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 |
|---|---|---|---|---|---|
| Sage Capital Management, LLC | 2,324 | $70.3 萬 | 0.33% | 00.0% | 不變 |
| Monetary Management Group Inc | 2,325 | $70.3 萬 | 0.17% | −50−2.1% | 減碼 |
| Hazlett, Burt & Watson, Inc. | 2,326 | $70.4 萬 | 0.22% | +10.0% | 加碼 |
| FWL Investment Management, LLC | 2,328 | $70.4 萬 | 0.15% | +1,890+431.5% | 加碼 |
| Sound Income Strategies, LLC | 2,338 | $70.5 萬 | 0.03% | −42−1.8% | 減碼 |
| PFC Capital Group, Inc. | 2,335 | $70.6 萬 | 0.31% | 00.0% | 不變 |
| Financial Planning Hawaii, Inc. | 2,335 | $70.6 萬 | 0.42% | +80+3.5% | 加碼 |
| Diversified Enterprises, LLC | 2,338 | $70.7 萬 | 0.04% | −23−1.0% | 減碼 |
| Millstone Evans Group, LLC | 2,342 | $70.8 萬 | 0.43% | 00.0% | 不變 |
| Drucker Wealth 3.0, LLC | 2,348 | $71.0 萬 | 0.12% | −38−1.6% | 減碼 |
| Saxon Interests, Inc. | 2,351 | $71.1 萬 | 0.25% | −2,434−50.9% | 減碼 |
| Bristol John W & Co Inc | 2,351 | $71.1 萬 | 0.01% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 2,358 | $71.3 萬 | 0.25% | +494+26.5% | 加碼 |
| Northbridge Financial Group, LLC | 2,202 | $71.3 萬 | 0.31% | +148+7.2% | 加碼 |
| Shufro Rose & Co LLC | 2,359 | $71.4 萬 | 0.05% | −304−11.4% | 減碼 |
| Trustmark National Bank Trust Department | 2,362 | $71.4 萬 | 0.05% | −499−17.4% | 減碼 |
| Capital Advisors Inc | 2,373 | $71.8 萬 | 0.01% | +680+40.2% | 加碼 |
| Weaver Consulting Group | 2,379 | $72.0 萬 | 0.17% | −22−0.9% | 減碼 |
| Avidian Wealth Solutions, LLC | 2,380 | $72.0 萬 | 0.02% | −100−4.0% | 減碼 |
| Sierra Capital LLC | 2,386 | $72.2 萬 | 0.08% | +1,385+138.4% | 加碼 |
| Kozak & Associates, Inc. | 2,230 | $72.2 萬 | 0.14% | +2+0.1% | 加碼 |
| Moisand Fitzgerald Tamayo, LLC | 2,388 | $72.2 萬 | 0.08% | −50−2.1% | 減碼 |
| EntryPoint Capital, LLC | 2,389 | $72.3 萬 | 0.21% | +984+70.0% | 加碼 |
| Confluence Investment Management LLC | 2,400 | $72.6 萬 | 0.01% | 00.0% | 不變 |
| Aua Capital Management, LLC | 2,400 | $72.6 萬 | 0.37% | 00.0% | 不變 |
| Coign Capital Advisors LLC | 2,401 | $72.6 萬 | 0.38% | −7−0.3% | 減碼 |
| Trust Co | 2,406 | $72.8 萬 | 0.07% | 00.0% | 不變 |
| Delta Investment Management, LLC | 2,411 | $72.9 萬 | 0.13% | +2+0.1% | 加碼 |
| Seven Mile Advisory | 2,412 | $73.0 萬 | 0.53% | −1,144−32.2% | 減碼 |
| Westbourne Investment Advisors, Inc. | 2,413 | $73.0 萬 | 0.21% | 00.0% | 不變 |
| Sovereign Financial Group, Inc. | 2,422 | $73.3 萬 | 0.13% | +345+16.6% | 加碼 |
| Centennial Bank | 2,431 | $73.5 萬 | 0.26% | −500−17.1% | 減碼 |
| TRB Wealth Management, LLC | 2,432 | $73.6 萬 | 0.10% | +2,432 | 新進 |
| Unified Investment Management | 2,434 | $73.6 萬 | 0.76% | −98−3.9% | 減碼 |
| J. Safra Sarasin Holding AG | 2,436 | $73.7 萬 | 0.01% | −5,682−70.0% | 減碼 |
| Old North State Trust, LLC | 2,439 | $73.8 萬 | 0.44% | +389+19.0% | 加碼 |
| Opal Wealth Advisors, LLC | 2,446 | $74.0 萬 | 0.17% | +7+0.3% | 加碼 |
| SGL Investment Advisors, Inc. | 2,372 | $74.1 萬 | 0.28% | +5+0.2% | 加碼 |
| Perennial Investment Advisors, LLC | 2,456 | $74.3 萬 | 0.06% | +239+10.8% | 加碼 |
| McLean Asset Management Corp | 2,457 | $74.3 萬 | 0.13% | −25−1.0% | 減碼 |
| Phoenix Wealth Advisors | 2,462 | $74.5 萬 | 0.29% | −245−9.1% | 減碼 |
| Root Financial Partners, LLC | 2,465 | $74.6 萬 | 0.03% | +444+22.0% | 加碼 |
| KKM Financial LLC | 2,023 | $74.8 萬 | 0.13% | 00.0% | 不變 |
| DT Investment Partners, LLC | 2,475 | $74.9 萬 | 0.06% | 00.0% | 不變 |
| Financial Solutions Advisory Group, Inc. | 2,475 | $74.9 萬 | 0.10% | +2,475 | 新進 |
| Arvest Investments, Inc. | 2,478 | $75.0 萬 | 0.10% | −28−1.1% | 減碼 |
| Cherry Tree Wealth Management, LLC | 2,480 | $75.0 萬 | 0.16% | 00.0% | 不變 |
| Strategic Blueprint, LLC | 2,480 | $75.0 萬 | 0.04% | +204+9.0% | 加碼 |
| Global Assets Advisory, LLC | 2,482 | $75.1 萬 | 0.23% | +619+33.2% | 加碼 |
| Union Savings Bank | 2,484 | $75.1 萬 | 0.33% | −26−1.0% | 減碼 |
| Gryphon Financial Partners LLC | 2,489 | $75.3 萬 | 0.08% | +36+1.5% | 加碼 |
| CoreFirst Bank & Trust | 2,493 | $75.4 萬 | 0.40% | −15−0.6% | 減碼 |
| West Branch Capital LLC | 2,498 | $75.6 萬 | 0.20% | −504−16.8% | 減碼 |
| Auxano Advisors, LLC | 2,500 | $75.6 萬 | 0.15% | −48−1.9% | 減碼 |
| Palogic Value Management, L.P. | 2,506 | $75.8 萬 | 0.33% | 00.0% | 不變 |
| Arrow Financial Corp | 2,509 | $75.9 萬 | 0.08% | −330−11.6% | 減碼 |
| Twin Lakes Capital Management, LLC | 2,526 | $76.4 萬 | 0.35% | −58−2.2% | 減碼 |
| Indiana Trust & Investment Management CO | 2,526 | $76.4 萬 | 0.24% | −219−8.0% | 減碼 |
| Main Street Financial Solutions, LLC | 2,546 | $77.0 萬 | 0.06% | −122−4.6% | 減碼 |
| Avantax Planning Partners, Inc. | 2,548 | $77.1 萬 | 0.02% | +3+0.1% | 加碼 |
| Magnolia Capital Management Ltd | 2,555 | $77.3 萬 | 0.52% | +555+27.8% | 加碼 |
| RFP Financial Group LLC | 2,557 | $77.4 萬 | 0.42% | −80−3.0% | 減碼 |
| American National Bank | 2,558 | $77.4 萬 | 0.07% | −4−0.2% | 減碼 |
| Sentinus, LLC | 2,563 | $77.5 萬 | 0.07% | +397+18.3% | 加碼 |
| Exchange Bank | 2,568 | $77.7 萬 | 0.54% | −48−1.8% | 減碼 |
| SkyView Investment Advisors, LLC | 2,582 | $78.1 萬 | 0.11% | −38−1.5% | 減碼 |
| Chapman Financial Group, LLC | 2,585 | $78.2 萬 | 0.56% | −318−11.0% | 減碼 |
| DV Trading LLC | 2,596 | $78.5 萬 | 0.07% | +2,596 | 新進 |
| F/M Investments LLC | 2,598 | $78.6 萬 | 0.05% | −18,400−87.6% | 減碼 |
| Marietta Investment Partners LLC | 2,598 | $78.6 萬 | 0.16% | 00.0% | 不變 |
| Graves-Light Private Wealth Management, Inc. | 2,603 | $78.7 萬 | 0.08% | −7−0.3% | 減碼 |
| Channel Wealth LLC | 2,605 | $78.8 萬 | 0.19% | −21−0.8% | 減碼 |
| Umpqua Bank | 2,613 | $79.0 萬 | 0.23% | −6−0.2% | 減碼 |
| Aft, Forsyth & Company, Inc. | 2,616 | $79.1 萬 | 0.37% | 00.0% | 不變 |
| Summit Global Investments | 2,618 | $79.2 萬 | 0.05% | +55+2.1% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 2,620 | $79.2 萬 | 0.04% | +491+23.1% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 2,620 | $79.2 萬 | 0.08% | +178+7.3% | 加碼 |
| Transcend Wealth Collective, LLC | 2,621 | $79.3 萬 | 0.06% | +529+25.3% | 加碼 |
| Brookwood Investment Group LLC | 2,629 | $79.5 萬 | 0.10% | −41−1.5% | 減碼 |
| Marino, Stram & Associates LLC | 2,630 | $79.6 萬 | 0.14% | +48+1.9% | 加碼 |
| Borer Denton & Associates, Inc. | 2,637 | $79.8 萬 | 0.28% | −50−1.9% | 減碼 |
| Pioneer Trust Bank N A | 2,640 | $79.9 萬 | 0.19% | +40+1.5% | 加碼 |
| Kavar Capital Partners Group, LLC | 2,643 | $79.9 萬 | 0.10% | +279+11.8% | 加碼 |
| Silverberg Bernstein Capital Management LLC | 2,645 | $80.0 萬 | 0.44% | 00.0% | 不變 |
| Bank Julius Baer & Co. Ltd, Zurich | 2,646 | $80.0 萬 | 0.00% | +1,420+115.8% | 加碼 |
| Ridgewood Investments LLC | 2,647 | $80.1 萬 | 0.33% | +2,647 | 新進 |
| Provenance Wealth Advisors, LLC | 2,649 | $80.1 萬 | 0.08% | −5−0.2% | 減碼 |
| Sendero Wealth Management, LLC | 2,668 | $80.7 萬 | 0.09% | −40−1.5% | 減碼 |
| McGlone Suttner Wealth Management, Inc. | 2,670 | $80.8 萬 | 0.11% | +10.0% | 加碼 |
| Castleark Management LLC | 2,675 | $80.9 萬 | 0.03% | 00.0% | 不變 |
| Pitcairn Wealth Advisors LLC | 2,189 | $81.0 萬 | 0.07% | 00.0% | 不變 |
| Forum Financial Management, LP | 2,682 | $81.1 萬 | 0.01% | −5,364−66.7% | 減碼 |
| Purus Wealth Management, LLC | 2,685 | $81.2 萬 | 0.26% | −81−2.9% | 減碼 |
| Hartford Financial Management Inc. | 2,690 | $81.4 萬 | 0.21% | 00.0% | 不變 |
| Fortune Financial Advisors, LLC | 2,691 | $81.4 萬 | 0.41% | −98−3.5% | 減碼 |
| Klingman & Associates, LLC | 2,695 | $81.5 萬 | 0.04% | +3+0.1% | 加碼 |
| Shelton Wealth Management, LLC | 2,697 | $81.6 萬 | 0.36% | +2,697 | 新進 |
| MWA Asset Management | 2,699 | $81.7 萬 | 0.45% | +482+21.7% | 加碼 |
| L2 Asset Management, LLC | 2,702 | $81.7 萬 | 0.08% | −530−16.4% | 減碼 |
| Basepoint Wealth LLC | 2,709 | $82.0 萬 | 0.47% | −16−0.6% | 減碼 |