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 1,126 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 | 2,912 | $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 | 2,349 | $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 |
|---|---|---|---|---|---|
| OP Asset Management Ltd | 62,805 | $2,323 萬 | 0.28% | +705+1.1% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 62,763 | $2,322 萬 | 0.60% | +24,040+62.1% | 加碼 |
| Hamilton Point Investment Advisors, LLC | 62,749 | $2,321 萬 | 3.53% | −244−0.4% | 減碼 |
| Birch Financial Group, LLC | 62,020 | $2,294 萬 | 13.08% | +30.0% | 加碼 |
| Laffer Tengler Investments | 61,984 | $2,293 萬 | 3.48% | +4,393+7.6% | 加碼 |
| Oregon Public Employees Retirement Fund | 61,569 | $2,278 萬 | 0.29% | −463−0.7% | 減碼 |
| Wesleyan Assurance Society | 61,545 | $2,277 萬 | 1.31% | −800−1.3% | 減碼 |
| Calamos Wealth Management LLC | 61,433 | $2,273 萬 | 0.79% | +33+0.1% | 加碼 |
| Moran Wealth Management, LLC | 60,924 | $2,254 萬 | 0.69% | −3,190−5.0% | 減碼 |
| Perigon Wealth Management, LLC | 60,773 | $2,248 萬 | 0.40% | +723+1.2% | 加碼 |
| Sequoia Financial Advisors, LLC | 60,613 | $2,242 萬 | 0.13% | +5,259+9.5% | 加碼 |
| Yousif Capital Management, LLC | 62,730 | $2,209 萬 | 0.24% | −5,187−7.6% | 減碼 |
| DJE Kapital AG | 58,977 | $2,207 萬 | 0.61% | +58,977 | 新進 |
| Galvin, Gaustad & Stein, LLC | 58,382 | $2,160 萬 | 1.69% | −7,013−10.7% | 減碼 |
| Mutual of America Capital Management LLC | 57,697 | $2,135 萬 | 0.22% | −1,141−1.9% | 減碼 |
| Willis Investment Counsel | 56,680 | $2,097 萬 | 1.08% | +2,863+5.3% | 加碼 |
| Narwhal Capital Management | 56,189 | $2,079 萬 | 1.51% | −3,068−5.2% | 減碼 |
| GHP Investment Advisors, Inc. | 55,599 | $2,057 萬 | 0.85% | −139−0.2% | 減碼 |
| Equitable Trust Co | 55,225 | $2,043 萬 | 0.91% | −989−1.8% | 減碼 |
| Abn Amro Investment Solutions | 54,803 | $2,027 萬 | 0.30% | +8,704+18.9% | 加碼 |
| Silvercrest Asset Management Group LLC | 54,661 | $2,022 萬 | 0.14% | −2,048−3.6% | 減碼 |
| Group One Trading, L.P. | 54,076 | $2,001 萬 | 0.59% | +54,076 | 新進 |
| Tocqueville Asset Management L.P. | 53,909 | $1,994 萬 | 0.29% | −170−0.3% | 減碼 |
| Foyston, Gordon, & Payne Inc | 53,360 | $1,974 萬 | 4.30% | −2,156−3.9% | 減碼 |
| Anchor Capital Advisors LLC | 53,349 | $1,974 萬 | 0.57% | −1,740−3.2% | 減碼 |
| Private Advisor Group, LLC | 52,638 | $1,947 萬 | 0.09% | +4,232+8.7% | 加碼 |
| Carret Asset Management, LLC | 52,467 | $1,941 萬 | 1.84% | −489−0.9% | 減碼 |
| Neville Rodie & Shaw Inc | 52,247 | $1,933 萬 | 1.36% | +437+0.8% | 加碼 |
| Matthew Goff Investment Advisor, LLC | 51,925 | $1,921 萬 | 3.40% | −1,878−3.5% | 減碼 |
| Chemistry Wealth Management LLC | 51,533 | $1,906 萬 | 3.57% | −96−0.2% | 減碼 |
| Rice Partnership, LLC | 50,623 | $1,873 萬 | 2.53% | +2,926+6.1% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 50,412 | $1,865 萬 | 2.81% | +169+0.3% | 加碼 |
| Eventide Asset Management, LLC | 50,106 | $1,861 萬 | 0.29% | +361+0.7% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 49,997 | $1,850 萬 | 0.51% | +660+1.3% | 加碼 |
| Argent Trust Co | 48,915 | $1,810 萬 | 0.62% | +319+0.7% | 加碼 |
| Cresset Asset Management, LLC | 48,888 | $1,809 萬 | 0.08% | −140−0.3% | 減碼 |
| Stanley Capital Management, LLC | 48,830 | $1,806 萬 | 3.02% | 00.0% | 不變 |
| Unio Capital LLC | 48,725 | $1,803 萬 | 3.39% | +48,725 | 新進 |
| Perennial Advisors, LLC | 48,724 | $1,803 萬 | 3.02% | +310+0.6% | 加碼 |
| Virginia Retirement Systems Et Al | 48,700 | $1,802 萬 | 0.11% | 00.0% | 不變 |
| Knights of Columbus Asset Advisors LLC | 48,629 | $1,799 萬 | 1.02% | +1,406+3.0% | 加碼 |
| Atria Investments LLC | 48,176 | $1,782 萬 | 0.20% | −1,619−3.3% | 減碼 |
| Illinois Municipal Retirement Fund | 48,119 | $1,780 萬 | 0.22% | −5,327−10.0% | 減碼 |
| Investment Management Corp of Ontario | 47,990 | $1,775 萬 | 0.24% | +18,737+64.1% | 加碼 |
| Thomasville National Bank | 47,810 | $1,769 萬 | 1.10% | +542+1.1% | 加碼 |
| Clearstead Advisors, LLC | 47,568 | $1,760 萬 | 0.22% | +150+0.3% | 加碼 |
| Mirova | 47,468 | $1,756 萬 | 2.53% | −2,544−5.1% | 減碼 |
| Choate Investment Advisors | 47,399 | $1,754 萬 | 0.34% | +205+0.4% | 加碼 |
| Aptus Capital Advisors, LLC | 47,299 | $1,750 萬 | 0.15% | +7,737+19.6% | 加碼 |
| Sky Investment Group LLC | 47,295 | $1,750 萬 | 2.89% | −582−1.2% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 47,000 | $1,739 萬 | 0.14% | 00.0% | 不變 |
| Fishman Jay A Ltd | 46,801 | $1,731 萬 | 1.42% | −465−1.0% | 減碼 |
| Penserra Capital Management LLC | 46,662 | $1,726 萬 | 0.21% | −14,151−23.3% | 減碼 |
| Fulton Breakefield Broenniman LLC | 46,237 | $1,711 萬 | 1.08% | −185−0.4% | 減碼 |
| Concurrent Investment Advisors, LLC | 45,724 | $1,692 萬 | 0.19% | +24,465+115.1% | 加碼 |
| Point72 Asset Management, L.P. | 45,568 | $1,686 萬 | 0.03% | +45,568 | 新進 |
| D. E. Shaw & Co., Inc. | 45,538 | $1,685 萬 | 0.01% | +18,514+68.5% | 加碼 |
| Modern Wealth Management, LLC | 45,476 | $1,682 萬 | 0.31% | −115−0.3% | 減碼 |
| Horizon Investments, LLC | 45,087 | $1,664 萬 | 0.21% | +21,815+93.7% | 加碼 |
| Ninety One UK Ltd | 44,559 | $1,648 萬 | 0.04% | +1,740+4.1% | 加碼 |
| Eagle Rock Investment Company, LLC | 44,513 | $1,647 萬 | 2.32% | −35−0.1% | 減碼 |
| Brown Brothers Harriman & Co | 44,289 | $1,638 萬 | 0.09% | +1,278+3.0% | 加碼 |
| Blue Sparrow, LLC | 44,220 | $1,636 萬 | 0.31% | +44,220 | 新進 |
| Hemenway Trust Co LLC | 43,816 | $1,621 萬 | 1.24% | +12,477+39.8% | 加碼 |
| Stockman Wealth Management, Inc. | 43,707 | $1,617 萬 | 1.88% | +584+1.4% | 加碼 |
| Kestra Private Wealth Services, LLC | 43,529 | $1,610 萬 | 0.20% | +345+0.8% | 加碼 |
| Cullinan Associates Inc | 43,280 | $1,601 萬 | 1.09% | −4,333−9.1% | 減碼 |
| Merit Financial Group, LLC | 43,271 | $1,601 萬 | 0.13% | +5,839+15.6% | 加碼 |
| LaFleur & Godfrey LLC | 42,836 | $1,585 萬 | 1.92% | +467+1.1% | 加碼 |
| Pacer Advisors, Inc. | 42,809 | $1,584 萬 | 0.04% | −4,442−9.4% | 減碼 |
| Jag Capital Management, LLC | 42,646 | $1,578 萬 | 1.71% | +26,012+156.4% | 加碼 |
| Pinebridge Investments LLC | 42,584 | $1,575 萬 | 0.12% | +42,584 | 新進 |
| Allstate Corp | 42,404 | $1,569 萬 | 0.21% | +22,099+108.8% | 加碼 |
| Norinchukin Bank, The | 42,201 | $1,561 萬 | 0.18% | +1,852+4.6% | 加碼 |
| Griffin Asset Management, Inc. | 41,873 | $1,549 萬 | 1.68% | −79−0.2% | 減碼 |
| Avanza Fonder AB | 41,782 | $1,546 萬 | 0.39% | +1,898+4.8% | 加碼 |
| Searle & Co. | 41,714 | $1,543 萬 | 3.98% | 00.0% | 不變 |
| Osmosis Investment Management UK Ltd | 41,657 | $1,541 萬 | 0.39% | +41,657 | 新進 |
| Shayne & Co., LLC | 41,284 | $1,527 萬 | 4.62% | −106−0.3% | 減碼 |
| Univest Financial Corp | 41,280 | $1,527 萬 | 0.81% | −1,029−2.4% | 減碼 |
| Van Cleef Asset Management,Inc | 41,220 | $1,525 萬 | 1.55% | −417−1.0% | 減碼 |
| Greystone Financial Group, LLC | 40,984 | $1,516 萬 | 2.37% | −5,093−11.1% | 減碼 |
| Fundamentun, LLC | 40,460 | $1,497 萬 | 0.60% | +502+1.3% | 加碼 |
| Polar Capital Holdings Plc | 40,360 | $1,493 萬 | 0.07% | +550+1.4% | 加碼 |
| Kinneret Advisory, LLC | 40,308 | $1,491 萬 | 1.26% | −1,103−2.7% | 減碼 |
| WoodTrust Financial Corp | 40,224 | $1,488 萬 | 1.74% | −610−1.5% | 減碼 |
| Wellington Shields Capital Management, LLC | 40,049 | $1,482 萬 | 2.16% | +1,758+4.6% | 加碼 |
| Entropy Technologies, LP | 39,868 | $1,475 萬 | 0.80% | +39,868 | 新進 |
| Teamwork Financial Advisors, LLC | 39,581 | $1,464 萬 | 1.56% | −5,534−12.3% | 減碼 |
| NewEdge Wealth, LLC | 39,558 | $1,463 萬 | 0.17% | +13,619+52.5% | 加碼 |
| Nippon Life Global Investors Americas, Inc. | 39,490 | $1,461 萬 | 0.61% | −15,620−28.3% | 減碼 |
| M. Kulyk & Associates, LLC | 39,147 | $1,448 萬 | 2.77% | +116+0.3% | 加碼 |
| Capital Fund Management S.A. | 38,960 | $1,441 萬 | 0.14% | +38,960 | 新進 |
| Whittier Trust Co of Nevada Inc | 37,506 | $1,439 萬 | 0.30% | +656+1.8% | 加碼 |
| NFC Investments, LLC | 38,783 | $1,435 萬 | 4.05% | −822−2.1% | 減碼 |
| Shelton Capital Management | 38,687 | $1,431 萬 | 0.28% | −5,800−13.0% | 減碼 |
| Mizuho Securities USA LLC | 39,123 | $1,429 萬 | 0.24% | −410−1.0% | 減碼 |
| Cary Street Partners Financial LLC | 38,389 | $1,420 萬 | 0.35% | −1,273−3.2% | 減碼 |
| CWM, LLC | 38,320 | $1,418 萬 | 0.04% | +5,985+18.5% | 加碼 |
| Financial Avengers, Inc. | 38,213 | $1,414 萬 | 5.79% | −862−2.2% | 減碼 |