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 |
|---|---|---|---|---|---|
| Byrne Asset Management LLC | 4,373 | $81.8 萬 | 0.51% | +102+2.4% | 加碼 |
| GFG Capital, LLC | 4,367 | $81.7 萬 | 0.24% | 00.0% | 不變 |
| Brooks, Moore & Associates, Inc. | 4,364 | $81.6 萬 | 0.50% | 00.0% | 不變 |
| 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 |
| Latitude Advisors, LLC | 4,338 | $81.1 萬 | 0.18% | +1,804+71.2% | 加碼 |
| Boston Financial Mangement LLC | 4,327 | $80.9 萬 | 0.03% | +89+2.1% | 加碼 |
| YorkBridge Wealth Partners, LLC | 4,322 | $80.8 萬 | 0.18% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 5,178 | $80.6 萬 | 0.06% | −123−2.3% | 減碼 |
| Confluence Wealth Services, Inc. | 4,308 | $80.5 萬 | 0.29% | −5−0.1% | 減碼 |
| Householder Group Estate & Retirement Specialist, LLC | 4,296 | $80.3 萬 | 0.32% | −440−9.3% | 減碼 |
| Hilltop Holdings Inc. | 4,291 | $80.2 萬 | 0.09% | −3,107−42.0% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 4,283 | $80.0 萬 | 0.07% | −8−0.2% | 減碼 |
| Estabrook Capital Management | 4,274 | $79.9 萬 | 0.12% | −50−1.2% | 減碼 |
| 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 |
| Saxon Interests, Inc. | 4,243 | $79.3 萬 | 0.42% | +113+2.7% | 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 |
| 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 |
| Intellectus Partners, LLC | 4,162 | $77.8 萬 | 0.23% | +4,162 | 新進 |
| 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 |
| Trinity Legacy Partners, LLC | 4,152 | $77.6 萬 | 0.26% | +365+9.6% | 加碼 |
| Barings LLC | 4,145 | $77.5 萬 | 0.02% | +239+6.1% | 加碼 |
| Hills Bank & Trust Co | 4,133 | $77.3 萬 | 0.11% | 00.0% | 不變 |
| Bond & Devick Financial Network, Inc. | 4,119 | $77.0 萬 | 0.62% | 00.0% | 不變 |
| Intercontinental Wealth Advisors, LLC | 4,111 | $76.9 萬 | 0.18% | −986−19.3% | 減碼 |
| Allworth Financial LP | 4,101 | $76.7 萬 | 0.01% | +1,758+75.0% | 加碼 |
| WBH Advisory Inc | 4,211 | $76.6 萬 | 0.09% | −448−9.6% | 減碼 |
| Symphony Financial, Ltd. Co. | 4,183 | $76.3 萬 | 0.18% | +234+5.9% | 加碼 |
| Centerpoint Advisors, LLC | 4,059 | $75.9 萬 | 0.35% | −20−0.5% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 4,052 | $75.8 萬 | 0.14% | +4+0.1% | 加碼 |
| Somerville Kurt F | 4,025 | $75.3 萬 | 0.12% | −125−3.0% | 減碼 |
| Meridian Wealth Management, LLC | 4,022 | $75.2 萬 | 0.08% | +263+7.0% | 加碼 |
| Oakworth Capital, Inc. | 4,012 | $75.0 萬 | 0.06% | 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 |
| Baldwin Investment Management, LLC | 3,980 | $74.4 萬 | 0.21% | 00.0% | 不變 |
| 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 |
| Donoghue Forlines LLC | 3,930 | $73.5 萬 | 0.16% | +3,930 | 新進 |
| Platform Technology Partners | 3,896 | $72.9 萬 | 0.35% | −181−4.4% | 減碼 |
| MTM Investment Management, LLC | 3,891 | $72.8 萬 | 0.35% | 00.0% | 不變 |
| Merrion Investment Management Co, LLC | 3,891 | $72.7 萬 | 0.53% | 00.0% | 不變 |
| Verus Capital Partners, LLC | 4,308 | $72.6 萬 | 0.11% | +4,308 | 新進 |
| Ausdal Financial Partners, Inc. | 3,871 | $72.4 萬 | 0.10% | +1,202+45.0% | 加碼 |
| Culbertson A N & Co Inc | 3,865 | $72.2 萬 | 0.14% | −180−4.4% | 減碼 |
| 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 |
| Cary Street Partners Asset Management LLC | 3,788 | $70.8 萬 | 0.14% | +34+0.9% | 加碼 |
| RB Capital Management, LLC | 3,783 | $70.7 萬 | 0.23% | +190+5.3% | 加碼 |
| 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 |
| Farmers & Merchants Investments Inc | 3,769 | $70.5 萬 | 0.03% | −150−3.8% | 減碼 |
| First City Capital Management, Inc. | 3,766 | $70.4 萬 | 0.39% | 00.0% | 不變 |
| SeaCrest Wealth Management, LLC | 3,759 | $70.3 萬 | 0.08% | +82+2.2% | 加碼 |
| Sutton Wealth Advisors Inc. | 3,756 | $70.2 萬 | 0.24% | +21+0.6% | 加碼 |
| NorthRock Partners, LLC | 3,743 | $70.0 萬 | 0.06% | −195−5.0% | 減碼 |
| 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 |
| Aspire Private Capital, LLC | 3,698 | $69.2 萬 | 0.22% | +347+10.4% | 加碼 |
| Transform Wealth, LLC | 3,696 | $69.1 萬 | 0.08% | −620−14.4% | 減碼 |
| Cadence Bank NA | 3,686 | $69.0 萬 | 0.19% | +85+2.4% | 加碼 |
| 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 |
| VeraBank, N.A. | 3,653 | $68.3 萬 | 0.35% | 00.0% | 不變 |
| Gitterman Wealth Management, LLC | 3,648 | $68.2 萬 | 0.55% | +174+5.0% | 加碼 |
| Steel Peak Wealth Management LLC | 3,642 | $68.1 萬 | 0.04% | −9,092−71.4% | 減碼 |
| LGL Partners, LLC | 3,636 | $68.0 萬 | 0.09% | −409−10.1% | 減碼 |
| Bath Savings Trust Co | 3,622 | $67.7 萬 | 0.08% | +792+28.0% | 加碼 |
| 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 |
| 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 |
| Chesapeake Wealth Management | 3,591 | $67.1 萬 | 0.24% | +2,326+183.9% | 加碼 |
| Mizuho Securities USA LLC | 3,584 | $67.0 萬 | 0.10% | −8,778−71.0% | 減碼 |
| 626 Financial, LLC | 3,564 | $66.6 萬 | 0.43% | +648+22.2% | 加碼 |
| Zeke Capital Advisors, LLC | 3,557 | $66.5 萬 | 0.03% | +3,557 | 新進 |
| Financial Management Network Inc | 3,537 | $66.4 萬 | 0.34% | −43−1.2% | 減碼 |
| 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 |
| US Asset Management LLC | 3,540 | $66.2 萬 | 0.61% | 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 |
| Ferguson Wellman Capital Management, Inc | 3,517 | $65.8 萬 | 0.02% | 00.0% | 不變 |
| 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 |
| 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 |
| First National Bank of Hutchinson | 3,494 | $65.3 萬 | 0.38% | −1,236−26.1% | 減碼 |
| Horizon Wealth Management, LLC | 3,481 | $65.1 萬 | 0.20% | −3,971−53.3% | 減碼 |
| Grove Bank & Trust | 3,472 | $64.9 萬 | 0.13% | +57+1.7% | 加碼 |