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。
2022 年第 1 季 13F 持有人
American Express Co 在 2022/3/31 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
- 2,067
- 較 2021 年第 4 季 +84 家
- 持有股數
- 6.42 億
- 較 2021 年第 4 季 −687.4 萬 (−1.1%)
- 總市值
- $1,200 億
- 較 2021 年第 4 季 +$138.9 億 (+13.1%)
- 新進機構
- 197
- 另有 708 家加碼
- 清倉機構
- 113
- 另有 809 家減碼
另有 22 家機構在 2021 年第 4 季持有、還沒有申報 2022 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 | 2,912 | $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 | 2,349 | $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 |
2022 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 2021 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bridgewater Associates, LP | 4,640 | $86.8 萬 | 0.00% | +4,640 | 新進 |
| AdvisorShares Investments LLC | 4,677 | $87.5 萬 | 0.14% | +4,677 | 新進 |
| Basepoint Wealth LLC | 4,682 | $87.5 萬 | 0.81% | −121−2.5% | 減碼 |
| Washington Trust Co | 4,696 | $87.8 萬 | 0.03% | −1,037−18.1% | 減碼 |
| GYL Financial Synergies, LLC | 4,702 | $87.9 萬 | 0.21% | −145−3.0% | 減碼 |
| Reynders McVeigh Capital Management, LLC | 4,719 | $88.2 萬 | 0.05% | +13+0.3% | 加碼 |
| Flputnam Investment Management Co | 4,722 | $88.3 萬 | 0.03% | −132−2.7% | 減碼 |
| Tufton Capital Management | 4,735 | $88.5 萬 | 0.14% | 00.0% | 不變 |
| OPSEU Pension Plan Trust Fund | 4,706 | $88.8 萬 | 0.21% | +175+3.9% | 加碼 |
| KB Financial Partners, LLC | 4,749 | $88.8 萬 | 0.25% | +284+6.4% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 4,831 | $90.3 萬 | 0.23% | 00.0% | 不變 |
| Pflug Koory, LLC | 4,833 | $90.4 萬 | 0.46% | −20−0.4% | 減碼 |
| Linscomb & Williams, Inc. | 4,842 | $90.5 萬 | 0.04% | −140−2.8% | 減碼 |
| Profit Investment Management, LLC | 4,853 | $90.7 萬 | 0.56% | +207+4.5% | 加碼 |
| Graham Capital Management, L.P. | 4,853 | $90.7 萬 | 0.04% | +3,410+236.3% | 加碼 |
| JB Capital LLC | 4,863 | $91.0 萬 | 0.09% | +560+13.0% | 加碼 |
| Aspiriant, LLC | 4,866 | $91.1 萬 | 0.05% | +195+4.2% | 加碼 |
| Sage Rhino Capital LLC | 4,906 | $91.7 萬 | 0.28% | −426−8.0% | 減碼 |
| First Foundation Advisors | 4,903 | $91.7 萬 | 0.03% | +1,510+44.5% | 加碼 |
| Sentry Investment Management LLC | 4,919 | $92.0 萬 | 0.29% | −827−14.4% | 減碼 |
| Waldron Private Wealth LLC | 4,937 | $92.3 萬 | 0.05% | +205+4.3% | 加碼 |
| Bedel Financial Consulting, Inc. | 4,946 | $92.5 萬 | 0.29% | −66−1.3% | 減碼 |
| Advisors Capital Management, LLC | 4,953 | $92.6 萬 | 0.03% | −606−10.9% | 減碼 |
| Papp L Roy & Associates | 4,966 | $92.9 萬 | 0.12% | −29−0.6% | 減碼 |
| Spirit of America Management Corp | 5,000 | $93.5 萬 | 0.18% | −1,800−26.5% | 減碼 |
| BigSur Wealth Management LLC | 5,000 | $93.5 萬 | 0.36% | 00.0% | 不變 |
| Northcape Wealth Management, LLC | 5,000 | $93.5 萬 | 0.27% | 00.0% | 不變 |
| Red Cedar Capital, LLC | 5,016 | $93.8 萬 | 0.56% | 00.0% | 不變 |
| Stock Yards Bank & Trust Co | 5,038 | $94.2 萬 | 0.05% | −389−7.2% | 減碼 |
| Garde Capital, Inc. | 5,036 | $94.2 萬 | 0.10% | +23+0.5% | 加碼 |
| Legacy Advisors, LLC | 5,040 | $94.2 萬 | 0.18% | +440+9.6% | 加碼 |
| KRS Capital Management, LLC | 5,047 | $94.3 萬 | 1.02% | +377+8.1% | 加碼 |
| Levin Capital Strategies, L.P. | 5,064 | $94.7 萬 | 0.09% | 00.0% | 不變 |
| S.A. Mason LLC | 5,099 | $95.3 萬 | 0.59% | +10.0% | 加碼 |
| Forum Financial Management, LP | 5,115 | $95.6 萬 | 0.05% | −235−4.4% | 減碼 |
| Domani Wealth, LLC | 5,119 | $95.7 萬 | 0.21% | −25−0.5% | 減碼 |
| Leisure Capital Management | 5,120 | $95.7 萬 | 0.48% | +45+0.9% | 加碼 |
| Paragon Private Wealth Management, LLC | 5,744 | $95.9 萬 | 0.94% | +998+21.0% | 加碼 |
| Ervin Investment Management, LLC | 5,065 | $96.1 萬 | 0.74% | 00.0% | 不變 |
| Wealthsource Partners, LLC | 5,186 | $97.0 萬 | 0.07% | +79+1.5% | 加碼 |
| Fund Management at Engine No. 1 LLC | 5,208 | $97.4 萬 | 0.24% | +5,208 | 新進 |
| Sargent Bickham Lagudis LLC | 5,264 | $98.5 萬 | 0.08% | −301−5.4% | 減碼 |
| Continuum Advisory, LLC | 5,656 | $98.8 萬 | 0.19% | +3,790+203.1% | 加碼 |
| Lewis Capital Management, LLC | 5,301 | $99.1 萬 | 1.12% | +10.0% | 加碼 |
| Manchester Capital Management LLC | 5,313 | $99.4 萬 | 0.14% | −215−3.9% | 減碼 |
| Principle Wealth Partners LLC | 5,319 | $99.4 萬 | 0.10% | +500+10.4% | 加碼 |
| Parkside Financial Bank & Trust | 5,324 | $99.6 萬 | 0.27% | +376+7.6% | 加碼 |
| USA Financial Portformulas Corp | 5,328 | $99.6 萬 | 1.07% | +5,325+177,500.0% | 加碼 |
| Wealth Alliance | 5,341 | $99.8 萬 | 0.20% | −155−2.8% | 減碼 |
| Seven Eight Capital, LP | 5,342 | $99.9 萬 | 0.13% | +5,342 | 新進 |
| Winton Group Ltd | 5,355 | $100.1 萬 | 0.05% | +1,091+25.6% | 加碼 |
| Resources Management Corp | 5,358 | $100.2 萬 | 0.14% | −15−0.3% | 減碼 |
| Brighton Jones LLC | 5,363 | $100.3 萬 | 0.05% | +302+6.0% | 加碼 |
| Westwood Management Corp | 5,400 | $101.0 萬 | 0.10% | 00.0% | 不變 |
| Crewe Advisors LLC | 5,405 | $101.1 萬 | 0.20% | +4,429+453.8% | 加碼 |
| Venturi Wealth Management, LLC | 5,414 | $101.2 萬 | 0.08% | −1,047−16.2% | 減碼 |
| Capital Management Associates | 5,424 | $101.4 萬 | 1.09% | −96−1.7% | 減碼 |
| Clarius Group, LLC | 6,233 | $102.0 萬 | 0.08% | 00.0% | 不變 |
| Quantitative Investment Management, LLC | 5,475 | $102.3 萬 | 0.11% | +5,475 | 新進 |
| Vectors Research Management, LLC | 5,482 | $102.5 萬 | 0.22% | −391−6.7% | 減碼 |
| HNP Capital LLC | 5,482 | $102.5 萬 | 0.24% | −391−6.7% | 減碼 |
| Spinnaker Trust | 5,496 | $102.8 萬 | 0.07% | +1,034+23.2% | 加碼 |
| Two Sigma Investments, LP | 5,500 | $102.9 萬 | 0.00% | −368,566−98.5% | 減碼 |
| Orion Portfolio Solutions, LLC | 5,566 | $104.1 萬 | 0.04% | +65+1.2% | 加碼 |
| Birch Hill Investment Advisors LLC | 5,584 | $104.4 萬 | 0.06% | 00.0% | 不變 |
| Oldfather Financial Services, LLC | 5,760 | $104.8 萬 | 0.57% | −3−0.1% | 減碼 |
| Derbend Asset Management | 6,409 | $104.8 萬 | 1.02% | 00.0% | 不變 |
| Burke & Herbert Bank & Trust Co | 5,602 | $104.8 萬 | 0.67% | −5−0.1% | 減碼 |
| Ritholtz Wealth Management | 5,625 | $105.2 萬 | 0.07% | +1,069+23.5% | 加碼 |
| Gyon Technologies Capital Management, LP | 5,625 | $105.2 萬 | 0.74% | +5,625 | 新進 |
| Pecaut & Co. | 5,667 | $106.0 萬 | 0.52% | 00.0% | 不變 |
| Boenning & Scattergood, Inc. | 5,677 | $106.2 萬 | 0.17% | 00.0% | 不變 |
| Thomas White International Ltd | 5,678 | $106.2 萬 | 0.18% | 00.0% | 不變 |
| Spears Abacus Advisors LLC | 5,702 | $106.6 萬 | 0.08% | 00.0% | 不變 |
| Lifeworks Advisors, LLC | 5,707 | $106.7 萬 | 0.70% | −6,204−52.1% | 減碼 |
| Guyasuta Investment Advisors Inc | 5,705 | $106.7 萬 | 0.07% | +750+15.1% | 加碼 |
| Lyell Wealth Management, LP | 5,742 | $107.4 萬 | 0.14% | +1,515+35.8% | 加碼 |
| Blueprint Investment Partners LLC | 5,743 | $107.4 萬 | 0.28% | +2,580+81.6% | 加碼 |
| Walleye Capital LLC | 5,750 | $107.5 萬 | 0.03% | +272+5.0% | 加碼 |
| Laurel Wealth Advisors LLC | 5,769 | $107.9 萬 | 0.23% | −135−2.3% | 減碼 |
| Sunflower Bank, N.A. | 5,794 | $108.3 萬 | 0.15% | −8−0.1% | 減碼 |
| Plimoth Trust Co LLC | 5,790 | $108.3 萬 | 0.29% | +40+0.7% | 加碼 |
| Baker Tilly Wealth Management, LLC | 5,789 | $108.3 萬 | 0.12% | +376+6.9% | 加碼 |
| NBT Bank N A | 5,810 | $108.7 萬 | 0.15% | −37−0.6% | 減碼 |
| Flagship Harbor Advisors, LLC | 5,816 | $108.8 萬 | 0.10% | −14−0.2% | 減碼 |
| Ledyard National Bank | 5,830 | $109.0 萬 | 0.11% | −407−6.5% | 減碼 |
| Boyar Asset Management Inc. | 5,868 | $109.7 萬 | 0.70% | −100−1.7% | 減碼 |
| Harvest Volatility Management LLC | 5,885 | $110.0 萬 | 0.12% | +2,712+85.5% | 加碼 |
| First Citizens Bank & Trust Co | 5,911 | $110.5 萬 | 0.04% | +2,226+60.4% | 加碼 |
| Compton Capital Management Inc | 5,925 | $110.8 萬 | 0.31% | −200−3.3% | 減碼 |
| Monte Financial Group, LLC | 5,936 | $111.0 萬 | 0.59% | −19−0.3% | 減碼 |
| Capital Investment Advisors, LLC | 5,960 | $111.4 萬 | 0.03% | −342−5.4% | 減碼 |
| LVW Advisors, LLC | 5,969 | $111.6 萬 | 0.20% | −116−1.9% | 減碼 |
| Ally Financial Inc. | 6,000 | $112.2 萬 | 0.13% | 00.0% | 不變 |
| Weil Company, Inc. | 6,000 | $112.2 萬 | 0.56% | 00.0% | 不變 |
| Graypoint LLC | 5,998 | $112.2 萬 | 0.11% | +2,233+59.3% | 加碼 |
| Balentine LLC | 6,054 | $113.2 萬 | 0.04% | +2,480+69.4% | 加碼 |
| Private Trust Co NA | 6,082 | $113.7 萬 | 0.18% | +247+4.2% | 加碼 |
| Financial Counselors Inc | 6,085 | $113.8 萬 | 0.02% | −292−4.6% | 減碼 |
| Amica Retiree Medical Trust | 6,085 | $113.8 萬 | 1.06% | 00.0% | 不變 |