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 |
|---|---|---|---|---|---|
| Busey Wealth Management | 18,246 | $341.2 萬 | 0.14% | +119+0.7% | 加碼 |
| Atria Wealth Solutions, Inc. | 18,278 | $341.8 萬 | 0.06% | +18,278 | 新進 |
| Hodges Capital Management Inc. | 18,303 | $342.3 萬 | 0.27% | +4,913+36.7% | 加碼 |
| WP Advisors, LLC | 18,332 | $342.8 萬 | 1.41% | +271+1.5% | 加碼 |
| Essex Investment Management Co LLC | 18,377 | $343.6 萬 | 0.43% | −527−2.8% | 減碼 |
| Pacifica Capital Investments, LLC | 18,400 | $344.1 萬 | 1.12% | 00.0% | 不變 |
| Mount Vernon Associates Inc | 18,551 | $346.9 萬 | 3.36% | −60−0.3% | 減碼 |
| Steel Canyon Capital, LLC | 18,570 | $347.3 萬 | 4.49% | +18,570 | 新進 |
| Advisory Services Network, LLC | 18,641 | $348.5 萬 | 0.10% | −804−4.1% | 減碼 |
| Meiji Yasuda Life Insurance Co | 18,674 | $349.2 萬 | 0.06% | −1,482−7.4% | 減碼 |
| Ropes Wealth Advisors LLC | 18,700 | $349.7 萬 | 0.60% | −899−4.6% | 減碼 |
| Moody Lynn & Lieberson, LLC | 18,699 | $349.7 萬 | 0.26% | +18,699 | 新進 |
| Clearstead Advisors, LLC | 18,705 | $349.8 萬 | 0.24% | +1,282+7.4% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,814 | $351.8 萬 | 0.30% | −716−3.7% | 減碼 |
| Fiduciary Group LLC | 22,268 | $354.9 萬 | 0.47% | −157−0.7% | 減碼 |
| RNC Capital Management LLC | 19,243 | $359.8 萬 | 0.18% | −238−1.2% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 19,250 | $360.0 萬 | 0.20% | −30.0% | 減碼 |
| Raymond James Trust N.A. | 19,403 | $362.8 萬 | 0.11% | −821−4.1% | 減碼 |
| DCM Advisors, LLC | 19,544 | $365.5 萬 | 1.29% | −1,317−6.3% | 減碼 |
| Azimuth Capital Management LLC | 19,573 | $366.0 萬 | 0.16% | −286−1.4% | 減碼 |
| Varma Mutual Pension Insurance Co | 19,735 | $369.0 萬 | 0.04% | 00.0% | 不變 |
| Everence Capital Management Inc | 19,754 | $369.4 萬 | 0.28% | +3,070+18.4% | 加碼 |
| Lakeview Capital Partners, LLC | 19,828 | $370.8 萬 | 1.90% | −1,264−6.0% | 減碼 |
| Intrinsic Value Partners, LLC | 19,848 | $371.2 萬 | 3.93% | −410−2.0% | 減碼 |
| Fundamentun, LLC | 19,856 | $371.3 萬 | 0.62% | −762−3.7% | 減碼 |
| M. Kulyk & Associates, LLC | 19,913 | $372.4 萬 | 1.02% | 00.0% | 不變 |
| Pinkerton Retirement Specialists, LLC | 19,997 | $373.9 萬 | 0.83% | +529+2.7% | 加碼 |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $376.2 萬 | 3.43% | +1,218+6.4% | 加碼 |
| TD Private Client Wealth LLC | 20,189 | $377.5 萬 | 0.16% | +13,974+224.8% | 加碼 |
| Chase Investment Counsel Corp | 20,312 | $379.8 萬 | 1.66% | −669−3.2% | 減碼 |
| Semper Augustus Investments Group LLC大師Semper Augustus | 20,624 | $385.7 萬 | 0.98% | −636−3.0% | 減碼 |
| Power Corp of Canada | 20,832 | $389.6 萬 | 0.33% | +20,832 | 新進 |
| Haverford Trust Co | 20,856 | $390.0 萬 | 0.05% | +10.0% | 加碼 |
| SRN Advisors, LLC | 21,008 | $392.8 萬 | 1.73% | −3,912−15.7% | 減碼 |
| Avantax Advisory Services, Inc. | 21,100 | $394.3 萬 | 0.05% | +6,802+47.6% | 加碼 |
| Chapman Investment Management, LLC | 21,084 | $394.3 萬 | 2.10% | +21,084 | 新進 |
| Teamwork Financial Advisors, LLC | 21,095 | $394.5 萬 | 0.74% | +8,679+69.9% | 加碼 |
| Kathleen S. Wright Associates Inc. | 21,224 | $396.9 萬 | 2.90% | +20.0% | 加碼 |
| Wetherby Asset Management Inc | 21,246 | $397.3 萬 | 0.23% | +1,016+5.0% | 加碼 |
| Vident Investment Advisory, LLC | 21,296 | $398.3 萬 | 0.10% | −5,972−21.9% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 21,613 | $404.2 萬 | 0.17% | −17−0.1% | 減碼 |
| Walleye Trading LLC | 21,708 | $405.9 萬 | 0.08% | −25,116−53.6% | 減碼 |
| Venture Visionary Partners LLC | 21,719 | $406.1 萬 | 0.27% | −569−2.6% | 減碼 |
| Boston Private Wealth LLC | 21,869 | $408.9 萬 | 0.05% | +548+2.6% | 加碼 |
| Western Wealth Management, LLC | 21,878 | $409.0 萬 | 0.20% | +14,328+189.8% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 21,902 | $409.6 萬 | 0.18% | −410−1.8% | 減碼 |
| Stonnington Group, LLC | 23,066 | $409.6 萬 | 0.98% | +4,325+23.1% | 加碼 |
| Moody National Bank Trust Division | 21,919 | $409.9 萬 | 0.13% | −324−1.5% | 減碼 |
| Ethic Inc. | 21,926 | $410.0 萬 | 0.28% | +2,495+12.8% | 加碼 |
| Covington Capital Management | 22,043 | $412.2 萬 | 0.15% | +15+0.1% | 加碼 |
| Cetera Investment Advisers | 22,056 | $412.4 萬 | 0.06% | −1,268−5.4% | 減碼 |
| Mitchell Capital Management Co | 22,070 | $412.7 萬 | 0.92% | −6,452−22.6% | 減碼 |
| Sumitomo Life Insurance Co | 22,316 | $417.3 萬 | 0.10% | −324−1.4% | 減碼 |
| Avitas Wealth Management LLC | 22,372 | $418.4 萬 | 0.75% | −5,928−20.9% | 減碼 |
| Grandfield & Dodd, LLC | 22,382 | $419.0 萬 | 0.28% | 00.0% | 不變 |
| Eudaimonia Partners, LLC | 22,419 | $419.2 萬 | 0.71% | +22,419 | 新進 |
| Blue Zone Wealth Advisors, LLC | 22,514 | $421.0 萬 | 1.57% | −3,634−13.9% | 減碼 |
| Family Management Corp | 22,611 | $422.8 萬 | 1.17% | +22+0.1% | 加碼 |
| Strategic Wealth Partners, Ltd. | 22,649 | $423.5 萬 | 0.83% | +1,156+5.4% | 加碼 |
| Kingfisher Capital LLC | 22,689 | $424.3 萬 | 1.09% | −92−0.4% | 減碼 |
| Fort Washington Investment Advisors Inc | 22,900 | $428.3 萬 | 0.03% | 00.0% | 不變 |
| Cullen Capital Management LLC | 22,931 | $428.8 萬 | 0.04% | +2,131+10.2% | 加碼 |
| Grassi Investment Management | 22,960 | $429.4 萬 | 0.45% | 00.0% | 不變 |
| Castleark Management LLC | 22,975 | $429.6 萬 | 0.19% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 22,979 | $429.8 萬 | 0.04% | −400−1.7% | 減碼 |
| National Asset Management, Inc. | 23,011 | $430.4 萬 | 0.14% | −2,516−9.9% | 減碼 |
| Chemistry Wealth Management LLC | 23,069 | $431.4 萬 | 1.48% | +20,918+972.5% | 加碼 |
| Jennison Associates LLC | 23,114 | $432.2 萬 | 0.00% | −2,490−9.7% | 減碼 |
| Front Barnett Associates LLC | 23,172 | $433.3 萬 | 0.44% | −5,731−19.8% | 減碼 |
| RBF Capital, LLC | 23,000 | $434.2 萬 | 0.28% | 00.0% | 不變 |
| EHP Funds Inc. | 23,270 | $435.1 萬 | 0.72% | +23,270 | 新進 |
| Regentatlantic Capital LLC | 23,361 | $436.8 萬 | 0.12% | +2,534+12.2% | 加碼 |
| Altshuler Shaham Ltd | 23,383 | $437.3 萬 | 0.04% | −38−0.2% | 減碼 |
| Hutner Capital Management Inc | 23,390 | $437.4 萬 | 2.50% | −70−0.3% | 減碼 |
| Park National Corp | 23,507 | $439.6 萬 | 0.18% | −655−2.7% | 減碼 |
| Ceera Investments, LLC | 23,506 | $439.6 萬 | 2.19% | −128−0.5% | 減碼 |
| Davy Global Fund Management Ltd | 23,572 | $440.8 萬 | 0.72% | −673−2.8% | 減碼 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 23,857 | $442.8 萬 | 0.78% | +23,857 | 新進 |
| Kestra Private Wealth Services, LLC | 24,026 | $449.3 萬 | 0.22% | +4,390+22.4% | 加碼 |
| Concentric Wealth Management, LLC | 24,245 | $453.4 萬 | 1.31% | +15+0.1% | 加碼 |
| GWM Advisors LLC | 24,314 | $454.7 萬 | 0.08% | +3,425+16.4% | 加碼 |
| Advisor Partners LLC | 24,564 | $459.3 萬 | 0.29% | +1,397+6.0% | 加碼 |
| Chicago Trust Co NA | 24,605 | $460.1 萬 | 0.99% | +723+3.0% | 加碼 |
| Verdence Capital Advisors LLC | 24,611 | $460.2 萬 | 0.52% | +1,525+6.6% | 加碼 |
| Eqis Capital Management, Inc. | 24,725 | $462.4 萬 | 0.41% | +4,169+20.3% | 加碼 |
| Hancock Whitney Corp | 24,749 | $462.8 萬 | 0.16% | −326−1.3% | 減碼 |
| Simplex Trading, LLC | 24,769 | $463.1 萬 | 0.15% | +24,769 | 新進 |
| Wedbush Securities Inc | 24,880 | $465.3 萬 | 0.21% | +429+1.8% | 加碼 |
| Univest Financial Corp | 24,899 | $465.6 萬 | 1.31% | −3,341−11.8% | 減碼 |
| Bleichroeder LP | 25,000 | $467.5 萬 | 0.83% | 00.0% | 不變 |
| Crestline Management, LP | 25,000 | $467.5 萬 | 0.59% | +25,000 | 新進 |
| Foster Group, Inc. | 25,190 | $471.1 萬 | 0.39% | 00.0% | 不變 |
| Federated Hermes, Inc. | 25,490 | $476.6 萬 | 0.01% | −4,938−16.2% | 減碼 |
| D.A. Davidson & Co. | 25,837 | $483.2 萬 | 0.05% | −150−0.6% | 減碼 |
| Financial Partners Capital Management LLC | 26,047 | $487.1 萬 | 0.90% | −906−3.4% | 減碼 |
| Impax Asset Management Group plc | 26,050 | $487.1 萬 | 0.02% | +1,910+7.9% | 加碼 |
| Boyd Watterson Asset Management LLC | 26,274 | $491.3 萬 | 1.79% | +408+1.6% | 加碼 |
| GDS Wealth Management | 26,749 | $493.5 萬 | 1.09% | +1,098+4.3% | 加碼 |
| Pine Ridge Advisers LLC | 26,500 | $495.6 萬 | 1.35% | 00.0% | 不變 |
| First Interstate Bank | 26,507 | $495.7 萬 | 0.47% | −1,150−4.2% | 減碼 |