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。
2026 年第 1 季 13F 持有人
American Express Co 在 2026/3/31 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
- 2,912
- 較 2025 年第 4 季 −93 家
- 持有股數
- 5.78 億
- 較 2025 年第 4 季 +4,542 萬 (+8.5%)
- 總市值
- $1,748 億
- 較 2025 年第 4 季 −$221.3 億 (−11.2%)
- 新進機構
- 191
- 另有 1,079 家加碼
- 清倉機構
- 284
- 另有 1,227 家減碼
另有 38 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Professional Advisory Services Inc | 1,500 | $45.4 萬 | 0.06% | 00.0% | 不變 |
| HBK Investments L P | 1,501 | $45.4 萬 | 0.01% | +1,501 | 新進 |
| MJP Associates Inc | 1,501 | $45.4 萬 | 0.06% | −1,384−48.0% | 減碼 |
| Fukoku Mutual Life Insurance Co | 1,504 | $45.5 萬 | 0.03% | −1,176−43.9% | 減碼 |
| Gradient Investments LLC | 1,506 | $45.6 萬 | 0.01% | −52−3.3% | 減碼 |
| Waldron Private Wealth LLC | 1,507 | $45.6 萬 | 0.02% | +114+8.2% | 加碼 |
| Enclave Advisors LLC | 1,508 | $45.6 萬 | 0.07% | −2,077−57.9% | 減碼 |
| MV Capital Management, Inc. | 1,510 | $45.7 萬 | 0.04% | −5−0.3% | 減碼 |
| Optima Capital LLC | 1,512 | $45.7 萬 | 0.21% | −5−0.3% | 減碼 |
| Osterweis Capital Management Inc | 1,515 | $45.8 萬 | 0.02% | −10−0.7% | 減碼 |
| Heritage Wealth Management, Inc. | 1,518 | $45.9 萬 | 0.23% | −111−6.8% | 減碼 |
| Burton Enright Welch | 1,521 | $46.0 萬 | 0.06% | +183+13.7% | 加碼 |
| Lecap Asset Management Ltd | 1,523 | $46.1 萬 | 0.17% | +1,523 | 新進 |
| Boit C F David | 1,525 | $46.1 萬 | 0.20% | 00.0% | 不變 |
| Barton Investment Management | 1,525 | $46.1 萬 | 0.06% | −19−1.2% | 減碼 |
| Commerce Advisors, LLC | 1,525 | $46.1 萬 | 0.39% | +1,525 | 新進 |
| Acorns Advisers, LLC | 1,532 | $46.3 萬 | 0.00% | +391+34.3% | 加碼 |
| Toth Financial Advisory Corp | 1,533 | $46.4 萬 | 0.05% | −1−0.1% | 減碼 |
| Investors Research Corp | 1,534 | $46.4 萬 | 0.09% | +10+0.7% | 加碼 |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 1,536 | $46.5 萬 | 0.37% | −634−29.2% | 減碼 |
| Delta Asset Management LLC | 1,538 | $46.5 萬 | 0.04% | 00.0% | 不變 |
| Reyes Financial Architecture, Inc. | 1,539 | $46.6 萬 | 0.38% | −153−9.0% | 減碼 |
| Pines Wealth Management, LLC | 1,539 | $46.6 萬 | 0.15% | −280−15.4% | 減碼 |
| Exencial Wealth Advisors, LLC | 1,544 | $46.7 萬 | 0.01% | +114+8.0% | 加碼 |
| Legacy Capital Group California, Inc. | 1,546 | $46.8 萬 | 0.18% | −403−20.7% | 減碼 |
| LMCG Investments, LLC | 1,551 | $46.9 萬 | 0.03% | −5−0.3% | 減碼 |
| Revolve Wealth Partners, LLC | 1,552 | $47.0 萬 | 0.06% | +93+6.4% | 加碼 |
| Accretive Wealth Partners, LLC | 1,553 | $47.0 萬 | 0.13% | +99+6.8% | 加碼 |
| Owen LaRue, LLC | 1,554 | $47.0 萬 | 0.18% | +1,554 | 新進 |
| Fairfield, Bush & Co. | 1,555 | $47.0 萬 | 0.26% | 00.0% | 不變 |
| Severin Investments, LLC | 1,557 | $47.1 萬 | 0.40% | +1,557 | 新進 |
| Granite Islands Private Wealth, LLC | 1,557 | $47.1 萬 | 0.43% | +4+0.3% | 加碼 |
| Edmond de Rothschild Holding S.A. | 1,557 | $47.1 萬 | 0.01% | +500+47.3% | 加碼 |
| Marshall & Sterling Wealth Advisors Inc. | 1,559 | $47.2 萬 | 0.31% | −243−13.5% | 減碼 |
| Kapstone Financial Advisors LLC | 1,564 | $47.3 萬 | 0.23% | +260+19.9% | 加碼 |
| Walker Asset Management, LLC | 1,567 | $47.4 萬 | 0.26% | +63+4.2% | 加碼 |
| Agate Pass Investment Management, LLC | 1,570 | $47.5 萬 | 0.19% | 00.0% | 不變 |
| Fragasso Group Inc. | 1,555 | $47.5 萬 | 0.03% | −50−3.1% | 減碼 |
| CPA Asset Management LLC | 1,572 | $47.5 萬 | 0.16% | 00.0% | 不變 |
| Sunpointe, LLC | 1,573 | $47.6 萬 | 0.16% | −258−14.1% | 減碼 |
| North Capital, Inc. | 1,575 | $47.7 萬 | 0.40% | +20+1.3% | 加碼 |
| KFA Private Wealth Group, LLC | 1,579 | $47.8 萬 | 0.11% | −19−1.2% | 減碼 |
| Ridgecrest Wealth Partners, LLC | 1,579 | $47.8 萬 | 0.26% | 00.0% | 不變 |
| Optimize Financial Inc | 1,582 | $47.9 萬 | 0.24% | +1,582 | 新進 |
| Consolidated Planning Corp | 1,584 | $47.9 萬 | 0.08% | −3−0.2% | 減碼 |
| Lavaca Capital LLC | 1,590 | $48.1 萬 | 0.09% | +1,000+169.5% | 加碼 |
| Investor's Fiduciary Advisor Network, LLC | 1,590 | $48.1 萬 | 0.15% | −112−6.6% | 減碼 |
| Silverlake Wealth Management LLC | 1,593 | $48.2 萬 | 0.10% | −24−1.5% | 減碼 |
| GatePass Capital, LLC | 1,593 | $48.2 萬 | 0.23% | +1,593 | 新進 |
| Impact Capital Partners LLC | 1,595 | $48.2 萬 | 0.15% | +31+2.0% | 加碼 |
| Lee Johnson Capital Management, LLC | 1,597 | $48.3 萬 | 0.17% | −14,743−90.2% | 減碼 |
| Trilogy Capital Inc. | 1,600 | $48.4 萬 | 0.02% | −30−1.8% | 減碼 |
| Paradigm Asset Management Co LLC | 1,600 | $48.4 萬 | 0.11% | 00.0% | 不變 |
| Integrated Investment Consultants, LLC | 1,601 | $48.4 萬 | 0.10% | −87−5.2% | 減碼 |
| Strategy Asset Managers LLC | 1,601 | $48.4 萬 | 0.08% | −23−1.4% | 減碼 |
| Crusonia Wealth Advisors LLC | 1,605 | $48.5 萬 | 0.10% | +59+3.8% | 加碼 |
| Valley National Advisers Inc | 1,610 | $48.6 萬 | 0.06% | −54−3.2% | 減碼 |
| OneAscent Family Office, LLC | 1,607 | $48.6 萬 | 0.34% | +151+10.4% | 加碼 |
| Tower Wealth Partners, Inc. | 1,612 | $48.8 萬 | 0.27% | −781−32.6% | 減碼 |
| DDD Partners, LLC | 1,614 | $48.8 萬 | 0.03% | +1,614 | 新進 |
| Rockbridge Investment Management, LCC | 1,615 | $48.9 萬 | 0.04% | −10−0.6% | 減碼 |
| Cornell Pochily Investment Advisors, Inc. | 1,616 | $48.9 萬 | 0.14% | +2+0.1% | 加碼 |
| Schubert & Co | 1,618 | $48.9 萬 | 0.40% | −153−8.6% | 減碼 |
| Foster & Motley Inc | 1,619 | $49.0 萬 | 0.03% | −7−0.4% | 減碼 |
| Peterson Wealth Services | 1,620 | $49.0 萬 | 0.12% | +1+0.1% | 加碼 |
| City Holding Co | 1,624 | $49.1 萬 | 0.06% | −2−0.1% | 減碼 |
| Dillon & Associates Inc | 1,629 | $49.2 萬 | 0.07% | +1,629 | 新進 |
| Centric Wealth Management | 1,543 | $49.3 萬 | 0.10% | −145−8.6% | 減碼 |
| HCR Wealth Advisors | 1,633 | $49.4 萬 | 0.05% | 00.0% | 不變 |
| Tyche Wealth Partners LLC | 1,635 | $49.5 萬 | 0.08% | 00.0% | 不變 |
| Oliver Luxxe Assets LLC | 1,636 | $49.5 萬 | 0.07% | −23−1.4% | 減碼 |
| Hibernia Wealth Partners, LLC | 1,637 | $49.5 萬 | 0.15% | +71+4.5% | 加碼 |
| Brown Miller Wealth Management, LLC | 1,640 | $49.6 萬 | 0.14% | 00.0% | 不變 |
| MQS Management LLC | 1,645 | $49.8 萬 | 0.34% | −822−33.3% | 減碼 |
| Acorn Wealth Advisors, LLC | 1,646 | $49.8 萬 | 0.15% | +2+0.1% | 加碼 |
| Oxbow Advisors, LLC | 1,653 | $50.0 萬 | 0.04% | −19−1.1% | 減碼 |
| NFP Retirement, Inc. | 1,656 | $50.1 萬 | 0.03% | −3−0.2% | 減碼 |
| Kelman-Lazarov, Inc. | 1,657 | $50.1 萬 | 0.07% | −93−5.3% | 減碼 |
| Centaurus Financial, Inc. | 1,661 | $50.2 萬 | 0.02% | −54−3.1% | 減碼 |
| Motco | 1,661 | $50.2 萬 | 0.05% | −7−0.4% | 減碼 |
| Van Diest Capital, LLC | 1,662 | $50.3 萬 | 0.40% | +824+98.3% | 加碼 |
| Strategic Family Wealth Counselors, L.L.C. | 1,664 | $50.3 萬 | 0.13% | −1,776−51.6% | 減碼 |
| Allred Capital Management, LLC | 1,666 | $50.4 萬 | 0.18% | +71+4.5% | 加碼 |
| Secure Asset Management, LLC | 1,673 | $50.6 萬 | 0.08% | −659−28.3% | 減碼 |
| Liberty Wealth Management LLC | 1,673 | $50.6 萬 | 0.06% | −49−2.8% | 減碼 |
| Twin Tree Management, LP | 1,675 | $50.7 萬 | 0.11% | +981+141.4% | 加碼 |
| Navigation Group, LLC | 1,675 | $50.7 萬 | 0.12% | +1,675 | 新進 |
| Missouri Trust & Investment Co | 1,677 | $50.7 萬 | 0.15% | −145−8.0% | 減碼 |
| Lake Street Financial LLC | 1,678 | $50.8 萬 | 0.06% | −28−1.6% | 減碼 |
| OneAscent Wealth Management LLC | 1,679 | $50.8 萬 | 0.17% | −26−1.5% | 減碼 |
| Income Insurance Ltd | 1,679 | $50.8 萬 | 0.35% | 00.0% | 不變 |
| 111 Capital | 1,680 | $50.8 萬 | 0.13% | +1,002+147.8% | 加碼 |
| Apollon Financial, LLC | 1,681 | $50.8 萬 | 0.07% | +5+0.3% | 加碼 |
| Thompson Investment Management, Inc. | 1,681 | $50.8 萬 | 0.07% | 00.0% | 不變 |
| Adell Harriman & Carpenter Inc | 1,684 | $51.0 萬 | 0.03% | −366−17.9% | 減碼 |
| Harbour Trust & Investment Management Co | 1,687 | $51.0 萬 | 0.05% | −10−0.6% | 減碼 |
| Keebeck Wealth Management, LLC | 1,687 | $51.0 萬 | 0.06% | +71+4.4% | 加碼 |
| Arcataur Capital Management LLC | 1,688 | $51.1 萬 | 0.14% | +10+0.6% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 1,691 | $51.2 萬 | 0.13% | +36+2.2% | 加碼 |
| Journey Retirement Planning & Investment Management LLC | 1,692 | $51.2 萬 | 0.45% | −3,936−69.9% | 減碼 |