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 |
|---|---|---|---|---|---|
| Summit Financial, LLC | 38,640 | $1,169 萬 | 0.15% | +3,173+8.9% | 加碼 |
| Kinneret Advisory, LLC | 38,597 | $1,167 萬 | 1.11% | −1,711−4.2% | 減碼 |
| Interval Partners, LP | 38,505 | $1,165 萬 | 0.40% | +38,505 | 新進 |
| NFC Investments, LLC | 38,130 | $1,155 萬 | 3.22% | −653−1.7% | 減碼 |
| Capital International Inc | 38,135 | $1,154 萬 | 0.09% | −32,701−46.2% | 減碼 |
| McMillan Office, Inc. | 38,058 | $1,151 萬 | 1.47% | −100−0.3% | 減碼 |
| Bradley & Co. Private Wealth Management, LLC | 38,041 | $1,151 萬 | 6.07% | +2,068+5.7% | 加碼 |
| WoodTrust Financial Corp | 37,869 | $1,145 萬 | 1.48% | −2,355−5.9% | 減碼 |
| Nomura Holdings Inc | 37,408 | $1,132 萬 | 0.09% | −275,190−88.0% | 減碼 |
| NWF Advisory Services Inc. | 37,336 | $1,129 萬 | 1.28% | +384+1.0% | 加碼 |
| CX Institutional | 37,322 | $1,129 萬 | 0.34% | +1,757+4.9% | 加碼 |
| Ironwood Investment Counsel, LLC | 37,290 | $1,128 萬 | 1.62% | +354+1.0% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 37,271 | $1,127 萬 | 0.64% | −11,358−23.4% | 減碼 |
| Radnor Capital Management, LLC | 37,075 | $1,121 萬 | 1.66% | −353−0.9% | 減碼 |
| Financial Avengers, Inc. | 36,860 | $1,115 萬 | 5.08% | −1,353−3.5% | 減碼 |
| Teamwork Financial Advisors, LLC | 36,820 | $1,114 萬 | 1.24% | −2,761−7.0% | 減碼 |
| Eventide Asset Management, LLC | 36,964 | $1,112 萬 | 0.18% | −13,142−26.2% | 減碼 |
| Jain Global LLC | 36,732 | $1,111 萬 | 0.14% | +34,187+1,343.3% | 加碼 |
| OpenArc Corporate Advisory, LLC | 36,714 | $1,111 萬 | 0.16% | +1,756+5.0% | 加碼 |
| Rheos Capital Works Inc. | 36,700 | $1,110 萬 | 0.74% | 00.0% | 不變 |
| Gillson Capital LP | 36,480 | $1,103 萬 | 0.90% | +36,480 | 新進 |
| Osmosis Investment Management UK Ltd | 36,460 | $1,103 萬 | 0.30% | −5,197−12.5% | 減碼 |
| D.A. Davidson & Co. | 36,421 | $1,102 萬 | 0.07% | −1,505−4.0% | 減碼 |
| Fundamentun, LLC | 36,347 | $1,099 萬 | 0.44% | −4,113−10.2% | 減碼 |
| Silicon Valley Capital Partners | 36,115 | $1,092 萬 | 1.07% | −1,835−4.8% | 減碼 |
| Stansberry Asset Management, LLC | 35,984 | $1,088 萬 | 1.12% | +190+0.5% | 加碼 |
| Greenwood Gearhart Inc | 35,964 | $1,088 萬 | 0.59% | +2,682+8.1% | 加碼 |
| Westend Capital Management, LLC | 35,568 | $1,076 萬 | 3.23% | +989+2.9% | 加碼 |
| Concurrent Investment Advisors, LLC | 35,541 | $1,075 萬 | 0.12% | −10,183−22.3% | 減碼 |
| Bensler, LLC | 35,157 | $1,063 萬 | 1.10% | +612+1.8% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 35,039 | $1,060 萬 | 0.40% | −960−2.7% | 減碼 |
| Hudson Valley Investment Advisors Inc | 34,968 | $1,058 萬 | 1.37% | −1,480−4.1% | 減碼 |
| Norman Fields, Gottscho Capital Management, LLC | 34,430 | $1,041 萬 | 3.44% | +795+2.4% | 加碼 |
| Meyer Handelman Co | 34,365 | $1,039 萬 | 0.32% | 00.0% | 不變 |
| Jacobs & Co | 34,326 | $1,038 萬 | 1.02% | +123+0.4% | 加碼 |
| HS Management Partners, LLC | 34,129 | $1,032 萬 | 3.61% | +34,129 | 新進 |
| Private Advisory Group LLC | 34,068 | $1,031 萬 | 0.72% | −2,159−6.0% | 減碼 |
| Klingenstein Fields & Co LP | 33,826 | $1,023 萬 | 0.40% | −3,549−9.5% | 減碼 |
| Rodgers Brothers Inc. | 33,795 | $1,022 萬 | 1.18% | −75−0.2% | 減碼 |
| SP Asset Management LLC | 33,780 | $1,022 萬 | 0.90% | +23+0.1% | 加碼 |
| Stokes Capital Advisors, LLC | 33,737 | $1,020 萬 | 2.29% | −1,178−3.4% | 減碼 |
| iA Global Asset Management Inc. | 33,330 | $1,008 萬 | 0.14% | +33,330 | 新進 |
| Susquehanna Fundamental Investments, LLC | 33,317 | $1,008 萬 | 0.38% | 00.0% | 不變 |
| Laird Norton Trust Company, LLC | 33,161 | $1,003 萬 | 0.22% | −1,189−3.5% | 減碼 |
| Davy Global Fund Management Ltd | 32,837 | $993.3 萬 | 0.75% | 00.0% | 不變 |
| ING Groep NV | 32,836 | $993.2 萬 | 0.06% | +3,690+12.7% | 加碼 |
| Pittenger & Anderson Inc | 32,818 | $992.7 萬 | 0.40% | +1,625+5.2% | 加碼 |
| Strategic Wealth Designers | 32,767 | $991.1 萬 | 1.26% | +327+1.0% | 加碼 |
| AMG National Trust Bank | 32,591 | $985.8 萬 | 0.21% | +7,178+28.2% | 加碼 |
| Advisory Services Network, LLC | 32,535 | $984.1 萬 | 0.13% | −2,558−7.3% | 減碼 |
| Lorne Steinberg Wealth Management Inc. | 32,479 | $982.4 萬 | 2.33% | +85+0.3% | 加碼 |
| Mizuho Securities USA LLC | 32,377 | $979.3 萬 | 0.23% | −6,746−17.2% | 減碼 |
| Quadrant Capital Group LLC | 32,297 | $976.9 萬 | 0.29% | +493+1.6% | 加碼 |
| Legacy Trust | 32,239 | $975.2 萬 | 1.87% | +922+2.9% | 加碼 |
| Mirova | 31,878 | $964.2 萬 | 0.39% | −15,590−32.8% | 減碼 |
| Martin Investment Management, LLC | 31,862 | $963.8 萬 | 2.88% | +98+0.3% | 加碼 |
| Payden & Rygel | 31,800 | $961.9 萬 | 0.75% | 00.0% | 不變 |
| Winslow Asset Management Inc | 31,700 | $958.8 萬 | 1.86% | −658−2.0% | 減碼 |
| Benjamin Edwards Inc | 31,642 | $957.1 萬 | 0.10% | +2,942+10.3% | 加碼 |
| Waycross Partners, LLC | 31,618 | $956.4 萬 | 0.91% | +31,618 | 新進 |
| Letson Investment Management, Inc. | 31,442 | $951.0 萬 | 3.65% | −421−1.3% | 減碼 |
| Miracle Mile Advisors, LLC | 31,434 | $950.8 萬 | 0.13% | −490−1.5% | 減碼 |
| KMG Fiduciary Partners, LLC | 31,318 | $947.3 萬 | 0.70% | −80.0% | 減碼 |
| Savant Capital, LLC | 30,774 | $930.8 萬 | 0.04% | +5,714+22.8% | 加碼 |
| Summit Trail Advisors, LLC | 30,729 | $929.5 萬 | 0.13% | +9,666+45.9% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 30,629 | $926.5 萬 | 0.46% | −1,343−4.2% | 減碼 |
| Hartford Investment Management Co | 30,582 | $925.0 萬 | 0.29% | −519−1.7% | 減碼 |
| McMahon Financial Advisors, LLC | 30,577 | $924.9 萬 | 1.82% | +2,145+7.5% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 30,055 | $909.1 萬 | 0.10% | +10,414+53.0% | 加碼 |
| LB Partners LLC | 30,000 | $907.4 萬 | 8.14% | −2,000−6.3% | 減碼 |
| Bearing Point Capital, LLC | 29,928 | $905.3 萬 | 1.42% | −513−1.7% | 減碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 29,884 | $903.9 萬 | 0.47% | −901−2.9% | 減碼 |
| Thompson Siegel & Walmsley LLC | 29,849 | $902.9 萬 | 0.16% | −575−1.9% | 減碼 |
| Torrey Growth & Income Advisors | 29,956 | $898.0 萬 | 3.77% | −4,010−11.8% | 減碼 |
| Callan Family Office, LLC | 29,472 | $891.5 萬 | 0.20% | −1,679−5.4% | 減碼 |
| Cyndeo Wealth Partners, LLC | 29,266 | $885.2 萬 | 0.47% | −6,434−18.0% | 減碼 |
| Group One Trading, L.P. | 28,981 | $876.6 萬 | 0.29% | −25,095−46.4% | 減碼 |
| Highland Capital Management, LLC | 28,861 | $873.0 萬 | 0.46% | −164−0.6% | 減碼 |
| Assenagon Asset Management S.A. | 28,803 | $871.2 萬 | 0.01% | +2,450+9.3% | 加碼 |
| We Are One Seven, LLC | 28,750 | $869.7 萬 | 0.17% | −4,689−14.0% | 減碼 |
| Shelter Mutual Insurance Co | 28,735 | $869.2 萬 | 1.93% | 00.0% | 不變 |
| Independent Advisor Alliance | 28,567 | $864.1 萬 | 0.09% | −1,213−4.1% | 減碼 |
| Ascent Group, LLC | 28,513 | $862.5 萬 | 0.30% | +14,190+99.1% | 加碼 |
| Pavion Blue Capital, LLC | 28,453 | $860.6 萬 | 3.74% | −731−2.5% | 減碼 |
| VectorGlobal IAG, Inc. | 28,372 | $858.2 萬 | 2.23% | +28,372 | 新進 |
| EP Wealth Advisors, LLC | 28,207 | $853.2 萬 | 0.04% | −363−1.3% | 減碼 |
| Omers Administration Corp | 28,202 | $853.1 萬 | 0.05% | +5,155+22.4% | 加碼 |
| Integrated Wealth Concepts LLC | 28,034 | $848.0 萬 | 0.07% | +12,345+78.7% | 加碼 |
| Contravisory Investment Management, Inc. | 27,975 | $846.2 萬 | 1.73% | −1,158−4.0% | 減碼 |
| St Germain D J Co Inc | 27,791 | $840.6 萬 | 0.33% | −2,417−8.0% | 減碼 |
| Diversify Wealth Management, LLC | 26,404 | $833.5 萬 | 0.15% | +14,342+118.9% | 加碼 |
| Pacer Advisors, Inc. | 27,523 | $832.5 萬 | 0.02% | −15,286−35.7% | 減碼 |
| Tiaa-Cref Individual & Institutional Services, LLC | 27,490 | $831.5 萬 | 0.03% | +27,490 | 新進 |
| Voleon Capital Management LP | 27,458 | $830.5 萬 | 0.18% | +25,257+1,147.5% | 加碼 |
| Louisiana State Employees Retirement System | 27,300 | $825.8 萬 | 0.14% | −100−0.4% | 減碼 |
| Principal Securities, Inc. | 27,143 | $821.0 萬 | 0.12% | +3,657+15.6% | 加碼 |
| Northwest & Ethical Investments L.P. | 27,127 | $820.5 萬 | 0.19% | +182+0.7% | 加碼 |
| Stratos Wealth Partners, LTD. | 27,067 | $818.8 萬 | 0.09% | −3,834−12.4% | 減碼 |
| Maryland State Retirement & Pension System | 27,049 | $818.2 萬 | 0.17% | 00.0% | 不變 |
| 1st Source Bank | 26,937 | $814.8 萬 | 0.42% | −436−1.6% | 減碼 |