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 1,226 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 |
|---|---|---|---|---|---|
| Saxon Interests, Inc. | 2,351 | $71.1 萬 | 0.25% | −2,434−50.9% | 減碼 |
| Bristol John W & Co Inc | 2,351 | $71.1 萬 | 0.01% | 00.0% | 不變 |
| Drucker Wealth 3.0, LLC | 2,348 | $71.0 萬 | 0.12% | −38−1.6% | 減碼 |
| Millstone Evans Group, LLC | 2,342 | $70.8 萬 | 0.43% | 00.0% | 不變 |
| Diversified Enterprises, LLC | 2,338 | $70.7 萬 | 0.04% | −23−1.0% | 減碼 |
| Financial Planning Hawaii, Inc. | 2,335 | $70.6 萬 | 0.42% | +80+3.5% | 加碼 |
| PFC Capital Group, Inc. | 2,335 | $70.6 萬 | 0.31% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 2,338 | $70.5 萬 | 0.03% | −42−1.8% | 減碼 |
| FWL Investment Management, LLC | 2,328 | $70.4 萬 | 0.15% | +1,890+431.5% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 2,326 | $70.4 萬 | 0.22% | +10.0% | 加碼 |
| Monetary Management Group Inc | 2,325 | $70.3 萬 | 0.17% | −50−2.1% | 減碼 |
| Sage Capital Management, LLC | 2,324 | $70.3 萬 | 0.33% | 00.0% | 不變 |
| VisionPoint Advisory Group, LLC | 2,318 | $70.1 萬 | 0.13% | +14+0.6% | 加碼 |
| Palisades Hudson Asset Management, L.P. | 2,315 | $70.0 萬 | 0.27% | 00.0% | 不變 |
| Defiance ETFs, LLC | 2,313 | $70.0 萬 | 0.01% | +2,313 | 新進 |
| Meridian Wealth Advisors, LLC | 2,301 | $69.6 萬 | 0.09% | −42−1.8% | 減碼 |
| Compass Capital Corp | 2,176 | $69.6 萬 | 0.25% | −27−1.2% | 減碼 |
| Costello Asset Management, INC | 2,301 | $69.6 萬 | 0.24% | +1,396+154.3% | 加碼 |
| Round Rock Advisors, LLC | 2,297 | $69.5 萬 | 0.11% | −91−3.8% | 減碼 |
| Birch Hill Investment Advisors LLC | 2,281 | $69.0 萬 | 0.03% | 00.0% | 不變 |
| One Wealth Advisors, LLC | 2,281 | $69.0 萬 | 0.09% | +33+1.5% | 加碼 |
| MONECO Advisors, LLC | 2,266 | $68.5 萬 | 0.05% | +109+5.1% | 加碼 |
| Third View Private Wealth, LLC | 2,266 | $68.5 萬 | 0.09% | +194+9.4% | 加碼 |
| Connecticut Wealth Management, LLC | 2,264 | $68.5 萬 | 0.03% | +27+1.2% | 加碼 |
| United Community Bank | 2,262 | $68.4 萬 | 0.23% | −608−21.2% | 減碼 |
| Custom Index Systems, LLC | 2,262 | $68.4 萬 | 0.30% | −5−0.2% | 減碼 |
| Consultiva Wealth Management, Corp. | 2,262 | $68.4 萬 | 1.98% | 00.0% | 不變 |
| Retirement Planning Group | 2,261 | $68.4 萬 | 0.02% | +349+18.3% | 加碼 |
| All Terrain Financial Advisors, LLC | 2,259 | $68.3 萬 | 0.21% | 00.0% | 不變 |
| Summit Wealth Partners, LLC | 2,257 | $68.3 萬 | 0.11% | +2,257 | 新進 |
| Empirical Asset Management, LLC | 2,257 | $68.3 萬 | 0.18% | −298−11.7% | 減碼 |
| Keystone Financial Group | 2,252 | $68.1 萬 | 0.05% | +140+6.6% | 加碼 |
| Traphagen Investment Advisors LLC | 2,248 | $68.0 萬 | 0.06% | −18−0.8% | 減碼 |
| MBL Wealth, LLC | 2,245 | $67.9 萬 | 0.05% | +41+1.9% | 加碼 |
| Indivisible Partners | 2,235 | $67.6 萬 | 0.06% | +215+10.6% | 加碼 |
| Northside Capital Management, LLC | 2,235 | $67.6 萬 | 0.06% | −250−10.1% | 減碼 |
| ORG Wealth Partners, LLC | 2,223 | $67.2 萬 | 0.13% | +13+0.6% | 加碼 |
| Plan A Wealth LLC | 2,223 | $67.2 萬 | 0.32% | +112+5.3% | 加碼 |
| Evergreen Wealth Solutions, LLC | 2,221 | $67.2 萬 | 0.05% | +893+67.2% | 加碼 |
| Rhodes Investment Advisors Inc | 2,215 | $67.0 萬 | 0.58% | +125+6.0% | 加碼 |
| Blalock Williams, LLC | 2,214 | $67.0 萬 | 0.52% | +1,615+269.6% | 加碼 |
| Western Financial Corp | 2,213 | $66.9 萬 | 0.26% | −7,654−77.6% | 減碼 |
| Berger Financial Group, Inc | 2,209 | $66.8 萬 | 0.04% | +157+7.7% | 加碼 |
| Howland Capital Management LLC | 2,205 | $66.7 萬 | 0.03% | 00.0% | 不變 |
| Capital Group Investment Management Pte. Ltd. | 2,204 | $66.7 萬 | 0.11% | 00.0% | 不變 |
| Perpetual Ltd | 2,201 | $66.6 萬 | 0.01% | +300+15.8% | 加碼 |
| Security National Bank of So Dak | 2,200 | $66.5 萬 | 0.32% | 00.0% | 不變 |
| Kane Investment Management, Inc. | 2,195 | $66.4 萬 | 0.34% | −252−10.3% | 減碼 |
| Fell Capital Management | 2,190 | $66.2 萬 | 0.63% | −100−4.4% | 減碼 |
| Quantum Private Wealth, LLC | 2,190 | $66.2 萬 | 0.20% | 00.0% | 不變 |
| Rossmore Private Capital | 2,189 | $66.2 萬 | 0.06% | −48−2.1% | 減碼 |
| one8zero8, LLC | 2,175 | $65.8 萬 | 0.15% | −690−24.1% | 減碼 |
| Oslo Pensjonsforsikring AS | 2,172 | $65.7 萬 | 0.10% | +2,172 | 新進 |
| Simplicity Wealth,LLC | 2,171 | $65.7 萬 | 0.04% | +302+16.2% | 加碼 |
| Wellspring Financial Advisors, LLC | 2,170 | $65.6 萬 | 0.05% | −499−18.7% | 減碼 |
| Marex Group plc | 2,160 | $65.3 萬 | 0.01% | −148,530−98.6% | 減碼 |
| MEMBERS Trust Co | 2,160 | $65.3 萬 | 0.02% | +21+1.0% | 加碼 |
| Marest Capital, LLC | 2,158 | $65.3 萬 | 0.38% | +1,177+120.0% | 加碼 |
| Moss Adams Wealth Advisors LLC | 2,154 | $65.1 萬 | 0.05% | −43−2.0% | 減碼 |
| Phoenix Holdings Ltd. | 2,152 | $65.0 萬 | 0.01% | −906−29.6% | 減碼 |
| BIP Wealth, LLC | 2,150 | $65.0 萬 | 0.03% | −734−25.5% | 減碼 |
| PW Nova Financial Services LLC | 2,147 | $64.9 萬 | 0.16% | +2,147 | 新進 |
| Outlook Wealth Advisors, LLC | 2,145 | $64.9 萬 | 0.16% | −41−1.9% | 減碼 |
| Addison Capital Co | 2,144 | $64.9 萬 | 0.12% | 00.0% | 不變 |
| Horizon Wealth Management, LLC | 2,142 | $64.8 萬 | 0.09% | +2+0.1% | 加碼 |
| Waterloo Capital, L.P. | 2,138 | $64.7 萬 | 0.05% | −212−9.0% | 減碼 |
| 180 Wealth Advisors, LLC | 2,138 | $64.7 萬 | 0.07% | −2,102−49.6% | 減碼 |
| Lansing Street Advisors | 2,137 | $64.6 萬 | 0.16% | +727+51.6% | 加碼 |
| Charter Trust Co | 2,135 | $64.6 萬 | 0.04% | +9+0.4% | 加碼 |
| Bangor Savings Bank | 2,128 | $64.4 萬 | 0.05% | 00.0% | 不變 |
| Fortress Private Ledger, LLC | 2,121 | $64.1 萬 | 0.20% | +44+2.1% | 加碼 |
| Essex Savings Bank | 2,119 | $64.1 萬 | 0.14% | −522−19.8% | 減碼 |
| Whalen Wealth Management Inc. | 2,118 | $64.1 萬 | 0.34% | −306−12.6% | 減碼 |
| Patten Group, Inc. | 2,118 | $64.1 萬 | 0.11% | +414+24.3% | 加碼 |
| Macroview Investment Management LLC | 2,115 | $64.0 萬 | 0.45% | −56−2.6% | 減碼 |
| Philip James Wealth Mangement, LLC | 2,109 | $63.8 萬 | 0.07% | 00.0% | 不變 |
| Alta Advisers Ltd | 2,102 | $63.6 萬 | 0.23% | 00.0% | 不變 |
| Aries Wealth Management | 2,098 | $63.5 萬 | 0.14% | 00.0% | 不變 |
| Tanager Wealth Management LLP | 2,097 | $63.4 萬 | 0.06% | +79+3.9% | 加碼 |
| Wealth Architects, LLC | 2,092 | $63.3 萬 | 0.06% | −7−0.3% | 減碼 |
| Limestone Investment Advisors LP | 2,087 | $63.1 萬 | 0.31% | +2,087 | 新進 |
| StoneX Group Inc. | 2,084 | $63.1 萬 | 0.03% | −646−23.7% | 減碼 |
| Visionary Wealth Advisors | 2,084 | $63.0 萬 | 0.03% | −128−5.8% | 減碼 |
| Camden National Bank | 2,081 | $62.9 萬 | 0.09% | −26−1.2% | 減碼 |
| Triangle Securities Wealth Management | 2,076 | $62.8 萬 | 0.14% | −566−21.4% | 減碼 |
| Clarendon Private LLC | 2,069 | $62.6 萬 | 0.48% | +157+8.2% | 加碼 |
| Wealthquest Corp | 2,065 | $62.5 萬 | 0.04% | +299+16.9% | 加碼 |
| Machina Capital S.A.S. | 2,062 | $62.4 萬 | 0.12% | +2,062 | 新進 |
| Pacitti Group Inc. | 2,057 | $62.2 萬 | 0.23% | 00.0% | 不變 |
| Midland Wealth Advisors LLC | 2,052 | $62.1 萬 | 0.03% | −60−2.8% | 減碼 |
| Capital Advantage, Inc. | 2,047 | $61.9 萬 | 0.08% | +35+1.7% | 加碼 |
| Sunburst Financial Group, LLC | 2,047 | $61.9 萬 | 0.12% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 2,043 | $61.8 萬 | 0.01% | +276+15.6% | 加碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,042 | $61.8 萬 | 0.04% | −259−11.3% | 減碼 |
| Claro Advisors LLC | 2,038 | $61.6 萬 | 0.07% | +870+74.5% | 加碼 |
| Harvest Fund Management Co., Ltd | 2,034 | $61.5 萬 | 0.03% | −1,848−47.6% | 減碼 |
| Precedent Wealth Partners, LLC | 2,033 | $61.5 萬 | 0.12% | 00.0% | 不變 |
| Howard Capital Management Inc. | 2,031 | $61.4 萬 | 0.01% | −1,919−48.6% | 減碼 |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,031 | $61.4 萬 | 0.10% | −30−1.5% | 減碼 |
| Engineers Gate Manager LP | 2,030 | $61.4 萬 | 0.01% | +499+32.6% | 加碼 |