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 |
|---|---|---|---|---|---|
| Northstar Group, Inc. | 16,431 | $307.3 萬 | 0.74% | +30.0% | 加碼 |
| Bell & Brown Wealth Advisors, LLC | 16,424 | $307.1 萬 | 1.39% | −698−4.1% | 減碼 |
| River & Mercantile Asset Management LLP | 16,399 | $306.6 萬 | 0.40% | −3,400−17.2% | 減碼 |
| Silvant Capital Management LLC | 16,332 | $305.4 萬 | 0.58% | −371−2.2% | 減碼 |
| Proequities, Inc. | 16,259 | $304.0 萬 | 0.22% | +1,260+8.4% | 加碼 |
| Glenview Trust Co | 16,253 | $303.9 萬 | 0.10% | −1,380−7.8% | 減碼 |
| Bennicas & Associates, Inc. | 16,225 | $303.4 萬 | 1.52% | −187−1.1% | 減碼 |
| Tower Bridge Advisors | 16,177 | $302.5 萬 | 0.20% | +225+1.4% | 加碼 |
| Condor Capital Management | 16,103 | $301.1 萬 | 0.34% | −458−2.8% | 減碼 |
| Gotham Asset Management, LLC | 16,090 | $300.9 萬 | 0.09% | +782+5.1% | 加碼 |
| Reynolds Investment Management, Inc. | 16,084 | $300.8 萬 | 0.89% | +16,084 | 新進 |
| Girard Partners Ltd. | 16,082 | $300.7 萬 | 0.33% | +9,764+154.5% | 加碼 |
| Eads & Heald Wealth Management | 16,066 | $300.4 萬 | 1.39% | −862−5.1% | 減碼 |
| Selway Asset Management | 15,810 | $295.6 萬 | 1.43% | −50−0.3% | 減碼 |
| Alps Advisors Inc | 15,772 | $294.9 萬 | 0.03% | −652−4.0% | 減碼 |
| West Oak Capital, LLC | 15,725 | $294.1 萬 | 1.33% | −510−3.1% | 減碼 |
| Resonant Capital Advisors, LLC | 15,570 | $291.4 萬 | 0.43% | +695+4.7% | 加碼 |
| Jackson Square Capital, LLC | 15,569 | $291.1 萬 | 0.91% | −333−2.1% | 減碼 |
| Peoples Financial Services Corp. | 15,553 | $290.9 萬 | 1.26% | −716−4.4% | 減碼 |
| TrinityPoint Wealth, LLC | 15,387 | $287.7 萬 | 0.52% | −1,108−6.7% | 減碼 |
| Hightower 6M Holding, LLC | 15,368 | $287.4 萬 | 0.22% | +15,368 | 新進 |
| Brave Asset Management Inc | 15,154 | $283.4 萬 | 0.98% | 00.0% | 不變 |
| Triasima Portfolio Management inc. | 15,130 | $282.9 萬 | 0.14% | +8,255+120.1% | 加碼 |
| Rehmann Capital Advisory Group | 15,133 | $282.9 萬 | 0.27% | +1,640+12.2% | 加碼 |
| Evercore Wealth Management, LLC | 15,074 | $281.9 萬 | 0.05% | −192−1.3% | 減碼 |
| Independent Investors Inc | 15,000 | $280.5 萬 | 0.62% | 00.0% | 不變 |
| Brendel Financial Advisors LLC | 14,991 | $280.3 萬 | 1.52% | 00.0% | 不變 |
| Valueworks LLC | 14,929 | $279.2 萬 | 0.92% | −299−2.0% | 減碼 |
| Sompo Asset Management Co., Ltd. | 14,850 | $277.6 萬 | 0.60% | −2,500−14.4% | 減碼 |
| Pettee Investors, Inc. | 14,681 | $274.5 萬 | 1.21% | 00.0% | 不變 |
| Northern Oak Wealth Management Inc | 14,653 | $274.0 萬 | 0.34% | −3,840−20.8% | 減碼 |
| Hotaling Investment Management, LLC | 14,554 | $272.2 萬 | 1.05% | −4,452−23.4% | 減碼 |
| American Portfolios Advisors | 14,494 | $271.0 萬 | 0.09% | +911+6.7% | 加碼 |
| Ieq Capital, LLC | 14,491 | $271.0 萬 | 0.06% | −436−2.9% | 減碼 |
| Investment Advisory Services Inc | 14,486 | $270.9 萬 | 1.51% | +1,779+14.0% | 加碼 |
| St. James Investment Advisors, LLC | 14,334 | $268.0 萬 | 2.15% | +650+4.8% | 加碼 |
| Sandhill Capital Partners LLC | 14,188 | $265.3 萬 | 0.23% | +1,236+9.5% | 加碼 |
| Buckingham Strategic Wealth, LLC | 14,184 | $265.2 萬 | 0.05% | −84−0.6% | 減碼 |
| PEAK6 Investments LLC | 14,180 | $265.2 萬 | 0.08% | +14,180 | 新進 |
| Two Sigma Advisers, LP | 14,100 | $263.7 萬 | 0.01% | +7,300+107.4% | 加碼 |
| American Trust | 14,019 | $262.2 萬 | 0.18% | +9,791+231.6% | 加碼 |
| Lincoln Capital LLC | 13,946 | $260.8 萬 | 0.61% | +3,100+28.6% | 加碼 |
| Private Asset Management Inc | 13,924 | $260.4 萬 | 0.35% | −335−2.3% | 減碼 |
| Sawyer & Company, Inc | 13,868 | $259.3 萬 | 1.17% | −63−0.5% | 減碼 |
| BBR Partners, LLC | 13,866 | $259.3 萬 | 0.24% | −9−0.1% | 減碼 |
| HBK Sorce Advisory LLC | 13,826 | $258.6 萬 | 0.14% | −1,995−12.6% | 減碼 |
| Gilman Hill Asset Management, LLC | 13,814 | $258.3 萬 | 0.59% | −300−2.1% | 減碼 |
| Godshalk Welsh Capital Management, Inc. | 13,781 | $257.7 萬 | 1.58% | −168−1.2% | 減碼 |
| Two Sigma Securities, LLC | 13,593 | $254.2 萬 | 0.35% | +9,203+209.6% | 加碼 |
| Kanawha Capital Management LLC | 13,589 | $254.1 萬 | 0.22% | −100−0.7% | 減碼 |
| High Pointe Capital Management LLC | 13,565 | $253.7 萬 | 1.82% | −1,180−8.0% | 減碼 |
| Sawgrass Asset Management LLC | 13,559 | $253.6 萬 | 0.27% | −450−3.2% | 減碼 |
| Cerity Partners LLC | 17,121 | $252.0 萬 | 0.04% | +3,366+24.5% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 13,454 | $251.6 萬 | 0.22% | +9+0.1% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 14,566 | $250.7 萬 | 0.10% | +2,348+19.2% | 加碼 |
| TownSquare Capital, LLC | 13,358 | $249.7 萬 | 0.06% | +2,779+26.3% | 加碼 |
| Fort Sheridan Advisors LLC | 13,300 | $248.7 萬 | 0.73% | 00.0% | 不變 |
| Profund Advisors LLC | 13,241 | $247.6 萬 | 0.10% | −1,502−10.2% | 減碼 |
| Cetera Advisors LLC | 13,216 | $247.1 萬 | 0.05% | +607+4.8% | 加碼 |
| Traverso Chambers Private Wealth Management, LLC | 13,215 | $247.1 萬 | 0.74% | +6,699+102.8% | 加碼 |
| Aristotle Capital Management, LLC | 13,196 | $246.8 萬 | 0.00% | 00.0% | 不變 |
| Montag A & Associates Inc | 13,176 | $246.4 萬 | 0.13% | −2,939−18.2% | 減碼 |
| Benedict Financial Advisors Inc | 13,161 | $246.1 萬 | 0.66% | −211−1.6% | 減碼 |
| Welch Group, LLC | 13,076 | $244.5 萬 | 0.14% | +64+0.5% | 加碼 |
| QV Investors Inc. | 13,070 | $244.4 萬 | 0.17% | −7,240−35.6% | 減碼 |
| Ahl Investment Management, Inc. | 13,059 | $244.2 萬 | 2.24% | +637+5.1% | 加碼 |
| Signature Wealth Management Group | 13,036 | $243.8 萬 | 1.10% | −510−3.8% | 減碼 |
| Jag Capital Management, LLC | 17,198 | $243.2 萬 | 0.24% | −35−0.2% | 減碼 |
| U S Global Investors Inc | 12,900 | $241.2 萬 | 0.08% | +12,900 | 新進 |
| Ashfield Capital Partners, LLC | 12,826 | $239.8 萬 | 0.16% | −105−0.8% | 減碼 |
| South State Corp. | 12,809 | $239.6 萬 | 0.19% | −707−5.2% | 減碼 |
| KCM Investment Advisors LLC | 12,796 | $239.3 萬 | 0.09% | −328−2.5% | 減碼 |
| Integrated Wealth Concepts LLC | 12,753 | $238.5 萬 | 0.07% | −2,465−16.2% | 減碼 |
| Valeo Financial Advisors, LLC | 12,735 | $238.1 萬 | 0.12% | +448+3.6% | 加碼 |
| Quadrant Capital Group LLC | 12,625 | $236.1 萬 | 0.29% | +161+1.3% | 加碼 |
| Burney Co | 12,590 | $235.4 萬 | 0.11% | −2,180−14.8% | 減碼 |
| IFG Advisory, LLC | 12,588 | $235.4 萬 | 0.24% | +36+0.3% | 加碼 |
| Doheny Asset Management | 12,578 | $235.2 萬 | 1.72% | −665−5.0% | 減碼 |
| Bailard, Inc. | 12,549 | $234.7 萬 | 0.08% | +978+8.5% | 加碼 |
| Aviance Capital Partners, LLC | 12,540 | $234.5 萬 | 0.43% | 00.0% | 不變 |
| Frontier Wealth Management LLC | 13,355 | $234.4 萬 | 0.03% | +68+0.5% | 加碼 |
| Icon Advisers Inc | 12,500 | $233.7 萬 | 0.40% | −1,700−12.0% | 減碼 |
| Pinnacle Holdings, LLC | 12,475 | $233.3 萬 | 0.92% | +1,199+10.6% | 加碼 |
| Pittenger & Anderson Inc | 12,420 | $232.3 萬 | 0.11% | +11,920+2,384.0% | 加碼 |
| Empirical Finance, LLC | 12,413 | $232.1 萬 | 0.26% | +2,406+24.0% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 12,399 | $231.9 萬 | 0.78% | +50.0% | 加碼 |
| Guardian Capital LP | 12,368 | $231.3 萬 | 0.04% | +3,750+43.5% | 加碼 |
| Osborne Partners Capital Management, LLC | 12,325 | $230.5 萬 | 0.17% | +50.0% | 加碼 |
| Silicon Hills Wealth Management, LLC | 12,294 | $229.9 萬 | 1.47% | −1,814−12.9% | 減碼 |
| Cape Cod Five Cents Savings Bank | 12,246 | $229.0 萬 | 0.23% | −359−2.8% | 減碼 |
| Buttonwood Financial Advisors Inc. | 12,210 | $228.3 萬 | 2.06% | −239−1.9% | 減碼 |
| EFG Asset Management (North America) Corp. | 12,169 | $227.5 萬 | 0.34% | +2,331+23.7% | 加碼 |
| D. E. Shaw & Co., Inc. | 12,146 | $227.2 萬 | 0.00% | −67,039−84.7% | 減碼 |
| BLB&B Advisors, LLC | 12,144 | $227.1 萬 | 0.15% | −1,494−11.0% | 減碼 |
| Corient Capital Partners, LLC | 12,140 | $227.0 萬 | 0.15% | +1,032+9.3% | 加碼 |
| Caldwell Trust Co | 12,102 | $226.3 萬 | 0.27% | −125−1.0% | 減碼 |
| Change Path, LLC | 12,057 | $225.5 萬 | 0.12% | +233+2.0% | 加碼 |
| American National Insurance Co | 12,025 | $224.9 萬 | 0.61% | 00.0% | 不變 |
| Fruth Investment Management | 11,915 | $222.8 萬 | 0.62% | −50−0.4% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 11,897 | $222.5 萬 | 0.01% | −7,897−39.9% | 減碼 |