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 |
|---|---|---|---|---|---|
| Csenge Advisory Group | 11,885 | $222.3 萬 | 0.18% | +3,989+50.5% | 加碼 |
| Smith, Salley & Associates | 11,882 | $222.2 萬 | 0.17% | −7−0.1% | 減碼 |
| Boston Family Office LLC | 11,863 | $221.8 萬 | 0.16% | +1,250+11.8% | 加碼 |
| Bull Street Advisors, LLC | 11,822 | $221.1 萬 | 1.07% | +192+1.7% | 加碼 |
| Insight Inv LLC | 11,806 | $220.8 萬 | 2.00% | +320+2.8% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 11,784 | $220.4 萬 | 0.08% | +446+3.9% | 加碼 |
| Bluestein R H & Co | 11,780 | $220.3 萬 | 0.09% | 00.0% | 不變 |
| CMT Capital Markets Trading GmbH | 11,750 | $219.7 萬 | 0.98% | −27,150−69.8% | 減碼 |
| Ballentine Partners, LLC | 11,743 | $219.6 萬 | 0.07% | +1,771+17.8% | 加碼 |
| Lowe Brockenbrough & Co Inc | 11,737 | $219.5 萬 | 0.16% | 00.0% | 不變 |
| Wright Investors Service Inc | 11,734 | $219.4 萬 | 0.55% | +662+6.0% | 加碼 |
| Madison Wealth Management | 11,723 | $219.2 萬 | 0.46% | −15−0.1% | 減碼 |
| Spire Wealth Management | 11,673 | $218.3 萬 | 0.06% | +2,583+28.4% | 加碼 |
| BKD Wealth Advisors, LLC | 11,606 | $217.0 萬 | 0.09% | −615−5.0% | 減碼 |
| Lindsell Train Ltd大師Lindsell Train | 11,600 | $216.9 萬 | 0.03% | 00.0% | 不變 |
| Arcus Capital Partners, LLC | 11,583 | $216.6 萬 | 0.77% | 00.0% | 不變 |
| Gamble Jones Investment Counsel | 11,567 | $216.3 萬 | 0.13% | 00.0% | 不變 |
| CSM Advisors, LLC | 11,549 | $215.9 萬 | 0.15% | −915−7.3% | 減碼 |
| Birinyi Associates Inc | 11,531 | $215.6 萬 | 0.74% | +1,750+17.9% | 加碼 |
| Adviser Investments LLC | 11,474 | $214.6 萬 | 0.14% | +421+3.8% | 加碼 |
| SOL Capital Management CO | 11,463 | $214.4 萬 | 0.39% | −700−5.8% | 減碼 |
| Little House Capital LLC | 11,456 | $214.2 萬 | 1.10% | +10+0.1% | 加碼 |
| Cito Capital Group, LLC | 11,400 | $213.2 萬 | 0.97% | −3,000−20.8% | 減碼 |
| Braun Stacey Associates Inc | 11,400 | $213.2 萬 | 0.09% | +2,800+32.6% | 加碼 |
| Pinnacle Wealth Management, LLC | 11,352 | $212.3 萬 | 2.48% | −1,272−10.1% | 減碼 |
| Moors & Cabot, Inc. | 11,322 | $211.7 萬 | 0.13% | +1,607+16.5% | 加碼 |
| Paloma Partners Management Co | 11,300 | $211.3 萬 | 0.16% | +4,775+73.2% | 加碼 |
| Jacobi Capital Management LLC | 11,291 | $211.2 萬 | 0.25% | −40−0.4% | 減碼 |
| Signet Investment Advisory Group, Inc. | 11,264 | $210.6 萬 | 1.27% | −2,669−19.2% | 減碼 |
| Budros, Ruhlin & Roe, Inc. | 11,261 | $210.6 萬 | 0.22% | −822−6.8% | 減碼 |
| Private Wealth Partners, LLC | 11,213 | $209.7 萬 | 0.19% | 00.0% | 不變 |
| Wolf Group Capital Advisors | 11,210 | $209.6 萬 | 1.07% | +11,210 | 新進 |
| Meeder Asset Management Inc | 11,119 | $207.9 萬 | 0.10% | +11,119 | 新進 |
| Argus Investors' Counsel, Inc. | 11,100 | $207.6 萬 | 1.33% | −1,640−12.9% | 減碼 |
| Jefferies Group LLC | 11,098 | $207.5 萬 | 0.05% | +6,270+129.9% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 11,064 | $206.9 萬 | 0.08% | −2,174−16.4% | 減碼 |
| AIA Group Ltd | 11,021 | $206.1 萬 | 0.09% | +7,773+239.3% | 加碼 |
| People's United Financial, Inc. | 11,014 | $206.0 萬 | 0.06% | −4,773−30.2% | 減碼 |
| Gifford Fong Associates | 11,000 | $205.7 萬 | 0.38% | 00.0% | 不變 |
| True North Advisors, LLC | 11,000 | $205.7 萬 | 0.55% | 00.0% | 不變 |
| Cigna Investments Inc | 10,976 | $205.2 萬 | 0.25% | −3,333−23.3% | 減碼 |
| Deane Retirement Strategies, Inc. | 10,956 | $205.1 萬 | 1.13% | −82−0.7% | 減碼 |
| Constitution Capital LLC | 10,950 | $204.8 萬 | 1.12% | +4,950+82.5% | 加碼 |
| Wellington Shields & Co., LLC | 10,940 | $204.6 萬 | 0.67% | +3,000+37.8% | 加碼 |
| Park Avenue Securities LLC | 10,912 | $204.1 萬 | 0.04% | +5,012+84.9% | 加碼 |
| Wintrust Investments LLC | 10,835 | $202.6 萬 | 0.20% | −124−1.1% | 減碼 |
| Schechter Investment Advisors, LLC | 10,800 | $202.0 萬 | 0.19% | +413+4.0% | 加碼 |
| Assetmark, Inc | 10,773 | $201.5 萬 | 0.01% | +6,401+146.4% | 加碼 |
| Personal Capital Advisors Corp | 10,737 | $200.8 萬 | 0.01% | −443−4.0% | 減碼 |
| FOCUS Wealth Advisors, LLC | 10,733 | $200.7 萬 | 1.20% | −132−1.2% | 減碼 |
| Mather Group, LLC. | 10,711 | $200.3 萬 | 0.04% | +5,490+105.2% | 加碼 |
| Veriti Management LLC | 10,684 | $199.8 萬 | 0.24% | +512+5.0% | 加碼 |
| Morse Asset Management, Inc | 10,672 | $199.6 萬 | 0.50% | +4,532+73.8% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 10,658 | $199.3 萬 | 0.08% | +159+1.5% | 加碼 |
| Polaris Wealth Advisory Group, LLC | 10,908 | $199.0 萬 | 0.13% | +10,908 | 新進 |
| Anchor Investment Management, LLC | 10,559 | $197.5 萬 | 0.25% | −359−3.3% | 減碼 |
| MainStreet Investment Advisors LLC | 10,531 | $196.9 萬 | 0.18% | −337−3.1% | 減碼 |
| NVWM, LLC | 10,521 | $196.7 萬 | 0.62% | −809−7.1% | 減碼 |
| Citizens Business Bank | 10,500 | $196.4 萬 | 0.24% | 00.0% | 不變 |
| Rathbone Brothers plc | 10,431 | $195.1 萬 | 0.02% | −127−1.2% | 減碼 |
| William Allan, LLC | 10,427 | $195.0 萬 | 1.47% | −19−0.2% | 減碼 |
| Vestcor Inc | 10,415 | $194.8 萬 | 0.07% | +2,081+25.0% | 加碼 |
| Inlet Private Wealth, LLC | 10,411 | $194.7 萬 | 0.49% | +20.0% | 加碼 |
| Herbst Group, LLC | 10,400 | $194.5 萬 | 1.29% | +200+2.0% | 加碼 |
| Occudo Quantitative Strategies LP | 10,396 | $194.4 萬 | 0.16% | +5,887+130.6% | 加碼 |
| Penobscot Investment Management Company, Inc. | 10,289 | $192.4 萬 | 0.28% | −482−4.5% | 減碼 |
| Coldstream Capital Management Inc | 10,276 | $192.2 萬 | 0.07% | −478−4.4% | 減碼 |
| CX Institutional | 10,278 | $192.2 萬 | 0.15% | +7,791+313.3% | 加碼 |
| Hyman Charles D | 10,247 | $191.6 萬 | 0.12% | +243+2.4% | 加碼 |
| Trustco Bank Corp N Y | 10,237 | $191.4 萬 | 1.90% | 00.0% | 不變 |
| Americana Partners, LLC | 10,223 | $191.1 萬 | 0.59% | −9,904−49.2% | 減碼 |
| Sabadell Asset Management, S.A S.G.I.I.C | 10,450 | $190.6 萬 | 0.33% | +395+3.9% | 加碼 |
| Institute for Wealth Management, LLC. | 10,119 | $189.2 萬 | 0.31% | −43−0.4% | 減碼 |
| Howard Capital Management Inc. | 10,106 | $189.0 萬 | 0.43% | −609−5.7% | 減碼 |
| IndexIQ Advisors LLC | 10,102 | $188.8 萬 | 0.07% | −366−3.5% | 減碼 |
| Metis Global Partners, LLC | 10,090 | $188.6 萬 | 0.23% | +4,624+84.6% | 加碼 |
| CAPROCK Group, Inc. | 10,072 | $188.3 萬 | 0.18% | +1,381+15.9% | 加碼 |
| IHT Wealth Management, LLC | 10,062 | $188.2 萬 | 0.14% | +6,791+207.6% | 加碼 |
| St. Johns Investment Management Company, LLC | 10,031 | $187.6 萬 | 1.00% | +63+0.6% | 加碼 |
| Rothschild Investment Corp | 10,019 | $187.3 萬 | 0.15% | +16+0.2% | 加碼 |
| Bayesian Capital Management, LP | 10,008 | $187.1 萬 | 0.28% | +10,008 | 新進 |
| Gateway Investment Advisers LLC | 9,994 | $186.9 萬 | 0.02% | +529+5.6% | 加碼 |
| Chicago Capital, LLC | 9,949 | $186.0 萬 | 0.08% | 00.0% | 不變 |
| Parallel Advisors, LLC | 9,798 | $185.9 萬 | 0.07% | +581+6.3% | 加碼 |
| Savant Capital, LLC | 9,931 | $185.7 萬 | 0.06% | +446+4.7% | 加碼 |
| McMillion Capital Management Inc | 9,926 | $185.6 萬 | 1.15% | 00.0% | 不變 |
| Knuff & Co LLC | 9,855 | $184.3 萬 | 0.67% | 00.0% | 不變 |
| IBM Retirement Fund | 9,834 | $183.9 萬 | 0.26% | −911−8.5% | 減碼 |
| Signaturefd, LLC | 9,817 | $183.6 萬 | 0.06% | +1,129+13.0% | 加碼 |
| Linker Capital Management Inc. | 9,650 | $180.5 萬 | 1.80% | 00.0% | 不變 |
| ACG Wealth | 9,633 | $180.1 萬 | 0.34% | −884−8.4% | 減碼 |
| Ingalls & Snyder LLC | 9,632 | $180.1 萬 | 0.08% | 00.0% | 不變 |
| Advisor Resource Council | 9,623 | $180.0 萬 | 0.55% | −1,720−15.2% | 減碼 |
| Ziegler Capital Management, LLC | 9,622 | $179.9 萬 | 0.08% | −64,932−87.1% | 減碼 |
| Erste Asset Management GmbH | 9,470 | $179.7 萬 | 0.03% | +536+6.0% | 加碼 |
| Woodstock Corp | 9,515 | $177.9 萬 | 0.21% | −975−9.3% | 減碼 |
| Dakota Wealth Management | 9,475 | $177.1 萬 | 0.14% | +1,472+18.4% | 加碼 |
| Massmutual Trust Co FSB | 9,424 | $176.2 萬 | 0.07% | −567−5.7% | 減碼 |
| Stokes Family Office, LLC | 9,387 | $175.5 萬 | 0.23% | +97+1.0% | 加碼 |
| Moneta Group Investment Advisors LLC | 9,348 | $174.8 萬 | 0.07% | +4,868+108.7% | 加碼 |