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 |
|---|---|---|---|---|---|
| Accredited Investors Inc. | 4,839 | $146.4 萬 | 0.08% | −129−2.6% | 減碼 |
| Accurate Wealth Management, LLC | 4,652 | $146.0 萬 | 0.18% | −134−2.8% | 減碼 |
| Schear Investment Advisers, LLC | 4,821 | $145.8 萬 | 0.64% | +60+1.3% | 加碼 |
| Brian Low Financial Group, LLC | 4,820 | $145.8 萬 | 0.99% | +2,011+71.6% | 加碼 |
| Ameritas Investment Partners, Inc. | 4,810 | $145.5 萬 | 0.04% | +10.0% | 加碼 |
| Argentarii, LLC | 4,806 | $145.4 萬 | 0.51% | +12+0.3% | 加碼 |
| Alaethes Wealth LLC | 4,803 | $145.3 萬 | 0.42% | +64+1.4% | 加碼 |
| Icon Advisers Inc | 4,800 | $145.2 萬 | 0.34% | −700−12.7% | 減碼 |
| Magnus Financial Group LLC | 4,785 | $144.7 萬 | 0.12% | −17−0.4% | 減碼 |
| Papp L Roy & Associates | 4,779 | $144.5 萬 | 0.17% | 00.0% | 不變 |
| Minot DeBlois Advisors LLC | 4,754 | $143.8 萬 | 1.30% | +8+0.2% | 加碼 |
| Ledyard National Bank | 4,705 | $142.3 萬 | 0.12% | −17−0.4% | 減碼 |
| Wealthcare Advisory Partners LLC | 4,690 | $141.9 萬 | 0.03% | +18+0.4% | 加碼 |
| Muirfield Wealth Advisors LLC | 4,683 | $141.7 萬 | 1.04% | +10+0.2% | 加碼 |
| MainStreet Investment Advisors LLC | 4,672 | $141.3 萬 | 0.21% | −750−13.8% | 減碼 |
| First Command Advisory Services, Inc. | 4,668 | $141.2 萬 | 0.01% | +106+2.3% | 加碼 |
| Boston Private Wealth LLC | 4,667 | $141.2 萬 | 0.09% | −591−11.2% | 減碼 |
| TCI Wealth Advisors, Inc. | 4,664 | $141.1 萬 | 0.07% | −50−1.1% | 減碼 |
| Ark Wealth Advisors LLC | 4,660 | $141.0 萬 | 1.40% | +725+18.4% | 加碼 |
| Leisure Capital Management | 4,655 | $140.8 萬 | 0.49% | −8−0.2% | 減碼 |
| Patten & Patten Inc | 4,644 | $140.5 萬 | 0.08% | −84−1.8% | 減碼 |
| Pflug Koory, LLC | 4,636 | $140.2 萬 | 0.64% | 00.0% | 不變 |
| Rockland Trust Co | 4,635 | $140.2 萬 | 0.06% | −21−0.5% | 減碼 |
| Armis Advisers, LLC | 4,526 | $140.1 萬 | 0.14% | +454+11.1% | 加碼 |
| International Assets Investment Management, LLC | 4,638 | $139.8 萬 | 0.10% | +957+26.0% | 加碼 |
| Proathlete Wealth Management LLC | 4,609 | $139.4 萬 | 0.39% | +18+0.4% | 加碼 |
| Stance Capital LLC | 4,603 | $139.2 萬 | 0.68% | +972+26.8% | 加碼 |
| Twelve Points Wealth Management LLC | 4,597 | $139.1 萬 | 0.31% | 00.0% | 不變 |
| SageGuard Financial Group, LLC | 4,586 | $138.7 萬 | 0.21% | −129−2.7% | 減碼 |
| Cambridge Financial Group, LLC | 4,561 | $138.0 萬 | 0.47% | −866−16.0% | 減碼 |
| Simplex Trading, LLC | 4,556 | $137.8 萬 | 0.04% | +4,556 | 新進 |
| SageView Advisory Group, LLC | 4,548 | $137.6 萬 | 0.05% | −66−1.4% | 減碼 |
| Laurion Capital Management LP | 4,543 | $137.4 萬 | 0.13% | +4,543 | 新進 |
| Sompo Asset Management Co., Ltd. | 4,540 | $137.3 萬 | 0.25% | −220−4.6% | 減碼 |
| Morse Asset Management, Inc | 4,540 | $137.3 萬 | 0.29% | −40−0.9% | 減碼 |
| Essex Financial Services, Inc. | 4,532 | $137.1 萬 | 0.08% | +193+4.4% | 加碼 |
| Csenge Advisory Group | 4,526 | $136.9 萬 | 0.06% | −197−4.2% | 減碼 |
| Hohimer Wealth Management, LLC | 4,523 | $136.8 萬 | 0.17% | −1,447−24.2% | 減碼 |
| Investment Research Partners LLC | 4,516 | $136.6 萬 | 0.56% | +103+2.3% | 加碼 |
| Tobam | 4,512 | $136.5 萬 | 0.36% | +937+26.2% | 加碼 |
| Sentry LLC | 4,498 | $136.1 萬 | 0.43% | −93−2.0% | 減碼 |
| Alps Advisors Inc | 4,497 | $136.0 萬 | 0.01% | −368−7.6% | 減碼 |
| Guardian Investment Management | 4,492 | $135.9 萬 | 1.10% | 00.0% | 不變 |
| Lazari Capital Management, Inc. | 4,484 | $135.6 萬 | 0.47% | +464+11.5% | 加碼 |
| Lyell Wealth Management, LP | 4,477 | $135.4 萬 | 0.10% | 00.0% | 不變 |
| Levin Capital Strategies, L.P. | 4,475 | $135.3 萬 | 0.10% | +10.0% | 加碼 |
| Whelan Financial | 4,451 | $134.6 萬 | 0.42% | +393+9.7% | 加碼 |
| Tufton Capital Management | 4,445 | $134.4 萬 | 0.24% | −3−0.1% | 減碼 |
| First Dallas Securities Inc. | 4,440 | $134.3 萬 | 0.50% | −359−7.5% | 減碼 |
| Simmons Bank | 4,423 | $133.8 萬 | 0.09% | +5+0.1% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 4,415 | $133.6 萬 | 0.04% | −50−1.1% | 減碼 |
| Woodstock Corp | 4,410 | $133.4 萬 | 0.12% | −242−5.2% | 減碼 |
| Legacy Advisors, LLC | 4,391 | $132.8 萬 | 0.16% | +4+0.1% | 加碼 |
| Leo Wealth, LLC | 4,364 | $132.0 萬 | 0.10% | −729−14.3% | 減碼 |
| Old Mission Investment Co LLC | 4,359 | $131.9 萬 | 0.31% | −47−1.1% | 減碼 |
| Victrix Investment Advisors | 4,359 | $131.9 萬 | 0.48% | +11+0.3% | 加碼 |
| Manchester Capital Management LLC | 4,340 | $131.3 萬 | 0.19% | −152−3.4% | 減碼 |
| Salem Investment Counselors Inc | 4,339 | $131.2 萬 | 0.04% | −61−1.4% | 減碼 |
| First Bank & Trust | 4,334 | $131.1 萬 | 0.21% | −1,731−28.5% | 減碼 |
| Thoroughbred Financial Services, LLC | 4,322 | $130.7 萬 | 0.08% | +86+2.0% | 加碼 |
| Green Harvest Asset Management LLC | 4,317 | $130.6 萬 | 0.02% | +951+28.3% | 加碼 |
| Paul Damon & Associates, Inc. | 4,307 | $130.3 萬 | 0.58% | +374+9.5% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 4,305 | $130.2 萬 | 0.19% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 4,303 | $130.1 萬 | 0.10% | −602−12.3% | 減碼 |
| Schulhoff & Co Inc | 4,300 | $130.1 萬 | 0.53% | 00.0% | 不變 |
| BSW Wealth Partners | 4,299 | $130.0 萬 | 0.16% | +17+0.4% | 加碼 |
| Triad Investment Management | 4,296 | $129.9 萬 | 1.53% | −3,842−47.2% | 減碼 |
| IFG Advisors, LLC | 4,284 | $129.6 萬 | 0.21% | +43+1.0% | 加碼 |
| Portside Wealth Group, LLC | 4,279 | $129.4 萬 | 0.18% | +387+9.9% | 加碼 |
| Amarillo National Bank | 4,267 | $129.1 萬 | 0.23% | +219+5.4% | 加碼 |
| Soltis Investment Advisors LLC | 4,262 | $128.9 萬 | 0.08% | +322+8.2% | 加碼 |
| Next Level Private LLC | 4,255 | $128.7 萬 | 0.29% | +227+5.6% | 加碼 |
| Boyar Asset Management Inc. | 4,251 | $128.6 萬 | 0.73% | −7−0.2% | 減碼 |
| Bedel Financial Consulting, Inc. | 4,245 | $128.4 萬 | 0.15% | −217−4.9% | 減碼 |
| Focus Financial Network, Inc. | 4,242 | $128.3 萬 | 0.05% | −692−14.0% | 減碼 |
| Riverbend Wealth Management, LLC | 4,226 | $127.8 萬 | 0.79% | −114−2.6% | 減碼 |
| Linden Thomas Advisory Services, LLC | 4,226 | $127.8 萬 | 0.12% | +287+7.3% | 加碼 |
| Sun Financial Inc | 4,064 | $127.1 萬 | 0.64% | +177+4.6% | 加碼 |
| Atlas Brown,Inc. | 4,196 | $126.9 萬 | 0.38% | −9−0.2% | 減碼 |
| RiverFront Investment Group, LLC | 4,189 | $126.7 萬 | 0.02% | +1,665+66.0% | 加碼 |
| Clear Harbor Asset Management, LLC | 4,187 | $126.6 萬 | 0.09% | +1,656+65.4% | 加碼 |
| Coastal Investment Advisors, Inc. | 4,175 | $126.3 萬 | 0.44% | +250+6.4% | 加碼 |
| Koshinski Asset Management, Inc. | 4,175 | $126.3 萬 | 0.08% | +327+8.5% | 加碼 |
| GeoWealth Management, LLC | 4,152 | $125.6 萬 | 0.05% | +165+4.1% | 加碼 |
| Core Alternative Capital | 4,149 | $125.5 萬 | 0.37% | −156−3.6% | 減碼 |
| Milestone Asset Management, LLC | 4,137 | $125.1 萬 | 0.23% | +1,063+34.6% | 加碼 |
| Bond & Devick Financial Network, Inc. | 4,120 | $124.6 萬 | 0.35% | 00.0% | 不變 |
| Marathon Wealth Advisors LLC | 4,117 | $124.5 萬 | 0.51% | +25+0.6% | 加碼 |
| Jamison Private Wealth Management, Inc. | 4,092 | $123.8 萬 | 0.15% | −34−0.8% | 減碼 |
| VeraBank, N.A. | 4,077 | $123.3 萬 | 0.23% | −39−0.9% | 減碼 |
| Evermay Wealth Management LLC | 4,071 | $123.1 萬 | 0.14% | +27+0.7% | 加碼 |
| Beaton Management Co. Inc. | 4,071 | $123.1 萬 | 0.55% | +4,071 | 新進 |
| Plancorp, LLC | 3,911 | $122.6 萬 | 0.03% | −39−1.0% | 減碼 |
| Kovack Advisors, Inc. | 4,051 | $122.2 萬 | 0.07% | −114−2.7% | 減碼 |
| Landscape Capital Management, L.L.C. | 4,025 | $121.7 萬 | 0.08% | +4,025 | 新進 |
| K.J. Harrison & Partners Inc | 4,003 | $121.1 萬 | 0.20% | +4,003 | 新進 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,000 | $121.0 萬 | 0.62% | −500−11.1% | 減碼 |
| Moment Partners, LLC | 4,000 | $121.0 萬 | 0.22% | 00.0% | 不變 |
| Alhambra Investment Partners LLC | 3,991 | $120.7 萬 | 0.56% | +18+0.5% | 加碼 |
| Evanson Asset Management, LLC | 3,990 | $120.7 萬 | 0.07% | 00.0% | 不變 |