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 |
|---|---|---|---|---|---|
| Cresset Asset Management, LLC | 22,979 | $429.8 萬 | 0.04% | −400−1.7% | 減碼 |
| Castleark Management LLC | 22,975 | $429.6 萬 | 0.19% | 00.0% | 不變 |
| Grassi Investment Management | 22,960 | $429.4 萬 | 0.45% | 00.0% | 不變 |
| Cullen Capital Management LLC | 22,931 | $428.8 萬 | 0.04% | +2,131+10.2% | 加碼 |
| Fort Washington Investment Advisors Inc | 22,900 | $428.3 萬 | 0.03% | 00.0% | 不變 |
| Kingfisher Capital LLC | 22,689 | $424.3 萬 | 1.09% | −92−0.4% | 減碼 |
| Strategic Wealth Partners, Ltd. | 22,649 | $423.5 萬 | 0.83% | +1,156+5.4% | 加碼 |
| Family Management Corp | 22,611 | $422.8 萬 | 1.17% | +22+0.1% | 加碼 |
| Blue Zone Wealth Advisors, LLC | 22,514 | $421.0 萬 | 1.57% | −3,634−13.9% | 減碼 |
| Eudaimonia Partners, LLC | 22,419 | $419.2 萬 | 0.71% | +22,419 | 新進 |
| Grandfield & Dodd, LLC | 22,382 | $419.0 萬 | 0.28% | 00.0% | 不變 |
| Avitas Wealth Management LLC | 22,372 | $418.4 萬 | 0.75% | −5,928−20.9% | 減碼 |
| Sumitomo Life Insurance Co | 22,316 | $417.3 萬 | 0.10% | −324−1.4% | 減碼 |
| Mitchell Capital Management Co | 22,070 | $412.7 萬 | 0.92% | −6,452−22.6% | 減碼 |
| Cetera Investment Advisers | 22,056 | $412.4 萬 | 0.06% | −1,268−5.4% | 減碼 |
| Covington Capital Management | 22,043 | $412.2 萬 | 0.15% | +15+0.1% | 加碼 |
| Ethic Inc. | 21,926 | $410.0 萬 | 0.28% | +2,495+12.8% | 加碼 |
| Moody National Bank Trust Division | 21,919 | $409.9 萬 | 0.13% | −324−1.5% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 21,902 | $409.6 萬 | 0.18% | −410−1.8% | 減碼 |
| Stonnington Group, LLC | 23,066 | $409.6 萬 | 0.98% | +4,325+23.1% | 加碼 |
| Western Wealth Management, LLC | 21,878 | $409.0 萬 | 0.20% | +14,328+189.8% | 加碼 |
| Boston Private Wealth LLC | 21,869 | $408.9 萬 | 0.05% | +548+2.6% | 加碼 |
| Venture Visionary Partners LLC | 21,719 | $406.1 萬 | 0.27% | −569−2.6% | 減碼 |
| Walleye Trading LLC | 21,708 | $405.9 萬 | 0.08% | −25,116−53.6% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 21,613 | $404.2 萬 | 0.17% | −17−0.1% | 減碼 |
| Vident Investment Advisory, LLC | 21,296 | $398.3 萬 | 0.10% | −5,972−21.9% | 減碼 |
| Wetherby Asset Management Inc | 21,246 | $397.3 萬 | 0.23% | +1,016+5.0% | 加碼 |
| Kathleen S. Wright Associates Inc. | 21,224 | $396.9 萬 | 2.90% | +20.0% | 加碼 |
| Teamwork Financial Advisors, LLC | 21,095 | $394.5 萬 | 0.74% | +8,679+69.9% | 加碼 |
| Avantax Advisory Services, Inc. | 21,100 | $394.3 萬 | 0.05% | +6,802+47.6% | 加碼 |
| Chapman Investment Management, LLC | 21,084 | $394.3 萬 | 2.10% | +21,084 | 新進 |
| SRN Advisors, LLC | 21,008 | $392.8 萬 | 1.73% | −3,912−15.7% | 減碼 |
| Haverford Trust Co | 20,856 | $390.0 萬 | 0.05% | +10.0% | 加碼 |
| Power Corp of Canada | 20,832 | $389.6 萬 | 0.33% | +20,832 | 新進 |
| Semper Augustus Investments Group LLC大師Semper Augustus | 20,624 | $385.7 萬 | 0.98% | −636−3.0% | 減碼 |
| Chase Investment Counsel Corp | 20,312 | $379.8 萬 | 1.66% | −669−3.2% | 減碼 |
| TD Private Client Wealth LLC | 20,189 | $377.5 萬 | 0.16% | +13,974+224.8% | 加碼 |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $376.2 萬 | 3.43% | +1,218+6.4% | 加碼 |
| Pinkerton Retirement Specialists, LLC | 19,997 | $373.9 萬 | 0.83% | +529+2.7% | 加碼 |
| M. Kulyk & Associates, LLC | 19,913 | $372.4 萬 | 1.02% | 00.0% | 不變 |
| Fundamentun, LLC | 19,856 | $371.3 萬 | 0.62% | −762−3.7% | 減碼 |
| Intrinsic Value Partners, LLC | 19,848 | $371.2 萬 | 3.93% | −410−2.0% | 減碼 |
| Lakeview Capital Partners, LLC | 19,828 | $370.8 萬 | 1.90% | −1,264−6.0% | 減碼 |
| Everence Capital Management Inc | 19,754 | $369.4 萬 | 0.28% | +3,070+18.4% | 加碼 |
| Varma Mutual Pension Insurance Co | 19,735 | $369.0 萬 | 0.04% | 00.0% | 不變 |
| Azimuth Capital Management LLC | 19,573 | $366.0 萬 | 0.16% | −286−1.4% | 減碼 |
| DCM Advisors, LLC | 19,544 | $365.5 萬 | 1.29% | −1,317−6.3% | 減碼 |
| Raymond James Trust N.A. | 19,403 | $362.8 萬 | 0.11% | −821−4.1% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 19,250 | $360.0 萬 | 0.20% | −30.0% | 減碼 |
| RNC Capital Management LLC | 19,243 | $359.8 萬 | 0.18% | −238−1.2% | 減碼 |
| Fiduciary Group LLC | 22,268 | $354.9 萬 | 0.47% | −157−0.7% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,814 | $351.8 萬 | 0.30% | −716−3.7% | 減碼 |
| Clearstead Advisors, LLC | 18,705 | $349.8 萬 | 0.24% | +1,282+7.4% | 加碼 |
| Ropes Wealth Advisors LLC | 18,700 | $349.7 萬 | 0.60% | −899−4.6% | 減碼 |
| Moody Lynn & Lieberson, LLC | 18,699 | $349.7 萬 | 0.26% | +18,699 | 新進 |
| Meiji Yasuda Life Insurance Co | 18,674 | $349.2 萬 | 0.06% | −1,482−7.4% | 減碼 |
| Advisory Services Network, LLC | 18,641 | $348.5 萬 | 0.10% | −804−4.1% | 減碼 |
| Steel Canyon Capital, LLC | 18,570 | $347.3 萬 | 4.49% | +18,570 | 新進 |
| Mount Vernon Associates Inc | 18,551 | $346.9 萬 | 3.36% | −60−0.3% | 減碼 |
| Pacifica Capital Investments, LLC | 18,400 | $344.1 萬 | 1.12% | 00.0% | 不變 |
| Essex Investment Management Co LLC | 18,377 | $343.6 萬 | 0.43% | −527−2.8% | 減碼 |
| WP Advisors, LLC | 18,332 | $342.8 萬 | 1.41% | +271+1.5% | 加碼 |
| Hodges Capital Management Inc. | 18,303 | $342.3 萬 | 0.27% | +4,913+36.7% | 加碼 |
| Atria Wealth Solutions, Inc. | 18,278 | $341.8 萬 | 0.06% | +18,278 | 新進 |
| Busey Wealth Management | 18,246 | $341.2 萬 | 0.14% | +119+0.7% | 加碼 |
| Shelton Capital Management | 18,209 | $340.5 萬 | 0.13% | −176−1.0% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 18,155 | $339.5 萬 | 0.30% | +1,298+7.7% | 加碼 |
| Kingsview Wealth Management, LLC | 18,117 | $338.8 萬 | 0.15% | +5,822+47.4% | 加碼 |
| Wellington Shields Capital Management, LLC | 18,040 | $337.3 萬 | 0.37% | −3,203−15.1% | 減碼 |
| Salvus Wealth Management, LLC | 18,033 | $337.2 萬 | 2.58% | +496+2.8% | 加碼 |
| Bill Few Associates, Inc. | 17,825 | $333.3 萬 | 1.81% | 00.0% | 不變 |
| Callahan Advisors, LLC | 17,767 | $332.2 萬 | 0.38% | +51+0.3% | 加碼 |
| Siemens Fonds Invest GmbH | 17,753 | $332.0 萬 | 0.27% | −212−1.2% | 減碼 |
| Oliver Luxxe Assets LLC | 17,703 | $331.0 萬 | 0.84% | +15,662+767.4% | 加碼 |
| Lido Advisors, LLC | 17,591 | $328.9 萬 | 0.06% | +753+4.5% | 加碼 |
| Sigma Planning Corp | 17,548 | $328.2 萬 | 0.10% | −1,296−6.9% | 減碼 |
| Courier Capital LLC | 17,553 | $328.2 萬 | 0.33% | −180−1.0% | 減碼 |
| Wisconsin Capital Management LLC | 17,440 | $326.1 萬 | 1.57% | +17,440 | 新進 |
| LaFleur & Godfrey LLC | 17,422 | $325.8 萬 | 0.44% | +420+2.5% | 加碼 |
| EP Wealth Advisors, LLC | 17,409 | $325.5 萬 | 0.07% | −594−3.3% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 17,387 | $325.1 萬 | 0.35% | −250−1.4% | 減碼 |
| Brewin Dolphin Wealth Management Ltd | 17,290 | $323.3 萬 | 0.36% | 00.0% | 不變 |
| Elgethun Capital Management | 17,250 | $322.6 萬 | 1.09% | −33−0.2% | 減碼 |
| Redpoint Investment Management Pty Ltd | 17,239 | $322.4 萬 | 0.32% | 00.0% | 不變 |
| Stone Point Wealth LLC | 17,239 | $322.4 萬 | 1.81% | +3,349+24.1% | 加碼 |
| Canandaigua National Corp | 17,199 | $321.6 萬 | 0.49% | −87−0.5% | 減碼 |
| Dixon Hubard Feinour & Brown Inc | 17,187 | $321.4 萬 | 0.32% | −744−4.1% | 減碼 |
| Chartwell Investment Partners, LLC | 17,154 | $320.8 萬 | 0.11% | −4,835−22.0% | 減碼 |
| Hudson Valley Investment Advisors Inc | 17,119 | $320.1 萬 | 0.43% | −373−2.1% | 減碼 |
| Murphy Capital Management Inc | 16,971 | $317.3 萬 | 0.37% | −1,000−5.6% | 減碼 |
| Bank of Stockton | 16,912 | $316.2 萬 | 0.99% | +1,494+9.7% | 加碼 |
| Arabesque Asset Management Ltd | 16,874 | $315.5 萬 | 1.10% | −173−1.0% | 減碼 |
| Altium Wealth Management LLC | 16,841 | $314.9 萬 | 0.20% | −1,226−6.8% | 減碼 |
| Regent Investment Management LLC | 16,826 | $314.6 萬 | 0.73% | −50−0.3% | 減碼 |
| Modera Wealth Management, LLC | 16,691 | $312.1 萬 | 0.14% | −5,833−25.9% | 減碼 |
| Greenleaf Trust | 16,653 | $311.4 萬 | 0.04% | +1,884+12.8% | 加碼 |
| Scotia Capital Inc. | 16,614 | $310.7 萬 | 0.02% | −4,246−20.4% | 減碼 |
| Naples Global Advisors, LLC | 16,602 | $310.5 萬 | 0.36% | −115−0.7% | 減碼 |
| Washington Trust Advisors, Inc. | 16,548 | $309.5 萬 | 0.22% | −730−4.2% | 減碼 |
| L & S Advisors Inc | 16,441 | $307.4 萬 | 0.36% | −18,251−52.6% | 減碼 |