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
- 2,913
- 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 | 2,913 | $1,748 億 |
| 2025 年第 4 季 | 3,044 | $2,168 億 |
| 2025 年第 3 季 | 2,759 | $1,934 億 |
| 2025 年第 2 季 | 2,720 | $1,899 億 |
| 2025 年第 1 季 | 2,628 | $1,607 億 |
| 2024 年第 4 季 | 2,643 | $1,775 億 |
| 2024 年第 3 季 | 2,460 | $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 |
|---|---|---|---|---|---|
| Journey Retirement Planning & Investment Management LLC | 1,692 | $51.2 萬 | 0.45% | −3,936−69.9% | 減碼 |
| Zullo Investment Group, Inc. | 1,694 | $51.2 萬 | 0.19% | −26−1.5% | 減碼 |
| Zevenbergen Capital Investments LLC | 1,700 | $51.4 萬 | 0.01% | 00.0% | 不變 |
| Cassaday & Co Wealth Management LLC | 1,706 | $51.6 萬 | 0.01% | −224−11.6% | 減碼 |
| Versant Capital Management, Inc | 1,706 | $51.6 萬 | 0.05% | +146+9.4% | 加碼 |
| XML Financial, LLC | 1,708 | $51.7 萬 | 0.04% | −398−18.9% | 減碼 |
| Cache Advisors, LLC | 1,708 | $51.7 萬 | 0.06% | 00.0% | 不變 |
| Pekin Hardy Strauss, Inc. | 1,716 | $51.9 萬 | 0.05% | −1,341−43.9% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 1,717 | $51.9 萬 | 0.05% | −24−1.4% | 減碼 |
| Providence First Trust Co | 1,719 | $52.0 萬 | 0.18% | −792−31.5% | 減碼 |
| Calton & Associates, Inc. | 1,724 | $52.1 萬 | 0.07% | +1,724 | 新進 |
| Silver Oak Securities, Inc | 1,737 | $52.6 萬 | 0.04% | +25+1.5% | 加碼 |
| Ellis Investment Partners, LLC | 1,743 | $52.7 萬 | 0.09% | +2+0.1% | 加碼 |
| Atala Financial Inc | 1,743 | $52.7 萬 | 0.35% | −289−14.2% | 減碼 |
| Davis Investment Partners, LLC | 1,746 | $52.8 萬 | 0.19% | +1+0.1% | 加碼 |
| Balentine LLC | 1,749 | $52.9 萬 | 0.02% | −13−0.7% | 減碼 |
| Waters Parkerson & Co., LLC | 1,749 | $52.9 萬 | 0.03% | 00.0% | 不變 |
| Heritage Investment Group, Inc. | 1,750 | $52.9 萬 | 0.08% | −14−0.8% | 減碼 |
| Legend Capital Advisors LLC | 1,757 | $53.1 萬 | 0.33% | −36−2.0% | 減碼 |
| Midway Capital Research & Management | 1,763 | $53.3 萬 | 0.50% | +50+2.9% | 加碼 |
| Tennessee Valley Asset Management Partners | 1,768 | $53.5 萬 | 0.07% | +42+2.4% | 加碼 |
| Z3 Capital Partners, LLC | 1,768 | $53.5 萬 | 0.14% | −125−6.6% | 減碼 |
| Windsor Capital Management, LLC | 1,776 | $53.7 萬 | 0.15% | +201+12.8% | 加碼 |
| Brucke Financial, Inc. | 1,776 | $53.7 萬 | 0.27% | −645−26.6% | 減碼 |
| Alteri Wealth LLC | 1,777 | $53.8 萬 | 0.17% | +29+1.7% | 加碼 |
| May Hill Capital, LLC | 1,779 | $53.8 萬 | 0.14% | +465+35.4% | 加碼 |
| Atlantic Trust, LLC | 1,779 | $53.8 萬 | 0.09% | 00.0% | 不變 |
| First National Bank of Omaha | 1,780 | $53.8 萬 | 0.02% | −250−12.3% | 減碼 |
| MOR Wealth Management, LLC | 1,781 | $53.9 萬 | 0.25% | −157−8.1% | 減碼 |
| Centurion Wealth Management LLC | 1,790 | $54.1 萬 | 0.12% | −23−1.3% | 減碼 |
| Flagship Private Wealth, LLC | 1,791 | $54.2 萬 | 0.22% | −15−0.8% | 減碼 |
| Whitener Capital Management, Inc. | 1,792 | $54.2 萬 | 0.12% | −28−1.5% | 減碼 |
| Cromwell Holdings LLC | 1,793 | $54.2 萬 | 0.31% | 00.0% | 不變 |
| Sage Private Wealth Group, LLC | 1,793 | $54.2 萬 | 0.27% | −32−1.8% | 減碼 |
| Fort Washington Investment Advisors Inc | 1,794 | $54.3 萬 | 0.00% | +168+10.3% | 加碼 |
| KPP Advisory Services LLC | 1,806 | $54.6 萬 | 0.08% | −211−10.5% | 減碼 |
| Aberdeen Wealth Management LLC | 1,811 | $54.8 萬 | 0.25% | 00.0% | 不變 |
| SmartHarvest Portfolios, LLC | 1,824 | $55.2 萬 | 0.23% | −571−23.8% | 減碼 |
| Capstone Financial Advisors, Inc. | 1,832 | $55.4 萬 | 0.03% | −95−4.9% | 減碼 |
| Tempo Wealth, LLC | 1,835 | $55.5 萬 | 0.10% | +186+11.3% | 加碼 |
| Bank of Jackson Hole Trust | 1,843 | $55.7 萬 | 0.27% | +20+1.1% | 加碼 |
| TradeWell Securities, LLC. | 1,847 | $55.9 萬 | 0.24% | +2+0.1% | 加碼 |
| Patton Albertson Miller Group, LLC | 1,850 | $56.0 萬 | 0.07% | −11−0.6% | 減碼 |
| PCM Encore, LLC | 1,852 | $56.0 萬 | 0.12% | +221+13.5% | 加碼 |
| Trillium Asset Management, LLC | 1,856 | $56.1 萬 | 0.02% | −108−5.5% | 減碼 |
| Legacy Financial Strategies, LLC | 1,855 | $56.1 萬 | 0.10% | −38−2.0% | 減碼 |
| TFR Capital, LLC. | 1,856 | $56.1 萬 | 0.17% | +126+7.3% | 加碼 |
| Stanley-Laman Group, Ltd. | 1,857 | $56.2 萬 | 0.07% | +93+5.3% | 加碼 |
| Keystone Wealth Services, LLC | 1,868 | $56.5 萬 | 0.12% | −10−0.5% | 減碼 |
| Truvestments Capital LLC | 1,870 | $56.6 萬 | 0.10% | +73+4.1% | 加碼 |
| Pettyjohn, Wood & White, Inc | 1,870 | $56.6 萬 | 0.09% | 00.0% | 不變 |
| Athena Investment Management | 1,871 | $56.6 萬 | 0.29% | −108−5.5% | 減碼 |
| Nwam LLC | 1,871 | $56.6 萬 | 0.03% | −15−0.8% | 減碼 |
| Sterling Investment Advisors, Ltd. | 1,873 | $56.7 萬 | 0.10% | 00.0% | 不變 |
| Mechanics Financial Corp | 1,876 | $56.7 萬 | 0.24% | 00.0% | 不變 |
| Valmark Advisers, Inc. | 1,878 | $56.8 萬 | 0.01% | +35+1.9% | 加碼 |
| Herold Advisors, Inc. | 1,883 | $56.9 萬 | 0.13% | +171+10.0% | 加碼 |
| Phillips Wealth Planners LLC | 1,824 | $57.0 萬 | 0.43% | +50+2.8% | 加碼 |
| Keudell/Morrison Wealth Management | 1,884 | $57.0 萬 | 0.12% | +177+10.4% | 加碼 |
| Annex Advisory Services, LLC | 1,884 | $57.0 萬 | 0.01% | +374+24.8% | 加碼 |
| Financial Engines Advisors L.L.C. | 1,885 | $57.0 萬 | 0.00% | −325−14.7% | 減碼 |
| White Knight Strategic Wealth Advisors, LLC | 1,886 | $57.0 萬 | 0.48% | −43−2.2% | 減碼 |
| Ancora Advisors, LLC | 1,887 | $57.1 萬 | 0.01% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 1,887 | $57.1 萬 | 0.04% | −470−19.9% | 減碼 |
| Prairieview Wealth Partners, LLC | 1,889 | $57.1 萬 | 0.47% | 00.0% | 不變 |
| LaSalle St. Investment Advisors, LLC | 1,891 | $57.2 萬 | 0.08% | +24+1.3% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 1,893 | $57.3 萬 | 0.14% | +44+2.4% | 加碼 |
| Steigerwald, Gordon & Koch Inc. | 1,896 | $57.4 萬 | 0.06% | +69+3.8% | 加碼 |
| Wittenberg Investment Management, Inc. | 1,900 | $57.5 萬 | 0.21% | 00.0% | 不變 |
| Cairn Investment Group, Inc. | 1,900 | $57.5 萬 | 0.29% | 00.0% | 不變 |
| CDM Financial Counseling Services, Inc. | 1,903 | $57.5 萬 | 0.55% | +37+2.0% | 加碼 |
| Legato Capital Management LLC | 1,904 | $57.6 萬 | 0.05% | −1,265−39.9% | 減碼 |
| Princeton Capital Management LLC | 1,913 | $57.9 萬 | 0.16% | +410+27.3% | 加碼 |
| Palumbo Wealth Management LLC | 1,915 | $57.9 萬 | 0.14% | +209+12.3% | 加碼 |
| Tiemann Investment Advisors, LLC | 1,919 | $58.0 萬 | 0.23% | +100+5.5% | 加碼 |
| Zions Bancorporation, National Association | 1,923 | $58.2 萬 | 0.04% | −1,894−49.6% | 減碼 |
| Ballast Advisors LLC | 1,926 | $58.3 萬 | 0.17% | −25−1.3% | 減碼 |
| Arwa LLC | 1,836 | $58.3 萬 | 0.29% | −2,148−53.9% | 減碼 |
| Independent Family Office, LLC | 1,932 | $58.4 萬 | 0.24% | 00.0% | 不變 |
| Kathmere Capital Management, LLC | 1,934 | $58.5 萬 | 0.04% | −693−26.4% | 減碼 |
| Tripletail Wealth Management, LLC | 1,949 | $58.5 萬 | 0.80% | −6−0.3% | 減碼 |
| Oxford Financial Group Ltd | 1,942 | $58.8 萬 | 0.03% | −170−8.0% | 減碼 |
| Arbor Trust Wealth Advisors, LLC | 1,947 | $58.9 萬 | 0.26% | +130+7.2% | 加碼 |
| Everest Financial Group LLC | 1,950 | $59.0 萬 | 0.10% | +101+5.5% | 加碼 |
| Adirondack Trust Co | 1,951 | $59.0 萬 | 0.20% | −21−1.1% | 減碼 |
| Wisconsin Wealth Advisors, LLC | 1,960 | $59.3 萬 | 0.58% | +3+0.2% | 加碼 |
| Victory Financial Group, LLC | 1,960 | $59.3 萬 | 0.07% | +81+4.3% | 加碼 |
| Blume Capital Management, Inc. | 1,963 | $59.4 萬 | 0.10% | 00.0% | 不變 |
| Davidson Trust Co | 1,964 | $59.4 萬 | 0.26% | +45+2.3% | 加碼 |
| JFS Wealth Advisors, LLC | 1,965 | $59.4 萬 | 0.03% | +7+0.4% | 加碼 |
| Torray LLC | 1,965 | $59.4 萬 | 0.09% | −22,310−91.9% | 減碼 |
| RNC Capital Management LLC | 1,965 | $59.4 萬 | 0.03% | +205+11.6% | 加碼 |
| Chapin Davis, Inc. | 1,969 | $59.6 萬 | 0.13% | −243−11.0% | 減碼 |
| Breakwater Capital Group | 1,969 | $59.6 萬 | 0.08% | −50−2.5% | 減碼 |
| Regatta Capital Group, LLC | 1,970 | $59.6 萬 | 0.09% | −165−7.7% | 減碼 |
| Meadow Creek Wealth Advisors LLC | 1,971 | $59.6 萬 | 0.39% | −2−0.1% | 減碼 |
| Genesee Capital Advisors, LLC | 1,971 | $59.6 萬 | 0.25% | −8−0.4% | 減碼 |
| TrueWealth Advisors, LLC | 1,974 | $59.7 萬 | 0.15% | +1,403+245.7% | 加碼 |
| Keel Point, LLC | 1,975 | $59.7 萬 | 0.04% | −562−22.2% | 減碼 |
| Ashton Thomas Securities, LLC | 1,977 | $59.8 萬 | 0.08% | +61+3.2% | 加碼 |