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 |
|---|---|---|---|---|---|
| Semper Augustus Investments Group LLC大師Semper Augustus | 3,441 | $127.3 萬 | 0.15% | −665−16.2% | 減碼 |
| Alchemi Wealth, LLC | 3,437 | $127.2 萬 | 0.70% | +3,437 | 新進 |
| Colonial Trust Co | 3,426 | $126.8 萬 | 0.17% | −1,490−30.3% | 減碼 |
| Platform Technology Partners | 3,422 | $126.6 萬 | 0.27% | +18+0.5% | 加碼 |
| Golden State Equity Partners | 3,392 | $125.5 萬 | 0.20% | +1,271+59.9% | 加碼 |
| Embree Financial Group | 3,385 | $125.2 萬 | 0.15% | −11−0.3% | 減碼 |
| Sigma Investment Counselors Inc | 3,378 | $125.0 萬 | 0.06% | 00.0% | 不變 |
| Basecamp Wealth Advisors LLC | 3,374 | $124.8 萬 | 0.27% | +3,374 | 新進 |
| Rexford Capital Inc | 3,367 | $124.6 萬 | 0.94% | 00.0% | 不變 |
| Green Harvest Asset Management LLC | 3,366 | $124.5 萬 | 0.02% | +110+3.4% | 加碼 |
| LVW Advisors, LLC | 3,356 | $124.2 萬 | 0.13% | −123−3.5% | 減碼 |
| TownSquare Capital, LLC | 3,343 | $123.7 萬 | 0.28% | −41−1.2% | 減碼 |
| S-Bank Fund Management Ltd | 3,336 | $123.4 萬 | 0.16% | −847−20.2% | 減碼 |
| Aprio Wealth Management, LLC | 3,328 | $123.1 萬 | 0.07% | +1,801+117.9% | 加碼 |
| Quantum Financial Advisors, LLC | 3,323 | $122.9 萬 | 0.14% | +965+40.9% | 加碼 |
| Abacus Wealth Partners, LLC | 3,303 | $122.2 萬 | 0.12% | +2,471+297.0% | 加碼 |
| WBH Advisory Inc | 3,294 | $121.9 萬 | 0.09% | −30−0.9% | 減碼 |
| Union Bancaire Privee, UBP SA | 4,129 | $121.8 萬 | 0.02% | +3,979+2,652.7% | 加碼 |
| ZEGA Investments, LLC | 3,290 | $121.7 萬 | 0.24% | +38+1.2% | 加碼 |
| Allen Investment Management LLC | 3,279 | $121.3 萬 | 0.01% | +1,303+65.9% | 加碼 |
| Strategic Family Wealth Counselors, L.L.C. | 3,440 | $121.2 萬 | 0.27% | +1,926+127.2% | 加碼 |
| Cetera Trust Company, N.A | 3,260 | $120.6 萬 | 0.65% | 00.0% | 不變 |
| Armis Advisers, LLC | 4,072 | $120.3 萬 | 0.14% | −1,141−21.9% | 減碼 |
| Strategic Investment Advisors | 3,242 | $119.9 萬 | 0.10% | −221−6.4% | 減碼 |
| Catalyst Funds Management Pty Ltd | 3,240 | $119.9 萬 | 0.28% | −3,560−52.4% | 減碼 |
| Altfest L J & Co Inc | 3,232 | $119.6 萬 | 0.13% | −172−5.1% | 減碼 |
| L2 Asset Management, LLC | 3,232 | $119.6 萬 | 0.16% | −5,280−62.0% | 減碼 |
| Elevated Financial Group LLC | 3,229 | $119.5 萬 | 0.41% | +3,229 | 新進 |
| Continuum Advisory, LLC | 3,212 | $118.8 萬 | 0.12% | −55−1.7% | 減碼 |
| Howe & Rusling Inc | 3,191 | $118.1 萬 | 0.08% | +1,576+97.6% | 加碼 |
| Odyssey Capital Advisors, Inc. | 3,190 | $118.0 萬 | 1.05% | +3,190 | 新進 |
| Duncker Streett & Co Inc | 3,186 | $117.9 萬 | 0.21% | 00.0% | 不變 |
| Marshall Financial Group LLC | 3,185 | $117.8 萬 | 0.23% | +2,257+243.2% | 加碼 |
| Cooper Financial Group | 3,181 | $117.7 萬 | 0.13% | +183+6.1% | 加碼 |
| Frec Markets, Inc. | 3,180 | $117.7 萬 | 0.34% | +3,180 | 新進 |
| Lavelle Capital LP | 3,170 | $117.3 萬 | 0.74% | +3,170 | 新進 |
| Legato Capital Management LLC | 3,169 | $117.2 萬 | 0.10% | +3,169 | 新進 |
| LGT Fund Management Co Ltd. | 3,138 | $117.2 萬 | 0.09% | +473+17.7% | 加碼 |
| Geneos Wealth Management Inc. | 3,167 | $117.2 萬 | 0.03% | +30+1.0% | 加碼 |
| SeaCrest Wealth Management, LLC | 3,094 | $117.0 萬 | 0.12% | −71−2.2% | 減碼 |
| Baker Tilly Wealth Management, LLC | 3,158 | $116.8 萬 | 0.29% | +429+15.7% | 加碼 |
| Edgestream Partners, L.P. | 3,158 | $116.8 萬 | 0.03% | +3,158 | 新進 |
| Heartland Bank & Trust Co | 3,157 | $116.8 萬 | 0.49% | +2,532+405.1% | 加碼 |
| US Asset Management LLC | 3,150 | $116.5 萬 | 0.95% | −33−1.0% | 減碼 |
| Lewis Asset Management, LLC | 3,149 | $116.5 萬 | 0.47% | −217−6.4% | 減碼 |
| Mayflower Financial Advisors, LLC | 3,126 | $115.7 萬 | 0.14% | −534−14.6% | 減碼 |
| Resolute Wealth Strategies, LLC | 3,124 | $115.6 萬 | 0.51% | +114+3.8% | 加碼 |
| Novem Group | 3,124 | $115.6 萬 | 0.13% | +3,124 | 新進 |
| Richwood Investment Advisors, LLC | 3,216 | $115.5 萬 | 0.83% | −75−2.3% | 減碼 |
| CFO4Life Group, LLC | 3,119 | $115.4 萬 | 0.16% | −166−5.1% | 減碼 |
| PDS Planning, Inc | 3,113 | $115.2 萬 | 0.08% | −242−7.2% | 減碼 |
| Money Concepts Capital Corp | 3,098 | $114.6 萬 | 0.06% | −81−2.5% | 減碼 |
| Clean Yield Group | 3,095 | $114.5 萬 | 0.32% | 00.0% | 不變 |
| Westfuller Advisors, LLC | 3,094 | $114.5 萬 | 0.46% | −94−2.9% | 減碼 |
| Quotient Wealth Partners, LLC | 3,083 | $114.1 萬 | 0.03% | +48+1.6% | 加碼 |
| Milestone Asset Management, LLC | 3,074 | $113.7 萬 | 0.21% | −191−5.8% | 減碼 |
| Matrix Asset Advisors Inc | 3,066 | $113.4 萬 | 0.10% | −2−0.1% | 減碼 |
| Phoenix Holdings Ltd. | 3,058 | $113.1 萬 | 0.01% | +1,167+61.7% | 加碼 |
| Pekin Hardy Strauss, Inc. | 3,057 | $113.1 萬 | 0.10% | +8+0.3% | 加碼 |
| LS Investment Advisors, LLC | 3,019 | $111.7 萬 | 0.16% | +343+12.8% | 加碼 |
| Scissortail Wealth Management, LLC | 3,017 | $111.6 萬 | 0.25% | 00.0% | 不變 |
| Legacy Wealth Management, LLC | 3,015 | $111.5 萬 | 0.30% | +15+0.5% | 加碼 |
| West Branch Capital LLC | 3,002 | $111.1 萬 | 0.29% | +1,106+58.3% | 加碼 |
| Ulysses Management LLC | 3,000 | $111.0 萬 | 0.29% | −2,000−40.0% | 減碼 |
| Tradition Wealth Management, LLC | 2,991 | $110.6 萬 | 0.08% | +39+1.3% | 加碼 |
| Capital Investment Advisory Services, LLC | 2,976 | $110.1 萬 | 0.08% | +1,700+133.2% | 加碼 |
| Mattern Capital Management, LLC | 2,944 | $108.9 萬 | 0.13% | +4+0.1% | 加碼 |
| Centennial Bank | 2,931 | $108.4 萬 | 0.43% | 00.0% | 不變 |
| Bath Savings Trust Co | 2,923 | $108.1 萬 | 0.11% | +10.0% | 加碼 |
| Cambridge Advisors Inc. | 2,910 | $107.7 萬 | 0.20% | 00.0% | 不變 |
| Steel Peak Wealth Management LLC | 2,909 | $107.6 萬 | 0.04% | −19,306−86.9% | 減碼 |
| Chapman Financial Group, LLC | 2,903 | $107.4 萬 | 0.73% | −50−1.7% | 減碼 |
| ISAM Funds (UK) Ltd | 2,901 | $107.3 萬 | 0.39% | +2,901 | 新進 |
| Richards, Merrill & Peterson, Inc. | 2,899 | $107.3 萬 | 0.41% | +310+12.0% | 加碼 |
| MJP Associates Inc | 2,885 | $106.7 萬 | 0.13% | −760−20.9% | 減碼 |
| BIP Wealth, LLC | 2,884 | $106.7 萬 | 0.04% | +1,555+117.0% | 加碼 |
| Taylor Securities Services, Inc. | 2,882 | $106.6 萬 | 0.49% | +2,882 | 新進 |
| Capital Markets Trading UK LLP | 2,875 | $106.4 萬 | 1.28% | +943+48.8% | 加碼 |
| Aigen Investment Management, LP | 2,874 | $106.3 萬 | 0.25% | +2,874 | 新進 |
| United Community Bank | 2,870 | $106.2 萬 | 0.40% | +21+0.7% | 加碼 |
| Orleans Capital Management Corp | 2,867 | $106.1 萬 | 0.66% | +152+5.6% | 加碼 |
| one8zero8, LLC | 2,865 | $106.0 萬 | 0.23% | −15−0.5% | 減碼 |
| Trust Co of Virginia | 2,864 | $106.0 萬 | 0.09% | −85−2.9% | 減碼 |
| Guardian Wealth Advisors, LLC | 2,863 | $105.9 萬 | 0.07% | +7+0.2% | 加碼 |
| MFA Wealth Services | 2,862 | $105.9 萬 | 0.72% | +17+0.6% | 加碼 |
| Trustmark National Bank Trust Department | 2,861 | $105.8 萬 | 0.07% | +1,113+63.7% | 加碼 |
| Catalyst Financial Partners LLC | 2,860 | $105.8 萬 | 0.12% | +68+2.4% | 加碼 |
| Ballast, Inc. | 2,854 | $105.6 萬 | 0.25% | +1,566+121.6% | 加碼 |
| Arrow Financial Corp | 2,839 | $105.0 萬 | 0.10% | −170−5.6% | 減碼 |
| Belpointe Asset Management LLC | 2,824 | $104.5 萬 | 0.04% | −96−3.3% | 減碼 |
| Warther Private Wealth, LLC | 2,813 | $104.1 萬 | 0.25% | +13+0.5% | 加碼 |
| Brian Low Financial Group, LLC | 2,809 | $103.9 萬 | 0.74% | +213+8.2% | 加碼 |
| McIlrath & Eck, LLC | 2,802 | $103.7 萬 | 0.10% | 00.0% | 不變 |
| Icapital Wealth LLC | 2,800 | $103.6 萬 | 0.50% | 00.0% | 不變 |
| Yoffe Investment Management, LLC | 2,800 | $103.6 萬 | 1.32% | −4−0.1% | 減碼 |
| Kearns & Associates LLC | 2,800 | $103.6 萬 | 0.54% | 00.0% | 不變 |
| Ocean Capital Management, LLC | 2,797 | $103.5 萬 | 0.21% | −198−6.6% | 減碼 |
| LongView Wealth Management | 2,873 | $103.3 萬 | 0.25% | −31−1.1% | 減碼 |
| Fortune Financial Advisors, LLC | 2,789 | $103.2 萬 | 0.70% | −2−0.1% | 減碼 |
| Benin Management CORP | 2,789 | $103.2 萬 | 0.23% | 00.0% | 不變 |