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 |
|---|---|---|---|---|---|
| Relyea Zuckerberg Hanson LLC | 1,741 | $64.4 萬 | 0.07% | −199−10.3% | 減碼 |
| TFR Capital, LLC. | 1,730 | $64.0 萬 | 0.21% | +43+2.5% | 加碼 |
| Silver Oak Securities, Inc | 1,712 | $63.9 萬 | 0.04% | +25+1.5% | 加碼 |
| Tennessee Valley Asset Management Partners | 1,726 | $63.9 萬 | 0.08% | −67−3.7% | 減碼 |
| Phillips Wealth Planners LLC | 1,774 | $63.8 萬 | 0.51% | +201+12.8% | 加碼 |
| Zullo Investment Group, Inc. | 1,720 | $63.7 萬 | 0.23% | −162−8.6% | 減碼 |
| Prestige Wealth Management Group LLC | 1,715 | $63.4 萬 | 0.12% | +48+2.9% | 加碼 |
| Centaurus Financial, Inc. | 1,715 | $63.4 萬 | 0.03% | −9−0.5% | 減碼 |
| Midway Capital Research & Management | 1,713 | $63.4 萬 | 0.62% | +1,713 | 新進 |
| Herold Advisors, Inc. | 1,712 | $63.3 萬 | 0.14% | −11−0.6% | 減碼 |
| Cache Advisors, LLC | 1,708 | $63.2 萬 | 0.08% | 00.0% | 不變 |
| Keudell/Morrison Wealth Management | 1,707 | $63.2 萬 | 0.13% | +1,707 | 新進 |
| Smith, Moore & Co. | 1,707 | $63.1 萬 | 0.05% | −101−5.6% | 減碼 |
| Lake Street Financial LLC | 1,706 | $63.1 萬 | 0.08% | +2+0.1% | 加碼 |
| Palumbo Wealth Management LLC | 1,706 | $63.1 萬 | 0.16% | +1,706 | 新進 |
| OneAscent Wealth Management LLC | 1,705 | $63.1 萬 | 0.21% | +358+26.6% | 加碼 |
| Patten Group, Inc. | 1,704 | $63.0 萬 | 0.12% | +215+14.4% | 加碼 |
| Investor's Fiduciary Advisor Network, LLC | 1,702 | $62.9 萬 | 0.13% | +160+10.4% | 加碼 |
| Zevenbergen Capital Investments LLC | 1,700 | $62.9 萬 | 0.01% | 00.0% | 不變 |
| Clear Street Markets LLC | 1,700 | $62.9 萬 | 0.11% | +1,144+205.8% | 加碼 |
| True North Advisors, LLC | 1,698 | $62.8 萬 | 0.08% | −33−1.9% | 減碼 |
| Harbour Trust & Investment Management Co | 1,697 | $62.8 萬 | 0.06% | −5−0.3% | 減碼 |
| Capital Advisors Inc | 1,693 | $62.6 萬 | 0.01% | −79−4.5% | 減碼 |
| Reyes Financial Architecture, Inc. | 1,692 | $62.6 萬 | 0.38% | −51−2.9% | 減碼 |
| Integrated Investment Consultants, LLC | 1,688 | $62.4 萬 | 0.12% | −49−2.8% | 減碼 |
| Thompson Investment Management, Inc. | 1,681 | $62.2 萬 | 0.08% | −100−5.6% | 減碼 |
| Income Insurance Ltd | 1,679 | $62.1 萬 | 0.40% | +1,679 | 新進 |
| Arcataur Capital Management LLC | 1,678 | $62.1 萬 | 0.18% | −10−0.6% | 減碼 |
| Apollon Financial, LLC | 1,676 | $62.0 萬 | 0.09% | +117+7.5% | 加碼 |
| Oxbow Advisors, LLC | 1,672 | $61.9 萬 | 0.05% | 00.0% | 不變 |
| Motco | 1,668 | $61.7 萬 | 0.06% | 00.0% | 不變 |
| Valley National Advisers Inc | 1,664 | $61.5 萬 | 0.09% | +193+13.1% | 加碼 |
| Kaizen Financial Strategies | 1,661 | $61.4 萬 | 0.27% | −81−4.6% | 減碼 |
| NFP Retirement, Inc. | 1,659 | $61.4 萬 | 0.04% | +6+0.4% | 加碼 |
| Oliver Luxxe Assets LLC | 1,659 | $61.4 萬 | 0.09% | −423−20.3% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 1,655 | $61.2 萬 | 0.17% | −87−5.0% | 減碼 |
| Tempo Wealth, LLC | 1,649 | $61.0 萬 | 0.11% | +1,649 | 新進 |
| Acorn Wealth Advisors, LLC | 1,644 | $60.8 萬 | 0.18% | +2+0.1% | 加碼 |
| BankChampaign, National Association | 1,641 | $60.7 萬 | 0.60% | +1,641 | 新進 |
| Brown Miller Wealth Management, LLC | 1,640 | $60.7 萬 | 0.17% | −6−0.4% | 減碼 |
| Tyche Wealth Partners LLC | 1,635 | $60.5 萬 | 0.10% | +1+0.1% | 加碼 |
| HCR Wealth Advisors | 1,633 | $60.4 萬 | 0.06% | +66+4.2% | 加碼 |
| PCM Encore, LLC | 1,631 | $60.4 萬 | 0.13% | +1,631 | 新進 |
| Trilogy Capital Inc. | 1,630 | $60.3 萬 | 0.03% | −31−1.9% | 減碼 |
| CSM Advisors, LLC | 1,630 | $60.3 萬 | 0.02% | −7,900−82.9% | 減碼 |
| Heritage Wealth Management, Inc. | 1,629 | $60.3 萬 | 0.17% | −113−6.5% | 減碼 |
| Foster & Motley Inc | 1,626 | $60.2 萬 | 0.03% | −25−1.5% | 減碼 |
| Fort Washington Investment Advisors Inc | 1,626 | $60.2 萬 | 0.00% | +72+4.6% | 加碼 |
| City Holding Co | 1,626 | $60.2 萬 | 0.07% | +30+1.9% | 加碼 |
| Rockbridge Investment Management, LCC | 1,625 | $60.1 萬 | 0.06% | +10+0.6% | 加碼 |
| Strategy Asset Managers LLC | 1,624 | $60.1 萬 | 0.10% | +34+2.1% | 加碼 |
| Peterson Wealth Services | 1,619 | $59.9 萬 | 0.15% | −429−20.9% | 減碼 |
| Silverlake Wealth Management LLC | 1,617 | $59.8 萬 | 0.13% | −14−0.9% | 減碼 |
| Onefund, LLC | 1,617 | $59.8 萬 | 0.36% | +79+5.1% | 加碼 |
| Keebeck Wealth Management, LLC | 1,616 | $59.8 萬 | 0.07% | +260+19.2% | 加碼 |
| Cornell Pochily Investment Advisors, Inc. | 1,614 | $59.7 萬 | 0.17% | +2+0.1% | 加碼 |
| Quest Partners LLC | 1,612 | $59.6 萬 | 0.03% | +288+21.8% | 加碼 |
| Centric Wealth Management | 1,688 | $59.6 萬 | 0.13% | +150+9.8% | 加碼 |
| Fragasso Group Inc. | 1,605 | $59.4 萬 | 0.04% | −9−0.6% | 減碼 |
| Paradigm Asset Management Co LLC | 1,600 | $59.2 萬 | 0.14% | 00.0% | 不變 |
| KFA Private Wealth Group, LLC | 1,598 | $59.1 萬 | 0.14% | +9+0.6% | 加碼 |
| Eurizon SLJ Capital Ltd | 1,598 | $59.1 萬 | 0.23% | +1,598 | 新進 |
| Allred Capital Management, LLC | 1,595 | $59.0 萬 | 0.21% | +2+0.1% | 加碼 |
| Consolidated Planning Corp | 1,587 | $58.7 萬 | 0.06% | +124+8.5% | 加碼 |
| Logan Capital Management Inc | 1,586 | $58.7 萬 | 0.02% | +1,451+1,074.8% | 加碼 |
| Ridgecrest Wealth Partners, LLC | 1,579 | $58.4 萬 | 0.32% | −291−15.6% | 減碼 |
| Windsor Capital Management, LLC | 1,575 | $58.3 萬 | 0.16% | +101+6.9% | 加碼 |
| Focused Alpha, LLC | 1,572 | $58.2 萬 | 0.17% | +1,572 | 新進 |
| CPA Asset Management LLC | 1,572 | $58.2 萬 | 0.20% | +1,572 | 新進 |
| Fairbanks Capital Management, Inc. | 1,570 | $58.1 萬 | 0.32% | −251−13.8% | 減碼 |
| Agate Pass Investment Management, LLC | 1,570 | $58.1 萬 | 0.22% | 00.0% | 不變 |
| Hibernia Wealth Partners, LLC | 1,566 | $57.9 萬 | 0.17% | +1,566 | 新進 |
| Impact Capital Partners LLC | 1,564 | $57.9 萬 | 0.17% | +17+1.1% | 加碼 |
| MinichMacGregor Wealth Management, LLC | 1,561 | $57.8 萬 | 0.10% | +174+12.5% | 加碼 |
| Blueshift Asset Management, LLC | 1,560 | $57.7 萬 | 0.17% | −1,940−55.4% | 減碼 |
| Versant Capital Management, Inc | 1,560 | $57.7 萬 | 0.07% | +109+7.5% | 加碼 |
| Gradient Investments LLC | 1,558 | $57.6 萬 | 0.01% | −590−27.5% | 減碼 |
| LMCG Investments, LLC | 1,556 | $57.6 萬 | 0.03% | −7−0.4% | 減碼 |
| North Capital, Inc. | 1,555 | $57.5 萬 | 0.50% | −152−8.9% | 減碼 |
| Fairfield, Bush & Co. | 1,555 | $57.5 萬 | 0.30% | −25−1.6% | 減碼 |
| Sentry Investment Management LLC | 1,553 | $57.5 萬 | 0.38% | 00.0% | 不變 |
| UMA Financial Services, Inc. | 1,554 | $57.5 萬 | 0.08% | +32+2.1% | 加碼 |
| Granite Islands Private Wealth, LLC | 1,553 | $57.5 萬 | 0.53% | +1,553 | 新進 |
| Boit C F David | 1,525 | $57.3 萬 | 0.25% | 00.0% | 不變 |
| Crusonia Wealth Advisors LLC | 1,546 | $57.2 萬 | 0.13% | +1,546 | 新進 |
| Barton Investment Management | 1,544 | $57.1 萬 | 0.06% | −191−11.0% | 減碼 |
| Wellington-Altus USA Inc. | 1,544 | $57.1 萬 | 0.42% | +1,544 | 新進 |
| Aster Capital Management (DIFC) Ltd | 1,541 | $57.0 萬 | 0.25% | +476+44.7% | 加碼 |
| Austin Wealth Management, LLC | 1,488 | $57.0 萬 | 0.08% | −3−0.2% | 減碼 |
| Delta Asset Management LLC | 1,538 | $56.9 萬 | 0.05% | 00.0% | 不變 |
| Brady Martz Wealth Solutions, LLC | 1,535 | $56.8 萬 | 0.10% | −198−11.4% | 減碼 |
| Toth Financial Advisory Corp | 1,534 | $56.8 萬 | 0.06% | −10−0.6% | 減碼 |
| Francis Financial, Inc. | 1,531 | $56.6 萬 | 0.11% | −69−4.3% | 減碼 |
| Engineers Gate Manager LP | 1,531 | $56.6 萬 | 0.01% | +1,531 | 新進 |
| Rebalance, LLC | 1,525 | $56.4 萬 | 0.03% | −60−3.8% | 減碼 |
| Osterweis Capital Management Inc | 1,525 | $56.4 萬 | 0.02% | 00.0% | 不變 |
| Investors Research Corp | 1,524 | $56.4 萬 | 0.10% | −50−3.2% | 減碼 |
| Wealthstar Advisors, LLC | 1,523 | $56.3 萬 | 0.31% | +74+5.1% | 加碼 |
| Polymer Capital Management (US) LLC | 1,518 | $56.2 萬 | 0.07% | −2,896−65.6% | 減碼 |
| Optima Capital LLC | 1,517 | $56.1 萬 | 0.24% | +8+0.5% | 加碼 |