Trust Co NA | 5,620 | $207.9 萬 | 0.18% | +46+0.8% | 加碼 |
| North Star Investment Management Corp. | 5,616 | $207.8 萬 | 0.13% | +928+19.8% | 加碼 |
| KRS Capital Management, LLC | 5,598 | $207.1 萬 | 1.19% | −4−0.1% | 減碼 |
| Insight Advisors, LLC | 5,590 | $206.8 萬 | 0.31% | −118−2.1% | 減碼 |
| 3Chopt Investment Partners, LLC | 5,590 | $206.8 萬 | 0.46% | −108−1.9% | 減碼 |
| Capital Analysts, LLC | 5,574 | $206.2 萬 | 0.06% | +46+0.8% | 加碼 |
| Integrity Alliance, LLC. | 5,547 | $205.2 萬 | 0.08% | +1,230+28.5% | 加碼 |
| Hager Investment Management Services, LLC | 5,543 | $205.1 萬 | 1.12% | +1,422+34.5% | 加碼 |
| NBC Securities, Inc. | 5,532 | $204.7 萬 | 0.15% | −185−3.2% | 減碼 |
| Northcape Wealth Management, LLC | 5,527 | $204.5 萬 | 0.58% | 00.0% | 不變 |
| Acropolis Investment Management, LLC | 5,523 | $204.3 萬 | 0.09% | +320+6.2% | 加碼 |
| AlphaCore Capital LLC | 5,512 | $203.9 萬 | 0.05% | +2,747+99.3% | 加碼 |
| Parrish Capital LLC | 5,504 | $203.6 萬 | 1.84% | +5,504 | 新進 |
| Icon Advisers Inc | 5,500 | $203.5 萬 | 0.44% | 00.0% | 不變 |
| Sapient Capital LLC | 5,443 | $203.2 萬 | 0.03% | −190−3.4% | 減碼 |
| Chesapeake Wealth Management | 5,450 | $201.6 萬 | 0.60% | −205−3.6% | 減碼 |
| Alpine Bank Wealth Management | 5,445 | $201.4 萬 | 0.29% | 00.0% | 不變 |
| Spirepoint Private Client, LLC | 5,441 | $201.3 萬 | 0.19% | +691+14.5% | 加碼 |
| MainStreet Investment Advisors LLC | 5,422 | $200.6 萬 | 0.29% | −439−7.5% | 減碼 |
| Taylor Frigon Capital Management LLC | 5,414 | $200.3 萬 | 1.01% | −2,017−27.1% | 減碼 |
| Laurel Wealth Advisors LLC | 5,390 | $199.4 萬 | 0.26% | −77−1.4% | 減碼 |
| CWA Asset Management Group, LLC | 5,386 | $199.3 萬 | 0.07% | +164+3.1% | 加碼 |
| Miller Capital Partners, Inc. | 5,376 | $198.9 萬 | 1.02% | +5,376 | 新進 |
| Abundance Wealth Counselors | 5,355 | $198.1 萬 | 0.33% | −98−1.8% | 減碼 |
| Community Bank, N.A. | 5,355 | $198.1 萬 | 0.23% | −75−1.4% | 減碼 |
| Northstar Advisory Group, LLC | 5,343 | $197.7 萬 | 0.70% | −106−1.9% | 減碼 |
| Doliver Advisors, LP | 5,329 | $197.1 萬 | 0.49% | +796+17.6% | 加碼 |
| Norden Group LLC | 5,310 | $196.4 萬 | 0.19% | +85+1.6% | 加碼 |
| Virtus Investment Advisers, Inc. | 5,283 | $195.4 萬 | 0.53% | −618−10.5% | 減碼 |
| Advisor OS, LLC | 5,269 | $194.9 萬 | 0.16% | −575−9.8% | 減碼 |
| Rydar Equities, Inc. | 5,265 | $194.8 萬 | 1.52% | +20.0% | 加碼 |
| Boston Private Wealth LLC | 5,258 | $194.5 萬 | 0.11% | −157−2.9% | 減碼 |
| Cigna Investments Inc | 5,250 | $194.2 萬 | 0.28% | −5−0.1% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,392 | $193.8 萬 | 0.02% | +26+0.5% | 加碼 |
| NBZ Investment Advisors LLC | 5,238 | $193.8 萬 | 0.85% | −166−3.1% | 減碼 |
| Spinnaker Trust | 5,214 | $192.9 萬 | 0.10% | +135+2.7% | 加碼 |
| Ransom Advisory, Ltd | 5,204 | $192.5 萬 | 0.76% | −742−12.5% | 減碼 |
| Ramirez Asset Management, Inc. | 5,199 | $192.3 萬 | 0.25% | 00.0% | 不變 |
| Strategic Advisors LLC | 5,193 | $192.1 萬 | 0.30% | −233−4.3% | 減碼 |
| Wellington Shields & Co., LLC | 5,186 | $191.9 萬 | 0.47% | +167+3.3% | 加碼 |
| Vectors Research Management, LLC | 5,183 | $191.7 萬 | 0.59% | −106−2.0% | 減碼 |
| WSFS Capital Management, LLC | 5,178 | $191.6 萬 | 0.09% | +184+3.7% | 加碼 |
| Garde Capital, Inc. | 5,177 | $191.5 萬 | 0.11% | +20+0.4% | 加碼 |
| Element Capital Management LLC | 5,165 | $191.1 萬 | 0.99% | +5,165 | 新進 |
| Cornerstone Planning Group LLC | 5,339 | $190.6 萬 | 0.30% | +19+0.4% | 加碼 |
| Aspire Private Capital, LLC | 5,151 | $190.6 萬 | 0.42% | −132−2.5% | 減碼 |
| Stratos Wealth Advisors, LLC | 5,139 | $190.1 萬 | 0.09% | +116+2.3% | 加碼 |
| Sterling Wealth Management, Inc. | 5,135 | $190.0 萬 | 0.54% | −10.0% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 5,112 | $189.1 萬 | 0.09% | −49−0.9% | 減碼 |
| S.A. Mason LLC | 5,102 | $188.7 萬 | 0.75% | −11−0.2% | 減碼 |
| Factorial Partners, LLC | 5,100 | $188.7 萬 | 1.25% | 00.0% | 不變 |
| Leo Wealth, LLC | 5,093 | $188.4 萬 | 0.14% | +1,410+38.3% | 加碼 |
| Griffith & Werner, Inc. | 5,092 | $188.4 萬 | 0.96% | +43+0.9% | 加碼 |
| WealthTrust Axiom LLC | 5,088 | $188.2 萬 | 0.48% | 00.0% | 不變 |
| Northern Financial Advisors Inc | 5,084 | $188.1 萬 | 2.15% | −3,713−42.2% | 減碼 |
| Cambient Family Office, LLC | 5,083 | $188.0 萬 | 0.27% | +5,083 | 新進 |
| Baker Avenue Asset Management, LP | 5,076 | $187.8 萬 | 0.04% | +68+1.4% | 加碼 |
| Bradyco, Inc. | 5,074 | $187.7 萬 | 2.33% | 00.0% | 不變 |
| Portfolio Design Labs, LLC | 5,069 | $187.5 萬 | 0.31% | +65+1.3% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 5,051 | $186.8 萬 | 0.08% | −8−0.2% | 減碼 |
| Pecaut & Co. | 5,050 | $186.8 萬 | 0.60% | 00.0% | 不變 |
| Blodgett Wealth Advisors, LLC | 5,044 | $186.6 萬 | 1.30% | 00.0% | 不變 |
| MeadowBrook Investment Advisors LLC | 5,019 | $185.7 萬 | 1.58% | −50−1.0% | 減碼 |
| Spirit of America Management Corp | 5,000 | $185.0 萬 | 0.39% | 00.0% | 不變 |
| Weik Capital Management | 4,993 | $184.7 萬 | 0.69% | −45−0.9% | 減碼 |
| Accredited Investors Inc. | 4,968 | $183.8 萬 | 0.10% | 00.0% | 不變 |
| Ignite Planners, LLC | 5,194 | $182.9 萬 | 0.28% | +281+5.7% | 加碼 |
| William Allan, LLC | 4,944 | $182.9 萬 | 1.04% | −212−4.1% | 減碼 |
| Mount Yale Investment Advisors, LLC | 4,943 | $182.9 萬 | 0.09% | −3,794−43.4% | 減碼 |
| Bank of Hawaii | 4,936 | $182.6 萬 | 0.09% | −104−2.1% | 減碼 |
| Focus Financial Network, Inc. | 4,934 | $182.5 萬 | 0.06% | −213−4.1% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 4,921 | $182.1 萬 | 0.04% | −75−1.5% | 減碼 |
| Carr Financial Group Corp | 4,917 | $181.9 萬 | 0.48% | +33+0.7% | 加碼 |
| Harbor Investment Advisory, LLC | 4,905 | $181.5 萬 | 0.14% | +106+2.2% | 加碼 |
| Cape Cod Five Cents Savings Bank | 6,685 | $181.3 萬 | 0.17% | 00.0% | 不變 |
| Wealth Alliance | 4,886 | $180.8 萬 | 0.18% | −452−8.5% | 減碼 |
| Alps Advisors Inc | 4,865 | $180.0 萬 | 0.01% | −260−5.1% | 減碼 |
| Accurate Wealth Management, LLC | 4,786 | $179.8 萬 | 0.23% | +327+7.3% | 加碼 |
| Olistico Wealth, LLC | 4,839 | $179.0 萬 | 0.87% | +407+9.2% | 加碼 |
| Ameritas Investment Partners, Inc. | 4,809 | $177.9 萬 | 0.05% | −139−2.8% | 減碼 |
| PFG Advisors | 4,807 | $177.8 萬 | 0.09% | −372−7.2% | 減碼 |
| Magnus Financial Group LLC | 4,802 | $177.6 萬 | 0.14% | +204+4.4% | 加碼 |
| First Dallas Securities Inc. | 4,799 | $177.6 萬 | 0.66% | +25+0.5% | 加碼 |