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 3,021 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 | 3,021 | $1,951 億 |
| 2026 年第 1 季 | 2,912 | $1,748 億 |
| 2025 年第 4 季 | 3,043 | $2,168 億 |
| 2025 年第 3 季 | 2,758 | $1,934 億 |
| 2025 年第 2 季 | 2,719 | $1,899 億 |
| 2025 年第 1 季 | 2,627 | $1,607 億 |
| 2024 年第 4 季 | 2,642 | $1,775 億 |
| 2024 年第 3 季 | 2,459 | $1,606 億 |
| 2024 年第 2 季 | 2,348 | $1,398 億 |
| 2024 年第 1 季 | 2,315 | $1,395 億 |
| 2023 年第 4 季 | 2,191 | $1,145 億 |
| 2023 年第 3 季 | 2,002 | $913.0 億 |
| 2023 年第 2 季 | 2,047 | $1,079 億 |
| 2023 年第 1 季 | 2,055 | $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 |
|---|---|---|---|---|---|
| Heritage Wealth Management, Inc. | 1,518 | $45.9 萬 | 0.23% | −111−6.8% | 減碼 |
| Osterweis Capital Management Inc | 1,515 | $45.8 萬 | 0.02% | −10−0.7% | 減碼 |
| Optima Capital LLC | 1,512 | $45.7 萬 | 0.21% | −5−0.3% | 減碼 |
| MV Capital Management, Inc. | 1,510 | $45.7 萬 | 0.04% | −5−0.3% | 減碼 |
| Enclave Advisors LLC | 1,508 | $45.6 萬 | 0.07% | −2,077−57.9% | 減碼 |
| Waldron Private Wealth LLC | 1,507 | $45.6 萬 | 0.02% | +114+8.2% | 加碼 |
| Gradient Investments LLC | 1,506 | $45.6 萬 | 0.01% | −52−3.3% | 減碼 |
| Fukoku Mutual Life Insurance Co | 1,504 | $45.5 萬 | 0.03% | −1,176−43.9% | 減碼 |
| MJP Associates Inc | 1,501 | $45.4 萬 | 0.06% | −1,384−48.0% | 減碼 |
| HBK Investments L P | 1,501 | $45.4 萬 | 0.01% | +1,501 | 新進 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 1,500 | $45.4 萬 | 0.23% | −2,500−62.5% | 減碼 |
| CSM Advisors, LLC | 1,500 | $45.4 萬 | 0.01% | −130−8.0% | 減碼 |
| Professional Advisory Services Inc | 1,500 | $45.4 萬 | 0.06% | 00.0% | 不變 |
| Wimmer Associates 1, LLC | 1,500 | $45.4 萬 | 0.22% | 00.0% | 不變 |
| Asset Advisors Investment Management, LLC | 1,500 | $45.4 萬 | 0.04% | 00.0% | 不變 |
| True North Advisors, LLC | 1,495 | $45.2 萬 | 0.05% | −203−12.0% | 減碼 |
| Howard Financial Services, Ltd. | 1,495 | $45.2 萬 | 0.05% | +39+2.7% | 加碼 |
| Aire Advisors, LLC | 1,492 | $45.1 萬 | 0.08% | +12+0.8% | 加碼 |
| Compass Ion Advisors, LLC | 1,492 | $45.1 萬 | 0.04% | −2−0.1% | 減碼 |
| Sandy Cove Advisors, LLC | 1,492 | $45.1 萬 | 0.14% | +6+0.4% | 加碼 |
| Spahn Wealth & Retirement LLC | 1,488 | $45.0 萬 | 0.57% | 00.0% | 不變 |
| UMA Financial Services, Inc. | 1,478 | $44.7 萬 | 0.06% | −76−4.9% | 減碼 |
| Petros Family Wealth, LLC | 1,478 | $44.7 萬 | 0.32% | −494−25.1% | 減碼 |
| Capital Performance Advisors LLP | 1,476 | $44.7 萬 | 0.03% | +65+4.6% | 加碼 |
| Amplius Wealth Advisors, LLC | 1,476 | $44.6 萬 | 0.04% | −15−1.0% | 減碼 |
| Drive Wealth Management, LLC | 1,474 | $44.6 萬 | 0.09% | −6−0.4% | 減碼 |
| Y.D. More Investments Ltd | 1,486 | $44.6 萬 | 0.02% | +340+29.7% | 加碼 |
| LCNB Corp | 1,473 | $44.6 萬 | 0.15% | +81+5.8% | 加碼 |
| First Business Financial Services, Inc. | 1,472 | $44.5 萬 | 0.04% | 00.0% | 不變 |
| Onefund, LLC | 1,476 | $44.5 萬 | 0.29% | −141−8.7% | 減碼 |
| West Family Investments, Inc. | 1,469 | $44.4 萬 | 0.16% | −635−30.2% | 減碼 |
| Optas, LLC | 1,469 | $44.4 萬 | 0.07% | −531−26.6% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 1,465 | $44.3 萬 | 0.03% | −43−2.9% | 減碼 |
| Invested Advisors | 1,464 | $44.3 萬 | 0.45% | +10+0.7% | 加碼 |
| Richard W. Paul & Associates, LLC | 1,464 | $44.3 萬 | 0.15% | −26−1.7% | 減碼 |
| Crew Capital Management, Ltd. | 1,460 | $44.2 萬 | 0.29% | 00.0% | 不變 |
| Wealth Science Advisors LLC | 1,192 | $44.1 萬 | 0.25% | 00.0% | 不變 |
| First National Bank | 1,452 | $43.9 萬 | 0.22% | +170+13.3% | 加碼 |
| Prosperity Bancshares Inc | 1,450 | $43.9 萬 | 0.35% | +20+1.4% | 加碼 |
| 55 North Private Wealth, LLC | 1,449 | $43.8 萬 | 0.11% | +95+7.0% | 加碼 |
| Kaizen Financial Strategies | 1,344 | $43.8 萬 | 0.19% | −317−19.1% | 減碼 |
| Activest Wealth Management | 1,445 | $43.7 萬 | 0.08% | −4−0.3% | 減碼 |
| East Coast Asset Management, LLC. | 1,442 | $43.6 萬 | 0.14% | 00.0% | 不變 |
| Heritage Wealth Advisors | 1,440 | $43.6 萬 | 0.02% | +14+1.0% | 加碼 |
| Northwest Bancshares, Inc. | 1,439 | $43.5 萬 | 0.09% | +30+2.1% | 加碼 |
| Everpar Advisors LLC | 1,432 | $43.3 萬 | 0.15% | +186+14.9% | 加碼 |
| CVA Family Office, LLC | 1,432 | $43.3 萬 | 0.05% | +103+7.8% | 加碼 |
| Wealthstar Advisors, LLC | 1,431 | $43.3 萬 | 0.26% | −92−6.0% | 減碼 |
| 626 Financial, LLC | 1,431 | $43.3 萬 | 0.19% | 00.0% | 不變 |
| HORAN Wealth, LLC | 1,288 | $43.2 萬 | 0.04% | +20+1.6% | 加碼 |
| Mendel Capital Management LLC | 1,425 | $43.1 萬 | 0.22% | +1,425 | 新進 |
| Redwood Investment Management, LLC | 1,418 | $42.9 萬 | 0.05% | −3,041−68.2% | 減碼 |
| Graham Capital Management, L.P. | 1,418 | $42.9 萬 | 0.01% | +1,418 | 新進 |
| Forza Wealth Management, LLC | 1,416 | $42.8 萬 | 0.15% | 00.0% | 不變 |
| Merrion Investment Management Co, LLC | 1,416 | $42.8 萬 | 0.23% | 00.0% | 不變 |
| Mayfair Advisory Group, LLC | 1,409 | $42.6 萬 | 0.15% | +168+13.5% | 加碼 |
| Walleye Capital LLC | 1,408 | $42.6 萬 | 0.00% | −35,157−96.1% | 減碼 |
| Brady Martz Wealth Solutions, LLC | 1,406 | $42.5 萬 | 0.07% | −129−8.4% | 減碼 |
| Shulman DeMeo Asset Management LLC | 1,403 | $42.4 萬 | 0.09% | −8−0.6% | 減碼 |
| Terra Nova Asset Management LLC | 1,402 | $42.4 萬 | 0.31% | +3+0.2% | 加碼 |
| Capital Asset Advisory Services LLC | 1,285 | $42.4 萬 | 0.02% | +71+5.8% | 加碼 |
| Patrick M Sweeney & Associates, Inc | 1,400 | $42.4 萬 | 0.27% | +15+1.1% | 加碼 |
| ELCO Management Co., LLC | 1,400 | $42.3 萬 | 0.20% | 00.0% | 不變 |
| Mirabella Financial Services LLP | 1,399 | $42.3 萬 | 0.04% | +1,399 | 新進 |
| Bluedoor Private Wealth, LLC | 1,397 | $42.3 萬 | 0.20% | +6+0.4% | 加碼 |
| Wrapmanager Inc | 1,392 | $42.1 萬 | 0.15% | +37+2.7% | 加碼 |
| Washington Trust Bank | 1,390 | $42.0 萬 | 0.03% | 00.0% | 不變 |
| Capital Square, LLC | 1,332 | $41.8 萬 | 0.19% | +150+12.7% | 加碼 |
| BBR Partners, LLC | 1,383 | $41.8 萬 | 0.02% | +125+9.9% | 加碼 |
| Oasis Advisors, LLC | 1,386 | $41.8 萬 | 0.08% | +1,386 | 新進 |
| Summitry LLC | 1,382 | $41.8 萬 | 0.01% | +786+131.9% | 加碼 |
| Westover Capital Advisors, LLC | 1,380 | $41.7 萬 | 0.08% | −20−1.4% | 減碼 |
| Proficio Capital Partners LLC | 1,376 | $41.6 萬 | 0.02% | −1−0.1% | 減碼 |
| Fidelity D & D Bancorp Inc | 1,376 | $41.6 萬 | 0.17% | −72−5.0% | 減碼 |
| Woodward Diversified Capital, LLC | 1,254 | $41.6 萬 | 0.19% | −45−3.5% | 減碼 |
| Prospect Hill Management, LLC | 1,375 | $41.6 萬 | 0.19% | −625−31.3% | 減碼 |
| Formidable Asset Management, LLC | 1,123 | $41.5 萬 | 0.06% | 00.0% | 不變 |
| Five Oceans Advisors | 1,372 | $41.5 萬 | 0.15% | −13−0.9% | 減碼 |
| Carter Financial Group, INC. | 1,372 | $41.5 萬 | 0.26% | −31−2.2% | 減碼 |
| Burns J W & Co Inc | 1,371 | $41.5 萬 | 0.05% | −29−2.1% | 減碼 |
| Greenspring Advisors, LLC | 1,368 | $41.4 萬 | 0.03% | −33−2.4% | 減碼 |
| SLT Holdings LLC | 1,367 | $41.3 萬 | 0.29% | −877−39.1% | 減碼 |
| Koss-Olinger Consulting, LLC | 1,365 | $41.3 萬 | 0.03% | −123−8.3% | 減碼 |
| Centerpoint Advisory Group | 1,364 | $41.3 萬 | 0.31% | 00.0% | 不變 |
| New Republic Capital, LLC | 1,363 | $41.2 萬 | 0.14% | −767−36.0% | 減碼 |
| Rebalance, LLC | 1,356 | $41.0 萬 | 0.02% | −169−11.1% | 減碼 |
| Armstrong Advisory Group, Inc | 1,356 | $41.0 萬 | 0.03% | −1−0.1% | 減碼 |
| Coston, McIsaac & Partners | 1,357 | $41.0 萬 | 0.09% | −56−4.0% | 減碼 |
| Legacy Private Trust Co. | 1,355 | $41.0 萬 | 0.03% | 00.0% | 不變 |
| Austin Wealth Management, LLC | 1,339 | $40.9 萬 | 0.09% | −149−10.0% | 減碼 |
| HHM Wealth Advisors, LLC | 1,353 | $40.9 萬 | 0.05% | +152+12.7% | 加碼 |
| Advisortrust Partners, LLC | 1,353 | $40.9 萬 | 0.17% | +571+73.0% | 加碼 |
| Key Financial Inc | 1,352 | $40.9 萬 | 0.07% | +105+8.4% | 加碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,350 | $40.8 萬 | 0.19% | +1,350 | 新進 |
| Northstar Asset Management LLC | 1,350 | $40.8 萬 | 0.09% | 00.0% | 不變 |
| Old Port Advisors | 1,347 | $40.7 萬 | 0.09% | +62+4.8% | 加碼 |
| Shum Financial Group, Inc. | 1,346 | $40.7 萬 | 0.29% | −2−0.1% | 減碼 |
| Groupama Asset Managment | 1,346 | $40.7 萬 | 0.01% | +242+21.9% | 加碼 |
| DRW Securities, LLC | 1,383 | $40.7 萬 | 0.02% | −4,559−76.7% | 減碼 |
| 17 Capital Partners, LLC | 1,343 | $40.6 萬 | 0.21% | 00.0% | 不變 |