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 |
|---|---|---|---|---|---|
| DCM Advisors, LLC | 25,903 | $951.4 萬 | 3.95% | −5,273−16.9% | 減碼 |
| AMG National Trust Bank | 25,413 | $940.1 萬 | 0.22% | +197+0.8% | 加碼 |
| Central Trust Co | 25,341 | $937.5 萬 | 0.18% | −345−1.3% | 減碼 |
| Guardian Partners Inc. | 26,563 | $936.0 萬 | 0.75% | −905−3.3% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 25,273 | $935.0 萬 | 0.64% | −241−0.9% | 減碼 |
| Bokf, NA | 25,221 | $933.1 萬 | 0.14% | −1,658−6.2% | 減碼 |
| Bessemer Group Inc | 25,089 | $928.2 萬 | 0.01% | +1,446+6.1% | 加碼 |
| Savant Capital, LLC | 25,060 | $927.1 萬 | 0.05% | −983−3.8% | 減碼 |
| Mirae Asset Securities (USA) Inc. | 25,056 | $926.9 萬 | 0.37% | −50.0% | 減碼 |
| Chatham Capital Group, Inc. | 25,031 | $926.0 萬 | 1.32% | −303−1.2% | 減碼 |
| Silvant Capital Management LLC | 24,917 | $921.8 萬 | 0.31% | +101+0.4% | 加碼 |
| RSM US Wealth Management LLC | 24,600 | $918.6 萬 | 0.12% | +611+2.5% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 24,786 | $917.0 萬 | 0.48% | −4,914−16.5% | 減碼 |
| Riggs Asset Managment Co. Inc. | 24,783 | $916.8 萬 | 1.85% | −366−1.5% | 減碼 |
| New Mexico Educational Retirement Board | 24,763 | $916.1 萬 | 0.27% | −200−0.8% | 減碼 |
| Roundview Capital LLC | 24,673 | $912.8 萬 | 0.56% | +42+0.2% | 加碼 |
| Trust Co of Vermont | 24,632 | $911.3 萬 | 0.38% | +846+3.6% | 加碼 |
| Torray LLC | 24,275 | $898.1 萬 | 1.29% | −33,375−57.9% | 減碼 |
| Old National Bancorp | 24,243 | $896.9 萬 | 0.15% | −5,162−17.6% | 減碼 |
| Asset Dedication, LLC | 24,189 | $894.9 萬 | 0.59% | +435+1.8% | 加碼 |
| Venture Visionary Partners LLC | 23,899 | $892.4 萬 | 0.29% | −881−3.6% | 減碼 |
| Somerville Kurt F | 24,100 | $891.6 萬 | 1.51% | +6,186+34.5% | 加碼 |
| Kingsview Wealth Management, LLC | 24,087 | $891.1 萬 | 0.13% | +113+0.5% | 加碼 |
| Gotham Asset Management, LLC | 24,048 | $889.7 萬 | 0.03% | +2,557+11.9% | 加碼 |
| Colter Lewis Investment Partners LLC | 23,970 | $886.8 萬 | 10.26% | +23,970 | 新進 |
| Arvest Bank Trust Division | 23,968 | $886.7 萬 | 0.48% | −447−1.8% | 減碼 |
| Hendershot Investments Inc. | 23,903 | $884.3 萬 | 1.13% | −16−0.1% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 23,884 | $883.6 萬 | 0.02% | −34,726−59.2% | 減碼 |
| Wedbush Securities Inc | 23,702 | $876.8 萬 | 0.26% | +748+3.3% | 加碼 |
| Meiji Yasuda America Inc | 23,690 | $876.4 萬 | 2.01% | +23,690 | 新進 |
| CAPROCK Group, Inc. | 23,672 | $875.7 萬 | 0.18% | +141+0.6% | 加碼 |
| Capital International Sarl | 23,642 | $874.6 萬 | 0.14% | +16,187+217.1% | 加碼 |
| Freestone Capital Holdings, LLC | 23,522 | $870.2 萬 | 0.26% | +61+0.3% | 加碼 |
| Ceera Investments, LLC | 23,487 | $868.9 萬 | 3.36% | −4,672−16.6% | 減碼 |
| Principal Securities, Inc. | 23,486 | $868.8 萬 | 0.13% | +2,589+12.4% | 加碼 |
| Commerzbank Aktiengesellschaft | 23,478 | $868.6 萬 | 0.18% | −750−3.1% | 減碼 |
| Gladstone Institutional Advisory LLC | 23,424 | $866.6 萬 | 0.33% | +3,994+20.6% | 加碼 |
| Adalta Capital Management LLC | 23,243 | $859.9 萬 | 3.84% | −157−0.7% | 減碼 |
| Ieq Capital, LLC | 23,220 | $859.0 萬 | 0.03% | +19,526+528.6% | 加碼 |
| Bretton Capital Management, LLC | 23,100 | $854.6 萬 | 7.15% | 00.0% | 不變 |
| Omers Administration Corp | 23,047 | $852.6 萬 | 0.06% | +747+3.3% | 加碼 |
| RBF Capital, LLC | 23,000 | $850.9 萬 | 0.39% | 00.0% | 不變 |
| Qsemble Capital Management, LP | 22,991 | $850.6 萬 | 0.70% | +22,991 | 新進 |
| LGT Group Foundation | 22,750 | $849.5 萬 | 0.09% | +573+2.6% | 加碼 |
| Resources Investment Advisors, LLC. | 22,894 | $847.0 萬 | 0.08% | +6,177+37.0% | 加碼 |
| J.W. Cole Advisors, Inc. | 24,888 | $843.8 萬 | 0.20% | −2,006−7.5% | 減碼 |
| Ballentine Partners, LLC | 22,784 | $842.9 萬 | 0.12% | −344−1.5% | 減碼 |
| Blue Zone Wealth Advisors, LLC | 22,511 | $832.8 萬 | 1.59% | −360−1.6% | 減碼 |
| JTC Employer Solutions Trusteee Ltd | 22,500 | $832.6 萬 | 0.57% | 00.0% | 不變 |
| Naples Global Advisors, LLC | 22,459 | $830.9 萬 | 0.62% | −409−1.8% | 減碼 |
| NorthCrest Asset Manangement, LLC | 21,869 | $830.6 萬 | 0.19% | −59,781−73.2% | 減碼 |
| Sagespring Wealth Partners, LLC | 22,356 | $827.1 萬 | 0.15% | +1,745+8.5% | 加碼 |
| Wisconsin Capital Management LLC | 22,333 | $826.2 萬 | 4.18% | +87+0.4% | 加碼 |
| Insight Wealth Strategies, LLC | 22,321 | $825.8 萬 | 0.95% | −683−3.0% | 減碼 |
| AG2R la Mondiale Gestion D'Actifs | 22,199 | $821.3 萬 | 0.36% | +1,301+6.2% | 加碼 |
| Heritage Trust Co | 22,190 | $820.9 萬 | 0.84% | −1,053−4.5% | 減碼 |
| Family Management Corp | 22,190 | $820.9 萬 | 1.04% | +20.0% | 加碼 |
| Park Avenue Securities LLC | 22,190 | $820.9 萬 | 0.07% | +328+1.5% | 加碼 |
| Global X Japan Co., Ltd. | 22,117 | $818.2 萬 | 0.62% | +18,235+469.7% | 加碼 |
| Chicago Trust Co NA | 22,098 | $817.5 萬 | 1.28% | −203−0.9% | 減碼 |
| MUFG Securities EMEA plc | 22,027 | $814.9 萬 | 0.09% | +11,638+112.0% | 加碼 |
| Bleakley Financial Group, LLC | 21,946 | $811.9 萬 | 0.14% | +6,274+40.0% | 加碼 |
| Sandhill Capital Partners LLC | 21,811 | $806.9 萬 | 0.57% | −871−3.8% | 減碼 |
| First Interstate Bank | 21,678 | $802.0 萬 | 0.43% | −912−4.0% | 減碼 |
| Northstar Group, Inc. | 21,536 | $796.8 萬 | 1.09% | +449+2.1% | 加碼 |
| Claudia M.P. Batlle, CRP (R) LLC | 21,476 | $794.5 萬 | 2.99% | −2,922−12.0% | 減碼 |
| Fiduciary Group LLC | 21,467 | $794.2 萬 | 0.67% | −56−0.3% | 減碼 |
| Chapman Investment Management, LLC | 21,435 | $793.0 萬 | 5.80% | −30.0% | 減碼 |
| Plato Investment Management Ltd | 21,313 | $792.3 萬 | 0.52% | −486−2.2% | 減碼 |
| Bailard, Inc. | 21,389 | $791.3 萬 | 0.18% | −1,007−4.5% | 減碼 |
| AIA Group Ltd | 21,300 | $788.0 萬 | 0.12% | +5,700+36.5% | 加碼 |
| JLB & Associates Inc | 21,294 | $787.8 萬 | 1.06% | +1,802+9.2% | 加碼 |
| Fort Sheridan Advisors LLC | 21,284 | $787.4 萬 | 1.00% | +800+3.9% | 加碼 |
| New Age Alpha Advisors, LLC | 21,169 | $783.1 萬 | 0.34% | −5,590−20.9% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 21,138 | $782.0 萬 | 0.80% | −107−0.5% | 減碼 |
| Condor Capital Management | 21,119 | $781.3 萬 | 0.63% | −236−1.1% | 減碼 |
| Summit Trail Advisors, LLC | 21,063 | $779.2 萬 | 0.13% | −2,982−12.4% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 21,064 | $778.9 萬 | 0.03% | +12,173+136.9% | 加碼 |
| F/M Investments LLC | 20,998 | $776.8 萬 | 0.30% | −805−3.7% | 減碼 |
| Verdence Capital Advisors LLC | 20,988 | $776.4 萬 | 0.46% | +232+1.1% | 加碼 |
| Hi-Line Capital Management, LLC | 20,965 | $775.6 萬 | 2.58% | +1,182+6.0% | 加碼 |
| Guggenheim Capital LLC | 20,948 | $775.0 萬 | 0.06% | −1,525−6.8% | 減碼 |
| Coldstream Capital Management Inc | 20,801 | $769.5 萬 | 0.10% | −673−3.1% | 減碼 |
| Community Financial Services Group, LLC | 20,783 | $768.9 萬 | 1.41% | −1,465−6.6% | 減碼 |
| Arcadia Investment Management Corp | 20,649 | $763.9 萬 | 1.24% | −2,860−12.2% | 減碼 |
| Siemens Fonds Invest GmbH | 20,256 | $756.3 萬 | 0.40% | −1,558−7.1% | 減碼 |
| Hutner Capital Management Inc | 20,409 | $755.0 萬 | 3.15% | −251−1.2% | 減碼 |
| Impax Asset Management Group plc | 20,218 | $748.0 萬 | 0.05% | −488−2.4% | 減碼 |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $744.3 萬 | 1.27% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 20,060 | $742.1 萬 | 0.15% | +3,877+24.0% | 加碼 |
| Ibex Wealth Advisors | 20,029 | $741.0 萬 | 0.73% | +767+4.0% | 加碼 |
| RH Tailwind Management, LLC | 20,000 | $739.9 萬 | 7.44% | +20,000 | 新進 |
| Banco Santander, S.A. | 19,948 | $738.0 萬 | 0.06% | −5,375−21.2% | 減碼 |
| EFG International AG | 19,912 | $736.8 萬 | 0.14% | +19,912 | 新進 |
| Empirical Finance, LLC | 19,798 | $732.4 萬 | 0.35% | −898−4.3% | 減碼 |
| ExodusPoint Capital Management, LP | 19,796 | $732.4 萬 | 0.08% | +1,890+10.6% | 加碼 |
| Foundations Investment Advisors, LLC | 19,783 | $731.9 萬 | 0.10% | −1,761−8.2% | 減碼 |
| Kerusso Capital Management LLC | 19,730 | $729.9 萬 | 3.37% | +4,713+31.4% | 加碼 |
| Evolve Private Wealth, LLC | 19,667 | $727.6 萬 | 0.43% | +19,667 | 新進 |
| Intesa Sanpaolo Wealth Management | 19,644 | $726.7 萬 | 1.50% | +19,644 | 新進 |