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 |
|---|---|---|---|---|---|
| Citadel Investment Advisory, Inc. | 5,832 | $176.4 萬 | 0.84% | −200−3.3% | 減碼 |
| Rydar Equities, Inc. | 5,812 | $176.1 萬 | 1.36% | +547+10.4% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,600 | $175.6 萬 | 0.02% | +208+3.9% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 5,801 | $175.5 萬 | 0.09% | +689+13.5% | 加碼 |
| Washington Trust Advisors, Inc. | 5,785 | $175.0 萬 | 0.14% | −105−1.8% | 減碼 |
| Hager Investment Management Services, LLC | 5,723 | $173.1 萬 | 0.95% | +180+3.2% | 加碼 |
| Cornerstone Planning Group LLC | 5,453 | $172.3 萬 | 0.23% | +114+2.1% | 加碼 |
| Souders Financial Advisors | 5,692 | $172.2 萬 | 0.20% | −158−2.7% | 減碼 |
| Stonebrook Private Inc. | 5,676 | $171.7 萬 | 0.37% | +4+0.1% | 加碼 |
| Crewe Advisors LLC | 5,663 | $171.3 萬 | 0.15% | +31+0.6% | 加碼 |
| SummitTX Capital, L.P. | 5,651 | $170.9 萬 | 0.05% | +5,651 | 新進 |
| Associated Banc-Corp | 5,636 | $170.5 萬 | 0.05% | +4+0.1% | 加碼 |
| KRS Capital Management, LLC | 5,633 | $170.4 萬 | 1.04% | +35+0.6% | 加碼 |
| Olistico Wealth, LLC | 5,632 | $170.3 萬 | 0.84% | +793+16.4% | 加碼 |
| Laurel Wealth Advisors LLC | 5,378 | $170.0 萬 | 0.17% | −12−0.2% | 減碼 |
| North Star Investment Management Corp. | 5,602 | $169.4 萬 | 0.10% | −14−0.2% | 減碼 |
| Spire Wealth Management | 5,586 | $169.0 萬 | 0.06% | −13,875−71.3% | 減碼 |
| Wolverine Asset Management LLC | 5,583 | $168.9 萬 | 0.03% | +5,583 | 新進 |
| Busey Wealth Management | 5,569 | $168.5 萬 | 0.05% | −358−6.0% | 減碼 |
| 3Chopt Investment Partners, LLC | 5,557 | $168.1 萬 | 0.38% | −33−0.6% | 減碼 |
| Hendley & Co Inc | 5,545 | $167.7 萬 | 0.62% | +4,455+408.7% | 加碼 |
| Beaumont Asset Management, L.L.C. | 5,533 | $167.4 萬 | 0.75% | +735+15.3% | 加碼 |
| Northcape Wealth Management, LLC | 5,527 | $167.2 萬 | 0.46% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 5,507 | $166.6 萬 | 0.15% | +1,127+25.7% | 加碼 |
| First Western Trust Bank | 5,479 | $165.7 萬 | 0.08% | −581−9.6% | 減碼 |
| Alpine Bank Wealth Management | 5,445 | $164.7 萬 | 0.24% | 00.0% | 不變 |
| Acropolis Investment Management, LLC | 5,442 | $164.6 萬 | 0.07% | −81−1.5% | 減碼 |
| Parsons Capital Management Inc | 5,427 | $164.2 萬 | 0.08% | +4,466+464.7% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 5,422 | $164.0 萬 | 0.10% | −276−4.8% | 減碼 |
| SRS Capital Advisors, Inc. | 5,398 | $163.4 萬 | 0.05% | −1,677−23.7% | 減碼 |
| Buckingham Strategic Partners | 5,398 | $163.3 萬 | 0.02% | −258−4.6% | 減碼 |
| Community Bank, N.A. | 5,395 | $163.2 萬 | 0.19% | +40+0.7% | 加碼 |
| TCG Advisory Services, LLC | 5,386 | $162.9 萬 | 0.04% | +1,620+43.0% | 加碼 |
| Spirepoint Private Client, LLC | 5,385 | $162.9 萬 | 0.15% | −56−1.0% | 減碼 |
| Stokes Family Office, LLC | 5,384 | $162.8 萬 | 0.17% | −506−8.6% | 減碼 |
| Nicolet Bankshares Inc | 5,370 | $162.2 萬 | 0.06% | +5,370 | 新進 |
| Cambient Family Office, LLC | 5,342 | $161.6 萬 | 0.23% | +259+5.1% | 加碼 |
| Great Valley Advisor Group, Inc. | 5,342 | $161.6 萬 | 0.03% | +670+14.3% | 加碼 |
| Bluebird Wealth Management LLC | 5,340 | $161.5 萬 | 1.65% | −1,503−22.0% | 減碼 |
| Doliver Advisors, LP | 5,331 | $161.3 萬 | 0.37% | +20.0% | 加碼 |
| Ignite Planners, LLC | 5,309 | $160.6 萬 | 0.25% | +115+2.2% | 加碼 |
| Stratos Wealth Advisors, LLC | 5,309 | $160.6 萬 | 0.10% | +170+3.3% | 加碼 |
| Vectors Research Management, LLC | 5,283 | $159.8 萬 | 0.47% | +100+1.9% | 加碼 |
| Virtus Investment Advisers, Inc. | 5,279 | $159.7 萬 | 0.44% | −4−0.1% | 減碼 |
| Capital Markets Trading UK LLP | 5,267 | $159.3 萬 | 1.43% | +2,392+83.2% | 加碼 |
| Baker Avenue Asset Management, LP | 5,261 | $159.1 萬 | 0.04% | +185+3.6% | 加碼 |
| Taylor Frigon Capital Management LLC | 5,261 | $159.1 萬 | 0.91% | −153−2.8% | 減碼 |
| WSFS Capital Management, LLC | 5,255 | $159.0 萬 | 0.08% | +77+1.5% | 加碼 |
| DF Dent & Co Inc | 5,253 | $158.9 萬 | 0.03% | +4,317+461.2% | 加碼 |
| NBZ Investment Advisors LLC | 5,238 | $158.4 萬 | 0.69% | 00.0% | 不變 |
| Spinnaker Trust | 5,217 | $157.8 萬 | 0.09% | +3+0.1% | 加碼 |
| LMR Partners LLP | 5,212 | $157.7 萬 | 0.01% | +5,212 | 新進 |
| Florida Financial Advisors, LLC | 5,208 | $157.6 萬 | 0.38% | +756+17.0% | 加碼 |
| Churchill Financial Advisors, LLC | 5,209 | $157.6 萬 | 0.33% | +3,235+163.9% | 加碼 |
| Capital Analysts, LLC | 5,199 | $157.3 萬 | 0.04% | −375−6.7% | 減碼 |
| MeadowBrook Investment Advisors LLC | 5,195 | $157.1 萬 | 1.39% | +176+3.5% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 5,179 | $156.6 萬 | 0.07% | +128+2.5% | 加碼 |
| Ramirez Asset Management, Inc. | 5,172 | $156.4 萬 | 0.19% | −27−0.5% | 減碼 |
| Strategic Advisors LLC | 5,162 | $156.2 萬 | 0.26% | −31−0.6% | 減碼 |
| Garde Capital, Inc. | 5,157 | $156.0 萬 | 0.09% | −20−0.4% | 減碼 |
| Cigna Investments Inc | 5,153 | $155.9 萬 | 0.24% | −97−1.8% | 減碼 |
| HighPoint Advisor Group LLC | 5,152 | $155.8 萬 | 0.07% | −31,357−85.9% | 減碼 |
| Axq Capital, LP | 5,149 | $155.7 萬 | 0.20% | +5,149 | 新進 |
| Cane Capital Partners, LLC | 5,148 | $155.7 萬 | 0.69% | +5,148 | 新進 |
| Arbor Capital Management Inc | 4,901 | $155.4 萬 | 1.27% | +468+10.6% | 加碼 |
| Sterling Wealth Management, Inc. | 5,134 | $155.3 萬 | 0.43% | −10.0% | 減碼 |
| AlTi Global, Inc. | 5,124 | $155.0 萬 | 0.03% | −4,440−46.4% | 減碼 |
| Chesapeake Wealth Management | 5,120 | $154.9 萬 | 0.48% | −330−6.1% | 減碼 |
| Red Cedar Investment Management, LLC | 5,108 | $154.5 萬 | 0.16% | −2,520−33.0% | 減碼 |
| S.A. Mason LLC | 5,103 | $154.3 萬 | 0.58% | +10.0% | 加碼 |
| Factorial Partners, LLC | 5,100 | $154.3 萬 | 1.12% | 00.0% | 不變 |
| PFG Advisors | 5,096 | $154.1 萬 | 0.08% | +289+6.0% | 加碼 |
| WealthTrust Axiom LLC | 5,088 | $153.9 萬 | 0.38% | 00.0% | 不變 |
| Aspiriant, LLC | 5,085 | $153.8 萬 | 0.04% | +307+6.4% | 加碼 |
| Bradyco, Inc. | 5,074 | $153.5 萬 | 1.19% | 00.0% | 不變 |
| Wellington Shields & Co., LLC | 5,061 | $153.1 萬 | 0.39% | −125−2.4% | 減碼 |
| William Allan, LLC | 5,057 | $153.0 萬 | 0.91% | +113+2.3% | 加碼 |
| Bell Asset Management Ltd | 5,049 | $152.9 萬 | 0.45% | +5,049 | 新進 |
| Blodgett Wealth Advisors, LLC | 5,044 | $152.6 萬 | 1.21% | 00.0% | 不變 |
| Pecaut & Co. | 5,040 | $152.4 萬 | 0.50% | −10−0.2% | 減碼 |
| Everhart Financial Group, Inc. | 5,019 | $151.8 萬 | 0.13% | −1,533−23.4% | 減碼 |
| Spirit of America Management Corp | 5,000 | $151.2 萬 | 0.30% | 00.0% | 不變 |
| CWA Asset Management Group, LLC | 4,995 | $151.1 萬 | 0.05% | −391−7.3% | 減碼 |
| Aspire Private Capital, LLC | 4,993 | $151.0 萬 | 0.34% | −158−3.1% | 減碼 |
| Tompkins Financial Corp | 4,969 | $150.3 萬 | 0.12% | +527+11.9% | 加碼 |
| NBC Securities, Inc. | 4,959 | $150.0 萬 | 0.11% | −573−10.4% | 減碼 |
| Wealth Alliance | 4,951 | $149.7 萬 | 0.15% | +65+1.3% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 4,942 | $149.5 萬 | 0.11% | +704+16.6% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 4,923 | $148.9 萬 | 0.03% | +20.0% | 加碼 |
| Interchange Capital Partners, LLC | 5,518 | $148.9 萬 | 0.48% | −386−6.5% | 減碼 |
| GTS Securities LLC | 4,922 | $148.9 萬 | 0.05% | −7,443−60.2% | 減碼 |
| Bank of Hawaii | 4,922 | $148.9 萬 | 0.08% | −14−0.3% | 減碼 |
| Trust Point Inc. | 4,912 | $148.6 萬 | 0.13% | +351+7.7% | 加碼 |
| Richard Bernstein Advisors LLC | 4,901 | $148.2 萬 | 0.04% | +4,901 | 新進 |
| Weik Capital Management | 4,888 | $147.9 萬 | 0.59% | −105−2.1% | 減碼 |
| Virtu Financial LLC | 4,874 | $147.4 萬 | 0.06% | −6,884−58.5% | 減碼 |
| Parrish Capital LLC | 4,870 | $147.3 萬 | 1.31% | −634−11.5% | 減碼 |
| Mystic Asset Management, Inc. | 4,860 | $147.0 萬 | 0.34% | +90+1.9% | 加碼 |
| Larson Financial Group LLC | 4,856 | $146.9 萬 | 0.05% | +781+19.2% | 加碼 |
| Carr Financial Group Corp | 4,840 | $146.4 萬 | 0.39% | −77−1.6% | 減碼 |