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 |
|---|---|---|---|---|---|
| Integrity Alliance, LLC. | 2,711 | $82.0 萬 | 0.03% | −2,836−51.1% | 減碼 |
| Cypress Capital Group | 2,723 | $82.4 萬 | 0.09% | 00.0% | 不變 |
| Midwest Financial Group LLC | 2,733 | $82.7 萬 | 0.35% | 00.0% | 不變 |
| Enterprise Financial Services Corp | 2,740 | $82.9 萬 | 0.42% | +588+27.3% | 加碼 |
| OneAscent Financial Services LLC | 2,743 | $83.0 萬 | 0.04% | +314+12.9% | 加碼 |
| LS Investment Advisors, LLC | 2,746 | $83.1 萬 | 0.12% | −273−9.0% | 減碼 |
| Millington Financial Advisors, LLC | 2,615 | $83.4 萬 | 0.35% | +25+1.0% | 加碼 |
| Tritonpoint Wealth, LLC | 2,758 | $83.4 萬 | 0.09% | +26+1.0% | 加碼 |
| Trust Co of Virginia | 2,766 | $83.7 萬 | 0.07% | −98−3.4% | 減碼 |
| Central Bank & Trust Co | 2,770 | $83.8 萬 | 0.13% | +150+5.7% | 加碼 |
| Sax Wealth Advisors, LLC | 2,268 | $83.9 萬 | 0.04% | −153−6.3% | 減碼 |
| Ballast, Inc. | 2,776 | $84.0 萬 | 0.19% | −78−2.7% | 減碼 |
| Hobbs Group Advisors, LLC | 2,781 | $84.1 萬 | 0.25% | 00.0% | 不變 |
| Outfitter Financial LLC | 2,785 | $84.2 萬 | 0.65% | +325+13.2% | 加碼 |
| Ocean Capital Management, LLC | 2,790 | $84.4 萬 | 0.17% | −7−0.3% | 減碼 |
| ISAM Funds (UK) Ltd | 2,797 | $84.6 萬 | 0.42% | −104−3.6% | 減碼 |
| Kearns & Associates LLC | 2,800 | $84.7 萬 | 0.46% | 00.0% | 不變 |
| Yoffe Investment Management, LLC | 2,800 | $84.7 萬 | 1.09% | 00.0% | 不變 |
| Icapital Wealth LLC | 2,800 | $84.7 萬 | 0.51% | 00.0% | 不變 |
| Facet Wealth, Inc. | 2,802 | $84.7 萬 | 0.01% | +550+24.4% | 加碼 |
| McIlrath & Eck, LLC | 2,802 | $84.8 萬 | 0.06% | 00.0% | 不變 |
| Advyzon Investment Management, LLC | 2,806 | $84.9 萬 | 0.08% | +734+35.4% | 加碼 |
| Linscomb & Williams, Inc. | 2,811 | $85.0 萬 | 0.04% | +57+2.1% | 加碼 |
| Integrated Advisors Network LLC | 2,821 | $85.3 萬 | 0.04% | −8,581−75.3% | 減碼 |
| Benin Management CORP | 2,863 | $86.6 萬 | 0.19% | +74+2.7% | 加碼 |
| Orleans Capital Management Corp | 2,867 | $86.7 萬 | 0.59% | 00.0% | 不變 |
| Delta Financial Advisors LLC | 2,870 | $86.8 萬 | 0.23% | +406+16.5% | 加碼 |
| Cidel Asset Management Inc | 2,879 | $87.1 萬 | 0.05% | +431+17.6% | 加碼 |
| Richards, Merrill & Peterson, Inc. | 2,881 | $87.1 萬 | 0.32% | −18−0.6% | 減碼 |
| Guardian Wealth Advisors, LLC | 2,882 | $87.2 萬 | 0.06% | +19+0.7% | 加碼 |
| Taylor Securities Services, Inc. | 2,882 | $87.2 萬 | 0.41% | 00.0% | 不變 |
| Signet Financial Management, LLC | 2,888 | $87.3 萬 | 0.10% | +121+4.4% | 加碼 |
| Cambridge Advisors Inc. | 2,910 | $88.0 萬 | 0.17% | 00.0% | 不變 |
| Warther Private Wealth, LLC | 2,913 | $88.1 萬 | 0.21% | +100+3.6% | 加碼 |
| Bath Savings Trust Co | 2,916 | $88.2 萬 | 0.09% | −7−0.2% | 減碼 |
| SeaCrest Wealth Management, LLC | 2,926 | $88.5 萬 | 0.09% | −168−5.4% | 減碼 |
| LongView Wealth Management | 2,720 | $88.9 萬 | 0.22% | −153−5.3% | 減碼 |
| Capital Investment Advisory Services, LLC | 2,973 | $89.9 萬 | 0.07% | −3−0.1% | 減碼 |
| MFA Wealth Services | 2,980 | $90.1 萬 | 0.60% | +118+4.1% | 加碼 |
| Cooper Financial Group | 2,984 | $90.3 萬 | 0.09% | −197−6.2% | 減碼 |
| Matrix Asset Advisors Inc | 2,996 | $90.6 萬 | 0.08% | −70−2.3% | 減碼 |
| Waddell & Associates, LLC | 3,010 | $91.0 萬 | 0.05% | +355+13.4% | 加碼 |
| Abacus Wealth Partners, LLC | 3,013 | $91.1 萬 | 0.08% | −290−8.8% | 減碼 |
| Scissortail Wealth Management, LLC | 3,017 | $91.3 萬 | 0.18% | 00.0% | 不變 |
| Baker Tilly Wealth Management, LLC | 3,019 | $91.3 萬 | 0.22% | −139−4.4% | 減碼 |
| 71 West Capital Partners | 3,022 | $91.4 萬 | 0.04% | +762+33.7% | 加碼 |
| WBI Investments | 3,031 | $91.7 萬 | 0.25% | −4,879−61.7% | 減碼 |
| Millington Securities, LLC | 3,031 | $91.7 萬 | 0.25% | +3,031 | 新進 |
| Greystone Financial Group, LLC | 3,037 | $91.9 萬 | 0.26% | −37,947−92.6% | 減碼 |
| Tradition Wealth Management, LLC | 3,041 | $92.0 萬 | 0.07% | +50+1.7% | 加碼 |
| Catalyst Financial Partners LLC | 3,048 | $92.2 萬 | 0.11% | +188+6.6% | 加碼 |
| Legal Advantage Investments, Inc. | 3,050 | $92.3 萬 | 0.48% | +500+19.6% | 加碼 |
| Talon Private Wealth, LLC | 3,051 | $92.3 萬 | 0.12% | +3,051 | 新進 |
| Legacy Wealth Management, LLC | 3,055 | $92.4 萬 | 0.26% | +40+1.3% | 加碼 |
| PDS Planning, Inc | 3,056 | $92.4 萬 | 0.06% | −57−1.8% | 減碼 |
| ZEGA Investments, LLC | 3,057 | $92.5 萬 | 0.18% | −233−7.1% | 減碼 |
| Wealth Advisory Solutions, LLC | 3,058 | $92.5 萬 | 0.21% | +2,291+298.7% | 加碼 |
| Quotient Wealth Partners, LLC | 3,062 | $92.6 萬 | 0.02% | −21−0.7% | 減碼 |
| Clean Yield Group | 3,079 | $93.1 萬 | 0.26% | −16−0.5% | 減碼 |
| Mayflower Financial Advisors, LLC | 3,083 | $93.3 萬 | 0.11% | −43−1.4% | 減碼 |
| Insight Advisors, LLC | 3,083 | $93.3 萬 | 0.18% | −2,507−44.8% | 減碼 |
| Novem Group | 3,092 | $93.5 萬 | 0.11% | −32−1.0% | 減碼 |
| CFO4Life Group, LLC | 3,093 | $93.5 萬 | 0.14% | −26−0.8% | 減碼 |
| Philadelphia Trust Co | 3,095 | $93.6 萬 | 0.07% | −500−13.9% | 減碼 |
| Lewis Asset Management, LLC | 3,106 | $94.0 萬 | 0.38% | −43−1.4% | 減碼 |
| Westfuller Advisors, LLC | 3,108 | $94.0 萬 | 0.41% | +14+0.5% | 加碼 |
| Richwood Investment Advisors, LLC | 3,114 | $94.2 萬 | 0.73% | −102−3.2% | 減碼 |
| Childress Capital Advisors, LLC | 3,116 | $94.3 萬 | 0.17% | −402−11.4% | 減碼 |
| Signature Wealth Management Group | 3,122 | $94.4 萬 | 0.36% | −4,733−60.3% | 減碼 |
| US Asset Management LLC | 3,124 | $94.5 萬 | 0.82% | −26−0.8% | 減碼 |
| Palisade Capital Management LLC | 3,130 | $94.7 萬 | 0.03% | +1,262+67.6% | 加碼 |
| Elevated Financial Group LLC | 3,154 | $95.4 萬 | 0.32% | −75−2.3% | 減碼 |
| Continuum Advisory, LLC | 3,162 | $95.7 萬 | 0.09% | −50−1.6% | 減碼 |
| Legacy Financial Advisors, Inc. | 3,173 | $96.0 萬 | 0.13% | +481+17.9% | 加碼 |
| Newbridge Financial Services Group, Inc. | 3,179 | $96.2 萬 | 0.16% | +895+39.2% | 加碼 |
| Money Concepts Capital Corp | 3,191 | $96.5 萬 | 0.05% | +93+3.0% | 加碼 |
| Howe & Rusling Inc | 3,191 | $96.5 萬 | 0.06% | 00.0% | 不變 |
| S-Bank Fund Management Ltd | 3,216 | $97.3 萬 | 0.14% | −120−3.6% | 減碼 |
| Nilsine Partners, LLC | 3,059 | $97.5 萬 | 0.08% | −464−13.2% | 減碼 |
| Steel Peak Wealth Management LLC | 3,230 | $97.7 萬 | 0.03% | +321+11.0% | 加碼 |
| Delphi Management Inc | 3,239 | $98.0 萬 | 1.17% | −940−22.5% | 減碼 |
| Geneos Wealth Management Inc. | 3,249 | $98.3 萬 | 0.02% | +82+2.6% | 加碼 |
| FFT Wealth Management LLC | 3,256 | $98.5 萬 | 0.18% | +2,586+386.0% | 加碼 |
| Cetera Trust Company, N.A | 3,260 | $98.6 萬 | 0.56% | 00.0% | 不變 |
| Byrne Asset Management LLC | 3,270 | $98.9 萬 | 0.59% | −495−13.1% | 減碼 |
| Allen Investment Management LLC | 3,279 | $99.2 萬 | 0.01% | 00.0% | 不變 |
| WBH Advisory Inc | 3,294 | $99.3 萬 | 0.07% | 00.0% | 不變 |
| Union Bancaire Privee, UBP SA | 4,129 | $99.3 萬 | 0.02% | 00.0% | 不變 |
| Altfest L J & Co Inc | 3,324 | $100.5 萬 | 0.11% | +92+2.8% | 加碼 |
| Heartland Bank & Trust Co | 3,341 | $101.1 萬 | 0.23% | +184+5.8% | 加碼 |
| Basecamp Wealth Advisors LLC | 3,367 | $101.8 萬 | 0.21% | −7−0.2% | 減碼 |
| Alexander Randolph Advisory, Inc. | 3,370 | $101.9 萬 | 0.88% | −83−2.4% | 減碼 |
| Sigma Investment Counselors Inc | 3,376 | $102.1 萬 | 0.05% | −2−0.1% | 減碼 |
| Bahl & Gaynor Inc | 3,387 | $102.5 萬 | 0.01% | −61−1.8% | 減碼 |
| Advisor OS, LLC | 3,388 | $102.5 萬 | 0.07% | −1,881−35.7% | 減碼 |
| Sanders Morris Harris LLC | 3,388 | $102.5 萬 | 0.16% | +3,388 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 3,388 | $102.5 萬 | 0.06% | +1,584+87.8% | 加碼 |
| Marshall Financial Group LLC | 3,406 | $103.0 萬 | 0.16% | +221+6.9% | 加碼 |
| Alerus Financial NA | 3,407 | $103.1 萬 | 0.05% | −60−1.7% | 減碼 |
| Rexford Capital Inc | 3,407 | $103.1 萬 | 0.74% | +40+1.2% | 加碼 |