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 | 2,913 | $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 |
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 |
|---|---|---|---|---|---|
| Coastal Investment Advisors, Inc. | 26,517 | $495.9 萬 | 0.99% | +3,525+15.3% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 26,581 | $497.1 萬 | 0.72% | +563+2.2% | 加碼 |
| Barrett Asset Management, LLC | 26,623 | $497.8 萬 | 0.21% | −7,881−22.8% | 減碼 |
| Connable Office Inc | 26,622 | $497.8 萬 | 0.66% | −2,328−8.0% | 減碼 |
| New England Asset Management Inc | 26,707 | $499.4 萬 | 0.08% | +1,100+4.3% | 加碼 |
| Cubist Systematic Strategies, LLC | 26,811 | $501.4 萬 | 0.04% | −91,145−77.3% | 減碼 |
| Bouvel Investment Partners, LLC | 26,827 | $501.7 萬 | 3.06% | +948+3.7% | 加碼 |
| Roundview Capital LLC | 27,029 | $505.4 萬 | 0.52% | +105+0.4% | 加碼 |
| Unison Asset Management LLC | 27,194 | $508.5 萬 | 4.36% | 00.0% | 不變 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 27,418 | $512.7 萬 | 0.57% | −100.0% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 27,662 | $517.3 萬 | 0.11% | −3,858−12.2% | 減碼 |
| Birmingham Capital Management Co Inc | 27,690 | $517.8 萬 | 1.80% | 00.0% | 不變 |
| Trust Co of Vermont | 27,860 | $521.0 萬 | 0.35% | +40.0% | 加碼 |
| Lincoln National Corp | 27,923 | $522.2 萬 | 0.11% | +7,132+34.3% | 加碼 |
| Olstein Capital Management, L.P. | 28,000 | $523.6 萬 | 0.66% | −8,000−22.2% | 減碼 |
| National Bank of Canada | 28,407 | $529.3 萬 | 0.02% | +13,207+86.9% | 加碼 |
| RPG Investment Advisory, LLC | 28,355 | $530.2 萬 | 0.87% | −78−0.3% | 減碼 |
| Richard Bernstein Advisors LLC | 28,539 | $533.7 萬 | 0.11% | 00.0% | 不變 |
| Hendershot Investments Inc. | 28,630 | $535.4 萬 | 0.82% | 00.0% | 不變 |
| Independent Advisor Alliance | 28,674 | $536.2 萬 | 0.26% | +4,947+20.8% | 加碼 |
| Chatham Capital Group, Inc. | 28,745 | $537.5 萬 | 1.04% | −9,235−24.3% | 減碼 |
| Goelzer Investment Management, Inc. | 28,978 | $541.9 萬 | 0.47% | −1,221−4.0% | 減碼 |
| HB Wealth Management, LLC | 28,982 | $542.0 萬 | 0.10% | +3,229+12.5% | 加碼 |
| Strategic Wealth Designers | 29,098 | $544.1 萬 | 1.30% | +3,764+14.9% | 加碼 |
| GFS Advisors, LLC | 29,205 | $546.1 萬 | 1.15% | −2,290−7.3% | 減碼 |
| Adalta Capital Management LLC | 29,230 | $546.6 萬 | 2.73% | +210+0.7% | 加碼 |
| Cutler Group LP | 29,269 | $547.3 萬 | 0.51% | +26,615+1,002.8% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 29,323 | $548.3 萬 | 0.09% | +10,333+54.4% | 加碼 |
| Freestone Capital Holdings, LLC | 29,339 | $548.6 萬 | 0.22% | −583−1.9% | 減碼 |
| Synovus Financial Corp | 29,349 | $548.8 萬 | 0.06% | −654−2.2% | 減碼 |
| Prudential PLC | 29,405 | $549.9 萬 | 0.08% | +13,509+85.0% | 加碼 |
| E. Ohman J:or Asset Management AB | 29,500 | $551.6 萬 | 0.18% | −3,600−10.9% | 減碼 |
| AMG National Trust Bank | 29,630 | $554.0 萬 | 0.18% | −966−3.2% | 減碼 |
| Leonard Green & Partners, L.P. | 30,000 | $561.0 萬 | 0.06% | +30,000 | 新進 |
| Mirova | 30,032 | $561.5 萬 | 0.75% | −785−2.5% | 減碼 |
| Oppenheimer Asset Management Inc. | 30,149 | $563.6 萬 | 0.08% | −1,577−5.0% | 減碼 |
| Stonegate Investment Group, LLC | 30,247 | $565.6 萬 | 0.19% | −12,229−28.8% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 30,379 | $568.1 萬 | 1.48% | +244+0.8% | 加碼 |
| First National Trust Co | 30,514 | $570.6 萬 | 0.30% | +1,208+4.1% | 加碼 |
| Bessemer Group Inc | 30,680 | $573.6 萬 | 0.01% | +5,364+21.2% | 加碼 |
| Pathstone Family Office, LLC | 30,316 | $574.7 萬 | 0.13% | +5,724+23.3% | 加碼 |
| Exchange Traded Concepts, LLC | 30,857 | $577.0 萬 | 0.12% | −39,627−56.2% | 減碼 |
| Asset Dedication, LLC | 31,056 | $578.3 萬 | 0.64% | +415+1.4% | 加碼 |
| Toroso Investments, LLC | 31,101 | $581.5 萬 | 0.17% | +19,514+168.4% | 加碼 |
| Guardian Capital Advisors LP | 33,264 | $583.9 萬 | 0.57% | +1,008+3.1% | 加碼 |
| Banque Cantonale Vaudoise | 31,311 | $585.4 萬 | 0.25% | −2,069−6.2% | 減碼 |
| Pacific Global Investment Management CO | 31,333 | $585.9 萬 | 1.15% | −322−1.0% | 減碼 |
| Pacer Advisors, Inc. | 31,585 | $590.6 萬 | 0.05% | −1,031−3.2% | 減碼 |
| Rodgers Brothers Inc. | 31,850 | $595.6 萬 | 1.07% | −267−0.8% | 減碼 |
| Gradient Investments LLC | 31,877 | $596.1 萬 | 0.15% | −6,858−17.7% | 減碼 |
| Commerzbank Aktiengesellschaft | 31,885 | $596.2 萬 | 0.34% | +16,000+100.7% | 加碼 |
| Nomura Holdings Inc | 33,206 | $600.4 萬 | 0.05% | +10,493+46.2% | 加碼 |
| Pavion Blue Capital, LLC | 32,210 | $602.3 萬 | 3.53% | +65+0.2% | 加碼 |
| Stratos Wealth Partners, LTD. | 32,222 | $602.6 萬 | 0.13% | +4,526+16.3% | 加碼 |
| Choate Investment Advisors | 32,799 | $613.4 萬 | 0.33% | −18−0.1% | 減碼 |
| Perigon Wealth Management, LLC | 32,843 | $614.2 萬 | 0.43% | −1,089−3.2% | 減碼 |
| Eastern Bank | 32,994 | $617.0 萬 | 0.29% | +24,832+304.2% | 加碼 |
| Lorne Steinberg Wealth Management Inc. | 33,879 | $622.5 萬 | 2.87% | −220−0.6% | 減碼 |
| SP Asset Management | 33,700 | $630.2 萬 | 0.68% | +280+0.8% | 加碼 |
| Beacon Pointe Advisors, LLC | 33,860 | $633.2 萬 | 0.09% | +8,441+33.2% | 加碼 |
| Veritable, L.P. | 34,046 | $636.7 萬 | 0.10% | +172+0.5% | 加碼 |
| Searle & Co. | 34,090 | $637.5 萬 | 2.35% | 00.0% | 不變 |
| Private Management Group Inc | 34,102 | $637.7 萬 | 0.26% | −16,277−32.3% | 減碼 |
| Central Trust Co | 34,364 | $642.6 萬 | 0.18% | −1,326−3.7% | 減碼 |
| Heritage Trust Co | 34,500 | $645.1 萬 | 0.91% | −962−2.7% | 減碼 |
| Meyer Handelman Co | 34,500 | $645.1 萬 | 0.25% | +40+0.1% | 加碼 |
| LGT Group Foundation | 34,506 | $645.8 萬 | 0.15% | +18,188+111.5% | 加碼 |
| Stokes Capital Advisors, LLC | 34,569 | $646.4 萬 | 1.88% | +70.0% | 加碼 |
| Northwest & Ethical Investments L.P. | 34,591 | $646.8 萬 | 0.21% | −1,515−4.2% | 減碼 |
| Bright Rock Capital Management, LLC | 35,000 | $654.5 萬 | 1.54% | 00.0% | 不變 |
| Atria Investments LLC | 35,033 | $655.1 萬 | 0.11% | +602+1.7% | 加碼 |
| One Capital Management, LLC | 35,152 | $657.3 萬 | 0.35% | +35,152 | 新進 |
| Overbrook Management Corp | 35,172 | $657.7 萬 | 1.46% | 00.0% | 不變 |
| NFJ Investment Group, LLC | 35,427 | $662.5 萬 | 0.13% | 00.0% | 不變 |
| Natixis Investment Managers International | 35,510 | $664.0 萬 | 0.12% | +35,510 | 新進 |
| Drexel Morgan & Co. | 35,618 | $666.1 萬 | 1.94% | +1,088+3.2% | 加碼 |
| New Mexico Educational Retirement Board | 35,763 | $668.8 萬 | 0.25% | −3,500−8.9% | 減碼 |
| Prio Wealth Limited Partnership | 35,796 | $669.4 萬 | 0.22% | −495−1.4% | 減碼 |
| Alerus Financial NA | 36,238 | $677.7 萬 | 0.58% | −99−0.3% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 36,300 | $678.8 萬 | 0.02% | −87,700−70.7% | 減碼 |
| Cetera Advisor Networks LLC | 36,330 | $679.4 萬 | 0.08% | +6,784+23.0% | 加碼 |
| First Hawaiian Bank | 36,617 | $684.7 萬 | 0.21% | +4,627+14.5% | 加碼 |
| Bell Asset Management Ltd | 36,778 | $687.7 萬 | 1.18% | −6,285−14.6% | 減碼 |
| JustInvest LLC | 36,832 | $688.6 萬 | 0.33% | +7,813+26.9% | 加碼 |
| Cornerstone Advisors, LLC | 37,000 | $691.9 萬 | 0.41% | 00.0% | 不變 |
| Long Corridor Asset Management Ltd | 37,000 | $691.9 萬 | 8.43% | +37,000 | 新進 |
| Edge Capital Group, LLC | 37,100 | $693.8 萬 | 0.48% | −13,664−26.9% | 減碼 |
| Whittier Trust Co of Nevada Inc | 37,132 | $694.4 萬 | 0.25% | +409+1.1% | 加碼 |
| Norman Fields, Gottscho Capital Management, LLC | 37,343 | $698.3 萬 | 2.62% | 00.0% | 不變 |
| Metropolitan Life Insurance Co | 37,390 | $699.2 萬 | 0.25% | −52,419−58.4% | 減碼 |
| Ossiam | 37,466 | $700.6 萬 | 0.18% | +28,579+321.6% | 加碼 |
| JTC Employer Solutions Trusteee Ltd | 37,500 | $701.0 萬 | 0.78% | 00.0% | 不變 |
| Allstate Corp | 37,553 | $702.2 萬 | 0.19% | −24,336−39.3% | 減碼 |
| 1st Source Bank | 37,564 | $702.4 萬 | 0.43% | −104−0.3% | 減碼 |
| WoodTrust Financial Corp | 37,726 | $705.5 萬 | 1.43% | +1,941+5.4% | 加碼 |
| Winslow Asset Management Inc | 37,764 | $706.2 萬 | 1.39% | −398−1.0% | 減碼 |
| Redwood Grove Capital, LLC | 37,747 | $706.5 萬 | 3.51% | 00.0% | 不變 |
| Illinois Municipal Retirement Fund | 38,016 | $710.9 萬 | 0.21% | −3,877−9.3% | 減碼 |
| Marshall Wace, LLP | 38,322 | $716.6 萬 | 0.01% | +37,496+4,539.5% | 加碼 |
| Highland Capital Management, LLC | 38,688 | $723.5 萬 | 0.43% | +230+0.6% | 加碼 |