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 |
|---|---|---|---|---|---|
| Banque Pictet & Cie SA | 7,278 | $220.1 萬 | 0.03% | −1,863−20.4% | 減碼 |
| Hillsdale Investment Management Inc. | 7,270 | $219.9 萬 | 0.06% | −4,710−39.3% | 減碼 |
| Sawgrass Asset Management LLC | 7,269 | $219.9 萬 | 0.33% | −378−4.9% | 減碼 |
| Veracity Capital LLC | 7,248 | $219.2 萬 | 0.78% | −156−2.1% | 減碼 |
| TIAA Wealth Investment Management LLC | 7,225 | $218.5 萬 | 0.02% | +7,225 | 新進 |
| Gen-Wealth Partners Inc | 7,192 | $217.5 萬 | 0.69% | +941+15.1% | 加碼 |
| Berkshire Bank | 7,190 | $217.5 萬 | 0.45% | +734+11.4% | 加碼 |
| South Shore Capital Advisors | 7,157 | $216.5 萬 | 1.58% | −370−4.9% | 減碼 |
| Harold Davidson & Associates Inc. | 7,112 | $215.1 萬 | 1.04% | −96−1.3% | 減碼 |
| Boltwood Capital Management | 7,100 | $214.8 萬 | 0.55% | −35−0.5% | 減碼 |
| Intellectus Partners, LLC | 7,028 | $212.6 萬 | 0.43% | +93+1.3% | 加碼 |
| Ossiam | 7,022 | $212.4 萬 | 0.04% | +20.0% | 加碼 |
| Piedmont Capital Management, LLC | 7,008 | $212.0 萬 | 1.41% | −4−0.1% | 減碼 |
| Ally Financial Inc. | 7,000 | $211.7 萬 | 0.26% | +7,000 | 新進 |
| Whitaker-Myers Wealth Managers, LTD. | 7,000 | $211.7 萬 | 0.42% | +7,000 | 新進 |
| Grove Bank & Trust | 6,972 | $210.9 萬 | 0.24% | +893+14.7% | 加碼 |
| Northstar Advisory Group, LLC | 6,917 | $209.2 萬 | 0.80% | +1,574+29.5% | 加碼 |
| WealthPlan Investment Management, LLC | 6,896 | $208.6 萬 | 0.12% | +3,119+82.6% | 加碼 |
| McAdam, LLC | 6,892 | $208.5 萬 | 0.09% | +65+1.0% | 加碼 |
| Baldwin Investment Management, LLC | 6,860 | $207.5 萬 | 0.24% | 00.0% | 不變 |
| Krilogy Financial LLC | 6,338 | $206.5 萬 | 0.07% | −98−1.5% | 減碼 |
| Flagship Harbor Advisors, LLC | 6,802 | $205.7 萬 | 0.09% | −488−6.7% | 減碼 |
| Fort Point Capital Partners LLC | 6,792 | $205.4 萬 | 0.27% | +135+2.0% | 加碼 |
| Beacon Financial Group | 6,783 | $205.2 萬 | 0.20% | +106+1.6% | 加碼 |
| Raab & Moskowitz Asset Management LLC | 6,779 | $205.0 萬 | 0.46% | −23−0.3% | 減碼 |
| Icon Wealth Advisors, LLC | 6,487 | $204.8 萬 | 0.13% | −1,727−21.0% | 減碼 |
| Meridian Wealth Management, LLC | 6,760 | $204.5 萬 | 0.07% | +327+5.1% | 加碼 |
| RMB Capital Management, LLC | 6,697 | $202.6 萬 | 0.04% | +441+7.0% | 加碼 |
| Beverly Hills Private Wealth, LLC | 6,695 | $202.5 萬 | 0.34% | −379−5.4% | 減碼 |
| Eagle Capital Management, LLC | 6,692 | $202.4 萬 | 0.80% | −7−0.1% | 減碼 |
| Camden Capital, LLC | 6,653 | $201.2 萬 | 0.13% | −94−1.4% | 減碼 |
| EverSource Wealth Advisors, LLC | 6,639 | $200.8 萬 | 0.06% | +715+12.1% | 加碼 |
| Nixon Peabody Trust Co | 6,627 | $200.5 萬 | 0.16% | 00.0% | 不變 |
| Qtron Investments LLC | 6,623 | $200.3 萬 | 0.27% | −855−11.4% | 減碼 |
| Leavell Investment Management, Inc. | 6,618 | $200.2 萬 | 0.08% | +280+4.4% | 加碼 |
| Apella Capital, LLC | 6,012 | $199.4 萬 | 0.03% | +1,439+31.5% | 加碼 |
| GLOBALT Investments LLC | 6,580 | $199.0 萬 | 0.07% | +41+0.6% | 加碼 |
| Leonteq Securities AG | 6,570 | $198.7 萬 | 0.12% | +2,430+58.7% | 加碼 |
| Midwest Trust Co | 6,563 | $198.5 萬 | 0.02% | −286−4.2% | 減碼 |
| First Horizon Corp | 6,506 | $196.8 萬 | 0.08% | −252−3.7% | 減碼 |
| Lee Danner & Bass Inc | 6,502 | $196.7 萬 | 0.12% | 00.0% | 不變 |
| Bridgeway Capital Management, LLC | 6,500 | $196.6 萬 | 0.04% | −2,350−26.6% | 減碼 |
| Cypress Wealth Services, LLC | 6,499 | $196.6 萬 | 0.28% | −182−2.7% | 減碼 |
| Fairtree Asset Management (Pty) Ltd | 6,494 | $196.4 萬 | 0.90% | +1,841+39.6% | 加碼 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 6,485 | $196.2 萬 | 0.02% | −5,675−46.7% | 減碼 |
| Auxier Asset Management | 6,461 | $195.4 萬 | 0.28% | −50−0.8% | 減碼 |
| Lazard Freres Gestion S.A.S. | 6,460 | $195.4 萬 | 0.04% | −1,200−15.7% | 減碼 |
| National Asset Management, Inc. | 6,560 | $195.2 萬 | 0.13% | −986−13.1% | 減碼 |
| Symphony Financial, Ltd. Co. | 6,509 | $195.1 萬 | 0.26% | −300−4.4% | 減碼 |
| Palisade Asset Management, LLC | 6,449 | $195.1 萬 | 0.20% | −45−0.7% | 減碼 |
| Inkwell Capital LLC | 6,444 | $194.9 萬 | 1.98% | −57−0.9% | 減碼 |
| First National Trust Co | 6,441 | $194.8 萬 | 0.07% | +11+0.2% | 加碼 |
| Center for Financial Planning, Inc. | 6,414 | $194.0 萬 | 0.20% | −200−3.0% | 減碼 |
| Fidelis Capital Partners, LLC | 6,414 | $194.0 萬 | 0.14% | +72+1.1% | 加碼 |
| Norden Group LLC | 6,410 | $193.9 萬 | 0.19% | +1,100+20.7% | 加碼 |
| Parisi Gray Wealth Management | 6,401 | $193.6 萬 | 0.46% | +28+0.4% | 加碼 |
| Niles Investment Management, LLC | 6,396 | $193.5 萬 | 1.74% | +6,396 | 新進 |
| W.G. Shaheen & Associates DBA Whitney & Co | 6,386 | $193.2 萬 | 0.16% | +1,729+37.1% | 加碼 |
| S&CO Inc | 6,386 | $193.1 萬 | 0.12% | 00.0% | 不變 |
| Fairbanks Capital Management, Inc. | 6,366 | $192.6 萬 | 1.21% | +4,796+305.5% | 加碼 |
| First Affirmative Financial Network | 6,358 | $192.3 萬 | 0.75% | +6,358 | 新進 |
| Avestar Capital, LLC | 6,340 | $191.8 萬 | 0.13% | −8−0.1% | 減碼 |
| Balboa Wealth Partners | 6,333 | $191.6 萬 | 0.32% | −873−12.1% | 減碼 |
| Miller Capital Partners, Inc. | 6,329 | $191.4 萬 | 0.93% | +953+17.7% | 加碼 |
| Capstone Investment Advisors, LLC | 6,320 | $191.2 萬 | 0.02% | +5,014+383.9% | 加碼 |
| Stock Yards Bank & Trust Co | 6,292 | $190.3 萬 | 0.06% | −633−9.1% | 減碼 |
| Premier Path Wealth Partners, LLC | 6,284 | $190.1 萬 | 0.25% | +631+11.2% | 加碼 |
| Abundance Wealth Counselors | 6,275 | $189.8 萬 | 0.27% | +920+17.2% | 加碼 |
| RMR Capital Management, LLC | 6,260 | $189.4 萬 | 1.37% | 00.0% | 不變 |
| Diligent Investors, LLC | 6,232 | $188.5 萬 | 0.47% | +30+0.5% | 加碼 |
| Canopy Partners, LLC | 6,219 | $188.1 萬 | 0.65% | +8+0.1% | 加碼 |
| Piscataqua Savings Bank | 6,212 | $187.9 萬 | 1.32% | 00.0% | 不變 |
| Excalibur Management Corp | 6,205 | $187.7 萬 | 0.67% | −126−2.0% | 減碼 |
| Cozad Asset Management Inc | 6,196 | $187.4 萬 | 0.15% | +230+3.9% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 6,184 | $187.0 萬 | 0.09% | −17−0.3% | 減碼 |
| Trust Asset Management LLC | 6,182 | $187.0 萬 | 0.13% | 00.0% | 不變 |
| Fortis Capital Advisors, LLC | 6,178 | $186.9 萬 | 0.24% | +6,178 | 新進 |
| Stablepoint Partners, LLC | 6,177 | $186.8 萬 | 0.28% | −6−0.1% | 減碼 |
| Monte Financial Group, LLC | 6,176 | $186.8 萬 | 0.66% | +268+4.5% | 加碼 |
| Fielder Capital Group LLC | 6,121 | $185.1 萬 | 0.40% | +103+1.7% | 加碼 |
| Aaron Wealth Advisors | 6,094 | $184.3 萬 | 0.11% | −1,278−17.3% | 減碼 |
| AlphaCore Capital LLC | 6,089 | $184.2 萬 | 0.04% | +577+10.5% | 加碼 |
| First Citizens Bank & Trust Co | 6,065 | $183.5 萬 | 0.04% | −436−6.7% | 減碼 |
| Weil Company, Inc. | 6,055 | $183.2 萬 | 0.41% | 00.0% | 不變 |
| Everett Harris & Co | 6,050 | $183.0 萬 | 0.02% | −800−11.7% | 減碼 |
| B&L Asset Management LLC | 6,027 | $182.3 萬 | 0.79% | +10+0.2% | 加碼 |
| Lakeshore Capital Group, Inc. | 5,975 | $180.7 萬 | 1.48% | +84+1.4% | 加碼 |
| Paragon Private Wealth Management, LLC | 5,974 | $180.7 萬 | 0.57% | −145−2.4% | 減碼 |
| Checchi Capital Advisers, LLC | 5,951 | $180.0 萬 | 0.12% | +304+5.4% | 加碼 |
| Dakota Wealth Management | 5,948 | $179.9 萬 | 0.04% | −1,528−20.4% | 減碼 |
| YHB Investment Advisors, Inc. | 5,928 | $179.3 萬 | 0.13% | +11+0.2% | 加碼 |
| Vinva Investment Management Ltd | 6,025 | $179.2 萬 | 0.02% | −48−0.8% | 減碼 |
| BNP Paribas | 6,039 | $179.2 萬 | 0.06% | −478−7.3% | 減碼 |
| Cadent Capital Advisors, LLC | 5,902 | $178.5 萬 | 0.47% | +220+3.9% | 加碼 |
| Net Worth Advisory Group | 5,882 | $177.9 萬 | 0.37% | −219−3.6% | 減碼 |
| Griffith & Werner, Inc. | 5,879 | $177.8 萬 | 0.88% | +787+15.5% | 加碼 |
| Highline Wealth Partners LLC | 5,878 | $177.8 萬 | 0.45% | +24+0.4% | 加碼 |
| Strategic Investment Advisors | 5,856 | $177.7 萬 | 0.12% | +2,614+80.6% | 加碼 |
| Legacy Edge Advisors, LLC | 5,855 | $177.1 萬 | 0.19% | −42−0.7% | 減碼 |
| Private Trust Co NA | 5,841 | $176.7 萬 | 0.16% | +221+3.9% | 加碼 |