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 |
|---|---|---|---|---|---|
| Birinyi Associates Inc | 11,360 | $343.6 萬 | 0.94% | +4,110+56.7% | 加碼 |
| Golden State Equity Partners | 11,349 | $343.3 萬 | 0.26% | +7,957+234.6% | 加碼 |
| RB Capital Management, LLC | 11,347 | $343.2 萬 | 0.73% | +644+6.0% | 加碼 |
| Lowe Brockenbrough & Co Inc | 11,340 | $343.0 萬 | 0.17% | −57−0.5% | 減碼 |
| Evoke Wealth, LLC | 11,320 | $342.4 萬 | 0.06% | −857−7.0% | 減碼 |
| Family Capital Trust Co | 11,318 | $342.3 萬 | 1.24% | −40.0% | 減碼 |
| SIH Partners, LLLP | 11,291 | $341.5 萬 | 0.11% | +11,291 | 新進 |
| LGT Fund Management Co Ltd. | 11,286 | $341.4 萬 | 0.15% | +8,148+259.7% | 加碼 |
| Evergreen Capital Management LLC | 11,241 | $340.0 萬 | 0.07% | −5,525−33.0% | 減碼 |
| Jacobi Capital Management LLC | 11,221 | $339.4 萬 | 0.19% | −67−0.6% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 11,204 | $338.9 萬 | 0.07% | −92−0.8% | 減碼 |
| Venturi Wealth Management, LLC | 11,142 | $337.0 萬 | 0.15% | +128+1.2% | 加碼 |
| Vestcor Inc | 11,121 | $336.4 萬 | 0.09% | 00.0% | 不變 |
| RMR Wealth Builders | 11,093 | $335.5 萬 | 0.26% | +1,479+15.4% | 加碼 |
| St. Johns Investment Management Company, LLC | 11,021 | $333.4 萬 | 1.40% | +508+4.8% | 加碼 |
| Wesbanco Bank Inc | 11,015 | $333.2 萬 | 0.09% | −799−6.8% | 減碼 |
| Sprucegrove Investment Management Ltd | 10,953 | $331.3 萬 | 0.53% | −2,779−20.2% | 減碼 |
| KWB Wealth | 8,944 | $330.9 萬 | 0.33% | −820−8.4% | 減碼 |
| HBK Sorce Advisory LLC | 10,428 | $329.6 萬 | 0.07% | +307+3.0% | 加碼 |
| Fruth Investment Management | 10,870 | $328.7 萬 | 0.82% | −110−1.0% | 減碼 |
| Mission Wealth Management, LP | 10,798 | $326.6 萬 | 0.07% | +306+2.9% | 加碼 |
| Quantitative Investment Management, LLC | 10,765 | $325.6 萬 | 0.34% | +10,765 | 新進 |
| Bank Ozk | 10,758 | $325.4 萬 | 1.15% | +580+5.7% | 加碼 |
| 2Xideas AG | 10,745 | $325.0 萬 | 1.27% | −716−6.2% | 減碼 |
| Elefante Mark B | 10,730 | $324.6 萬 | 1.79% | +4,088+61.5% | 加碼 |
| Tudor Investment Corp Et Al | 10,726 | $324.4 萬 | 0.02% | +10,726 | 新進 |
| SCS Capital Management LLC | 10,720 | $324.3 萬 | 0.03% | −907−7.8% | 減碼 |
| Godshalk Welsh Capital Management, Inc. | 10,710 | $324.0 萬 | 1.88% | −85−0.8% | 減碼 |
| Banyan Capital Management, Inc. | 10,700 | $323.7 萬 | 1.39% | −1,551−12.7% | 減碼 |
| Parkside Financial Bank & Trust | 10,694 | $323.5 萬 | 0.25% | −10−0.1% | 減碼 |
| Atomi Financial Group, Inc. | 10,674 | $322.9 萬 | 0.10% | +832+8.5% | 加碼 |
| Bull Street Advisors, LLC | 10,673 | $322.8 萬 | 1.60% | −155−1.4% | 減碼 |
| Cullen Investment Group, Ltd. | 10,670 | $322.7 萬 | 0.43% | +30.0% | 加碼 |
| Independent Financial Group, LLC | 10,640 | $321.8 萬 | 0.07% | −946−8.2% | 減碼 |
| Arista Wealth Management, LLC | 10,625 | $321.4 萬 | 0.39% | −47−0.4% | 減碼 |
| Canandaigua National Corp | 10,625 | $321.4 萬 | 0.29% | +10,625 | 新進 |
| Personal Cfo Solutions, LLC | 10,622 | $321.3 萬 | 0.45% | +1,772+20.0% | 加碼 |
| RFG - Bristol Wealth Advisors, LLC | 10,592 | $320.4 萬 | 0.86% | −55−0.5% | 減碼 |
| G&S Capital LLC | 10,588 | $320.3 萬 | 1.13% | −247−2.3% | 減碼 |
| Insigneo Advisory Services, LLC | 10,557 | $319.3 萬 | 0.23% | +804+8.2% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 10,550 | $319.1 萬 | 0.47% | +160+1.5% | 加碼 |
| Level Four Advisory Services, LLC | 10,549 | $319.1 萬 | 0.10% | −1,343−11.3% | 減碼 |
| Webster Bank, N. A. | 10,547 | $319.0 萬 | 0.30% | −18−0.2% | 減碼 |
| Penn Davis McFarland Inc | 10,546 | $319.0 萬 | 0.31% | −30−0.3% | 減碼 |
| KCM Investment Advisors LLC | 10,491 | $317.3 萬 | 0.11% | +91+0.9% | 加碼 |
| Smithfield Trust Co | 10,475 | $316.6 萬 | 0.14% | −14−0.1% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 10,458 | $316.3 萬 | 0.07% | −1,754−14.4% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 10,457 | $316.3 萬 | 0.08% | +774+8.0% | 加碼 |
| IKE Capital, LLC | 10,456 | $316.3 萬 | 1.79% | −493−4.5% | 減碼 |
| Connable Office Inc | 10,427 | $315.4 萬 | 0.31% | +7+0.1% | 加碼 |
| Texas Bank & Trust Co | 10,241 | $309.8 萬 | 1.16% | −470−4.4% | 減碼 |
| Argent Advisors, Inc. | 10,195 | $308.4 萬 | 0.84% | +53+0.5% | 加碼 |
| Empower Advisory Group, LLC | 10,144 | $306.8 萬 | 0.01% | −1,365−11.9% | 減碼 |
| Carl P. Sherr & Co., LLC | 10,111 | $305.8 萬 | 1.44% | −103−1.0% | 減碼 |
| Pinnacle Holdings, LLC | 10,052 | $304.1 萬 | 0.98% | +1,300+14.9% | 加碼 |
| Ingalls & Snyder LLC | 10,026 | $303.3 萬 | 0.11% | 00.0% | 不變 |
| Osborne Partners Capital Management, LLC | 10,027 | $303.3 萬 | 0.16% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 10,190 | $303.2 萬 | 0.11% | −114−1.1% | 減碼 |
| Dynasty Wealth Management, LLC | 10,014 | $302.9 萬 | 0.03% | −594−5.6% | 減碼 |
| Cunning Capital Partners, LP | 10,012 | $302.8 萬 | 1.54% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 9,993 | $302.3 萬 | 1.67% | +87+0.9% | 加碼 |
| Van Strum & Towne Inc. | 9,990 | $302.2 萬 | 0.88% | 00.0% | 不變 |
| Galilei Investment Office LLP | 9,974 | $301.7 萬 | 1.56% | 00.0% | 不變 |
| Union Heritage Capital, LLC | 9,968 | $301.5 萬 | 1.12% | 00.0% | 不變 |
| Azimuth Capital Investment Management LLC | 9,965 | $301.4 萬 | 0.11% | +323+3.3% | 加碼 |
| Knuff & Co LLC | 9,950 | $301.0 萬 | 0.91% | 00.0% | 不變 |
| Fulton Bank, N.A. | 9,892 | $299.2 萬 | 0.11% | +1,110+12.6% | 加碼 |
| Doheny Asset Management | 9,861 | $298.3 萬 | 1.94% | 00.0% | 不變 |
| Peak Financial Advisors LLC | 9,862 | $298.3 萬 | 1.32% | +319+3.3% | 加碼 |
| Moors & Cabot, Inc. | 9,834 | $297.5 萬 | 0.13% | +18+0.2% | 加碼 |
| Dempze Nancy E | 9,789 | $296.1 萬 | 1.63% | +1,778+22.2% | 加碼 |
| Sawyer & Company, Inc | 9,772 | $295.6 萬 | 1.14% | −151−1.5% | 減碼 |
| Pettee Investors, Inc. | 9,143 | $295.4 萬 | 1.52% | 00.0% | 不變 |
| Beese Fulmer Investment Management, Inc. | 9,730 | $294.3 萬 | 0.19% | −4,159−29.9% | 減碼 |
| Cornerstone Planning, LLC | 9,714 | $294.1 萬 | 0.66% | −899−8.5% | 減碼 |
| Western Wealth Management, LLC | 9,716 | $293.9 萬 | 0.11% | +1,287+15.3% | 加碼 |
| TD Private Client Wealth LLC | 9,715 | $293.9 萬 | 0.06% | −3,236−25.0% | 減碼 |
| Private Wealth Partners, LLC | 9,675 | $292.6 萬 | 0.23% | +1,073+12.5% | 加碼 |
| Harbour Investments, Inc. | 9,614 | $290.8 萬 | 0.04% | +3,600+59.9% | 加碼 |
| Cito Capital Group, LLC | 9,605 | $290.5 萬 | 0.89% | +500+5.5% | 加碼 |
| Parkshore Wealth Management, Inc. | 9,580 | $289.8 萬 | 0.97% | +22+0.2% | 加碼 |
| TAGStone Capital, Inc. | 9,578 | $289.7 萬 | 1.02% | +21+0.2% | 加碼 |
| SWP Investment Management LLC | 9,548 | $288.8 萬 | 2.16% | +3,500+57.9% | 加碼 |
| QV Investors Inc. | 9,510 | $287.7 萬 | 0.23% | −210−2.2% | 減碼 |
| Rehmann Capital Advisory Group | 9,481 | $286.8 萬 | 0.15% | −88−0.9% | 減碼 |
| Institute for Wealth Management, LLC. | 9,433 | $285.3 萬 | 0.31% | −165−1.7% | 減碼 |
| NVWM, LLC | 9,388 | $284.0 萬 | 0.63% | +137+1.5% | 加碼 |
| Tema ETFs LLC | 9,364 | $283.2 萬 | 0.19% | +42+0.5% | 加碼 |
| Twin Capital Management Inc | 9,302 | $281.4 萬 | 0.36% | +88+1.0% | 加碼 |
| Harbor Capital Advisors, Inc. | 9,301 | $281.3 萬 | 0.23% | −2,592−21.8% | 減碼 |
| Kimelman & Baird, LLC | 9,291 | $281.0 萬 | 0.23% | +3,204+52.6% | 加碼 |
| Uhlmann Price Securities, LLC | 9,296 | $280.7 萬 | 0.19% | +9,296 | 新進 |
| Unifi Asset Management LP | 9,233 | $279.3 萬 | 1.60% | +9,233 | 新進 |
| Mindset Wealth Management, LLC | 9,218 | $278.8 萬 | 0.75% | +179+2.0% | 加碼 |
| Solitude Financial Services | 8,473 | $278.8 萬 | 0.82% | +2,000+30.9% | 加碼 |
| Peoples Financial Services Corp. | 9,189 | $277.9 萬 | 1.32% | −385−4.0% | 減碼 |
| Prosperity Consulting Group, LLC | 9,177 | $277.6 萬 | 0.12% | +22+0.2% | 加碼 |
| AustralianSuper Pty Ltd | 9,176 | $277.6 萬 | 0.01% | −1,459−13.7% | 減碼 |
| Vanguard National Trust Co | 9,152 | $276.8 萬 | 0.17% | +9,152 | 新進 |
| Catalytic Wealth RIA, LLC | 9,144 | $276.6 萬 | 0.11% | +113+1.3% | 加碼 |