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 |
|---|---|---|---|---|---|
| Atlas Capital Advisors LLC | 9,327 | $174.4 萬 | 0.27% | −892−8.7% | 減碼 |
| Brookstone Capital Management | 9,773 | $173.5 萬 | 0.03% | +158+1.6% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 9,263 | $173.2 萬 | 0.22% | 00.0% | 不變 |
| Simmons Bank | 9,255 | $173.1 萬 | 0.13% | −175−1.9% | 減碼 |
| Hartline Investment Corp | 10,466 | $172.9 萬 | 0.22% | +1,233+13.4% | 加碼 |
| Berkshire Asset Management LLC | 9,231 | $172.6 萬 | 0.11% | 00.0% | 不變 |
| LGT Fund Management Co Ltd. | 9,180 | $171.8 萬 | 0.23% | +6,580+253.1% | 加碼 |
| 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 |
| Man Group plc | 9,065 | $169.5 萬 | 0.01% | −6,450−41.6% | 減碼 |
| Greenwood Gearhart Inc | 9,061 | $169.4 萬 | 0.23% | −155−1.7% | 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 |
| Trustcore Financial Services, LLC | 9,033 | $168.9 萬 | 0.15% | −149−1.6% | 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 |
| Laffer Tengler Investments | 8,980 | $167.9 萬 | 0.51% | −123−1.4% | 減碼 |
| 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 |
| Argent Advisors, Inc. | 8,967 | $167.7 萬 | 0.90% | +183+2.1% | 加碼 |
| TAGStone Capital, Inc. | 8,961 | $167.6 萬 | 1.41% | +19+0.2% | 加碼 |
| Seeyond | 8,925 | $166.8 萬 | 0.17% | +3,873+76.7% | 加碼 |
| Belpointe Asset Management LLC | 8,848 | $165.4 萬 | 0.10% | +1,181+15.4% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,839 | $165.3 萬 | 0.02% | −210−2.3% | 減碼 |
| Lazard Freres Gestion S.A.S. | 8,735 | $164.8 萬 | 0.05% | 00.0% | 不變 |
| Center for Financial Planning, Inc. | 8,742 | $163.5 萬 | 0.34% | 00.0% | 不變 |
| Palisade Asset Management, LLC | 8,723 | $163.1 萬 | 0.19% | −160−1.8% | 減碼 |
| Fulton Bank, N.A. | 8,688 | $162.5 萬 | 0.08% | +207+2.4% | 加碼 |
| NTV Asset Management LLC | 8,685 | $162.4 萬 | 0.27% | +60+0.7% | 加碼 |
| Howard Capital Management Group, LLC | 8,615 | $161.1 萬 | 0.15% | −191−2.2% | 減碼 |
| 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 |
| Summit Global Investments | 8,522 | $159.4 萬 | 0.12% | +6,888+421.5% | 加碼 |
| Sequoia Financial Advisors, LLC | 8,519 | $159.3 萬 | 0.04% | +1,549+22.2% | 加碼 |
| Coastal Bridge Advisors, LLC | 8,511 | $159.2 萬 | 0.37% | +7+0.1% | 加碼 |
| Boltwood Capital Management | 8,492 | $158.8 萬 | 0.61% | −409−4.6% | 減碼 |
| 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 |
| Qtron Investments LLC | 8,443 | $157.9 萬 | 0.35% | +1,672+24.7% | 加碼 |
| FineMark National Bank & Trust | 8,436 | $157.8 萬 | 0.06% | +95+1.1% | 加碼 |
| Meristem Family Wealth, LLC | 8,406 | $157.2 萬 | 0.17% | −885−9.5% | 減碼 |
| Smithfield Trust Co | 8,376 | $156.8 萬 | 0.10% | +538+6.9% | 加碼 |
| American National Registered Investment Advisor, Inc. | 8,362 | $156.4 萬 | 0.56% | −324−3.7% | 減碼 |
| Moloney Securities Asset Management, LLC | 8,340 | $156.0 萬 | 0.30% | +300+3.7% | 加碼 |
| J.W. Cole Advisors, Inc. | 8,335 | $155.9 萬 | 0.10% | +1,049+14.4% | 加碼 |
| Amarillo National Bank | 8,313 | $155.5 萬 | 0.30% | 00.0% | 不變 |
| 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 |
| Evoke Wealth, LLC | 8,284 | $154.9 萬 | 0.05% | +78+1.0% | 加碼 |
| 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 |
| Excalibur Management Corp | 8,221 | $153.7 萬 | 0.67% | −157−1.9% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 8,213 | $153.6 萬 | 0.09% | 00.0% | 不變 |
| C2C Wealth Management, LLC | 8,115 | $153.5 萬 | 0.26% | −55−0.7% | 減碼 |
| Assenagon Asset Management S.A. | 8,202 | $153.4 萬 | 0.00% | −9,903−54.7% | 減碼 |
| M Holdings Securities, Inc. | 8,192 | $153.2 萬 | 0.12% | +8,192 | 新進 |
| Woodmont Investment Counsel LLC | 8,146 | $152.3 萬 | 0.18% | +8,146 | 新進 |
| 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 |
| 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 |
| Raab & Moskowitz Asset Management LLC | 8,103 | $151.5 萬 | 0.52% | −188−2.3% | 減碼 |
| Barden Capital Management, Inc. | 8,099 | $151.4 萬 | 1.48% | −639−7.3% | 減碼 |
| Evergreen Capital Management LLC | 8,080 | $151.1 萬 | 0.06% | +695+9.4% | 加碼 |
| Brewin Dolphin Ltd | 8,031 | $150.2 萬 | 0.06% | +527+7.0% | 加碼 |
| Walter & Keenan Financial Consulting Co | 7,998 | $149.7 萬 | 0.51% | −50−0.6% | 減碼 |
| Union Heritage Capital, LLC | 8,000 | $149.6 萬 | 0.83% | −2,788−25.8% | 減碼 |
| Karpas Strategies, LLC | 7,975 | $149.1 萬 | 0.47% | −200−2.4% | 減碼 |
| SkyView Investment Advisors, LLC | 8,266 | $148.3 萬 | 0.35% | −9,396−53.2% | 減碼 |
| Personal Cfo Solutions, LLC | 7,923 | $148.2 萬 | 0.29% | −22−0.3% | 減碼 |
| CoreCap Advisors, LLC | 7,895 | $147.6 萬 | 0.10% | −5,413−40.7% | 減碼 |
| Investors Asset Management of Georgia Inc | 7,875 | $147.3 萬 | 0.74% | −25−0.3% | 減碼 |
| Bigelow Investment Advisors, LLC | 7,875 | $147.3 萬 | 0.69% | +309+4.1% | 加碼 |
| HRT Financial LP | 7,815 | $146.1 萬 | 0.01% | −111,316−93.4% | 減碼 |
| TCTC Holdings, LLC | 7,777 | $145.4 萬 | 0.06% | +1,152+17.4% | 加碼 |
| Beach Investment Counsel Inc | 7,733 | $144.6 萬 | 0.15% | 00.0% | 不變 |
| Trust Co of Toledo NA | 7,729 | $144.6 萬 | 0.22% | +126+1.7% | 加碼 |
| LMR Partners LLP | 7,717 | $144.3 萬 | 0.02% | −235,614−96.8% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 7,609 | $144.1 萬 | 0.10% | +4,616+154.2% | 加碼 |
| Insight Advisors, LLC | 7,696 | $143.9 萬 | 0.43% | −100−1.3% | 減碼 |
| SRB Corp | 7,694 | $143.9 萬 | 0.08% | 00.0% | 不變 |
| Strategic Investment Advisors | 7,664 | $143.3 萬 | 0.27% | +669+9.6% | 加碼 |
| Redwood Investment Management, LLC | 7,631 | $142.7 萬 | 0.21% | −991−11.5% | 減碼 |
| Geneos Wealth Management Inc. | 7,623 | $142.5 萬 | 0.06% | +203+2.7% | 加碼 |
| Empowered Funds, LLC | 7,617 | $142.4 萬 | 0.16% | +7,617 | 新進 |
| Van Cleef Asset Management,Inc | 7,543 | $141.1 萬 | 0.20% | −99−1.3% | 減碼 |
| Crestwood Advisors Group LLC | 7,486 | $140.0 萬 | 0.04% | +164+2.2% | 加碼 |
| Fort Point Capital Partners LLC | 7,480 | $139.9 萬 | 0.21% | +13+0.2% | 加碼 |
| Resources Investment Advisors, LLC. | 7,473 | $139.7 萬 | 0.05% | +825+12.4% | 加碼 |
| Joel Isaacson & Co., LLC | 7,557 | $139.4 萬 | 0.10% | 00.0% | 不變 |
| Point72 Hong Kong Ltd | 7,399 | $138.4 萬 | 0.13% | −3,438−31.7% | 減碼 |
| Invst, LLC | 8,591 | $138.3 萬 | 0.23% | +381+4.6% | 加碼 |
| Ascent Group, LLC | 7,393 | $138.2 萬 | 0.16% | +661+9.8% | 加碼 |
| IFP Advisors, Inc | 15,833 | $138.1 萬 | 0.02% | +10,719+209.6% | 加碼 |
| Beck Bode, LLC | 7,387 | $138.1 萬 | 0.31% | +7,387 | 新進 |
| Investment House LLC | 7,375 | $137.9 萬 | 0.10% | 00.0% | 不變 |
| Connolly Sarah T. | 7,375 | $137.9 萬 | 0.81% | 00.0% | 不變 |
| TrimTabs Asset Management, LLC | 7,357 | $137.6 萬 | 0.46% | +7,357 | 新進 |
| Trexquant Investment LP | 7,341 | $137.3 萬 | 0.06% | −20,582−73.7% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 7,325 | $137.0 萬 | 0.11% | +541+8.0% | 加碼 |