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 |
|---|---|---|---|---|---|
| Aspire Private Capital, LLC | 3,698 | $69.2 萬 | 0.22% | +347+10.4% | 加碼 |
| Chemung Canal Trust Co | 3,713 | $69.5 萬 | 0.13% | −130−3.4% | 減碼 |
| CoreFirst Bank & Trust | 3,716 | $69.5 萬 | 0.48% | −40−1.1% | 減碼 |
| PFG Advisors | 3,716 | $69.5 萬 | 0.07% | 00.0% | 不變 |
| NorthRock Partners, LLC | 3,743 | $70.0 萬 | 0.06% | −195−5.0% | 減碼 |
| Sutton Wealth Advisors Inc. | 3,756 | $70.2 萬 | 0.24% | +21+0.6% | 加碼 |
| SeaCrest Wealth Management, LLC | 3,759 | $70.3 萬 | 0.08% | +82+2.2% | 加碼 |
| First City Capital Management, Inc. | 3,766 | $70.4 萬 | 0.39% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 3,769 | $70.5 萬 | 0.03% | −150−3.8% | 減碼 |
| Tompkins Financial Corp | 3,776 | $70.6 萬 | 0.10% | +350+10.2% | 加碼 |
| Aptus Capital Advisors, LLC | 3,773 | $70.6 萬 | 0.02% | +1,350+55.7% | 加碼 |
| RB Capital Management, LLC | 3,783 | $70.7 萬 | 0.23% | +190+5.3% | 加碼 |
| Cary Street Partners Asset Management LLC | 3,788 | $70.8 萬 | 0.14% | +34+0.9% | 加碼 |
| Twin Capital Management Inc | 3,796 | $71.0 萬 | 0.08% | 00.0% | 不變 |
| Benin Management CORP | 3,797 | $71.0 萬 | 0.22% | 00.0% | 不變 |
| Culbertson A N & Co Inc | 3,865 | $72.2 萬 | 0.14% | −180−4.4% | 減碼 |
| Ausdal Financial Partners, Inc. | 3,871 | $72.4 萬 | 0.10% | +1,202+45.0% | 加碼 |
| Verus Capital Partners, LLC | 4,308 | $72.6 萬 | 0.11% | +4,308 | 新進 |
| Merrion Investment Management Co, LLC | 3,891 | $72.7 萬 | 0.53% | 00.0% | 不變 |
| MTM Investment Management, LLC | 3,891 | $72.8 萬 | 0.35% | 00.0% | 不變 |
| Platform Technology Partners | 3,896 | $72.9 萬 | 0.35% | −181−4.4% | 減碼 |
| Donoghue Forlines LLC | 3,930 | $73.5 萬 | 0.16% | +3,930 | 新進 |
| BancorpSouth Bank | 3,958 | $74.0 萬 | 0.09% | −17,257−81.3% | 減碼 |
| First Affirmative Financial Network | 3,958 | $74.0 萬 | 0.71% | −242−5.8% | 減碼 |
| Baldwin Investment Management, LLC | 3,980 | $74.4 萬 | 0.21% | 00.0% | 不變 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4,000 | $74.8 萬 | 0.34% | −16,000−80.0% | 減碼 |
| Monetta Financial Services Inc | 4,000 | $74.8 萬 | 0.62% | +4,000 | 新進 |
| Oakworth Capital, Inc. | 4,012 | $75.0 萬 | 0.06% | 00.0% | 不變 |
| Meridian Wealth Management, LLC | 4,022 | $75.2 萬 | 0.08% | +263+7.0% | 加碼 |
| Somerville Kurt F | 4,025 | $75.3 萬 | 0.12% | −125−3.0% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 4,052 | $75.8 萬 | 0.14% | +4+0.1% | 加碼 |
| Centerpoint Advisors, LLC | 4,059 | $75.9 萬 | 0.35% | −20−0.5% | 減碼 |
| Symphony Financial, Ltd. Co. | 4,183 | $76.3 萬 | 0.18% | +234+5.9% | 加碼 |
| WBH Advisory Inc | 4,211 | $76.6 萬 | 0.09% | −448−9.6% | 減碼 |
| Allworth Financial LP | 4,101 | $76.7 萬 | 0.01% | +1,758+75.0% | 加碼 |
| Intercontinental Wealth Advisors, LLC | 4,111 | $76.9 萬 | 0.18% | −986−19.3% | 減碼 |
| Bond & Devick Financial Network, Inc. | 4,119 | $77.0 萬 | 0.62% | 00.0% | 不變 |
| Hills Bank & Trust Co | 4,133 | $77.3 萬 | 0.11% | 00.0% | 不變 |
| Barings LLC | 4,145 | $77.5 萬 | 0.02% | +239+6.1% | 加碼 |
| Trinity Legacy Partners, LLC | 4,152 | $77.6 萬 | 0.26% | +365+9.6% | 加碼 |
| Weik Capital Management | 4,153 | $77.7 萬 | 0.31% | −20.0% | 減碼 |
| Perpetual Investment Management Ltd | 4,156 | $77.7 萬 | 0.10% | 00.0% | 不變 |
| Intellectus Partners, LLC | 4,162 | $77.8 萬 | 0.23% | +4,162 | 新進 |
| Radnor Capital Management, LLC | 4,175 | $78.1 萬 | 0.20% | +280+7.2% | 加碼 |
| DT Investment Partners, LLC | 4,177 | $78.1 萬 | 0.10% | +1,545+58.7% | 加碼 |
| Trillium Asset Management, LLC | 4,202 | $78.6 萬 | 0.02% | −1,184−22.0% | 減碼 |
| Twelve Points Wealth Management LLC | 4,203 | $78.6 萬 | 0.59% | +30+0.7% | 加碼 |
| Saxon Interests, Inc. | 4,243 | $79.3 萬 | 0.42% | +113+2.7% | 加碼 |
| Sawtooth Solutions, LLC | 4,260 | $79.7 萬 | 0.10% | −3,086−42.0% | 減碼 |
| First Farmers & Merchants Bank / Trust | 4,264 | $79.7 萬 | 0.85% | −300−6.6% | 減碼 |
| Estabrook Capital Management | 4,274 | $79.9 萬 | 0.12% | −50−1.2% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 4,283 | $80.0 萬 | 0.07% | −8−0.2% | 減碼 |
| Hilltop Holdings Inc. | 4,291 | $80.2 萬 | 0.09% | −3,107−42.0% | 減碼 |
| Householder Group Estate & Retirement Specialist, LLC | 4,296 | $80.3 萬 | 0.32% | −440−9.3% | 減碼 |
| Confluence Wealth Services, Inc. | 4,308 | $80.5 萬 | 0.29% | −5−0.1% | 減碼 |
| Global Retirement Partners, LLC | 5,178 | $80.6 萬 | 0.06% | −123−2.3% | 減碼 |
| YorkBridge Wealth Partners, LLC | 4,322 | $80.8 萬 | 0.18% | 00.0% | 不變 |
| Boston Financial Mangement LLC | 4,327 | $80.9 萬 | 0.03% | +89+2.1% | 加碼 |
| Latitude Advisors, LLC | 4,338 | $81.1 萬 | 0.18% | +1,804+71.2% | 加碼 |
| Atlas Brown,Inc. | 4,353 | $81.4 萬 | 0.33% | +10.0% | 加碼 |
| Thoroughbred Financial Services, LLC | 4,355 | $81.4 萬 | 0.13% | +2,492+133.8% | 加碼 |
| GoalVest Advisory LLC | 4,353 | $81.4 萬 | 0.46% | +4,353 | 新進 |
| Brooks, Moore & Associates, Inc. | 4,364 | $81.6 萬 | 0.50% | 00.0% | 不變 |
| GFG Capital, LLC | 4,367 | $81.7 萬 | 0.24% | 00.0% | 不變 |
| Byrne Asset Management LLC | 4,373 | $81.8 萬 | 0.51% | +102+2.4% | 加碼 |
| ARGI Investment Services, LLC | 4,382 | $81.9 萬 | 0.02% | −3,060−41.1% | 減碼 |
| IFG Advisors, LLC | 4,382 | $81.9 萬 | 0.36% | +4+0.1% | 加碼 |
| Beaumont Asset Management, L.L.C. | 4,381 | $81.9 萬 | 0.55% | +116+2.7% | 加碼 |
| Icapital Wealth LLC | 4,500 | $82.1 萬 | 0.34% | 00.0% | 不變 |
| Compagnie Lombard Odier SCmA | 4,390 | $82.1 萬 | 0.02% | 00.0% | 不變 |
| Laurel Wealth Advisors, Inc. | 4,388 | $82.1 萬 | 0.07% | +126+3.0% | 加碼 |
| FDx Advisors, Inc. | 4,394 | $82.2 萬 | 0.03% | −5,095−53.7% | 減碼 |
| Alhambra Investment Partners LLC | 4,418 | $82.6 萬 | 0.55% | 00.0% | 不變 |
| Allegheny Financial Group LTD | 4,417 | $82.6 萬 | 0.35% | +5+0.1% | 加碼 |
| Wesbanco Bank Inc | 4,426 | $82.7 萬 | 0.03% | +55+1.3% | 加碼 |
| Evanson Asset Management, LLC | 4,420 | $82.7 萬 | 0.08% | +465+11.8% | 加碼 |
| Capitolis Advisors LLC | 4,442 | $83.1 萬 | 0.04% | −593,649−99.3% | 減碼 |
| Ellis Investment Partners, LLC | 4,451 | $83.2 萬 | 0.20% | −15−0.3% | 減碼 |
| Equitable Holdings, Inc. | 4,456 | $83.3 萬 | 0.01% | +840+23.2% | 加碼 |
| Fukoku Mutual Life Insurance Co | 4,467 | $83.5 萬 | 0.06% | −5,973−57.2% | 減碼 |
| Kovack Advisors, Inc. | 4,478 | $83.7 萬 | 0.09% | +304+7.3% | 加碼 |
| Leavell Investment Management, Inc. | 4,490 | $84.0 萬 | 0.06% | +22+0.5% | 加碼 |
| HighTower Trust Services, LTA | 4,490 | $84.0 萬 | 0.08% | +136+3.1% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 4,497 | $84.1 萬 | 0.15% | +93+2.1% | 加碼 |
| Stamos Capital Partners, L.P. | 4,500 | $84.2 萬 | 0.28% | +4,500 | 新進 |
| Keebeck Alpha, LP | 4,520 | $84.5 萬 | 0.26% | −972−17.7% | 減碼 |
| Cypress Wealth Services, LLC | 4,518 | $84.5 萬 | 0.23% | +20.0% | 加碼 |
| V Wealth Advisors LLC | 4,551 | $85.1 萬 | 0.14% | −860−15.9% | 減碼 |
| Sun Life Financial INC | 4,603 | $85.8 萬 | 0.04% | −421−8.4% | 減碼 |
| Laurion Capital Management LP | 4,589 | $85.9 萬 | 0.02% | −135,187−96.7% | 減碼 |
| Independent Financial Group, LLC | 4,595 | $85.9 萬 | 0.07% | −91−1.9% | 減碼 |
| Diligent Investors, LLC | 4,601 | $86.0 萬 | 0.25% | −200−4.2% | 減碼 |
| Koshinski Asset Management, Inc. | 4,609 | $86.2 萬 | 0.07% | −62−1.3% | 減碼 |
| Sargent Investment Group, LLC | 4,607 | $86.2 萬 | 0.22% | +23+0.5% | 加碼 |
| Evermay Wealth Management LLC | 4,611 | $86.2 萬 | 0.14% | +120+2.7% | 加碼 |
| Prospera Financial Services Inc | 4,607 | $86.2 萬 | 0.04% | +1,062+30.0% | 加碼 |
| Stevens Capital Management LP | 4,615 | $86.3 萬 | 0.19% | −16,118−77.7% | 減碼 |
| Schulhoff & Co Inc | 4,625 | $86.4 萬 | 0.36% | 00.0% | 不變 |
| Mission Wealth Management, LP | 4,626 | $86.5 萬 | 0.04% | +18+0.4% | 加碼 |
| TCI Wealth Advisors, Inc. | 4,635 | $86.7 萬 | 0.13% | +165+3.7% | 加碼 |