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 |
|---|---|---|---|---|---|
| Hanson & Doremus Investment Management | 4,000 | $148.0 萬 | 0.18% | −31−0.8% | 減碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4,000 | $148.0 萬 | 0.72% | +4,000 | 新進 |
| Moment Partners, LLC | 4,000 | $148.0 萬 | 0.30% | 00.0% | 不變 |
| Promethium Advisors,llc | 3,991 | $147.6 萬 | 0.80% | 00.0% | 不變 |
| Evanson Asset Management, LLC | 3,990 | $147.6 萬 | 0.08% | −50−1.2% | 減碼 |
| GeoWealth Management, LLC | 3,987 | $147.5 萬 | 0.05% | −220−5.2% | 減碼 |
| Knightsbridge Asset Management, LLC | 3,986 | $147.5 萬 | 0.24% | −3−0.1% | 減碼 |
| Arwa LLC | 3,984 | $147.4 萬 | 0.86% | +3,984 | 新進 |
| Orrstown Financial Services Inc | 3,974 | $147.0 萬 | 0.25% | −77−1.9% | 減碼 |
| Alhambra Investment Partners LLC | 3,973 | $147.0 萬 | 0.68% | +231+6.2% | 加碼 |
| Essex Investment Management Co LLC | 3,965 | $146.7 萬 | 0.22% | 00.0% | 不變 |
| Clayton Financial Group LLC | 3,963 | $146.6 萬 | 0.75% | +280+7.6% | 加碼 |
| Ervin Investment Management, LLC | 3,956 | $146.4 萬 | 0.82% | −190−4.6% | 減碼 |
| Bridges Investment Management Inc | 3,954 | $146.3 萬 | 0.02% | −17−0.4% | 減碼 |
| Plancorp, LLC | 3,950 | $146.1 萬 | 0.04% | −77−1.9% | 減碼 |
| Howard Capital Management Inc. | 3,950 | $146.1 萬 | 0.02% | +21+0.5% | 加碼 |
| Soltis Investment Advisors LLC | 3,940 | $145.8 萬 | 0.10% | +234+6.3% | 加碼 |
| Linden Thomas Advisory Services, LLC | 3,939 | $145.7 萬 | 0.15% | +142+3.7% | 加碼 |
| Washington Trust Co | 3,936 | $145.6 萬 | 0.05% | −215−5.2% | 減碼 |
| Ark Wealth Advisors LLC | 3,935 | $145.6 萬 | 1.57% | +3,935 | 新進 |
| Paul Damon & Associates, Inc. | 3,933 | $145.5 萬 | 0.65% | +378+10.6% | 加碼 |
| Coastal Investment Advisors, Inc. | 3,925 | $145.2 萬 | 0.48% | −604−13.3% | 減碼 |
| Allegheny Financial Group LTD | 3,921 | $145.1 萬 | 0.21% | +5+0.1% | 加碼 |
| GreatBanc Trust CO | 3,921 | $145.1 萬 | 1.02% | −32−0.8% | 減碼 |
| Oakworth Capital, Inc. | 3,913 | $144.8 萬 | 0.08% | −128−3.2% | 減碼 |
| Culbertson A N & Co Inc | 3,913 | $144.8 萬 | 0.20% | 00.0% | 不變 |
| Nutshell Asset Management Ltd | 3,900 | $144.3 萬 | 0.51% | +1,500+62.5% | 加碼 |
| Portside Wealth Group, LLC | 3,892 | $144.0 萬 | 0.19% | +443+12.8% | 加碼 |
| Navis Wealth Advisors, LLC | 3,891 | $143.9 萬 | 0.61% | +33+0.9% | 加碼 |
| Sun Financial Inc | 3,887 | $143.8 萬 | 0.80% | +3,887 | 新進 |
| Harvest Fund Management Co., Ltd | 3,882 | $143.6 萬 | 0.05% | +2,631+210.3% | 加碼 |
| MTM Investment Management, LLC | 3,880 | $143.5 萬 | 0.46% | 00.0% | 不變 |
| Gratus Wealth Advisors, LLC | 3,878 | $143.5 萬 | 0.20% | +166+4.5% | 加碼 |
| Argus Investors' Counsel, Inc. | 3,874 | $143.3 萬 | 1.14% | +101+2.7% | 加碼 |
| Centerpoint Advisors, LLC | 3,871 | $143.2 萬 | 0.44% | 00.0% | 不變 |
| Burford Brothers, Inc. | 3,854 | $142.6 萬 | 0.59% | +81+2.1% | 加碼 |
| Koshinski Asset Management, Inc. | 3,848 | $142.3 萬 | 0.09% | −204−5.0% | 減碼 |
| Aspen Investment Management Inc | 3,839 | $142.0 萬 | 0.43% | −18−0.5% | 減碼 |
| Private Wealth Asset Management, LLC | 3,834 | $141.8 萬 | 0.15% | 00.0% | 不變 |
| Revisor Wealth Management LLC | 3,835 | $141.5 萬 | 0.38% | +281+7.9% | 加碼 |
| Zions Bancorporation, National Association | 3,817 | $141.2 萬 | 0.07% | +1,454+61.5% | 加碼 |
| Physicians Financial Services, Inc. | 3,815 | $141.1 萬 | 0.38% | 00.0% | 不變 |
| First Foundation Advisors | 3,812 | $141.0 萬 | 0.05% | −48−1.2% | 減碼 |
| Cornerstone Wealth Management, LLC | 3,811 | $141.0 萬 | 0.07% | −138−3.5% | 減碼 |
| Sage Rhino Capital LLC | 3,806 | $140.8 萬 | 0.27% | −91−2.3% | 減碼 |
| Abel Hall, LLC | 3,804 | $140.7 萬 | 0.33% | +1,981+108.7% | 加碼 |
| PDT Partners, LLC | 3,800 | $140.6 萬 | 0.09% | 00.0% | 不變 |
| Bannerstone Capital Management, LLC | 3,780 | $139.9 萬 | 1.34% | +3,780 | 新進 |
| Evelyn Partners Investment Management LLP | 3,779 | $139.8 萬 | 0.04% | −170−4.3% | 減碼 |
| WealthPlan Investment Management, LLC | 3,777 | $139.7 萬 | 0.09% | +3,777 | 新進 |
| Financial Management Network Inc | 3,740 | $139.4 萬 | 0.22% | +29+0.8% | 加碼 |
| TCG Advisory Services, LLC | 3,766 | $139.3 萬 | 0.04% | +3,766 | 新進 |
| Byrne Asset Management LLC | 3,765 | $139.3 萬 | 0.78% | +5+0.1% | 加碼 |
| Shay Capital LLC | 3,750 | $138.7 萬 | 0.22% | +3,750 | 新進 |
| InvesTrust | 3,750 | $138.7 萬 | 0.54% | −450−10.7% | 減碼 |
| Great Diamond Partners, LLC | 3,738 | $138.3 萬 | 0.27% | −73−1.9% | 減碼 |
| Portus Wealth Advisors, LLC | 3,734 | $138.2 萬 | 1.30% | +177+5.0% | 加碼 |
| Pure Financial Advisors, Inc. | 3,722 | $137.7 萬 | 0.02% | +220+6.3% | 加碼 |
| Ellevest, Inc. | 3,722 | $137.7 萬 | 0.19% | −150−3.9% | 減碼 |
| Skba Capital Management LLC | 3,712 | $137.3 萬 | 0.19% | −27−0.7% | 減碼 |
| Advisory Alpha, LLC | 3,709 | $137.3 萬 | 0.04% | +476+14.7% | 加碼 |
| Ameritas Advisory Services, LLC | 3,701 | $136.9 萬 | 0.05% | +433+13.2% | 加碼 |
| Hills Bank & Trust Co | 3,694 | $136.7 萬 | 0.08% | +207+5.9% | 加碼 |
| Keating Financial Advisory Services, Inc. | 3,690 | $136.5 萬 | 0.19% | +3,690 | 新進 |
| Cambria Investment Management, L.P. | 3,690 | $136.2 萬 | 0.08% | +1,559+73.2% | 加碼 |
| International Assets Investment Management, LLC | 3,681 | $136.2 萬 | 0.09% | +829+29.1% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 3,662 | $135.5 萬 | 0.13% | 00.0% | 不變 |
| Weaver Capital Management LLC | 3,654 | $135.2 萬 | 0.29% | +260+7.7% | 加碼 |
| Texas Yale Capital Corp. | 3,648 | $135.0 萬 | 0.04% | +125+3.5% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,641 | $134.7 萬 | 0.05% | −381−9.5% | 減碼 |
| Founders Financial Alliance, LLC | 3,635 | $134.5 萬 | 0.25% | +175+5.1% | 加碼 |
| Values First Advisors, Inc. | 3,632 | $134.3 萬 | 0.70% | +316+9.5% | 加碼 |
| Stance Capital LLC | 3,631 | $134.3 萬 | 0.49% | −500−12.1% | 減碼 |
| Sunflower Bank, N.A. | 3,626 | $134.1 萬 | 0.34% | −108−2.9% | 減碼 |
| Conway Capital Management, Inc. | 3,625 | $134.1 萬 | 0.57% | +250+7.4% | 加碼 |
| United Asset Strategies, Inc. | 3,612 | $133.6 萬 | 0.10% | −77−2.1% | 減碼 |
| Angeles Wealth Management, LLC | 3,606 | $133.4 萬 | 0.07% | +651+22.0% | 加碼 |
| CMT Capital Markets Trading GmbH | 3,600 | $133.2 萬 | 0.88% | −325−8.3% | 減碼 |
| Saybrook Capital | 3,600 | $133.2 萬 | 0.33% | 00.0% | 不變 |
| Philadelphia Trust Co | 3,595 | $133.0 萬 | 0.09% | 00.0% | 不變 |
| Atlanta Consulting Group Advisors, LLC | 3,590 | $132.8 萬 | 0.30% | +233+6.9% | 加碼 |
| Enclave Advisors LLC | 3,585 | $132.6 萬 | 0.19% | −6−0.2% | 減碼 |
| Bell Bank | 3,583 | $132.6 萬 | 0.06% | +250+7.5% | 加碼 |
| Elyxium Wealth, LLC | 3,582 | $132.5 萬 | 0.37% | +115+3.3% | 加碼 |
| Tobam | 3,575 | $132.3 萬 | 0.32% | +3,214+890.3% | 加碼 |
| Pathway Financial Advisers, LLC | 3,564 | $131.8 萬 | 0.38% | −20−0.6% | 減碼 |
| Seven Mile Advisory | 3,556 | $131.5 萬 | 0.23% | +494+16.1% | 加碼 |
| Profit Investment Management, LLC | 3,541 | $130.7 萬 | 5.29% | 00.0% | 不變 |
| MidWestOne Financial Group, Inc. | 3,524 | $130.4 萬 | 0.14% | +107+3.1% | 加碼 |
| Nilsine Partners, LLC | 3,523 | $130.3 萬 | 0.11% | +296+9.2% | 加碼 |
| Childress Capital Advisors, LLC | 3,518 | $130.2 萬 | 0.21% | +233+7.1% | 加碼 |
| Verus Capital Partners, LLC | 3,507 | $129.8 萬 | 0.09% | −90−2.5% | 減碼 |
| Reynders McVeigh Capital Management, LLC | 3,506 | $129.7 萬 | 0.06% | +502+16.7% | 加碼 |
| Kingswood Wealth Advisors, LLC | 3,487 | $129.0 萬 | 0.06% | +380+12.2% | 加碼 |
| Alerus Financial NA | 3,467 | $128.3 萬 | 0.06% | 00.0% | 不變 |
| Crumly & Associates Inc. | 3,461 | $128.0 萬 | 0.27% | −55−1.6% | 減碼 |
| Alexander Randolph Advisory, Inc. | 3,453 | $127.7 萬 | 1.06% | 00.0% | 不變 |
| Defined Wealth Management, LLC | 3,452 | $127.7 萬 | 0.74% | +19+0.6% | 加碼 |
| Bahl & Gaynor Inc | 3,448 | $127.6 萬 | 0.01% | +150+4.5% | 加碼 |
| Oak Asset Management, LLC | 3,442 | $127.3 萬 | 0.43% | −138−3.9% | 減碼 |