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 |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 2,967 | $55.5 萬 | 0.07% | +1,338+82.1% | 加碼 |
| Integrated Investment Consultants, LLC | 2,983 | $55.8 萬 | 0.16% | −513−14.7% | 減碼 |
| Engineers Gate Manager LP | 3,002 | $56.1 萬 | 0.02% | −3,211−51.7% | 減碼 |
| FirstPurpose Wealth LLC | 3,000 | $56.1 萬 | 0.44% | −360−10.7% | 減碼 |
| Shepherd Kaplan Krochuk, LLC | 3,000 | $56.1 萬 | 0.21% | 00.0% | 不變 |
| Violich Capital Management, Inc. | 3,000 | $56.1 萬 | 0.08% | 00.0% | 不變 |
| Veritas Investment Partners (UK) Ltd. | 3,000 | $56.1 萬 | 0.02% | 00.0% | 不變 |
| Legacy Wealth Management, LLC | 3,000 | $56.1 萬 | 0.29% | 00.0% | 不變 |
| Palisades Hudson Asset Management, L.P. | 3,000 | $56.1 萬 | 0.26% | +7+0.2% | 加碼 |
| Herold Advisors, Inc. | 3,000 | $56.1 萬 | 0.20% | 00.0% | 不變 |
| Mezzasalma Advisors, LLC | 3,017 | $56.4 萬 | 0.35% | 00.0% | 不變 |
| Maryland Capital Management | 3,024 | $56.5 萬 | 0.04% | −25−0.8% | 減碼 |
| Plancorp, LLC | 3,019 | $56.5 萬 | 0.04% | +159+5.6% | 加碼 |
| Vigilant Capital Management, LLC | 3,022 | $56.5 萬 | 0.04% | +395+15.0% | 加碼 |
| ERn Financial, LLC | 3,030 | $56.7 萬 | 0.13% | +76+2.6% | 加碼 |
| RMB Capital Management, LLC | 3,039 | $56.8 萬 | 0.02% | −1,750−36.5% | 減碼 |
| Acropolis Investment Management, LLC | 3,041 | $56.9 萬 | 0.05% | −510−14.4% | 減碼 |
| Sanders Morris Harris LLC | 3,042 | $56.9 萬 | 0.11% | 00.0% | 不變 |
| Wedmont Private Capital | 3,035 | $57.0 萬 | 0.13% | +1,113+57.9% | 加碼 |
| Acima Private Wealth, LLC | 3,057 | $57.2 萬 | 0.26% | 00.0% | 不變 |
| Shufro Rose & Co LLC | 3,061 | $57.2 萬 | 0.04% | +28+0.9% | 加碼 |
| Congress Wealth Management LLC | 3,068 | $57.3 萬 | 0.01% | −765−20.0% | 減碼 |
| Accredited Investors Inc. | 3,075 | $57.5 萬 | 0.05% | +15+0.5% | 加碼 |
| Altfest L J & Co Inc | 3,081 | $57.6 萬 | 0.10% | 00.0% | 不變 |
| Aft, Forsyth & Company, Inc. | 3,086 | $57.7 萬 | 0.37% | −2,600−45.7% | 減碼 |
| Quadrant Private Wealth Management, LLC | 3,114 | $58.2 萬 | 0.22% | −151−4.6% | 減碼 |
| Cambridge Advisors Inc. | 3,110 | $58.2 萬 | 0.14% | 00.0% | 不變 |
| Magnus Financial Group LLC | 3,116 | $58.3 萬 | 0.10% | +67+2.2% | 加碼 |
| Waterfront Wealth Inc. | 3,150 | $58.3 萬 | 0.21% | +1,611+104.7% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 3,122 | $58.4 萬 | 0.13% | −9,688−75.6% | 減碼 |
| Buckley Wealth Management, LLC | 3,139 | $58.7 萬 | 0.16% | −1,209−27.8% | 減碼 |
| Partners Group Holding AG | 3,138 | $58.7 萬 | 0.03% | −796−20.2% | 減碼 |
| Texas Yale Capital Corp. | 3,145 | $58.8 萬 | 0.03% | +335+11.9% | 加碼 |
| Spartan Planning & Wealth Management | 3,167 | $59.2 萬 | 0.74% | +3,167 | 新進 |
| Heritage Wealth Advisors | 3,172 | $59.3 萬 | 0.03% | 00.0% | 不變 |
| Global Wealth Management Investment Advisory, Inc. | 3,180 | $59.5 萬 | 0.18% | −100−3.0% | 減碼 |
| Indiana Trust & Investment Management CO | 3,182 | $59.5 萬 | 0.29% | −59−1.8% | 減碼 |
| Abbrea Capital, LLC | 3,194 | $59.7 萬 | 0.08% | −60−1.8% | 減碼 |
| Factorial Partners, LLC | 3,200 | $59.8 萬 | 0.41% | 00.0% | 不變 |
| Ashton Thomas Private Wealth, LLC | 3,208 | $60.0 萬 | 0.05% | +1,339+71.6% | 加碼 |
| Vise Technologies, Inc. | 3,211 | $60.0 萬 | 0.23% | +3,211 | 新進 |
| Clean Yield Group | 3,232 | $60.4 萬 | 0.22% | 00.0% | 不變 |
| Hall Capital Management Co Inc | 3,289 | $61.5 萬 | 0.36% | −72−2.1% | 減碼 |
| Aspen Investment Management Inc | 3,288 | $61.5 萬 | 0.32% | −50−1.5% | 減碼 |
| Private Ocean, LLC | 3,290 | $61.5 萬 | 0.08% | −3−0.1% | 減碼 |
| BTR Capital Management Inc | 3,292 | $61.6 萬 | 0.08% | 00.0% | 不變 |
| Borer Denton & Associates, Inc. | 3,295 | $61.6 萬 | 0.26% | +3,295 | 新進 |
| SignalPoint Asset Management, LLC | 3,316 | $62.0 萬 | 0.20% | +21+0.6% | 加碼 |
| First Western Trust Bank | 3,287 | $62.4 萬 | 0.03% | +3,287 | 新進 |
| Wealthspire Advisors, LLC | 3,343 | $62.5 萬 | 0.01% | −3,591−51.8% | 減碼 |
| Doliver Advisors, LP | 3,340 | $62.5 萬 | 0.20% | −339−9.2% | 減碼 |
| Stonebridge Capital Management Inc | 3,340 | $62.5 萬 | 0.23% | 00.0% | 不變 |
| Riverbridge Partners LLC | 3,348 | $62.6 萬 | 0.01% | 00.0% | 不變 |
| Barton Investment Management | 3,360 | $62.8 萬 | 0.08% | −140−4.0% | 減碼 |
| Hartford Financial Management Inc. | 3,362 | $62.9 萬 | 0.15% | −34−1.0% | 減碼 |
| Quantinno Capital Management LP | 3,380 | $63.2 萬 | 0.10% | +3,380 | 新進 |
| Ridgewood Investments LLC | 3,392 | $63.4 萬 | 0.42% | −17−0.5% | 減碼 |
| Optas, LLC | 3,405 | $63.6 萬 | 0.21% | −409−10.7% | 減碼 |
| Old Mission Investment Co LLC | 3,402 | $63.6 萬 | 0.24% | −5−0.1% | 減碼 |
| Salem Investment Counselors Inc | 3,422 | $64.0 萬 | 0.03% | −143−4.0% | 減碼 |
| Bristol John W & Co Inc | 3,420 | $64.0 萬 | 0.01% | 00.0% | 不變 |
| B. Riley Wealth Management, Inc. | 3,441 | $64.3 萬 | 0.05% | −186−5.1% | 減碼 |
| Defined Wealth Management, LLC | 3,444 | $64.4 萬 | 0.57% | 00.0% | 不變 |
| TNF LLC | 3,575 | $64.5 萬 | 0.29% | 00.0% | 不變 |
| Summit Financial Group Inc | 3,450 | $64.6 萬 | 0.22% | +555+19.2% | 加碼 |
| Grove Bank & Trust | 3,472 | $64.9 萬 | 0.13% | +57+1.7% | 加碼 |
| Horizon Wealth Management, LLC | 3,481 | $65.1 萬 | 0.20% | −3,971−53.3% | 減碼 |
| First National Bank of Hutchinson | 3,494 | $65.3 萬 | 0.38% | −1,236−26.1% | 減碼 |
| Emfo, LLC | 3,500 | $65.5 萬 | 0.59% | −2,500−41.7% | 減碼 |
| Money Concepts Capital Corp | 3,503 | $65.5 萬 | 0.04% | +3,503 | 新進 |
| Summit X, LLC | 3,535 | $65.5 萬 | 0.16% | +3,535 | 新進 |
| Hoylecohen, LLC | 3,515 | $65.7 萬 | 0.06% | +10.0% | 加碼 |
| Agate Pass Investment Management, LLC | 3,515 | $65.7 萬 | 0.41% | 00.0% | 不變 |
| Ipswich Investment Management Co., Inc. | 3,516 | $65.7 萬 | 0.16% | +20+0.6% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 3,517 | $65.8 萬 | 0.02% | 00.0% | 不變 |
| Fort Pitt Capital Group, LLC | 3,527 | $66.0 萬 | 0.02% | −626−15.1% | 減碼 |
| Sigma Investment Counselors Inc | 3,527 | $66.0 萬 | 0.05% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 3,530 | $66.0 萬 | 0.12% | +589+20.0% | 加碼 |
| US Asset Management LLC | 3,540 | $66.2 萬 | 0.61% | 00.0% | 不變 |
| Pekin Hardy Strauss, Inc. | 3,545 | $66.3 萬 | 0.09% | −1,013−22.2% | 減碼 |
| BSW Wealth Partners | 3,547 | $66.3 萬 | 0.17% | +413+13.2% | 加碼 |
| Financial Management Network Inc | 3,537 | $66.4 萬 | 0.34% | −43−1.2% | 減碼 |
| Zeke Capital Advisors, LLC | 3,557 | $66.5 萬 | 0.03% | +3,557 | 新進 |
| 626 Financial, LLC | 3,564 | $66.6 萬 | 0.43% | +648+22.2% | 加碼 |
| Mizuho Securities USA LLC | 3,584 | $67.0 萬 | 0.10% | −8,778−71.0% | 減碼 |
| Chesapeake Wealth Management | 3,591 | $67.1 萬 | 0.24% | +2,326+183.9% | 加碼 |
| Philadelphia Trust Co | 3,595 | $67.2 萬 | 0.05% | 00.0% | 不變 |
| Purus Wealth Management, LLC | 3,595 | $67.2 萬 | 0.46% | +3,595 | 新進 |
| Saybrook Capital | 3,600 | $67.3 萬 | 0.18% | −300−7.7% | 減碼 |
| Arrow Financial Corp | 3,600 | $67.3 萬 | 0.08% | +80+2.3% | 加碼 |
| First Pacific Advisors, LP | 3,600 | $67.3 萬 | 0.01% | +100+2.9% | 加碼 |
| Bath Savings Trust Co | 3,622 | $67.7 萬 | 0.08% | +792+28.0% | 加碼 |
| LGL Partners, LLC | 3,636 | $68.0 萬 | 0.09% | −409−10.1% | 減碼 |
| Steel Peak Wealth Management LLC | 3,642 | $68.1 萬 | 0.04% | −9,092−71.4% | 減碼 |
| Gitterman Wealth Management, LLC | 3,648 | $68.2 萬 | 0.55% | +174+5.0% | 加碼 |
| VeraBank, N.A. | 3,653 | $68.3 萬 | 0.35% | 00.0% | 不變 |
| Richwood Investment Advisors, LLC | 3,682 | $68.9 萬 | 0.62% | +115+3.2% | 加碼 |
| Intersect Capital LLC | 3,684 | $68.9 萬 | 0.13% | +398+12.1% | 加碼 |
| Cadence Bank NA | 3,686 | $69.0 萬 | 0.19% | +85+2.4% | 加碼 |
| Transform Wealth, LLC | 3,696 | $69.1 萬 | 0.08% | −620−14.4% | 減碼 |