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 |
|---|---|---|---|---|---|
| Doyle Wealth Management | 6,084 | $113.8 萬 | 0.08% | +55+0.9% | 加碼 |
| WealthTrust Axiom LLC | 6,144 | $114.8 萬 | 0.36% | +30+0.5% | 加碼 |
| Centaurus Financial, Inc. | 6,143 | $114.9 萬 | 0.09% | +4,875+384.5% | 加碼 |
| Orrstown Financial Services Inc | 6,178 | $115.5 萬 | 2.16% | −535−8.0% | 減碼 |
| Becker Capital Management Inc | 6,192 | $115.8 萬 | 0.05% | −26−0.4% | 減碼 |
| Golden State Wealth Management, LLC | 6,222 | $116.3 萬 | 0.23% | +765+14.0% | 加碼 |
| Parisi Gray Wealth Management | 6,225 | $116.4 萬 | 0.47% | −9−0.1% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,240 | $116.7 萬 | 0.08% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 6,246 | $116.8 萬 | 0.24% | +5,773+1,220.5% | 加碼 |
| Baker Avenue Asset Management, LP | 6,249 | $116.9 萬 | 0.06% | +1,670+36.5% | 加碼 |
| S&CO Inc | 6,300 | $117.8 萬 | 0.08% | +400+6.8% | 加碼 |
| McAdam, LLC | 6,304 | $117.9 萬 | 0.11% | +6+0.1% | 加碼 |
| Symmetry Partners, LLC | 6,350 | $118.7 萬 | 0.07% | 00.0% | 不變 |
| First National Bank of South Miami | 6,370 | $119.2 萬 | 0.72% | +333+5.5% | 加碼 |
| Capital Wealth Planning, LLC | 6,395 | $119.6 萬 | 0.02% | −265−4.0% | 減碼 |
| IPG Investment Advisors LLC | 6,423 | $120.1 萬 | 0.23% | +3,100+93.3% | 加碼 |
| AdvisorNet Financial, Inc | 6,427 | $120.2 萬 | 0.08% | +1,659+34.8% | 加碼 |
| Trust Asset Management LLC | 6,442 | $120.5 萬 | 0.15% | +75+1.2% | 加碼 |
| Wade G W & Inc | 6,444 | $120.5 萬 | 0.05% | +133+2.1% | 加碼 |
| Stableford Capital II LLC | 6,615 | $120.7 萬 | 0.51% | +7+0.1% | 加碼 |
| Paradigm Financial Partners, LLC | 6,576 | $120.8 萬 | 0.27% | +6,576 | 新進 |
| RFG Advisory, LLC | 6,477 | $121.1 萬 | 0.08% | −2,031−23.9% | 減碼 |
| Bank of Hawaii | 6,478 | $121.1 萬 | 0.07% | −19−0.3% | 減碼 |
| Legacy Wealth Asset Management, LLC | 6,530 | $122.1 萬 | 0.43% | −22−0.3% | 減碼 |
| Conning Inc. | 6,542 | $122.3 萬 | 0.03% | −226−3.3% | 減碼 |
| Checchi Capital Advisers, LLC | 6,552 | $122.5 萬 | 0.13% | +244+3.9% | 加碼 |
| Teza Capital Management LLC | 6,552 | $122.5 萬 | 0.46% | +3,429+109.8% | 加碼 |
| Gladstone Institutional Advisory LLC | 6,609 | $123.6 萬 | 0.08% | +1,017+18.2% | 加碼 |
| Snowden Capital Advisors LLC | 6,649 | $124.3 萬 | 0.05% | +4,828+265.1% | 加碼 |
| Aurora Private Wealth, Inc. | 6,659 | $124.5 萬 | 0.51% | 00.0% | 不變 |
| Wealth Advisors, Inc. | 6,725 | $125.8 萬 | 0.46% | +4,000+146.8% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 6,752 | $126.3 萬 | 0.35% | −2,995−30.7% | 減碼 |
| Icon Wealth Partners, LLC | 6,767 | $126.5 萬 | 0.13% | +6,767 | 新進 |
| Segall Bryant & Hamill, LLC | 6,768 | $126.8 萬 | 0.01% | −266−3.8% | 減碼 |
| Aaron Wealth Advisors | 238,051 | $127.3 萬 | 0.03% | +238,051 | 新進 |
| CWM, LLC | 6,816 | $127.5 萬 | 0.01% | +1,684+32.8% | 加碼 |
| Veracity Capital LLC | 6,837 | $127.9 萬 | 0.53% | −33−0.5% | 減碼 |
| Game Plan Financial Advisors, LLC | 6,855 | $128.2 萬 | 0.77% | +25+0.4% | 加碼 |
| Citadel Investment Advisory, Inc. | 6,884 | $128.7 萬 | 0.75% | −54−0.8% | 減碼 |
| Coastline Trust Co | 6,888 | $128.8 萬 | 0.16% | −90−1.3% | 減碼 |
| Bridgewater Advisors Inc. | 6,885 | $128.8 萬 | 0.31% | +39+0.6% | 加碼 |
| We Are One Seven, LLC | 6,925 | $129.5 萬 | 0.14% | −34−0.5% | 減碼 |
| Patten & Patten Inc | 6,939 | $129.8 萬 | 0.09% | −180−2.5% | 減碼 |
| Duff & Phelps Investment Management Co | 6,955 | $130.1 萬 | 0.02% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 6,962 | $130.2 萬 | 0.05% | +300+4.5% | 加碼 |
| Ativo Capital Management LLC | 7,011 | $131.1 萬 | 0.67% | +7,011 | 新進 |
| Mark Stevens | 7,022 | $131.4 萬 | 0.15% | +89+1.3% | 加碼 |
| Telemus Capital, LLC | 7,044 | $131.7 萬 | 0.11% | +581+9.0% | 加碼 |
| KWB Wealth | 8,073 | $132.1 萬 | 0.22% | 00.0% | 不變 |
| Piscataqua Savings Bank | 7,063 | $132.1 萬 | 0.94% | −429−5.7% | 減碼 |
| Strategic Advisors LLC | 7,098 | $132.7 萬 | 0.23% | +2,105+42.2% | 加碼 |
| United Asset Strategies, Inc. | 7,106 | $132.9 萬 | 0.17% | +4,198+144.4% | 加碼 |
| SOA Wealth Advisors, LLC. | 7,122 | $133.1 萬 | 0.32% | +19+0.3% | 加碼 |
| Van Strum & Towne Inc. | 7,165 | $134.0 萬 | 0.50% | +100+1.4% | 加碼 |
| J. W. Coons Advisors, LLC | 7,182 | $134.1 萬 | 0.40% | −2,631−26.8% | 減碼 |
| Essex Financial Services, Inc. | 7,174 | $134.2 萬 | 0.13% | −2,930−29.0% | 減碼 |
| Apollon Wealth Management, LLC | 7,192 | $134.5 萬 | 0.10% | +1,402+24.2% | 加碼 |
| Mraz, Amerine & Associates, Inc. | 7,209 | $134.8 萬 | 0.32% | 00.0% | 不變 |
| Lee Danner & Bass Inc | 7,211 | $134.8 萬 | 0.11% | +418+6.2% | 加碼 |
| YHB Investment Advisors, Inc. | 7,212 | $134.9 萬 | 0.12% | +30+0.4% | 加碼 |
| Jeereddi Investments, LP | 7,273 | $136.0 萬 | 1.57% | 00.0% | 不變 |
| Auxier Asset Management | 7,288 | $136.3 萬 | 0.22% | −1,010−12.2% | 減碼 |
| Beacon Financial Group | 7,189 | $136.4 萬 | 0.18% | −75−1.0% | 減碼 |
| Pitcairn Co | 7,309 | $136.7 萬 | 0.12% | −330−4.3% | 減碼 |
| Mutual Advisors, LLC | 7,319 | $136.9 萬 | 0.08% | −174−2.3% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 7,325 | $137.0 萬 | 0.11% | +541+8.0% | 加碼 |
| Trexquant Investment LP | 7,341 | $137.3 萬 | 0.06% | −20,582−73.7% | 減碼 |
| TrimTabs Asset Management, LLC | 7,357 | $137.6 萬 | 0.46% | +7,357 | 新進 |
| Investment House LLC | 7,375 | $137.9 萬 | 0.10% | 00.0% | 不變 |
| Connolly Sarah T. | 7,375 | $137.9 萬 | 0.81% | 00.0% | 不變 |
| IFP Advisors, Inc | 15,833 | $138.1 萬 | 0.02% | +10,719+209.6% | 加碼 |
| Beck Bode, LLC | 7,387 | $138.1 萬 | 0.31% | +7,387 | 新進 |
| Ascent Group, LLC | 7,393 | $138.2 萬 | 0.16% | +661+9.8% | 加碼 |
| Invst, LLC | 8,591 | $138.3 萬 | 0.23% | +381+4.6% | 加碼 |
| Point72 Hong Kong Ltd | 7,399 | $138.4 萬 | 0.13% | −3,438−31.7% | 減碼 |
| Joel Isaacson & Co., LLC | 7,557 | $139.4 萬 | 0.10% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 7,473 | $139.7 萬 | 0.05% | +825+12.4% | 加碼 |
| Fort Point Capital Partners LLC | 7,480 | $139.9 萬 | 0.21% | +13+0.2% | 加碼 |
| Crestwood Advisors Group LLC | 7,486 | $140.0 萬 | 0.04% | +164+2.2% | 加碼 |
| Van Cleef Asset Management,Inc | 7,543 | $141.1 萬 | 0.20% | −99−1.3% | 減碼 |
| Empowered Funds, LLC | 7,617 | $142.4 萬 | 0.16% | +7,617 | 新進 |
| Geneos Wealth Management Inc. | 7,623 | $142.5 萬 | 0.06% | +203+2.7% | 加碼 |
| Redwood Investment Management, LLC | 7,631 | $142.7 萬 | 0.21% | −991−11.5% | 減碼 |
| Strategic Investment Advisors | 7,664 | $143.3 萬 | 0.27% | +669+9.6% | 加碼 |
| Insight Advisors, LLC | 7,696 | $143.9 萬 | 0.43% | −100−1.3% | 減碼 |
| SRB Corp | 7,694 | $143.9 萬 | 0.08% | 00.0% | 不變 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 7,609 | $144.1 萬 | 0.10% | +4,616+154.2% | 加碼 |
| LMR Partners LLP | 7,717 | $144.3 萬 | 0.02% | −235,614−96.8% | 減碼 |
| Beach Investment Counsel Inc | 7,733 | $144.6 萬 | 0.15% | 00.0% | 不變 |
| Trust Co of Toledo NA | 7,729 | $144.6 萬 | 0.22% | +126+1.7% | 加碼 |
| TCTC Holdings, LLC | 7,777 | $145.4 萬 | 0.06% | +1,152+17.4% | 加碼 |
| HRT Financial LP | 7,815 | $146.1 萬 | 0.01% | −111,316−93.4% | 減碼 |
| Investors Asset Management of Georgia Inc | 7,875 | $147.3 萬 | 0.74% | −25−0.3% | 減碼 |
| Bigelow Investment Advisors, LLC | 7,875 | $147.3 萬 | 0.69% | +309+4.1% | 加碼 |
| CoreCap Advisors, LLC | 7,895 | $147.6 萬 | 0.10% | −5,413−40.7% | 減碼 |
| Personal Cfo Solutions, LLC | 7,923 | $148.2 萬 | 0.29% | −22−0.3% | 減碼 |
| SkyView Investment Advisors, LLC | 8,266 | $148.3 萬 | 0.35% | −9,396−53.2% | 減碼 |
| Karpas Strategies, LLC | 7,975 | $149.1 萬 | 0.47% | −200−2.4% | 減碼 |
| Union Heritage Capital, LLC | 8,000 | $149.6 萬 | 0.83% | −2,788−25.8% | 減碼 |
| Walter & Keenan Financial Consulting Co | 7,998 | $149.7 萬 | 0.51% | −50−0.6% | 減碼 |