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 |
|---|---|---|---|---|---|
| Winebrenner Capital Management LLC | 3,987 | $120.6 萬 | 0.77% | −50−1.2% | 減碼 |
| Advisory Research Inc | 3,973 | $120.2 萬 | 0.15% | −194−4.7% | 減碼 |
| Portfolio Design Labs, LLC | 3,965 | $119.9 萬 | 0.21% | −1,104−21.8% | 減碼 |
| Navis Wealth Advisors, LLC | 3,965 | $119.9 萬 | 0.61% | +74+1.9% | 加碼 |
| Physicians Financial Services, Inc. | 3,965 | $119.9 萬 | 0.33% | +150+3.9% | 加碼 |
| Clayton Financial Group LLC | 3,963 | $119.9 萬 | 0.62% | 00.0% | 不變 |
| Knightsbridge Asset Management, LLC | 3,961 | $119.8 萬 | 0.16% | −25−0.6% | 減碼 |
| Promethium Advisors,llc | 3,961 | $119.8 萬 | 0.62% | −30−0.8% | 減碼 |
| Washington Trust Co | 3,958 | $119.7 萬 | 0.04% | +22+0.6% | 加碼 |
| Allegheny Financial Group LTD | 3,956 | $119.7 萬 | 0.16% | +35+0.9% | 加碼 |
| Pathway Financial Advisers, LLC | 3,951 | $119.5 萬 | 0.34% | +387+10.9% | 加碼 |
| Trueblood Wealth Management, LLC | 3,947 | $119.4 萬 | 0.47% | −233−5.6% | 減碼 |
| Bridges Investment Management Inc | 3,946 | $119.4 萬 | 0.02% | −8−0.2% | 減碼 |
| Founders Financial Alliance, LLC | 3,942 | $119.3 萬 | 0.21% | +307+8.4% | 加碼 |
| LVW Advisors, LLC | 3,936 | $119.1 萬 | 0.12% | +580+17.3% | 加碼 |
| Hanson & Doremus Investment Management | 3,931 | $118.9 萬 | 0.14% | −69−1.7% | 減碼 |
| Aspen Investment Management Inc | 3,930 | $118.9 萬 | 0.36% | +91+2.4% | 加碼 |
| Financial Management Network Inc | 3,739 | $118.8 萬 | 0.18% | −10.0% | 減碼 |
| Burford Brothers, Inc. | 3,921 | $118.6 萬 | 0.49% | +67+1.7% | 加碼 |
| Advisory Alpha, LLC | 3,917 | $118.5 萬 | 0.03% | +208+5.6% | 加碼 |
| Oakworth Capital, Inc. | 3,913 | $118.4 萬 | 0.06% | 00.0% | 不變 |
| Culbertson A N & Co Inc | 3,913 | $118.4 萬 | 0.15% | 00.0% | 不變 |
| Texas Yale Capital Corp. | 3,913 | $118.4 萬 | 0.03% | +265+7.3% | 加碼 |
| McLaughlin Asset Management, Inc. | 3,910 | $118.3 萬 | 1.13% | −137−3.4% | 減碼 |
| Blue Jean Financial LLC | 3,902 | $118.0 萬 | 0.97% | −104−2.6% | 減碼 |
| First Foundation Advisors | 3,892 | $117.7 萬 | 0.05% | +80+2.1% | 加碼 |
| Ipswich Investment Management Co., Inc. | 3,890 | $117.7 萬 | 0.28% | −126−3.1% | 減碼 |
| Angeles Wealth Management, LLC | 3,882 | $117.4 萬 | 0.06% | +276+7.7% | 加碼 |
| MTM Investment Management, LLC | 3,880 | $117.4 萬 | 0.37% | 00.0% | 不變 |
| Abel Hall, LLC | 3,875 | $117.2 萬 | 0.25% | +71+1.9% | 加碼 |
| Ervin Investment Management, LLC | 3,871 | $117.1 萬 | 0.69% | −85−2.1% | 減碼 |
| Gratus Wealth Advisors, LLC | 3,860 | $116.8 萬 | 0.17% | −18−0.5% | 減碼 |
| Orrstown Financial Services Inc | 3,859 | $116.7 萬 | 0.20% | −115−2.9% | 減碼 |
| Ellevest, Inc. | 3,847 | $116.4 萬 | 0.16% | +125+3.4% | 加碼 |
| Pure Financial Advisors, Inc. | 3,846 | $116.3 萬 | 0.02% | +124+3.3% | 加碼 |
| Hunter Associates Investment Management LLC | 3,857 | $116.3 萬 | 0.15% | +1,148+42.4% | 加碼 |
| Tred Avon Family Wealth, LLC | 3,844 | $116.3 萬 | 0.39% | −371−8.8% | 減碼 |
| Quent Capital, LLC | 3,831 | $115.9 萬 | 0.08% | −227−5.6% | 減碼 |
| Invst, LLC | 3,830 | $115.9 萬 | 0.13% | −688−15.2% | 減碼 |
| Bannerstone Capital Management, LLC | 3,827 | $115.8 萬 | 1.20% | +47+1.2% | 加碼 |
| Mattern Capital Management, LLC | 3,822 | $115.6 萬 | 0.14% | +878+29.8% | 加碼 |
| Ronald Blue Trust, Inc. | 3,822 | $115.6 萬 | 0.01% | −3,232−45.8% | 減碼 |
| Hills Bank & Trust Co | 3,812 | $115.3 萬 | 0.06% | +118+3.2% | 加碼 |
| TownSquare Capital, LLC | 3,811 | $115.3 萬 | 0.26% | +468+14.0% | 加碼 |
| Resources Management Corp | 3,810 | $115.2 萬 | 0.15% | −290−7.1% | 減碼 |
| PDT Partners, LLC | 3,800 | $114.9 萬 | 0.07% | 00.0% | 不變 |
| Private Wealth Asset Management, LLC | 3,799 | $114.9 萬 | 0.12% | −35−0.9% | 減碼 |
| Sage Rhino Capital LLC | 3,786 | $114.5 萬 | 0.21% | −20−0.5% | 減碼 |
| First Commonwealth Financial Corp | 3,783 | $114.4 萬 | 0.18% | +3,783 | 新進 |
| Reynders McVeigh Capital Management, LLC | 3,781 | $114.4 萬 | 0.06% | +275+7.8% | 加碼 |
| Revisor Wealth Management LLC | 3,779 | $114.3 萬 | 0.32% | −56−1.5% | 減碼 |
| Evelyn Partners Investment Management LLP | 3,764 | $113.9 萬 | 0.03% | −15−0.4% | 減碼 |
| Aprio Wealth Management, LLC | 3,763 | $113.8 萬 | 0.06% | +435+13.1% | 加碼 |
| Centerpoint Advisors, LLC | 3,751 | $113.5 萬 | 0.37% | −120−3.1% | 減碼 |
| InvesTrust | 3,750 | $113.4 萬 | 0.48% | 00.0% | 不變 |
| Platform Technology Partners | 3,737 | $113.0 萬 | 0.22% | +315+9.2% | 加碼 |
| Marble Wealth, LLC | 3,736 | $113.0 萬 | 0.20% | −915−19.7% | 減碼 |
| Crumly & Associates Inc. | 3,734 | $113.0 萬 | 0.24% | +273+7.9% | 加碼 |
| Great Diamond Partners, LLC | 3,734 | $112.9 萬 | 0.22% | −4−0.1% | 減碼 |
| Ameritas Advisory Services, LLC | 3,724 | $112.7 萬 | 0.04% | +23+0.6% | 加碼 |
| Golden State Wealth Management, LLC | 3,722 | $112.6 萬 | 0.12% | −588−13.6% | 減碼 |
| Westpac Banking Corp | 3,721 | $112.6 萬 | 0.08% | −538−12.6% | 減碼 |
| Embree Financial Group | 3,713 | $112.3 萬 | 0.13% | +328+9.7% | 加碼 |
| Values First Advisors, Inc. | 3,710 | $112.2 萬 | 0.58% | +78+2.1% | 加碼 |
| Triumph Capital Management | 3,692 | $111.7 萬 | 0.23% | +3,274+783.3% | 加碼 |
| United Asset Strategies, Inc. | 3,686 | $111.5 萬 | 0.09% | +74+2.0% | 加碼 |
| Duncker Streett & Co Inc | 3,686 | $111.5 萬 | 0.21% | +500+15.7% | 加碼 |
| Portus Wealth Advisors, LLC | 3,679 | $111.3 萬 | 1.05% | −55−1.5% | 減碼 |
| Ibex Wealth Advisors | 3,669 | $111.0 萬 | 0.10% | −16,360−81.7% | 減碼 |
| Signature Estate & Investment Advisors LLC | 3,667 | $110.9 萬 | 0.02% | +1,473+67.1% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 3,662 | $110.8 萬 | 0.11% | 00.0% | 不變 |
| Verity & Verity, LLC | 3,651 | $110.4 萬 | 0.08% | −536−12.8% | 減碼 |
| Kingswood Wealth Advisors, LLC | 3,650 | $110.4 萬 | 0.05% | +163+4.7% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,641 | $110.1 萬 | 0.04% | 00.0% | 不變 |
| Supplemental Annuity Collective Trust of NJ | 3,638 | $110.0 萬 | 0.31% | +1,438+65.4% | 加碼 |
| Elyxium Wealth, LLC | 3,637 | $110.0 萬 | 0.35% | +55+1.5% | 加碼 |
| Aventura Private Wealth, LLC | 3,635 | $109.9 萬 | 0.40% | −1,123−23.6% | 減碼 |
| Sunflower Bank, N.A. | 3,628 | $109.7 萬 | 0.28% | +2+0.1% | 加碼 |
| Conway Capital Management, Inc. | 3,625 | $109.6 萬 | 0.51% | 00.0% | 不變 |
| Davidson Capital Management Inc. | 3,613 | $109.3 萬 | 0.20% | −612−14.5% | 減碼 |
| Frec Markets, Inc. | 3,609 | $109.2 萬 | 0.19% | +429+13.5% | 加碼 |
| Saybrook Capital | 3,600 | $108.9 萬 | 0.29% | 00.0% | 不變 |
| Lifeworks Advisors, LLC | 3,600 | $108.9 萬 | 0.14% | +1,019+39.5% | 加碼 |
| Moody Lynn & Lieberson, LLC | 3,593 | $108.7 萬 | 0.06% | −12,109−77.1% | 減碼 |
| Cornerstone Wealth Management, LLC | 3,589 | $108.6 萬 | 0.05% | −222−5.8% | 減碼 |
| Bell Bank | 3,588 | $108.5 萬 | 0.05% | +5+0.1% | 加碼 |
| Odyssey Capital Advisors, Inc. | 3,586 | $108.5 萬 | 0.97% | +396+12.4% | 加碼 |
| Cornerstone Wealth Group, LLC | 3,284 | $108.3 萬 | 0.07% | +646+24.5% | 加碼 |
| Atlanta Consulting Group Advisors, LLC | 3,579 | $108.3 萬 | 0.23% | −11−0.3% | 減碼 |
| Skba Capital Management LLC | 3,579 | $108.3 萬 | 0.15% | −133−3.6% | 減碼 |
| AXA S.A. | 3,569 | $108.0 萬 | 0.42% | −798−18.3% | 減碼 |
| Westmount Partners, LLC | 3,562 | $107.7 萬 | 0.27% | +1,377+63.0% | 加碼 |
| Resolute Wealth Strategies, LLC | 3,556 | $107.6 萬 | 0.46% | +432+13.8% | 加碼 |
| Brooks, Moore & Associates, Inc. | 3,523 | $106.6 萬 | 0.53% | −600−14.6% | 減碼 |
| Equity Investment Corp | 3,519 | $106.4 萬 | 0.02% | −2,448−41.0% | 減碼 |
| Horizon Family Wealth, Inc. | 3,504 | $106.0 萬 | 0.56% | +1,366+63.9% | 加碼 |
| Bristlecone Value Partners, LLC | 3,484 | $105.4 萬 | 0.93% | +3,484 | 新進 |
| PeakShares LLC | 3,483 | $105.4 萬 | 0.97% | +831+31.3% | 加碼 |
| Verus Capital Partners, LLC | 3,481 | $105.3 萬 | 0.07% | −26−0.7% | 減碼 |
| Cambria Investment Management, L.P. | 3,481 | $105.3 萬 | 0.06% | −209−5.7% | 減碼 |