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 |
|---|---|---|---|---|---|
| Brewin Dolphin Ltd | 8,031 | $150.2 萬 | 0.06% | +527+7.0% | 加碼 |
| Evergreen Capital Management LLC | 8,080 | $151.1 萬 | 0.06% | +695+9.4% | 加碼 |
| Barden Capital Management, Inc. | 8,099 | $151.4 萬 | 1.48% | −639−7.3% | 減碼 |
| Raab & Moskowitz Asset Management LLC | 8,103 | $151.5 萬 | 0.52% | −188−2.3% | 減碼 |
| Advisory Research Inc | 8,120 | $151.8 萬 | 0.12% | −3,337−29.1% | 減碼 |
| Ameritas Investment Partners, Inc. | 8,121 | $151.8 萬 | 0.05% | −428−5.0% | 減碼 |
| Associated Banc-Corp | 8,140 | $152.2 萬 | 0.06% | −262−3.1% | 減碼 |
| Triad Investment Management | 8,138 | $152.2 萬 | 1.44% | 00.0% | 不變 |
| Woodmont Investment Counsel LLC | 8,146 | $152.3 萬 | 0.18% | +8,146 | 新進 |
| M Holdings Securities, Inc. | 8,192 | $153.2 萬 | 0.12% | +8,192 | 新進 |
| Assenagon Asset Management S.A. | 8,202 | $153.4 萬 | 0.00% | −9,903−54.7% | 減碼 |
| C2C Wealth Management, LLC | 8,115 | $153.5 萬 | 0.26% | −55−0.7% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 8,213 | $153.6 萬 | 0.09% | 00.0% | 不變 |
| Excalibur Management Corp | 8,221 | $153.7 萬 | 0.67% | −157−1.9% | 減碼 |
| First Command Bank | 8,265 | $154.6 萬 | 0.21% | +6,204+301.0% | 加碼 |
| First Command Financial Services, Inc. | 8,265 | $154.6 萬 | 0.21% | +6,204+301.0% | 加碼 |
| Evoke Wealth, LLC | 8,284 | $154.9 萬 | 0.05% | +78+1.0% | 加碼 |
| Abundance Wealth Counselors | 8,301 | $155.2 萬 | 0.42% | −237−2.8% | 減碼 |
| Grimes & Company, Inc. | 8,299 | $155.2 萬 | 0.08% | −20.0% | 減碼 |
| Amarillo National Bank | 8,313 | $155.5 萬 | 0.30% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 8,335 | $155.9 萬 | 0.10% | +1,049+14.4% | 加碼 |
| Moloney Securities Asset Management, LLC | 8,340 | $156.0 萬 | 0.30% | +300+3.7% | 加碼 |
| American National Registered Investment Advisor, Inc. | 8,362 | $156.4 萬 | 0.56% | −324−3.7% | 減碼 |
| Smithfield Trust Co | 8,376 | $156.8 萬 | 0.10% | +538+6.9% | 加碼 |
| Meristem Family Wealth, LLC | 8,406 | $157.2 萬 | 0.17% | −885−9.5% | 減碼 |
| FineMark National Bank & Trust | 8,436 | $157.8 萬 | 0.06% | +95+1.1% | 加碼 |
| Qtron Investments LLC | 8,443 | $157.9 萬 | 0.35% | +1,672+24.7% | 加碼 |
| Bell Rock Capital LLC | 9,020 | $158.3 萬 | 1.48% | −3,568−28.3% | 減碼 |
| Community Bank, N.A. | 8,463 | $158.3 萬 | 0.20% | −82−1.0% | 減碼 |
| Boltwood Capital Management | 8,492 | $158.8 萬 | 0.61% | −409−4.6% | 減碼 |
| Coastal Bridge Advisors, LLC | 8,511 | $159.2 萬 | 0.37% | +7+0.1% | 加碼 |
| Sequoia Financial Advisors, LLC | 8,519 | $159.3 萬 | 0.04% | +1,549+22.2% | 加碼 |
| Summit Global Investments | 8,522 | $159.4 萬 | 0.12% | +6,888+421.5% | 加碼 |
| Everett Harris & Co | 8,553 | $159.9 萬 | 0.02% | 00.0% | 不變 |
| Berkshire Bank | 8,553 | $159.9 萬 | 0.38% | +1,225+16.7% | 加碼 |
| Howard Capital Management Group, LLC | 8,615 | $161.1 萬 | 0.15% | −191−2.2% | 減碼 |
| NTV Asset Management LLC | 8,685 | $162.4 萬 | 0.27% | +60+0.7% | 加碼 |
| Fulton Bank, N.A. | 8,688 | $162.5 萬 | 0.08% | +207+2.4% | 加碼 |
| Palisade Asset Management, LLC | 8,723 | $163.1 萬 | 0.19% | −160−1.8% | 減碼 |
| Center for Financial Planning, Inc. | 8,742 | $163.5 萬 | 0.34% | 00.0% | 不變 |
| Lazard Freres Gestion S.A.S. | 8,735 | $164.8 萬 | 0.05% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,839 | $165.3 萬 | 0.02% | −210−2.3% | 減碼 |
| Belpointe Asset Management LLC | 8,848 | $165.4 萬 | 0.10% | +1,181+15.4% | 加碼 |
| Seeyond | 8,925 | $166.8 萬 | 0.17% | +3,873+76.7% | 加碼 |
| TAGStone Capital, Inc. | 8,961 | $167.6 萬 | 1.41% | +19+0.2% | 加碼 |
| Argent Advisors, Inc. | 8,967 | $167.7 萬 | 0.90% | +183+2.1% | 加碼 |
| DuPont Capital Management Corp | 8,981 | $167.9 萬 | 0.07% | −3,384−27.4% | 減碼 |
| Insight Wealth Strategies, LLC | 8,977 | $167.9 萬 | 0.25% | +1,132+14.4% | 加碼 |
| Laffer Tengler Investments | 8,980 | $167.9 萬 | 0.51% | −123−1.4% | 減碼 |
| Taylor Frigon Capital Management LLC | 9,010 | $168.5 萬 | 0.63% | −144−1.6% | 減碼 |
| Bryn Mawr Trust Co | 9,007 | $168.5 萬 | 0.07% | −105−1.2% | 減碼 |
| Trustcore Financial Services, LLC | 9,033 | $168.9 萬 | 0.15% | −149−1.6% | 減碼 |
| Lavaca Capital LLC | 9,042 | $169.1 萬 | 0.72% | −14,191−61.1% | 減碼 |
| Beaumont Financial Partners, LLC | 9,045 | $169.1 萬 | 0.13% | −230−2.5% | 減碼 |
| Greenwood Gearhart Inc | 9,061 | $169.4 萬 | 0.23% | −155−1.7% | 減碼 |
| Man Group plc | 9,065 | $169.5 萬 | 0.01% | −6,450−41.6% | 減碼 |
| Bradley & Co. Private Wealth Management, LLC | 9,151 | $171.1 萬 | 1.47% | 00.0% | 不變 |
| Carl P. Sherr & Co., LLC | 9,148 | $171.1 萬 | 1.15% | +73+0.8% | 加碼 |
| LGT Fund Management Co Ltd. | 9,180 | $171.8 萬 | 0.23% | +6,580+253.1% | 加碼 |
| Berkshire Asset Management LLC | 9,231 | $172.6 萬 | 0.11% | 00.0% | 不變 |
| Hartline Investment Corp | 10,466 | $172.9 萬 | 0.22% | +1,233+13.4% | 加碼 |
| Simmons Bank | 9,255 | $173.1 萬 | 0.13% | −175−1.9% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 9,263 | $173.2 萬 | 0.22% | 00.0% | 不變 |
| Brookstone Capital Management | 9,773 | $173.5 萬 | 0.03% | +158+1.6% | 加碼 |
| Atlas Capital Advisors LLC | 9,327 | $174.4 萬 | 0.27% | −892−8.7% | 減碼 |
| Moneta Group Investment Advisors LLC | 9,348 | $174.8 萬 | 0.07% | +4,868+108.7% | 加碼 |
| Stokes Family Office, LLC | 9,387 | $175.5 萬 | 0.23% | +97+1.0% | 加碼 |
| Massmutual Trust Co FSB | 9,424 | $176.2 萬 | 0.07% | −567−5.7% | 減碼 |
| Dakota Wealth Management | 9,475 | $177.1 萬 | 0.14% | +1,472+18.4% | 加碼 |
| Woodstock Corp | 9,515 | $177.9 萬 | 0.21% | −975−9.3% | 減碼 |
| Erste Asset Management GmbH | 9,470 | $179.7 萬 | 0.03% | +536+6.0% | 加碼 |
| Ziegler Capital Management, LLC | 9,622 | $179.9 萬 | 0.08% | −64,932−87.1% | 減碼 |
| Advisor Resource Council | 9,623 | $180.0 萬 | 0.55% | −1,720−15.2% | 減碼 |
| ACG Wealth | 9,633 | $180.1 萬 | 0.34% | −884−8.4% | 減碼 |
| Ingalls & Snyder LLC | 9,632 | $180.1 萬 | 0.08% | 00.0% | 不變 |
| Linker Capital Management Inc. | 9,650 | $180.5 萬 | 1.80% | 00.0% | 不變 |
| Signaturefd, LLC | 9,817 | $183.6 萬 | 0.06% | +1,129+13.0% | 加碼 |
| IBM Retirement Fund | 9,834 | $183.9 萬 | 0.26% | −911−8.5% | 減碼 |
| Knuff & Co LLC | 9,855 | $184.3 萬 | 0.67% | 00.0% | 不變 |
| McMillion Capital Management Inc | 9,926 | $185.6 萬 | 1.15% | 00.0% | 不變 |
| Savant Capital, LLC | 9,931 | $185.7 萬 | 0.06% | +446+4.7% | 加碼 |
| Parallel Advisors, LLC | 9,798 | $185.9 萬 | 0.07% | +581+6.3% | 加碼 |
| Chicago Capital, LLC | 9,949 | $186.0 萬 | 0.08% | 00.0% | 不變 |
| Gateway Investment Advisers LLC | 9,994 | $186.9 萬 | 0.02% | +529+5.6% | 加碼 |
| Bayesian Capital Management, LP | 10,008 | $187.1 萬 | 0.28% | +10,008 | 新進 |
| Rothschild Investment Corp | 10,019 | $187.3 萬 | 0.15% | +16+0.2% | 加碼 |
| St. Johns Investment Management Company, LLC | 10,031 | $187.6 萬 | 1.00% | +63+0.6% | 加碼 |
| IHT Wealth Management, LLC | 10,062 | $188.2 萬 | 0.14% | +6,791+207.6% | 加碼 |
| CAPROCK Group, Inc. | 10,072 | $188.3 萬 | 0.18% | +1,381+15.9% | 加碼 |
| Metis Global Partners, LLC | 10,090 | $188.6 萬 | 0.23% | +4,624+84.6% | 加碼 |
| IndexIQ Advisors LLC | 10,102 | $188.8 萬 | 0.07% | −366−3.5% | 減碼 |
| Howard Capital Management Inc. | 10,106 | $189.0 萬 | 0.43% | −609−5.7% | 減碼 |
| Institute for Wealth Management, LLC. | 10,119 | $189.2 萬 | 0.31% | −43−0.4% | 減碼 |
| Sabadell Asset Management, S.A S.G.I.I.C | 10,450 | $190.6 萬 | 0.33% | +395+3.9% | 加碼 |
| Americana Partners, LLC | 10,223 | $191.1 萬 | 0.59% | −9,904−49.2% | 減碼 |
| Trustco Bank Corp N Y | 10,237 | $191.4 萬 | 1.90% | 00.0% | 不變 |
| Hyman Charles D | 10,247 | $191.6 萬 | 0.12% | +243+2.4% | 加碼 |
| Coldstream Capital Management Inc | 10,276 | $192.2 萬 | 0.07% | −478−4.4% | 減碼 |
| CX Institutional | 10,278 | $192.2 萬 | 0.15% | +7,791+313.3% | 加碼 |
| Penobscot Investment Management Company, Inc. | 10,289 | $192.4 萬 | 0.28% | −482−4.5% | 減碼 |